Carlos Eyzaguirre, Finance Expert in Houston, TX, United States
Carlos Eyzaguirre

Finance Expert in Houston, TX, United States

Member since October 9, 2019
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.
Carlos is now available for hire

Case studies


  • Private Equity Associate

    2017 - 2019
    Primus Capital
    • 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
    Barclays Capital
    • 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).
    Focus areas: Debt Raises, Equity Financing, Leveraged Buyout Model, Valuation Analysis, Mergers & Acquisitions (M&A)


  • Master of Business Administration (MBA) degree in Quantitative Finance and Strategic Management
    2019 - 2021
    The Wharton School - Philadelphia, PA
  • Bachelor of Science degree in Management Science
    2010 - 2014
    MIT - Cambridge, MA

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