An MIT grad and Wharton MBA student, Carlos has investment banking (Barclays) and private equity experience, executing transactions for companies like Microsoft, T-Mobile, and SiriusXM. He has worked on $5 billion in M&A/debt/equity deals, built financial models, evaluated private equity investments and monitored portfolio companies’ performances.
Built a 5-year operating model to support $90 million acquisition and sense-checked forecast by estimating TAM and whitespace opportunity; presented model and market analyses to the investment committee.
Revamped financial statements of $17 million portfolio company with CFO to be GAAP compliant and developed monthly KPI reporting package, lowering FP&A/accounting costs.
Built a 5-year operating model to support $60 million acquisition and identified client retention issues during diligence; formulated a roadmap to decrease customer attrition by 20%.
Constructed 2018 and 2019 financial budgets for $15 million portfolio company and created a targeted go-to-market strategy with the company's CEO totaling $11 million in revenue opportunity.
Identified target company's superior lead conversion rates and presented findings to investment committee, closing the deal 3 weeks ahead of schedule.
Focus areas: Financial Planning & Analysis (FP&A), Portfolio Reporting, Due Diligence, Three Statement Operating Model, Growth Equity
Investment Banking Analyst (TMT)
2014 - 2017
Constructed a 5-year financial model with CFO for a $1.35 billion sale process and delivered final projections to 3rd-party auction bidders 2 weeks ahead of schedule.
Developed Financing Confidential Information Memorandum for client highlighting key investment merits to institutional lenders, resulting in a 1.4x oversubscribed Term Loan B offering.
Performed comparable company, precedent transaction and discounted cash flow analyses for a buy-side M&A client; recommended a $750 million purchase price for the target.
Synthesized data center industry trends into a 12-page industry primer used for dozens of client/investor presentations in the telecommunications sector.
Offered a fast-track promotion to associate (6 months earlier than normal).