Case studies
- Valuation Summary
- Valuation
- Modeling
- Operating Model
- Modeling
- Operating Models
- Three Statement Operating Model
- Pro Forma
- Pro Forma Analysis
- Three Statement Operating Model
Bill Williamson
Austin, TX, United States
Member since March 31, 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.
Bill is now available for hire
Career Highlights
- Tabulate Inc.
- Citigroup
- Banc of America Securities
Education
- MIT Sloan School of Management
- Navy Nuclear Power Training
- United States Naval Academy
Industry Expertise
- Capital Markets
- Technology
- Transportation & Shipping
Other Expertise
- Financial Modeling
- Investment Banking
- Mergers & Acquisitions (M&A)
- Three Statement Operating Model
- Valuation
Employment
- VP, Operations & Development2014 - 2016Tabulate 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: Corporate Development, Mergers & Acquisitions (M&A), Operations, Capital Raising - Vice President2004 - 2009Citigroup
- 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: Mergers & Acquisitions (M&A), Capital Structure Analysis, Financial Modeling, Financial Engineering - Associate2002 - 2004Banc 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: Mergers & Acquisitions (M&A), Capital Raising, Financial Modeling, Financial Strategy - Officer1994 - 1999United 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: Operations, Financial Engineering
Education
- Master of Business Administration in Finance2000 - 2002MIT Sloan School of Management - Cambridge, MA, USA
- Department of Energy Certification in Nuclear Engineering1994 - 1996Navy Nuclear Power Training - Orlando, FL, USA
- Bachelor's degree in English1990 - 1994United States Naval Academy - Annapolis, MD, USA
