Bertrand Laroche, Finance Expert in New York, NY, United States
Bertrand Laroche

Finance Expert in New York, NY, United States

Member since March 31, 2020
Bertrand directly deployed $250 million in private equity and venture capital transactions in energy, infrastructure, and sustainable companies. He has worked on $10 billion worth of M&A, private placements, and structured finance deals at global investment banks (BNP Paribas, Société Générale). While becoming a thought leader on ESG, he enjoys freelancing to help investors and startups with their financial and strategic planning, investment due diligence, capital raising, and ESG strategy.
Bertrand is now available for hire

Career Highlights

Education

Case studies

Industry Expertise

  • Agriculture
  • Security Products & Services
  • Energy, Utilities & Waste
  • Electricity, Oil & Gas
  • Oil & Gas Exploration & Services
  • Finance
  • Investment Banking
  • Venture Capital & Private Equity

Employment

  • Founder and Managing Director

    2020 - PRESENT
    Rock Sustainable Strategies
    • Advised a venture capital fund with $100 million AUM on sustainable solutions, future of work, mobility and logistics. Created dynamic models reflecting portfolio construction strategy and implemented best practices across due diligence.
    • Served as a fundraising advisor to an early-stage startup developing software for social impact and sustainability measurement. The startup successfully raised $750,000 in seed capital.
    • Developed a comprehensive business plan for a smart building startup, including target market identification, market sizing, competitive analysis, financial projections, and operations analysis.
    • Advised an energy private equity fund on the development of a new platform aggregating clean distributed power generation assets, conducted market research, developed investment thesis, drafted marketing materials, and built a core financial model.
    • Advised the general partner of a European venture capital firm with €1+ billion of AUM to raise a new €300 million fund focused on smart energy and mobility. Deliverables included market mapping, fund's financial model, investor deck, PPM, and DDQ.
    • Performed detailed investment research on public investment opportunities in the sustainable space, such as hydrogen, EV, green infrastructure, and alternative energy, for a family office combining DCF modeling and comps analysis.
    • Guided and advised an eCommerce consumer platform on acquisitions of three fulfilled by Amazon (FBA) sellers.
    • Supported private equity-backed security company in the execution of a roll-up strategy with a technology angle. Led the due diligence and negotiations for four acquisitions, oversaw the integration, and researched the top security systems providers.
    • Advised a family office on crypto-assets investment recommendation, strategy, and portfolio allocation—currency, decentralized finance, smart contract platforms, exchange, yield farming.
    • Provided advice to a SPAC that has raised over $200 million via an IPO on the NYSE on evaluation of acquisition targets, valuation, and terms negotiation.
    Focus areas: Crypto, Fintech, Investor Presentations, Investor Relations, Revenue & Expense Projections, Investment Presentations, Business Plan Consultant, Smart Grid, Mobility, Agrotech, Clean Energy, CleanTech, P&L Forecasting, Financial Planning & Analysis (FP&A), Financial Advisory, Business Models, Startups, Wealth Management, Family Office, Pitch Decks, Capital IQ, Capital Raising, Fractional CFO, Investment Strategy, Portfolio Management, Investment Portfolio Management, Business Planning, Stock Analysis, Financial Modeling, Investment Decision-making, Equity Investment, Due Diligence, Corporate Social Responsibility (CSR), ESG, Financial Analysis, Strategic Planning, Debt Raises, Mergers & Acquisitions (M&A), Fundraising, Investment Banking, Research Analysis, Cannabis, eCommerce, Business Strategy, Pitch Deck Consultant, ICO, Early-stage Venture Capital, Valuation Modeling, SPACs, Supply Chain, Seed Fundraising, Esports, Blockchain, Blockchain & Cryptocurrency, Cryptocurrency, Special Purpose Acquisition Companies (SPAC), Initial Public Offerings, Excel 365, Real Estate, Hedge Funds, M&A Modeling
  • Vice President

