Cory is a CPA with over 9 years of experience in accounting and private equity, where he invested over $1B across 20+ transactions. He left private equity to start a venture-backed marketing IOT company while continuing to freelance for family offices, private equity funds, and public companies. He has a diverse experience in business development, capital raising, technology development, and transaction execution.
Established and executed a company strategy for technology development, manufacturing, operations, hiring, and sales.
Hired and manage seven employees; including mechanical and electrical engineers, software programmers and a sales team.
Prepared investment material, negotiated term sheets and closed a $750,000 seed round from investors including Techstars, Liberty Global, Virgin Media, and Tomorrow Lab.
Signed critical business development partnerships with customers managing over 8,000 retail locations and established relationships with seven mobile app companies leading to over $250,000 in contracts.
Developed an acquisition target list and relationships for a hospitality WiFi strategy.
Led the business development efforts for $30M acquisition of a hospitality WiFi provider that doubled the company's revenue and EBITDA.
Created financial models to run transaction return scenarios.
Maintained a pipeline of eight additional companies to be acquired by the end of 2018.
Generated an operating model to help the management develop budget and forecasting tools to better understand customer profitability and growth opportunities.
Focus areas: Mergers & Acquisitions, Business Plan Development, Capital Raising, Capital Structure Analysis
Director of Corporate Development
2014 - 2017
Led the diligence and investment research on seven early-stage and growth opportunities across several verticals, including: technology, business services, specialty finance, manufacturing, cyber security, and aerospace.
Created the business case for a debt settlement and consumer lending company that led to an increase in revenue from $3.7 million in 2014 to $10.2 million in 2015 and $23 million in 2016.
Developed a critical operating model and investment material to secure $100 million in credit facilities for the continued expansion of lending and purchasing activity.
Raised $75 million in equity investment from leading private equity firms.
Acted as a board observer.
Focus areas: Capital Structure Analysis, Capital Raising, Financial Reporting, Financial Modeling, Financial Benchmarking, Financial Planning & Analysis (FP&A), Debt, Equity Research
Senior Financial Analyst
Prudential Capital Group
2010 - 2014
Worked as a member of a three-person investment team with one direct report that managed over $1.7 billion of senior debt, mezzanine and equity investments in fifteen portfolio companies; including three control equity investments.
Screened deals, performed extensive diligence, created LBO models, formulated investment theses, presented recommendations to the investment committee, and aided in the structuring and negotiation of over $1 billion of investments across seventeen transactions.
Was awarded the highest-ranking classification (5 out of 5) among a 50+ person international analyst class each year.
Generated prospective deals by identifying potential investment targets, cold-calling to set up meetings, and presenting the financing capabilities to the senior management.
Reviewed and negotiated term sheets, examined closing documents, and completed over fifteen legal modifications.
Focus areas: Financial Modeling, Private Credit, Equity Research, Capital Structure Analysis, Capital Raising, Growth Capital Raising
2008 - 2009
Received Certified Public Accounting certification after only one year.
Audited public and private companies across several industries, including Enterprise Software, Real Estate, Manufacturing and Engineering.
Developed financial models and detailed reports to analyze revenue and expenses line items.
Analyzed financial statements for inaccuracies and suggested changes before the release of public filings.
Created variance reports to statistically recognize material changes that were anomalous.