Daniel Serdio, Finance Expert in London, United Kingdom
Daniel Serdio

Finance Expert in London, United Kingdom

Member since June 30, 2020
A London Business School MBA graduate, Daniel directly executed $5 billion worth of M&A and capital raising deals across the US, UK, and Latin America. He's worked in investment banking at Citi, as an M&A/strategy manager for a $25 billion family-owned conglomerate, founded a $20 million successful VC-backed startup, and is a partner in a UK search fund. He is an entrepreneur who consults to leverage his experience to help clients on critical strategic decisions.
Daniel is now available for hire

Career Highlights

Education

Expertise

Employment

  • Financial Expert

    2019 - PRESENT
    Independant Financial Expert
    • Led financial modeling, due diligence, and negotiations for an $8 million equity raise, reporting directly to the CEO of a US-based oil and gas company, allowing the company to expand its operations to other states.
    • Structured investor outreach strategy, presentation, model, and virtual data room for the $20 million equity raise of US upscale lifestyle hotel development project, working directly with the partners of the firm.
    • Constructed the financial model, information memorandum, and data room reporting directly to the CEO of a Mexico steel distributor as part of the M&A sell-side advisory estimated at $30 million.
    • Led outreach to international investors, structured the presentation and model for the $120 million capital raise of a Peru private debt fund, working directly with the managing director of the fund.
    • Prepared teaser, pitch deck, and financial model for the $100 million equity raise for a US opportunity-driven hospitality acquisition fund. Reached out and pitched directly to family offices, real estate funds, and sovereign funds.
    • Elaborated equity outreach strategy, presentation, model, and virtual data room for the $12 million equity raise of a US AgTech business looking for series A capital. Allowed the business to connect with glocal VCs and Corporate VCs.
    • Elaborated equity outreach strategy, presentation, model, and virtual data room for the $12 million equity raise of a US AgTech business looking for series A capital. Allowed the business to connect with glocal VCs and Corporate VCs.
    • Structured equity raise of $6 million for a Nordics based clean energy/tech startup. Created reach out list that allowed the company to connect with top VCs in the space.
    Focus areas: Fractional CFO, Microsoft PowerPoint, Real Estate Development, Commercial Real Estate, Angel/Seed Funding, Go-to-market, Debt Financing, United Kingdom, Early-stage Startups, Seed Fundraising, Startup Funding, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, Latin America, M&A (Sell-side), DCF Valuation, Capital Markets, Deal Sourcing, Investment Banking, LBO, Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Latam, Microsoft Excel, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Market Sizing, Business Model Consultant, Financial Forecasting, Venture Capital, Fundraising, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Debt Raises, Equity Raises, Financial Planning & Analysis (FP&A), Due Diligence, Capital Raising, M&A Modeling
  • Partner

    2019 - PRESENT
    Alerce Capital
    • Structured the financial LBO model, prepared investment presentations, elaborated LOI and negotiated terms to acquire of £1-3 million EBITDA companies.
    • Led debt and equity financing, negotiating directly with financial institutions, and attracting interest and pre-commitments from European private equity and search fund investors.
    • Sourced deals through brokers, generating direct relationship with 50+ corporate finance, accounting and law firms, and creating a unique investment pipeline of highly profitable companies.
    Focus areas: Debt Raises, Microsoft PowerPoint, Go-to-market, United Kingdom, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, DCF Valuation, Investment Banking, Investments, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Microsoft Excel, Performance Analysis, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Valuation, Business Model Consultant, Fundraising, Mergers & Acquisitions (M&A), Due Diligence Consultant, Search Fund Expert, Search Fund, Deal Sourcing, Debt Financing, LBO Modeling, LBO, Equity Raises, Private Equity, Financial Planning & Analysis (FP&A), Capital Raising
  • Founder

    2015 - PRESENT
    BePretty
    • Co-founded the first platform in Latin America that brings together all beauty services (hair, hair removal, massage, nail, face, and other). The business is currently valuated at $20 million.
    • Started company from zero and grew it to four countries, now serving +2,500 beauty salons with +1 million yearly bookings. Built a business expansion strategy and obtained seed financing.
    • Led market sizing of the opportunity, financial forecasting, and valuation of the company, allowing it to become a number one Latin America player.
    Focus areas: Fractional CFO, Microsoft PowerPoint, Angel/Seed Funding, Early-stage Startups, Seed Fundraising, Startup Funding, Valuation Modeling, Forecasting, Startups, Capital Raising, Latin America, DCF Valuation, Equity Raises, Investments, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Latam, Microsoft Excel, Performance Analysis, Strategy, Business Modeling, Market Sizing, Fashion, eCommerce, Retail & Wholesale, Venture Capital, Fundraising, Fashion & Beauty, Business Strategy
  • Real Estate Investment Associate

