Case studies
- Credit Model
- Forecasting
- Financial Modeling
- Credit Modeling
- Valuation/Acquisition Analysis Presentation
- Mergers & Acquisitions (M&A)
- Cost of Customer Acquisition
- Financial Modeling
- Forecasting
- Valuation
- DCF Modeling
David Seamans
Charleston, SC, United States
Member since December 18, 2016
Dave is a member of an advanced analytics team at a leading management consulting firm. He has extensive experience in building financial models (including valuation), data analytics, and financial planning and analysis. Prior to his current role, Dave raised debt and equity as an advisor for Merrill Lynch and as a partner of a hedge fund. As a freelancer, he enjoys helping a wider variety of clients solve financial problems.
David is now available for hire
Career Highlights
- Booz Allen Hamilton
- Drift Capital Partners
- Merrill Lynch, Pierce, Fenner & Smith, Inc.
Academic Highlights
- Duke University
- CAIA Association
- Certified Financial Planner Board of Standards (CFP Board)
Industry Expertise
- Energy
- Financial Services
- Venture Capital
Other Expertise
- Financial Planning & Analysis (FP&A)
- Fundraising
- Mergers & Acquisitions (M&A)
- Portfolio Analysis
- Valuation
Employment
- AssociateBooz Allen Hamilton2017 - PRESENT
- Worked as a member of an advanced analytics team.
- Built a complex optimization model for senior leadership to reduce time and costs.
- Provided strategic decision support with big data analytics.
Focus areas: Business Intelligence, Financial Modeling, Data Analysis, Pricing Analysis, Cost Reduction & Optimization, Financial Data Analysis - General PartnerDrift Capital Partners2016 - 2017
- Worked 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 AdvisorMerrill Lynch, Pierce, Fenner & Smith, Inc.2012 - 2016
- Managed a combined $280 million in assets representing businesses, business owners, and executives.
- Structured and presented complex financial plans.
- Researched and analyzed countless investment opportunities for my team's clients.
Focus areas: Financial Modeling, Portfolio Analysis, Stock Analysis, Financial Planning - AssociateTioga Energy2011 - 2012
- 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 multi-million 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) in FinanceDuke University - Durham, NC, USA2018 - 2020
- Series 66 License in FinanceFinancial Industry Regulatory Authority (FINRA) - Charleston, SC, USA2012 - 2017
- Series 7 License in General Securities Representative, FinanceFinancial Industry Regulatory Authority (FINRA) - Charleston, SC, USA2012 - 2017
- Chartered Alternative Investment Analyst in FinanceCAIA Association - Charleston, SC, USA2016 - 2016
- Certified Financial Planner in FinanceCertified Financial Planner Board of Standards (CFP Board) - Charleston, SC, USA2012 - 2016
- Bachelor's degree in Physics, EconomicsCollege of Charleston - Charleston, SC, USA2007 - 2011
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