Calvin Clark

Calvin Clark

Atlanta, United States
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Calvin Clark

Calvin Clark

Atlanta, United States
Member since March 20, 2017
Calvin has helped raise a total of over $300 million in capital for dozens of VC-backed startups, PE-backed middle market companies, public companies and investment funds. He has run several buy and sell-side M&A processes. As a freelancer, he enjoys exploring strategic opportunities with companies undergoing significant change and growth. He has extensive experience in mobile technology, financial services, edtech, and transaction processing.
Calvin is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Education Technology (Edtech)
  • Financial Services
  • Venture Capital
Other Expertise
  • Business Plans
  • Capital Raising
  • Financial Modeling
  • India
  • Mergers & Acquisitions (M&A)
Employment
  • Director of Client Service
    Robert Half Management Resources
    2015 - 2016
    • Advised the C-suite on post-merger integration projects, pre-IPO projects, and the resource implications of strategic initiatives.
    • Assisted a real estate management client with a post-merger reorganization, strategic acquisition accounting projects, and an interim CFO search.
    Focus areas: Financial Strategy
  • Strategic Finance Manager
    HD Supply
    2014 - 2015
    • Evaluated cross-border acquisition opportunities in wholesale space (including integration modeling, valuation).
    • Assembled the company’s long range forecast across 8 business units—validating financial models of each business unit according to global market assumptions.
    • Performed a strategic financial analysis and built financial models for evaluating internal strategic projects.
    • Performed market research for benchmarking financial performance using Bloomberg, Capital IQ, and other proprietary databases.
    Focus areas: Mergers & Acquisitions (M&A), Strategic Finance Management, Financial Planning & Analysis (FP&A)
  • VC Portfolio Manager
    Gray Matters Capital
    2012 - 2014
    • Managed $100 million+ in alternative assets including seed and VC-stage investments, microfinance funds, real estate and other assets across the India, Africa, Europe, Latin America, and the United States.
    • Managed early-stage investments in India, Kenya, and the United States, working with entrepreneurs on business plans, strategy, and capital campaigns.
    • Negotiated deal terms, coached, and raised capital for two dozen startup and early-stage enterprises spanning education, mobile technology, transaction processing, healthcare, and energy.
    • Traveled to India to attend conferences, build an investment pipeline, and meet with portfolio companies.
    Focus areas: Due Dilligence, Budgeting, Business Plan Development, Angel/Seed Funding, Growth Capital Raising
  • Director of Finance
    SourceTrace Systems Inc.
    2011 - 2012
    • Built a multi-currency enterprise model for projecting company's budget, long-term forecast, and cash flow.
    • Oversaw the outsourced accounting functions in U.S., India, and Latin America—managing the relationships with 3 accounting firms and facilitating the roll-up of financial statements.
    • Prepared and presented financial reports—including financial projections and budget vs. actual analyses to the board of directors.
    • Relocated to India to oversee the reorganization of our software engineering team. Streamlined the software development process—speeding up development time and reducing costs.
    • Hired by VC investor Gray Matters Capital during a reorganization of the management team.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Strategy, Capital Raising, Financial Reporting, Three Statement Operating Model
  • Business Manager
    Calvert Foundation
    2007 - 2011
    • Oversaw the business development and day-to-day operations of the investment advisory business unit.
    • Grew an investment advisory practice from $50,000 initiative into a $250 million+ AUM (assets under management) financial advisory subsidiary.
    • Pitched, negotiated, and executed a services contract with Citibank for managing the Communities at Work Fund: a $200 million fund for the community banking space.
    • Built a demand-and-capitalization model and market analysis for the U.S. Treasury Department on the community banking sector during the financial crisis.
    • Worked with the executive team of PayPal’s MicroPlace—a FINRA-registered online broker/dealer—to launch their site in a joint venture.
    • Developed the Calvert Foundation’s budget and forecasting model and managed the budget process.
    Focus areas: Budgeting, Business Plan Development, Investor Communications, Financial Modeling, Portfolio Analysis
  • Associate, Investment Banking
    Raymond James (formerly Morgan Keegan)
    2005 - 2007
    • Completed $100 million+ M&A transaction in the specialty retail space—performing due diligence, drafting CIM, contacting potential buyers, and facilitating their due diligence process.
    • Completed fairness opinions/valuations in the financial services and biotech space.
    • Completed a $30 million+ public equity offering in the financing services space.
    • Completed a $10 million+ private equity capital raise in the business process outsourcing/technology space.
    • Worked on numerous engagements involving public and private equity raises, M&A, debt, and fairness opinions.
    Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Fairness Opinion Reports, Valuation, Capital Raising
Education
  • Series 7 & 63 licenses in Securities
    Financial Industry Regulatory Authority | FINRA - Atlanta, GA, USA
    2004 - 2005
  • Master's degree in Business Administration
    Emory University - Atlanta, GA, USA
    2003 - 2005
  • Bachelor's degree in Economics
    University of Arkansas - Fayetteville, AR, USA
    1997 - 2001
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