Bill Williamson, Finance Expert in Austin, TX, United States
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Bill Williamson

Verified Expert  in Finance

Finance Expert

Location
Austin, TX, United States
Toptal Member Since
April 7, 2017

Bill worked as an investment banker (covering Media/Telecom then Industrials/Transportation clients) following his service as a nuclear submarine officer. Recently, as a freelancer, he has advised or led deals ranging from small local acquisitions to the sale of a larger middle-market business. Bill has extensive experience in M&A and capital markets transactions and enjoys rolling up his sleeves on the analytical aspects of deals.

Investment BankingValuationFinancial ModelingComparable Company AnalysisCapital MarketsMergers & Acquisitions (M&A)Financial Planning & Analysis (FP&A)Budgeting

Career Highlights

VP, Operations & Development
Tabulate Inc.
Vice President
Citigroup
Associate
Banc of America Securities

Education Highlights

Master of Business Administration
MIT Sloan School of Management
Department of Energy Certification
Navy Nuclear Power Training
Bachelor's Degree
United States Naval Academy

Case Studies

Work Experience

VP, Operations & Development

2014 - 2016
Tabulate Inc.
  • Served as VP (Operations and Development) for Tabulate: a financial technology startup.
  • Led the search for an acquisition opportunity to ramp up the development cycle.
  • Led all aspects of the transaction execution for the first acquisition that closed in August 2015.
  • Contributed to the beta testing effort and evaluation of the software performance at all points in the development process.
Focus areas: Capital Raising, Operations Analytics, Mergers & Acquisitions (M&A), Corporate Development

Vice President

2004 - 2009
Citigroup
  • Focused primarily on providing strategic advisory services as well as credit and capital structure analysis, debt, and equity capital markets alternatives and general corporate finance.
  • Executed a broad range of product transactions including an IPO and follow-on equity offerings, buy-side and sell-side M&A transactions, and multiple high-yield and investment-grade debt offerings.
  • Negotiated various transaction documents (confidentiality agreements, engagement letters, and stock purchase agreements).
  • Advised Quintana Maritime on a $2 billion sale to Excel Maritime (2007 – January 2008).
  • Advised the Dakota, Minnesota, & Eastern Railroad on a sale to Canadian Pacific Railroad for approximately $1.5 billion (2005 - August 2007).
Focus areas: Financial Engineering, Financial Modeling, Capital Structure Analysis, Mergers & Acquisitions (M&A)

Associate

2002 - 2004
Banc of America Securities
  • Created and evaluated detailed financial models to analyze the pro forma effects of M&A and financing transactions; including a comprehensive application of most common valuation methodologies (discounted cash flow, public comparables, leveraged buyout, sum-of-parts, yield IPO).
  • Prepared and presented materials for client board meetings, offering memoranda, management presentations, and road shows.
  • Managed financial and business due diligence processes.
  • Led and managed a $140 million initial public offering of common stock for Nexstar Broadcasting in November 2003.
  • Advised The Thomson Corporation on $135 million divestiture of healthcare publishing assets in October 2003.
Focus areas: Strategy, Financial Modeling, Capital Raising, Mergers & Acquisitions (M&A)

Officer

1994 - 1999
United States Navy
  • Led the ship’s navigation and nuclear power plant control teams during submarine operations and maintenance.
  • Was selected to lead a high-visibility 14-person engineering team during a Department of Energy nuclear safeguards examination.
Focus areas: Financial Engineering, Operations Analytics
2000 - 2002

Master of Business Administration in Finance

MIT Sloan School of Management - Cambridge, MA, USA

1994 - 1996

Department of Energy Certification in Nuclear Engineering

Navy Nuclear Power Training - Orlando, FL, USA

1990 - 1994

Bachelor's Degree in English

United States Naval Academy - Annapolis, MD, USA

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