Andrew Holliday, Finance Expert in New York, NY, United States
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Andrew Holliday

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
May 18, 2020

Andrew has deep expertise in valuation techniques for hard-to-value securities, which he developed while working at AEP Capital (private equity) and Houlihan Lokey (portfolio valuation). During these five years, he applied the knowledge he gained to his own startup ventures, Sports Scene, and Ostrich. Andrew enjoys the freedom and variety that comes with freelancing, and he can be counted on to deliver high-quality work in a timely fashion.

Career Highlights

Financial Consultant
Plymouth Argyle Football Club
Associate
Houlihan Lokey

Education Highlights

MBA
Simon Business School, University of Rochester
Bachelor's Degree
Rollins College

Certification Highlights

Case Studies

Work Experience

COO | Co-founder

2019 - PRESENT
Ostrich
  • Co-founded Ostrich, a company rewarding college students for taking positive financial actions so they can enjoy their 20s guilt-free.
  • Raised $250k pre-seed round from angels and strategic investors.
  • Created a financial model used for both internal and fundraising purposes.
  • Developed and executed in-person, event-based activations on college campuses around the US.
  • Recruited developers and advisory board members to build out the team and add the required expertise.
Focus areas: Fundraising, Social Media Marketing (SMM), Budgeting, Launch Strategy, Company Strategy, Growth Strategy, Finance Strategy, Startups, Fintech, Startup Funding, Health & Wellness, Early-stage Startups, Apple Keynote, Pitch Decks, Storytelling, Business Models, Business Strategy, United States, Microsoft Excel, Business to Business (B2B), Market Research, Mobile App Development, Mobile Apps, Venture Capital, Early-stage Funding, Pricing, Pitch Deck Consultant, Apps, Business to Consumer (B2C), B2C, Financing, Business Planning, Business Plan Consulting, Fundraising Strategy

Fundraising Consultant (US / Sports / Athletics / Platform)

2023 - 2023
SportUnleash
  • Collaborated with the CEO to define the value problem, value prop, and pitch story.
  • Developed a pitch deck to be used in investor presentations.
  • Designed customer interviews to deepen understanding of the problem and develop a pricing strategy.
  • Refined go-to-market strategy by narrowing down on specific target niche to maintain focus.
Focus areas: United States, Startups, Fundraising, Venture Capital, Sports & Athletics, Sports, Early-stage Startups, Early-stage Funding, Early-stage Venture Capital, Platforms, Valuation, Startup Funding, Pitch Deck Consultant, Business to Consumer (B2C), B2C, Financing, Business Planning, Business Plan Consulting, Fundraising Strategy

Fundraising (Platform / Seed / Women Entrepreneurs)

2020 - 2021
Danielle Hobson
  • Developed business model in conjunction with CEO and built full financial model to inform fundraising needs.
  • Developed go-to-market strategy for two-sided marketplace.
  • Created story with CEO and designed pitch deck for fundraising purposes.
Focus areas: Startups, Financial Modeling, Fundraising, Seed Fundraising, Angel/Seed Funding, United States, Platforms, Community Development, Angel Investing, Pitch Decks, Business Models, Pitch Deck Consultant, Psychology & Mental Health, Early-stage Startups, Financing, Business Planning, Business Plan Consulting, Fundraising Strategy

Financial Consultant

2020 - 2020
Plymouth Argyle Football Club
  • Developed a flexible operating model for the board to use in their decision-making regarding operations during the COVID-19 shutdown.
  • Created scenarios for board analysis based on altering key input variables, such as season start dates, length of season, crowd size, wage budget and staff furloughs, and other cost-cutting measures.
  • Worked with the CEO, executive board members, and the finance department to analyze recent historical results and create projections for the coming 2020/2021, 2021/2022, and 2022/2023 seasons.
Focus areas: Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Scenario Analysis, Operating Models, Forecasting, Budgeting, Financial Analysis, Three-statement Modeling, United States, Microsoft Excel, Financials, Sensitivity Analysis, Sports & Athletics, Sports, Financing, Sportswear

Associate

2017 - 2019
Houlihan Lokey
  • Conducted quarterly valuations for over 100 positions held by clients in debt and equity of subject companies worth anywhere from $5 million up to as much as $10 billion.
  • Advised clients holding complex securities, explaining valuation methodologies and results.
  • Gained experience working across a wide variety of industries with specific expertise in SaaS, infrastructure, and real estate.
  • Participated in two successful pitches for business as part of the presenting team and built several other successful pitch decks.
  • Collaborated with the tax and financial reporting teams on fairness opinions for deals worth as much as $5.1 billion.
  • Created a taxonomy for the portfolio valuation process to be used as training material for new hires.
Focus areas: Competitor Analysis & Profiling, Comparable Company Analysis, Client Briefing, Pitch Preparation, Financial Modeling, Loan Valuation, Valuation Modeling, Equity Valuation, Financial Analysis, Direct to Consumer (D2C), Three-statement Modeling, Offer Evaluation, Transaction Comparables, Asset Valuation, 409A Valuation, Banking & Finance, Financial Services, Distressed/Special Situations, Debt Financing, Due Diligence, Software as a Service (SaaS), Telecommunications, Health & Wellness, Infrastructure, SaaS, Pitch Decks, Private Equity Valuation, Capital IQ, United States, Microsoft PowerPoint, Microsoft Excel, Budget Modeling, Financials, Sensitivity Analysis, Real Estate, Mergers & Acquisitions (M&A), Business to Business (B2B), Market Research, Venture Capital, Financing, Real Estate Development

