Brad Bowling, Finance Expert in Dallas, United States
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Brad Bowling

Verified Expert  in Finance

Finance Expert

Location
Dallas, United States
Toptal Member Since
August 17, 2022

Brad is a highly credentialed CFA, CPA, and MBA professional with over ten years of experience in the finance and investment industry and has transacted over $350 million of new investments across various asset classes. He joined Toptal as a freelance consultant to continue building his portfolio of project experience and partner with top operators worldwide.

UnderwritingFinancial ModelingValuationCorporate FinancePrivate EquityFundraising

Case Studies

Work Experience

Vice President, Investment Team

2017 - 2022
Corrum Capital Management
  • Sourced, screened, underwrote, and executed prospective investments primarily in alt credit, direct debt, ABLs, and structured credit (additional experience in real assets, direct equity, work-outs, restructurings, fund investments, and secondaries).
  • Led and performed all aspects of the diligence and investment process for over $350 million of new investments and ongoing management of $500 million of existing investments across multiple discretionary funds and SMAs.
  • Involved in marketing and fundraising activities alongside senior firm management and was a significant participant and presenter in the final meeting that led to closing a new $25 million SMA with a large endowment.
Focus areas: M&A (Buy-side), Private Equity, Private Credit, Structured Products, Investments, Underwriting, Cash Flow, Fundraising, Fund of Funds, Private Equity Secondaries, Valuation, Debt Restructuring, Pitch Decks

Senior Associate, Strategy and Process Consulting

2015 - 2017
Grant Thornton
  • Provided strategy and process consulting to C-Suite executives of mid-market companies with $50 million to $2.5 billion in revenues with a primary focus on adding value to clients’ finance and investment functions.
  • Managed a client's process to create a $500 million investment fund and selected an advisor to manage the portfolio.
  • Created an enterprise-wide consolidated cash flow model for a $1 billion revenue company.
  • Authored a corporate cash reserve policy that helped to identify over $400 million in excess cash available for investment.
  • Involved in the projects transaction services group, including enterprise, equity, and fair value calculations of business assets, components, and entities. Also participated in M&A buy-side due diligence and quality of earnings reports.
Focus areas: Cash Flow Modeling, Portfolio Management, Strategy, Valuation

Associate, Audit

2013 - 2015
PwC
  • Provided audit services to hedge funds, PE firms, and asset managers ranging in size from $5 million to $75 billion in AUM.
  • Analyzed, recreated, and tested various discounted cash flow, asset valuation, and corporate operating models.
  • Studied partnership agreements to develop a thorough understanding of the GP and LP capital structure and flows, including waterfall calculations and promoting fees.
  • Supervised, trained, and integrated new associates and interns on multiple engagement teams.
Focus areas: Private Equity, Mutual Funds, Hedge Funds
2009 - 2011

Masters of Business Administration in Finance

University of Alabama - Tuscaloosa, AL

2004 - 2008

Bachelor's Degree in Economics

New Mexico State Univeristy - Las Cruces, NM

AUGUST 2017 - PRESENT

Chartered Financial Analyst (CFA)

CFA institute

SEPTEMBER 2014 - PRESENT

Certified Public Accountant (CPA)

AICPA

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