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Bo Gustafsson

Bo Gustafsson

Austin, TX, United States
Member since October 16, 2017
Bo works at a venture capital and private equity firm, executing investments and advising portfolio companies. Bo enjoys advising clients to gain exposure to companies in a variety of industries and maturities to build on his experience in venture capital, strategy consulting, and M&A finance. During Bo's career, he has become an expert in financial modeling, strategy, and operations and has taken on mentoring roles for many startups.
Bo is now available for hire
Career Highlights
Education
Select Certifications
Case studies
  • Competitive Analysis and Review of REIT Operations
  • Turnaround Strategy
Industry Expertise
  • Venture Capital
Other Expertise
  • CFO
  • Early-stage Funding
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Fundraising
  • SaaS
  • Term Sheets
Employment
  • Investment Professional
    2017 - PRESENT
    $2B AUM Venture Capital & Private Equity Firm
    • Built financial models for investments in SaaS, beverage, women's clothing, furniture, fintech, and agriculture companies with valuations ranging from $20-90 million.
    • Led the sourcing, due diligence, negotiations, term sheet and legal document preparation for the investment in a SaaS company.
    • Analyzed and audited business plans and financial model forecasts.
    • Benchmarked financial performance and valuations of potential investments.
    Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Financial Model Auditing, Accounting, Budgeting, Investment Thesis, Business Plan Development, Cash Flow Forecasting, P&L Forecasting, Budget Forecasting
  • Consultant
    2016 - 2016
    Boston Consulting Group
    • Prepared and presented the U.S. growth strategy for an international consumer tech company with regards to the $1 billion acquisition of its U.S. competitor.
    • Performed benchmarking analysis to prepare an $800 million financial services company for a sale.
    • Recommended cost reductions for a financial services company to reduce its SG&A costs by 10%.
    • Prepared financial models to estimate the impacts of policy changes on pricing.
    • Received the top rating (1 out of 5) on all performance reviews.
    Focus areas: Growth Strategy, Strategic Finance Management, Pricing Strategy, Financial Strategy, Financial Modeling
  • Senior Director, Business Operations and Strategy
    2013 - 2015
    Flex
    • Analyzed costs and changed suppliers and processes, resulting in supply chain cost reductions of $20 million.
    • Reviewed revenue and margin trends to identify main drivers of operating losses.
    • Evaluated capacity utilization and identified potential sales opportunities based on equipment with low utilization rates.
    • Performed pricing benchmark analysis and made pricing changes that doubled win-rate, resulting in a sales increase of 33% within a year.
    • Presented a turnaround strategy to the executive committee and executed the strategy to improve operating profits by 10%.
    Focus areas: Financial Modeling, Supply chain management, Pricing Analysis, Value-based Pricing, Budgeting, Zero-based Budgeting, Operations Finance, Operational Finance, Cost Benchmarking, Cost Reduction & Optimization, Marginal Costing
  • Senior Associate
    2011 - 2013
    KPMG
    • Audited the financial statements of $500 million healthcare division being carved out as part of a sale.
    • Prepared financial instruments portion of the financial statements for the carve-out and sale of a subsidiary of a $60 billion insurance company.
    • Found erroneous accounting expenses in buy-side due diligence that resulted in a 30% decrease in the purchase price.
    • Managed two associates in completing the carve-out financial statements for a financial services company.
    • Recommended and implemented a new hedging program for a $140 billion financial services company.
    Focus areas: Audit Management, Internal Audits, Mergers & Acquisitions (M&A), Financial Accounting, Derivative Accounting, Hedging, Financial due diligence
Education
  • Master of Business Administration (MBA) degree in General Management
    2015 - 2017
    Kellogg School of Management, Northwestern University - Evanston, IL
  • Certified Public Accountant (CPA) in Accounting
    2012 - 2012
    California Board of Accountancy - California
  • Master's degree in Accounting
    2009 - 2011
    Brigham Young University - Provo, UT
Certifications
  • Certified Public Accountant (CPA) - inactive
    MARCH 2012 - MARCH 2014
    California Board of Accountancy
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