Chris Mason, Finance Expert in San Francisco, CA, United States
Chris Mason

Finance Expert in San Francisco, CA, United States

Member since May 26, 2017
A Stanford MBA graduate, Chris has worked on private equity and M&A transactions worth $4B+ and $14B+ in value, respectively, including turnarounds, special situations, bankruptcies, capital raises, carve-outs, and roll-ups. As a freelancer, he enjoys helping clients across a wide spectrum of industries and situations. He has extensive experience working with consumer, industrial, energy and financial businesses.
Chris is now available for hire

Career Highlights


Case studies

Industry Expertise

  • Commercial & Residential Construction
  • Energy, Utilities & Waste
  • Finance
  • Banking
  • Venture Capital & Private Equity
  • Insurance
  • Manufacturing
  • Food & Beverage

Other Expertise


  • Senior Associate

    2013 - 2015
    Peak Rock Capital
    • Performed in-depth due diligence on dozens of companies, including commercial, financial, customer and supplier, tax as well as legal. Work included industry analysis, strategy reviews, and extensive 3-statement operating and financing modeling, including revenue builds, cash flow forecasts, and capital structure analyses.
    • Completed acquisition and turnaround of the largest honey company in the US (Natural American Foods) through pre-packaged chapter 11 restructuring process in 90 days. Served on board of directors.
    • Completed acquisition, carve-out, stand-up and reorganization of three steel businesses from Shale-Inland. Executed transformational 100-day plan alongside management team. Served on board of directors.
    • Built 10+ full operating models (3-statement, revenue build, LBO, debt financing) for businesses in a wide range of industries, including food & beverage, consumer products, retail, industrials, manufacturing, power & energy, healthcare, and financial services.
    • Served on fund's valuation committee and assisted in build-out of firm systems and processes, including sourcing and lead management, recruiting, and investor relations.
    Focus areas: Leveraged Buyout Modeling, Due Diligence, Capital Raising, Mergers & Acquisitions (M&A), Private Equity
  • Associate

    2012 - 2013
    CCMP Capital
    • Completed $1 billion leveraged buyout of Mold-Masters, a leading plastics company. Built detailed 3-statement operating model, managed due diligence and financing processes, and completed $810 million public debt offering.
    • Raised capital and sold proceeds for fund's two largest investments, including a $400 million equity capital raise, a $1 billion dividend debt recapitalization, and $600 million in secondary equity sales.
    • Worked alongside management on the integration of two of the largest plastics businesses in the US, realizing millions of dollars in cost and revenue synergies.
    • Completed multiple add-on acquisitions both domestically and internationally for consumer and industrial products businesses.
    • Managed class of eight analysts, including training, coaching, and recruitment. Taught financial modeling, valuation, industry analysis, and diligence techniques.
    Focus areas: Leveraged Buyout Modeling, Capital Raising, Mergers & Acquisitions (M&A), Private Equity
  • Financial Analyst

    2010 - 2012
    • Advised the Maple Group consortium on its $4 billion acquisition of TMX Group (owner of the Toronto Stock Exchange), including the acquisition of Alpha Trading Systems and CDS. Performed extensive valuation work on the acquired businesses.
    • Advised Ameriprise Financial on the sale of Securities America, an independent broker-dealer, to Ladenburg Thalmann for $150 million. Assisted in running full sales process, which included financial and strategic buyers. Conducted in-depth research on broker-dealer industry and performed valuation analysis of the business.
    • Completed a Fairness Opinion for the Special Committee of the Board of Delphi Financial, a property and casualty insurer, during its $3 billion sale to Tokio Marine.
    • Provided capital markets advisory services to Mitsubishi UFJ on the conversion into common shares of its $8 billion investment in Morgan Stanley.
    • Built dozens of financial models including operating models, merger models, DCFs, dividend discount models, and LBOs for a wide range of financial companies including banks, insurers, broker-dealers, investment managers, alternative asset managers, exchanges, investment banks, and securities firms.
    Focus areas: Valuation, Capital Structuring, Capital Raising, Mergers & Acquisitions (M&A)


  • Master of Business Administration degree in General Management
    2015 - 2017
    Stanford Graduate School of Business - Palo Alto, California
  • Bachelor's degree in Economics
    2006 - 2010
    Middlebury College - Middlebury, Vermont

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