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 global VCs and corporate VCs.
- Structured equity raise of $6 million for Nordics-based clean energy and tech startup. Created a 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 Plans, Debt Financing, United Kingdom, Early-stage Startups, Seed Fundraising, Startup Funding, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, Latin America (LATAM), M&A (Sell-side), DCF Valuation, Capital Markets, Deal Sourcing, Investment Banking, Leveraged Buyout (LBO), Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Microsoft Excel, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Market Sizing, 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, United States, Green Energy, Clean Energy, Pitch Deck Consultant, Agribusiness, Proptech, Financial Services, Storytelling, Business Planning, Business Plan Consulting, Social Media, Excel Expert, Excel Modeling