Chris has directly developed investment strategies, led transactions, and integrated over $5 billion in debt, equity, and M&A transactions for NewRoad Capital, KSL Capital, TPG Capital, and Walmart. He enjoys advising clients on fundraising, investment strategy, transaction execution, and acquisition integration. Chris has advised clients ranging from $1 million in revenue to $5+ billion.
Managed acquisition and divestiture deal processes for Walmart U.S., international, and eCommerce divisions.
Transacted over $3 billion in eCommerce acquisitions.
Built dynamic financial models with multiple operating scenarios to evaluate acquisition/divestiture situations, discounted cash flow analysis, sum of the parts valuation, and capitalization alternatives.
Completed deal-related research, including macro/micro economic, competitor, and industry research.
Managed finance integration and key financial/operational reporting for over $3 billion in eCommerce acquisitions.
Focus areas: Financial Planning & Analysis (FP&A), Three Statement Operating Model, Valuation, Market Research, Due Dilligence, Comparable Company Analysis, Mergers & Acquisitions (M&A)
CFO, Closed Loop Fund Subsidiary
2015 - 2016
Led investment strategy, due diligence, and post-investment management for the fund.
Closed seven equity and debt investments worth $25 million over an 18-month period. Representative deals included: $2 million QRS, a leading recycler of waste plastics; $4 million Momentum Recycling, an innovative glass recycler; $1 million AMP Robotics, a computer vision and machine-learning company focused on improving recycling yields; and $0.5 million Home Biogas, a waste-to-energy company dedicated to reducing food waste at the home.
Built back-office/administration for the fund, including HR, accounting, audit, and risk management.
Focus areas: Financial Planning & Analysis (FP&A), Comparable Company Analysis, Market Research, Valuation, Three Statement Operating Model, Fundraising, Investor Communications, Investor Decks, Due Dilligence
Senior Manager, Corporate Strategy & Finance
2013 - 2015
Led corporate strategy and financial planning processes, including collaborating with all business units on their strategic and financial plans.
Supported health and wellness to launch Walmart Take Care Clinics. Responsibilities included (1) designing and building the operational and financial model with at-risk functionality and (2) developing a report to track key clinical and operational metrics for performance measurement.
Supported Walmart sustainability across various projects, including several energy efficiency investments and launching the closed-loop fund. Energy efficiency analysis utilized two statistical tools: At-Risk and APT Test and Learn.
Managed corporate financial P&L, a roll-up of all subsidiaries and reported results/forecasts to CFO.
Built dynamic financial models with multiple operating and capital structure scenarios to evaluate leveraged buyout situations, discounted cash flow analysis, sum of the parts valuation, and capitalization alternatives.
Developed investment strategy, led acquisition, and managed post-acquisition operations for over $2 billion in debt and equity transactions.
Conducted industry and macro/micro economic research for investments.
Researched and analyzed comparable companies and precedent transactions for potential acquisitions.
Completed the fundraising cycle, including writing PPM and investor pitch presentations; closed on ~$2 billion in capital.