Scroll To View More
Craig Irvine

Craig Irvine

Salt Lake City, UT, United States
Member since January 3, 2017
Craig is now available for hire
Craig Irvine

Craig Irvine

Salt Lake City, UT, United States
Member since January 3, 2017
Craig is a senior financial professional with extensive leadership experience in multinational and startup environments. He has been recognized by peers and clients as an award-winning leader and successful business driver. After a successful corporate career in investment banking and financial advisory, he has moved to freelancing for its hands-on interaction helping companies achieve their strategic, operational, and financial goals.
Craig is now available for hire
Career Highlights
Education
Case studies
  • Quadricity Solar Opportunities
  • Project Longhorn
  • Project Sierra
Expertise
  • Equity Research
  • Financial Modeling
  • Fundraising
  • Investment Analysis
  • Private Equity
  • Project Finance
  • Sustainable Investment
  • Valuation
Employment
  • Director, Business Development
    2016 - PRESENT
    Sentry Financial
    • Performed detailed and rigorous analysis of sustainable investment opportunities, including strategic analysis, fund raising, deal structuring, and financial analysis.
    • Wrote business plans, slide decks, and transaction analyses for the proposed deals.
    • Sourced new investment opportunities.
    • Built detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
    • Conducted due diligence on prospective investments, including energy storage, utility scale solar, water treatment, and energy efficiency.
    Focus areas: Sustainable Investments, Project Finance, Growth Capital, Private Equity, Venture Capital, Renewables, Alternative Energy, Solar, Biofuels, Water Treatment, Energy Storage, Impact Investing, Credit Analysis
  • Chief Regional Strategist
    2011 - 2012
    DMG & Partners | OSK Group
    • Designed and launched the firm's first regional strategy product as a key strategy of evolving from a local broker to a regional investment bank.
    • Developed a proprietary risk analysis methodology for assessing valuation impact before and after major macro risk events.
    Focus areas: Investment Banking, Capital Markets, Investment Strategy , Equity Research
  • Co-Head of Research, Asia ex Japan
    2008 - 2011
    Daiwa Capital Markets
    • Improved the firm’s Institutional Investor ranking by eight positions (23rd to 15th) in the first year.
    • Led the division and under my tenure, the revenue doubled over three years spanning a global financial crisis.
    • Served as the primary strategic architect of an aggressive Asian research expansion, including an India startup.
    • Redesigned a global research report template and deployed a new Asian database infrastructure.
    • Worked as a member of the steering committee which oversaw the implementation of the US$1 billion regional, multi-product expansion.
    Focus areas: Equity Research, Investment Banking, Capital Markets, Stock Market, Valuation, Financial Analysis, Financial Modeling
  • Founder | Investor
    2005 - 2008
    SoluNet Global
    • Acted as the founding venture investor in a web-based application service provider.
    • Designed and led the development of an integrated CRM and point-of-sale platform.
    Focus areas: Software Development, Entrepreneurship, Startup
  • Managing Director, Head of Asian Telecom Research
    2003 - 2005
    Macquarie Securities
    • Led the research participation in major telecom IPOs and other equity offerings.
    • Led a regional team of eight analysts across ten countries covering all listed telecom stocks in Asia.
    Focus areas: Equity Research, Telecommunications, Investment Banking, Capital Markets
  • Managing Director, Head of Asia Telecom Research
    2002 - 2003
    Citigroup
    • Relaunched a telecom research product—producing a successful turnaround of team rankings.
    • Led the research involvement in all Asian telecom equity offerings, including the major national privatizations of China Telecom and China Netcom.
    • Led a regional team of five analysts covering telecom stocks in nine countries in Asia excluding Japan.
    Focus areas: Telecommunications, Equity Research, Capital Markets, Investment Banking, Financial Analysis
  • First Vice President
    1994 - 2001
    Merrill Lynch
    • Voted by clients as the number-one ranked telecom analyst in Asia.
    • Launched and led Merrill Lynch's first global telecom research effort—including path-breaking studies of telecom valuations during the TMT boom and global telecom capex.
    • Led the research involvement in major equity offerings across Asia, including IPOs for China Mobile (world's largest mobile operator).
    • Recognized repeatedly as a leading investment analyst in Asia by Reuters, Institutional Investor, and Asia Money.
    Focus areas: Telecommunicaitons, Equity Research, Capital Markets, Investment Banking, Banks and Financials
Education
  • Master of Business Administration (MBA) in Finance
    1991 - 1993
    Wharton School of the University of Pennsylvania - Philadelphia, PA, USA
  • Certificate in Chinese Studies
    1990 - 1991
    Johns Hopkins University - Nanjing University - Nanjing, China
  • Bachelor's degree in East Asian Studies
    1985 - 1989
    Yale University - New Haven, CT, USA
I really like this profile
Share it with others