- Negotiated the sale of a $10 million interest in a PE fund in a secondary transaction. The sale of the LP interest resulted in a small gain versus a likely substantial loss. Evaluated potential risk/reward with an independent waterfall analysis.
- Led an M&A process for an oil and gas services portfolio company. Performed M&A modeling, due diligence, and valuation for the strategic acquisition ($10 million) that added new service verticals.
- Built and maintained a multi-year, three-statement financial model to forecast performance and create quarterly and annual budgets for an aerospace manufacturing portfolio company with over $60 million in revenues.
- Developed a multi-year financial model to support negotiations with bank contacts for an expanded $30 million loan for increased agricultural development and residential home construction.
- Structured new common and preferred equity investments in an aerospace manufacturing portfolio company. Used the new securities to raise more than $10 million while complying with debt covenants and limiting dilution to current shareholders.
- Evaluated regional startups for potential direct angel investments. Led due diligence and conversations with founders. Recommended changes to startups' pitch decks to ensure better fundraising success.
- Led the financial modeling and forecasting for two M&A sales processes to explore the sale of two operating companies to strategic and financial acquirers. Led communications with investment banks and built the M&A models for both.
- Managed a public equity portfolio with a total value of $150+ million. Positioned the portfolio for long-term growth with a concentrated group of high-quality companies. Led investment research and executed tax-efficient sales when appropriate.
Focus areas: Investment Research, Mergers & Acquisitions (M&A), Financial Forecasting, Financial Modeling, Capital IQ, Capital Structuring, Waterfall Modeling, Operations Management, Microsoft Excel, Business Strategy, Market Research, Oil & Gas, Market Research & Analysis, Credit/Debt, Loans, Financial Planning & Analysis (FP&A), Manufacturing, Cash Flow Modeling, Aerospace & Defense, Inventory Management, Cash Flow Management, Startups, Pitch Decks, Fundraising, M&A (Sell-side), M&A Modeling, Product-market Fit, Cannabis, Capital Raising, Initial Public Offerings, Private Equity, M&A (Buy-side), Due Diligence, Real Estate, Fashion, Fashion & Beauty, Financial Services, Investment Banking, Forecasting, Research Analysis, Investment Analysis, US GAAP, Finance Strategy, Financing, Fundraising Consultant, Three-statement Modeling, Discounted Cash Flow (DCF), Leveraged Buyout Modeling, Financial Reporting, Budgeting, Financial Restructuring, Excel Expert, Pitch Deck Consultant, Early-stage Startups, Equity Research Analysis, Business Modeling, Investments, Due Diligence Consultant, Revenue & Expense Projections, Debt, Equity, Valuation Modeling, Strategic Planning, Scenario Analysis, Retail & Wholesale, Hospitality, Consumer Products, Food & Beverage, Brokerage, Lending, Business Models, Cap Tables, ESOPs, Investor Reporting, Debt Restructuring, Intellectual Property, Intellectual Property Valuation, Intellectual Property Licensing, Venture Capital, Bloomberg Terminal, Equities, Asset Allocation, Capital Asset Pricing Model (CAPM), Debt Financing, Leveraged Buyout (LBO), Finance, Business Loans, SME/SMB Financing, Personal Storage Facilities, Business Plan Consulting, Logistics & Warehousing, CFO, Strategy, Net Debt Analysis, Insurance, Investment Memoranda, Investment Committee Advisory, Data Analysis
Short Recommendation of a $1 Billion Pharma Company
Activision 2016 Investment Pitch
Analysis of BrewDog USA's Crowdfunding Scheme
Valuation Waterfall for BrewDog plc
Alternative Divorce Settlement Analysis
Revenue Analysis of a German Football Club
