Benjamin Ostrow, Finance Expert in New York, NY, United States
Benjamin Ostrow

Finance Expert in New York, NY, United States

Member since November 10, 2020
Ben is a thoughtful and creative investor with a background in public equity, distressed credit, and PE. He has applied his experience to large ($15B) public and mid-market companies in dozens of industries, including aerospace, wireless networking, SaaS, and retail. Ben is currently building a private credit investment vehicle and is available for short-term projects to help clients improve business strategy, evaluate and execute financing/fundraising, and develop financial forecasts/models.
Benjamin is now available for hire

Career Highlights

Education

  • Columbia Business School

Case studies

Employment

  • Partner

    2017 - 2020
    Lakeside Capital Group
    • 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 Structure, Waterfall Modeling, Operations Management, Microsoft Excel, Business Strategy, Market Research, Oil & Gas, Market Research & Analysis, Credit/Debt, Loans, Financial Planning & Analysis (FP&A), Three Statement Operating Model, 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 Model Consultant, 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
  • Investment Analyst

    2018 - 2018
    Malkin Capital (MBA Internship)
    • Evaluated the potential upside and downside risk of short selling a dubious drug manufacturer. Recommended a short position that would have returned 63.3% since the proposed investment (24.4% IRR).
    • Supplemented investment research by contacting more than ten specialist doctors who treat patients and prescribe competing drugs for relevant conditions.
    • Used current prescription data to estimate the market size for the target's key drug; determined that management likely overstated the total addressable market (TAM) potential by 4:1.
    Focus areas: Equity Research, Valuation, Capital Structure, Cash Flow Analysis, Drug Development, Total Addressable Market (TAM), Market Sizing, Financial Modeling, Waterfall Modeling, Financial Forecasting, Microsoft Excel, Market Research, Market Research & Analysis, Loans, Three Statement Operating Model, Cash Flow Modeling, Pitch Decks, M&A (Sell-side), M&A Modeling, Product Market Fit, Hedge Funds, Initial Public Offerings, Private Equity, Due Diligence, Financial Services, Forecasting, Research Analysis, Investment Analysis, Bloomberg, US GAAP, Finance Strategy, Financing, Three-statement Modeling, Discounted Cash Flow (DCF), Excel Expert, Equity Research Analysis, Investments, Equity, Valuation Modeling, Scenario Analysis, Business Models, Cap Tables
  • Investment Analyst

    2016 - 2016
    Owl Creek Asset Management (MBA Internship)
    • Led a research project to assess changes in the payments industry and the impact on select companies. Used industry research and company analysis to present a short idea to the investment team.
    • Assessed the risks of additional regulatory changes to the North American payday lending industry. Evaluated a distressed company in the industry to identify a potential investment in the complex capital structure.
    • Sourced and maintained research contacts to support investment research on a niche medical device category.
    Focus areas: Distressed/Special Situations, Investment Research, Financial Analysis, Financial Modeling, Capital Structure, Waterfall Modeling, Financial Forecasting, Microsoft Excel, Market Research, Market Sizing, Market Research & Analysis, Credit/Debt, Three Statement Operating Model, Cash Flow Modeling, Aerospace & Defense, Pitch Decks, M&A (Sell-side), M&A Modeling, Hedge Funds, Initial Public Offerings, Private Equity, Due Diligence, Financial Services, Forecasting, Research Analysis, Investment Analysis, Bloomberg, US GAAP, Finance Strategy, Financing, Three-statement Modeling, Discounted Cash Flow (DCF), Financial Restructuring, Excel Expert, Equity Research Analysis, Investments, Debt, Equity, Valuation Modeling, Scenario Analysis, Retail & Wholesale, Consumer Products, Lending, Business Models, Cap Tables, Debt Restructuring
  • Investment Analyst

    2011 - 2015
    Stadium Capital Management
    • Identified an undervalued wireless hardware manufacturer with a strong competitive position, cultivated 75+ industry contacts to develop industry knowledge, and recommended an investment that generated a 100%+ return in under a year.
    • Conducted detailed primary research of the ISP industry. Attended multiple industry conferences and shadowed a wireless ISP's CFO and CTO over multiple days. Built an ISP financial model to better understand expected returns and key metrics.
    • Led the primary research of an apparel retailer. Built a relevant financial model and visited 100+ store locations. Presented research to the retailer's CEO and CFO, identifying areas for improvement and store manager feedback on new store layouts.
    • Led research for a potential investment in a publicly traded European football club. Prepared a detailed analysis of the ties between on-field sports success and financial performance for a management meeting with the CFO.
    • Created a research presentation to inform the investment committee on additive manufacturing and relevant investment opportunities.
    Focus areas: Equity Research, Valuation, Investment Research, Financial Modeling, Capital IQ, Capital Structure, Waterfall Modeling, Financial Forecasting, Microsoft Excel, Market Research, Market Sizing, Market Research & Analysis, Credit/Debt, Loans, Sports & Athletics, Cash Flow Modeling, Restaurant Operations, Restaurants & Dining, Startups, Pitch Decks, M&A (Sell-side), M&A Modeling, Mergers & Acquisitions (M&A), Hedge Funds, Initial Public Offerings, Private Equity, M&A (Buy-side), Due Diligence, Fashion, Fashion & Beauty, Financial Services, Investment Banking, Forecasting, Research Analysis, Investment Analysis, US GAAP, Finance Strategy, Financing, Telecommunications, Three-statement Modeling, Discounted Cash Flow (DCF), Leveraged Buyout Modeling, Excel Expert, Equity Research Analysis, Investments, Equity, Valuation Modeling, Scenario Analysis, Retail & Wholesale, Consumer Products, Lending, Business Models, Cap Tables

Education

  • MBA in Business Administration
    2015 - 2017
    Columbia Business School - New York, NY, USA
  • Bachelor's Degree in Commerce
    2007 - 2011
    University of Virginia - Charlottesville, VA

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