Craig Irvine, Finance Expert in Salt Lake City, UT, United States
Craig Irvine

Finance Expert in 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. Peers and clients have recognized him as an award-winning leader and successful business driver. After a successful corporate career in investment banking and financial advisory, he has moved onto freelancing for its hands-on interaction, helping companies achieve their strategic, operational, and business goals.
Craig is now available for hire


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Case studies



  • Head of Project Finance and Treasury

    2019 - PRESENT
    Sazmining, Inc.
    • Led the project finance capital raise for 300MW of Bitcoin mining joint ventures.
    • Developed a comprehensive treasury and asset management platform for Bitcoin and other cryptocurrencies.
    Focus areas: Project Finance, Treasury, Asset Management, Fundraising
  • Vice President, Head of Underwriting and Analysis

    2016 - PRESENT
    Sentry Financial
    • Performed detailed and rigorous analysis of investment opportunities, including strategic analysis, fundraising, 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 renewable energy, real estate, blockchain, food and beverage, and equipment finance.
    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
    • Spearheaded 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
    • Relaunched a telecom research product—producing a successful turnaround of team rankings.
    • Spearheaded 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 (the 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


  • 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


  • Series 7
    MAY 1995 - PRESENT

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