    2019 - 2019
    Arc Investments
    • Led family office residential/commercial real estate investments in UK with +£250 million GDV. Underwrote transaction, preparing pro-forma and property valuation, reporting directly to the Partners.
    • Sourced and elaborated new off-market/market residential and commercial opportunities. Prepared pitch deck and teaser with the opportunities and presented directly to top management of leading real estate listed companies in UK.
    • Managed relationship with owners, lenders, solicitors, engineers, and architects to acquire £6.5 million site and submit planning application for 100-unit scheme. Monitored investment and progress weekly, preparing update reports for the partners.
    Focus areas: Microsoft PowerPoint, Real Estate Development, Valuation Modeling, Forecasting, DCF Valuation, Investments, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Microsoft Excel, Business Modeling, Revenue & Expense Projections, Family Office Consultants, Financial Forecasting, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Residential Real Estate, Commercial Real Estate
  • M&A and Strategy Manager

    2013 - 2017
    Falabella Group
    • Advised owners, top management, and board of directors of Chile's largest conglomerate, with a $25 billion market cap and five business units across seven countries, on its M&A and strategy.
    • Structured valuation model, financial projections and defined strategy for JV between Falabella Group and Soriana to enter into Mexico, estimated at $600 million and awarded the best Chilean M&A transaction in 2016.
    • Elaborated financial model, valuated synergies, and executed acquisition of Maestro for $492 million, allowing home improvement business to consolidate its leadership in Peru.
    • Structured and presented to the board the retail, real estate, and financial service strategies for Colombia, Peru, and Argentina. Worked directly with the CEOs to prepare financial planning and analysis, business model, and profitability analysis.
    • Led and modeled 2015-2019 $4 billion investment plan for entire Falabella Group consisting of retail stores, real estate, IT and logistics for six countries and five businesses, interacting directly with corporate CEOs and board of directors.
    • Managed and participated in monthly investment committee meetings with the president of board and all corporate CEOs, designed to define asset allocation of the company.
    • Advised the board of directors and top management on 30+ investment opportunities in Chile, Peru, Colombia, Uruguay, and Brazil.
    • Advised Board and top management in real estate commercial division totaling 30 million sqf GLA across Latin America (+40 shopping malls and +500 stores), preparing performance reports and pitch decks for the Board investment committee.
    Focus areas: Fashion, Microsoft PowerPoint, Real Estate Development, Commercial Real Estate, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, Latin America, M&A (Sell-side), DCF Valuation, Capital Markets, Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Corporate Development, Latam, Microsoft Excel, Performance Analysis, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Market Sizing, Investor Relations Consultant, eCommerce, Retail & Wholesale, Financial Forecasting, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Financial Modeling, Profitability Analysis, Three Statement Operating Model, Family Office, Financial Planning & Analysis (FP&A), Strategic Planning
  • Investment Banking

    2012 - 2013
    Citi
    • Advised Duke Energy, one of largest electric power holding companies in the US, on its acquisition of Ibener for $415 million to consolidate operations in Chile and initiate its strategic expansion in Latin America.
    • Conducted a local roadshow for Terrafina’s IPO for $665 million, the first industrial REIT in Mexico.
    • Advised Cemex Latam Holdings, a subsidiary of one of the largest cement companies in the world, on an IPO for $1.1 billion, generating the largest international demand ever raised for a Colombian equity offering.
    • Led Sodimac $120 million bond offering, working directly with client' CFO and allowing company to support its regional growth plan.
    Focus areas: Microsoft PowerPoint, Debt Financing, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Capital Raising, Banking & Finance, Latin America, M&A (Sell-side), DCF Valuation, Capital Markets, Investment Banking, Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Latam, Microsoft Excel, Business Modeling, Market Research, Revenue & Expense Projections, Business Model Consultant, Financial Forecasting, Fundraising, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Comparable Company Analysis, Profitability Analysis, Due Diligence, Debt Raises, Three-statement Modeling, Three Statement Operating Model, LBO, Equity Raises, Debt Issuance

Education

  • Master of Business Administration (MBA) degree in General Management
    2017 - 2019
    London Business School - London, England, United Kingdom
  • MBA Exchange Program in Business
    2018 - 2018
    Columbia Business School - New York, NY, USA

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