Bill Light, Finance Expert in New York, NY, United States
Bill Light

Finance Expert in New York, NY, United States

Member since January 21, 2019
Bill has evaluated and sourced long and short investments at Lakewood Capital (hedge fund with $5 billion under management) and Harvard Management Company (endowment with $35 billion under management). Prior to his investing career, he advised on M&A transactions at Evercore Partners. As a freelancer, he enjoys working with both investors and entrepreneurs across a wide spectrum of industries in public and private markets.
Bill is now available for hire

Career Highlights

Education

Software Expertise

Other Expertise

Employment

  • Investor

    2015 - 2018
    Lakewood Capital
    • Analyzed and sourced long and short investments at a hedge fund with $5 billion under management.
    • Combined a detailed financial analysis with in-depth fundamental research on the competitive landscape and secular headwinds and tailwinds across many industries including consumer, technology, healthcare, and industrials.
    • Prepared concise investment memorandums (PowerPoint, Word, and verbal) detailing investment recommendations and key points of differentiation from what is implied by market prices.
    • Built hundreds of complex financial models based on all available public data to forecast earnings power and cash flow generation and sensitized valuation implications across multiple scenarios.
    • Led discussions with C-level executives at public companies as well as private competitors, customers, and suppliers.
    Focus areas: Finance Strategy, Equity Research, Investment Memoranda, Valuation, Financial Modeling
  • Investor

    2013 - 2015
    Harvard Management Company
    • Evaluated primary investments at Harvard's $35 billion endowment.
    • Conducted in-depth industry diligence including historical case studies of key drivers of inflection points in a business's fundamental performance over time.
    • Consolidated research findings into a decision recommendation presentation that summarized how research on business-specific drivers and competitive dynamics translate into revenue growth, cash flow generation, returns on invested capital, and ultimately fundamental value creation.
    • Built and maintained 3-statement models for all holdings to quantify differentiation compared to consensus and frame range of potential outcomes.
    Focus areas: Forecasting, Equity Research, Valuation, Financial Modeling
  • Analyst, Mergers and Acquisitions

    2011 - 2013
    Evercore Partners
    • Built dynamic models to analyze accretion/dilution, IRR, pro forma de-leveraging, and value creation based on differing financial goals and limitations of targets and acquirers for proposed transactions.
    • Analyzed industry trends to support valuation assumptions and evaluate proposed transaction structures.
    • Ranked in the top tier of the analyst class.
    Focus areas: Financial Modeling, Leveraged Buyout Modeling, Valuation, DCF Valuation, Mergers & Acquisitions (M&A)

Education

  • Master's degree in Finance
    2010 - 2011
    University of Florida - Gainesville, FL, USA
  • Bachelor's degree in Finance
    2007 - 2011
    University of Florida - Gainesville, FL, USA

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