Chris Badali

Ho Chi Minh, Vietnam

Member since August 16, 2016

Over the past decade Chris has collaborated with investment banks including RBC, ScotiaBank, and Goldman Sachs and entrepreneurs alike. His creativity and passion have been enlivened since going freelance in order to realize his dream of living abroad. Chris routinely works closely with a range of clients that includes founders of pre-revenue companies and C-level executives at public issuers.

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Career Highlights

Consultant
Bay Street Communications
Partner
ZSA Accounting
Director
Veracap Corporate Finance, Ltd.

Academic Highlights

Chartered Professional Accountant (CPA)
CPA Canada
Master of Management & Professional Accounting (MMPA)
Rotman School of Management, University of Toronto
Bachelor's degree
Queen's University

Portfolio

Private Startup | Financial Model and Investor Presentation
- Business Plan Development
- Financial Planning & Analysis (FP&A)
- Financial Modeling
- Fundraising
- Investor Communications
Hydro One Limited | IPO Consulting
- Initial Public Offerings
- Capital Markets
- Energy
- Investor Relations
- Roadshows
- Corporate Communications
- IPO
- Fundraising
- Investor Communications
Spin Master Corp | Ongoing Investor Relations Services
- Financial Reporting
- Earnings Analysis
- Regulatory Compliance
- Investor Relations
- Web Content
- Comparable Company Analysis
- News Releases
- Corporate Communications
- Fundraising
- Investor Communications
TripAdvisor | Peer Group Analysis
- Capital Markets
- Peer Group Analysis
- Ratio Analysis
- Profitability Analysis
- Equity Research
- Comparable Company Analysis
- Earnings Analysis

Industry Expertise

Energy
Real Estate
Telecommunications

Software Expertise

Capital IQ
Microsoft Excel
Microsoft PowerPoint

Other Expertise

Strategic Communications

Employment

Senior Consultant
Startup Virtual Reality Company
2016 - 2016
- Guided a startup VR company that operates in the film and television industry through an initial capital raise of $1 million.
- Prepared, from scratch, a completely interactive five-year financial forecast model with easily adjustable key assumptions and the ability to conduct 'what if' scenario analysis. Management applauded the model's capacity to stress test the forecast, as it significantly aided their preparation for meetings with potential lenders and investors.
- Developed strategic messaging to be consistently incorporated in all materials presented to potential lenders and investors.
- Designed a compelling pitch deck for meetings with potential lenders and investors.
- Authored the financial section of the company's business plan and ensured that strategic messaging was consistent with the company presentation and forecast.
Focus areas: Business Plans & Model Development, Financial Forecast, Financial Modeling & Valuation, Investor & Board Presentation Development, Business Writing
Consultant
Bay Street Communications
2014 - 2016
- Developed messaging and marketing materials for initial public offerings: HydroOne, Inc. (TSX:H) $1.83B, Spin Master Corp. (TSX:TOY) $253.1M, and Automotive Properties REIT (TSX:APR) $81.2M.
- Worked closely with Scotiabank and CIBC to prepare strategic messaging and marketing materials for Northern Property REIT’s acquisition of True North Apartment REIT and an institutional portfolio of assets, creating a $3B national multi-family REIT.
- Authored responses to tenders offered by companies for such needs as IPO consulting, ongoing investor relations services, and other special projects.
- Worked directly with senior management of reporting issuers on the TSX to prepare and communicate strategic messaging by way of investor presentations, news releases, letters to shareholders, and conference calls.
- Identified competitors and evaluated their strengths and weaknesses to better understand clients' respective competitive positions. Consequently synthesized resulting information for use in presentations made by the executive to their respective boards of directors.
- Ensured that all external communications conveyed financial results and corporate actions in a manner consistent with big-picture strategic messaging.
- Prepared quarterly and special presentations for current and prospective retail and institutional investors.
- Reviewed competitor websites to identify best practices and utilized these outputs to create content for clients' investor relations websites.
Focus areas: Investor & Board Presentation Development, Strategic Planning, Competitor Analysis & Profiling, Regulatory Filings, News Releases, Corporate Communications, Tender Responses, Technical Writing
Partner
ZSA Accounting
2013 - 2014
- Leveraged my business consulting expertise in preparing a strategic plan for ZSA Toronto's accounting business line, which addressed strategies related to marketing, business development, and candidate identification/attraction.
- Prospected and developed relationships with existing and new institutional clients.
- Consulted with senior professionals and identified solutions to human capital requirements. Subsequently executed head-hunting campaigns to ensure that the best talent in the area was consistently identified and presented to clients.
- Successfully negotiated terms and conditions as well as statements of work on behalf of ZSA, balancing client satisfaction with profitability.
Focus areas: Business Development, Accounting & Finance, Recruiting, Executive Recruiting, Strategic Planning, Business Plans & Model Development, Tender Responses
Account Executive
Robert Half International
2011 - 2013
- Generated a gross profit in excess of $300,000, resulting in a ranking of third globally among our peer group within the first year of the role.
- Identified and successfully placed an interim CFO at a $50M manufacturing company within a week of receiving the mandate. However, pleased with the exceptional quality of candidate's work, they ultimately hired him on a permanent full-time basis.
- Sourced roles and identified candidates for a variety of positions, including financial reporting, accounting, finance, taxation, financial systems implementations, process improvements and redesign, audit and compliance, administration and operations management, and project management.
Focus areas: Business Development, Client Relations, Accounting & Finance, Recruiting
Director
Veracap Corporate Finance, Ltd.
2007 - 2011
- Applied valuation knowledge in the preparation of the fairness opinion with respect to Alliance Grain Traders, Inc.'s proposed $105 million acquisition of the Arbel Group. Involvement on this mandate included both preparation of the business valuation and contributions to the authoring of the report.
- Assisted in the successful disposition of a Canadian-based modular home builder to a private equity buyer. Involvement on this mandate included: preparing the confidentiality information memorandum, teaser, and investor presentation; identifying strategic and financial buyers; liaising with prospective buyers; and acting as a resource to management during negotiation of the purchase price ($15 million).
- Prepared an annual valuation of a privately held oil and gas company (equity value in excess of $2 billion) and real estate holding company (equity value in excess of $300 million).
- Demonstrated the ability to swiftly interpret and identify relevant strategic points of interest from a variety of business documents.
- Prepared numerous comparable company and precedent transaction analyses in conjunction with valuation and M&A mandates.
- Channeled legal knowledge to collaborate effectively with lawyers and company legal departments during the preparation of valuation reports relating to litigation matters.
- Executed the complete valuation process, from drafting the letter of engagement and attending client meetings to synthesizing client information and preparing financial forecasts and valuation analysis.
Focus areas: Financial Modeling & Valuation, Mergers & Acquisitions, Litigation Support, Comparable Company Analysis, Precedent Transaction Analysis, Competitor Analysis & Profiling, Strategic Planning, Technical Writing

Education

Chartered Professional Accountant (CPA) in Accounting
CPA Canada - Toronto, Canada
2007 - 2016
Master of Management & Professional Accounting (MMPA) in Accounting
Rotman School of Management, University of Toronto - Toronto, Canada
2003 - 2005
Bachelor's degree in Liberal Arts
Queen's University - Kingston, Canada
1998 - 2003

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