David Seamans, Finance Expert in New York, NY, United States
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David Seamans

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
December 19, 2016

Dave evaluates corporate investment opportunities at a lower middle-market private equity fund. He has in-depth experience in building valuation, operating and merger models, and performing complex ad-hoc analysis. Prior to his current role, Dave raised debt and equity as an advisor at Merrill Lynch and as a partner of a credit fund. As a freelancer, he enjoys helping a wider variety of clients.

Financial ModelingValuationFundraisingVenture CapitalFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Revenue & Expense ProjectionsProfitability AnalysisHedge Fund ConsultantComparable Company Analysis

Career Highlights

Investment Team
Closed Loop Partners
Corporate Advisor
Greenhill & Co.
Senior Portfolio Advisor | Financial Advisor
Merrill Lynch, Pierce, Fenner & Smith, Inc.

Education Highlights

Master of Business Administration (MBA) Degree
Duke University
Bachelor's Degree
College of Charleston

Certification Highlights

Chartered Alternative Investment Analyst
CAIA Association
Certified Financial Planner
College for Financial Planning
Series 7/66
FINRA | Financial Industry Regulatory Authority

Case Studies

Work Experience

Investment Team

2019 - PRESENT
Closed Loop Partners
  • Built a valuation football field and the underlying financial models for a "carve-out" acquisition from a $15-billion publicly-traded company. Stand-alone costs were a significant component of analysis to include: P&C insurance, workers comp and other HR-related expenses, management hires, and transaction costs.
  • Performed financial analysis and corporate diligence for an $80 million merger to include transaction structure and scenario planning. Built the merger model from scratch.
  • Assisted in fundraising efforts through TAM and other related marketing analysis, as well as presentation construction.
  • Evaluated middle market investment opportunities for potential acquisition and prepared investment committee memos for senior leadership.
Focus areas: Valuation, Forecasting, Scenario Analysis, Financial Modeling, Due Diligence

Corporate Advisor

2019 - PRESENT
Greenhill & Co.
  • Built integrated three-statement financial models with complex functionality for a variety of businesses that were used for financial projections, valuation analysis, and prospective acquisitions.
  • Developed detailed management presentations based on underlying financial models to address Fortune 100 senior leadership teams.
  • Constructed valuation models using various analyses including discounted cash flow, leveraged buyout, and precedent transaction, used across the industrial, technology, and media industries, including in Gannett's (NYSE: GCI) potential sale to New Media (NYSE: NEWM) for ~$2 billion.
Focus areas: DCF Modeling, Valuation, Operating Models, Mergers & Acquisitions (M&A)

Associate

2017 - PRESENT
Booz Allen Hamilton
  • Distilled requirements, developed project workstreams and managed client deliverables as a senior member of an advanced analytics team.
  • Built complex analytical models for the senior leadership team of a $4 billion organization which included optimization, forecasting, and reporting.
  • Provided direct strategic decision support using detailed management presentations backed by intuitive, repeatable analytics and tools.
Focus areas: Financial Data, Cost Reduction & Optimization, Price Analysis, Data Analysis, Financial Modeling, Business Intelligence (BI)

General Partner

2016 - 2017
Charleston Capital Management
  • Served as the portfolio manager for Drift Credit Opportunities Fund, LP.
  • Structured and built an IRR calculator and financial model for a $50 million SPV to invest in credit instruments.
  • Modeled an opportunity to buy a specialty finance company.
  • Built a risk-management tool to model discounted cash flows of the fund's credit investments.
  • Managed and was responsible for business development, portfolio analytics, and investment analysis.
Focus areas: Capital Structure Analysis, Comparable Company Analysis, Data Analysis, Financial Modeling, Portfolio Analysis, Mergers & Acquisitions (M&A)

Senior Portfolio Advisor | Financial Advisor

2012 - 2016
Merrill Lynch, Pierce, Fenner & Smith, Inc.
  • Oversaw a combined $280 million in assets comprised of stocks, bonds, real estate, private equity, and other liquid and illiquid investments.
  • Managed complex financial planning processes from requirements gathering to portfolio construction and execution. Financial plans generally included asset and liability management, cash flow planning and estate planning.
  • Prepared and presented detailed financial presentations to businesses and executives including the senior leadership team of a ~$100 million company; quarterly presentations included historical performance, financial projections, potential tax complications, and suggested solutions and actions for risk management.
Focus areas: Financial Planning & Analysis (FP&A), Stock Analysis, Portfolio Analysis, Financial Modeling

Associate

2011 - 2012
Tioga Energy
  • Built a complex pricing tool to model and price sale-leaseback transactions for the outside sales teams.
  • Wrote a Monte Carlo simulation to analyze compound annual growth rates of various inputs.
  • Prepared financial proposals to develop, fund, build, and sell multimillion-dollar energy projects.
  • Grew the renewable energy financing startup to over 50 employees.
Focus areas: Price Analysis, Revenue & Expense Projections, Financial Modeling
2018 - 2019

Master of Business Administration (MBA) Degree in Finance

Duke University - Durham, NC, USA

2007 - 2011

Bachelor's Degree in Physics and Economics

College of Charleston - Charleston, SC, USA

AUGUST 2016 - PRESENT

Chartered Alternative Investment Analyst

CAIA Association

APRIL 2016 - PRESENT

Certified Financial Planner

College for Financial Planning

OCTOBER 2012 - PRESENT

Series 7/66

FINRA | Financial Industry Regulatory Authority

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