Case studies
- Valuation/Acquisition Analysis Presentation
- Mergers & Acquisitions (M&A)
- Cost of Customer Acquisition
- Financial Modeling
- Forecasting
- Valuation
- DCF Modeling
David Seamans
New York, NY, United States
Member since December 18, 2016
Dave was most recently an investment banker at Greenhill & Co., where he advised businesses on strategic transactions. He has in-depth experience in building valuation and operating 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 hedge fund. As a freelancer, he enjoys helping a wider variety of clients.
David is now available for hire
Career Highlights
- Greenhill & Co.
- Booz Allen Hamilton
- Merrill Lynch, Pierce, Fenner & Smith, Inc.
Education
- Duke University
- College of Charleston
Select Certifications
- CAIA Association
- College for Financial Planning
- FINRA | Financial Industry Regulatory Authority
Industry Expertise
- Energy
- Financial Services
- Venture Capital
Other Expertise
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fundraising
- Mergers & Acquisitions (M&A)
- Valuation
Employment
- Corporate Advisor2019 - PRESENTGreenhill & 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 (discounted cash flow, leveraged buyout, and precedent transaction) that were used in the industrial, technology and media industries, including in Gannett's (NYSE: GCI) potential sale to New Media (NYSE: NEWM) for ~$2 billion.
Focus areas: Mergers & Acquisitions (M&A), Operating Models, Valuation, DCF Modeling - Associate2017 - PRESENTBooz 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: Business Intelligence, Financial Modeling, Data Analysis, Pricing Analysis, Cost Reduction & Optimization, Financial Data Analysis - General Partner2016 - 2017Charleston 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: Mergers & Acquisitions, Portfolio Analysis, Financial Modeling, Data Analysis, Comparable Company Analysis, Capital Structure Analysis - Senior Portfolio Advisor | Financial Advisor2012 - 2016Merrill 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 Modeling, Portfolio Analysis, Stock Analysis, Financial Planning - Associate2011 - 2012Tioga 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: Financial Modeling, Revenue & Expense Projections, Pricing Analysis
Education
- Master of Business Administration (MBA) degree in Finance2018 - 2019Duke University - Durham, NC, USA
- Bachelor's degree in Physics and Economics2007 - 2011College of Charleston - Charleston, SC, USA
Certifications
- Chartered Alternative Investment AnalystAUGUST 2016 - PRESENTCAIA Association
- Certified Financial PlannerAPRIL 2016 - PRESENTCollege for Financial Planning
- Series 7/66OCTOBER 2012 - PRESENTFINRA | Financial Industry Regulatory Authority