CEO | Co-founder

2013 - 2018
Sports Scene
  • Created and co-founded Sports Scene, providing large, framed photographic montages to colleges to be presented to student-athletes, usually as a graduation gift or for winning competitions.
  • Worked with three colleges in Central Florida, designing and producing montages unique to each individual athlete across 14 sports.
  • Ran every aspect of the business including the legal process of creation, procurement of photographs, negotiation with suppliers and colleges for orders, design of the montages using Photoshop, and production and delivery of those montages.
  • Designed the business model in such a manner that it was profitable from day one.
Focus areas: Company Strategy, Budgeting, Photoshop Design, Business to Business to Consumer (B2B2C), B2B2C, Contract Negotiation, Management, Startups, Early-stage Startups, Apple Keynote, Pitch Decks, Storytelling, Business Models, Business Strategy, United States, Pricing, Business Planning

Senior Analyst

2015 - 2017
AEP Capital
  • Sourced and vetted numerous investment opportunities, using both operational frameworks and valuation analyses.
  • Built three-statement financial models including a full DCF valuation of a portfolio company, using management projections.
  • Carried out the 2016 budgeting process for a portfolio company, redesigning their spreadsheets and improving the accuracy of their projections.
  • Analyzed demographic data for a portfolio company, using regression analysis to provide insight into optimal new school locations.
  • Coordinated with management and Stephens Investment Bank to create a confidential information memorandum (CIM) for an ongoing portfolio company sale process.
Focus areas: Competitor Analysis & Profiling, Comparable Company Analysis, Private Equity, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Portfolio Management, Annual Budgets, M&A (Buy-side), M&A Modeling, Valuation, Financial Modeling, Financial Analysis, Three-statement Modeling, Transaction Comparables, Banking & Finance, Financial Services, Due Diligence, Family Office, Pitch Decks, Storytelling, Business Models, Business Strategy, Private Equity Valuation, Capital IQ, United States, Microsoft PowerPoint, Microsoft Excel, Budget Modeling, Financials, Sensitivity Analysis, Mergers & Acquisitions (M&A), Market Research, Financing
2013 - 2015

MBA in Finance – Competitive and Organizational Strategy

Simon Business School, University of Rochester - Rochester, NY, USA

2010 - 2013

Bachelor's Degree in International Business

Rollins College - Winter Park, FL, USA

JUNE 2018 - NOVEMBER 2021

Series 79

FINRA

MAY 2018 - NOVEMBER 2021

Series 63

FINRA

Finance

Due Diligence, Financial Planning & Analysis (FP&A), Comparable Company Analysis, Three-statement Modeling, Valuation, Financial Modeling, Equity Valuation, Private Equity Valuation, Forecasting, DCF Valuation, Valuation Modeling, Revenue & Expense Projections, Fundraising, Mergers & Acquisitions (M&A), M&A Modeling, Valuation Multiples, Weighted Average Cost of Capital (WACC), 409A Valuation, Private Equity, Asset Valuation, Market Research, Pricing, M&A (Buy-side), Budgeting, Finance Strategy, Startup Funding, Seed Fundraising, Angel/Seed Funding

Output Software

Microsoft Excel, Microsoft PowerPoint, Apple Keynote, Adobe Photoshop

Data & Analysis Software

Capital IQ, Financial Data, Bloomberg

Geographic Expertise

United States, United Kingdom

Industry Expertise

Financial Services, Early-stage Startups, Banking & Finance, Venture Capital, Sports, Real Estate, Health & Wellness, Telecommunications, Sportswear, Real Estate Development

Other

Competitor Analysis & Profiling, Financials, Sensitivity Analysis, Financial Analysis, Operating Models, Excel Modeling, DCF Modeling, Transaction Comparables, Offer Evaluation, Loan Valuation, Budget Modeling, Business Planning, Business Strategy, Business Models, Pitch Decks, Debt Financing, Storytelling, Startups, Direct to Consumer (D2C), Annual Budgets, Distressed/Special Situations, Sports & Athletics, Apps, Business to Consumer (B2C), B2C, Financing, Business Plan Consulting, Fundraising Strategy, Infrastructure, Family Office, SaaS, Pitch Preparation, Client Briefing, Portfolio Management, Management, Contract Negotiation, B2B2C, Photoshop Design, Company Strategy, Growth Strategy, Launch Strategy, Social Media Marketing (SMM), Scenario Analysis, Microsoft 365, S&P Capital IQ, Fintech, Board Presentations, Industry Analysis, Client Presentations, Data Visualization, International Projects, Software as a Service (SaaS), Finance, Competitive Strategy, Strategy, Business to Business (B2B), Mobile App Development, Mobile Apps, Early-stage Funding, Business to Business to Consumer (B2B2C), Early-stage Venture Capital, Platforms, Community Development, Angel Investing, Pitch Deck Consultant, Psychology & Mental Health, Canva, Figma, Notion

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