    2008 - 2020
    BNP Paribas Principal Investment
    • Deployed more than $250 million in direct equity investments in energy, infrastructure, and clean-tech projects generating an average realized return of 2.3x ROI and 43% IRR.
    • Led all aspects of the investment process for 17 deals, including discussions with management, building detailed operating and return models, presenting investment thesis to investment committees, and managing accounting, tax, and legal workstreams.
    • Managed a private investments portfolio of $300+ million. Worked directly with CEOs and CFOs of portfolio companies to address operational opportunities and challenges, updated valuation quarterly, and presented performance analysis to the committee.
    • Collaborated with portfolio company management on business development and finance projects, including bolt-on acquisitions and financial reporting to the board of directors.
    • Invested alongside top-tier private equity funds in the energy sector, including NGP, Riverstone, LS Power, GSO, EIG, EnCap, and Quantum.
    Focus areas: Financial Analysis, Agriculture, Market Research, Investment Analysis, Midstream, Shipping, Mining, Oil & Gas, Green Energy, Venture Capital, CleanTech, Renewable Energy, Project Finance, Infrastructure, Energy, Private Equity, Financial Modeling, Research Analysis, Logistics, Transportation & Shipping, Fundraising, Valuation Modeling, Venture Debt, Strategy, Pitch Deck Consultant, Initial Public Offerings, Debt Restructuring, Financing, Credit/Debt, Debt Financing, Excel 365, Real Estate, Hedge Funds, M&A Modeling
  • Vice President

    2016 - 2019
    BNP Paribas - Investment Banking Group
    • Managed a buy-side M&A process for a construction-ready natural gas fired power plant in the PJM market, from deal origination to transaction close, including coordination with the project finance team on diligence, structuring, and financing.
    • Oversaw the portfolio rationalization for a $10 billion US oil and gas company including strategic analysis, cash flow analysis, valuation range, peer benchmarking, public market considerations, and debt capacity analysis.
    • Provided financial modeling and strategic advisory support to a $15 billion energy company evaluating various acquisition targets in the behind the meter energy storage market.
    Focus areas: Renewable Energy, Renewables, Capital Advisory, Equity Raises, Debt Raises, Forecasting, Three Statement Operating Model, Financial Statements, Investment Banking, Clean Energy, M&A Modeling, Waterfall Modeling, Investment Banker, Financial Services, Equity Valuation, Transaction Advisory, Fairness Opinion Reports, Cross-border M&A, M&A (Sell-side), M&A (Buy-side), Structured Finance, Project Finance, A&D, Asset Acquisition, Valuation, Private Placements, Mergers & Acquisitions (M&A), Financial Modeling, Fundraising, Valuation Modeling, Pitch Deck Consultant, Initial Public Offerings, Credit/Debt, Debt Restructuring, Excel 365, Hedge Funds
  • Analyst

    2006 - 2007
    Societe Generale - Leveraged Buyout Group
    • Contributed to the origination, structuring, and execution of leveraged buyouts across Europe.
    • Restructured and refinanced a €851 million senior, second-lien and mezzanine buyout package to facilitate a recapitalization by the sponsor PAI partners.
    • Participated in the structuring of the €195 million LBO financing for the acquisition of Go Voyages by AXA Private Equity.
    Focus areas: Loans, Five-year Projections, Debt, Syndication, Due Diligence, Legal Structuring, Debt Structuring, Debt Issuance, Risk Analysis, Leveraged Buyout Modeling, Leveraged Finance, Leveraged Buyout (LBO), Financial Modeling, Research Analysis, Credit/Debt, Excel 365, Real Estate

Education

  • Master's Degree in Corporate Finance
    2004 - 2009
    ESSEC Business School - Paris, France

Certifications

  • Series 79 (investment banking) and 63 (securities state regulations)
    NOVEMBER 2016 - PRESENT
    FINRA

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