A Finance MBA graduate with honors from NYU Stern, Denis spent 10 years in investment banking in the technology, media, and marketing sectors, executing $4 billion of capital and M&A transactions at Credit Suisse, middle-market M&A deals, and early-stage financings at various boutiques. Denis joined Toptal to help clients with financial strategy, valuation, fundraising, and M&A while advising software startups and mentoring at Sports Tech Tokyo.
Participated in completing multiple middle-market ($50-$100 million enterprise value range) sell-side transactions in the marketing and media sectors, including the sale of Soulsight to Bruin Sports Capital, securing premium valuations and favorable deal terms for the sellers.
Mentored the execution team of a vice president and two analysts at all stages of a deal cycle–from launch to closing–by overseeing financial analysis (ensuring proper accounting methods), modeling (including financial projections and public comps, M&A comps and DCF valuation analyses) and marketing materials creation.
Led a process–from pre-engagement to buyer negotiations (including deal framework scenarios)–for a multicultural marketing services firm.
Successfully identified and engaged over 70 high-quality M&A prospects with traditional (tech-enabled/pure services) and new (software/SaaS) business models for the firm.
Significantly expanded and leveraged the firm's relationships with strategic buyers and financial investors in core areas of focus (marketing, media, related technology, and tech-enabled services) through personal network and industry thought leadership.
Played critical client-facing roles on active M&A and equity raise engagements across a variety of technology and tech-enabled services verticals, including adtech, digital media, eCommerce, edtech, healthtech, martech, and publishing.
Led valuation assignment for the board of directors of Ensequence (adtech platform offering interactive TV solutions) using financial performance projections, publicly traded comps, M&A comps, and discounted cash flow (DCF) analyses.
Designed, built and operated a custom LBO model for buy-side M&A advisory to Narrow Gauge Capital on the acquisition of Class Appraisal.
Built and ran a three-statement operating model for sell-side M&A advisory to Barron's on divestiture of certain assets to Kaplan.
Staffed in increasingly more senior roles to lead execution at every stage of live M&A transactions, equity raises, valuation engagements and new business pitches, directly reporting to managing directors.
Created buyer-facing marketing materials and new business pitch materials, including one presentation that was used as a firm-wide standard by the bank's CEO.
Initiated and managed relationships with potential clients and prospective (strategic and financial) buyers, specifically in the marketing technology, digital media, sports, and entertainment verticals.
Designed and conducted junior banker training sessions, leveraging hands-on skills acquired via years of training and client engagements in a bulge-bracket setting.
Developed expertise in managing every aspect of middle market M&A and financing processes in a vast range of technology verticals, including adtech, martech, content management systems, eventtech, and HCM tech.
Led accounting diligence, operational and valuation analyses, and marketing materials creation for sell-side M&A advisory to PrizeLogic, a bootstrapped digital marketing company, on receiving a significant investment by Pamlico Capital.
Analyzed growth opportunities and translated them into financial projections for sell-side M&A assignment to Evanta, a tech-enabled B2B events company sold from a private equity owner to The Corporate Executive Board, now part of Gartner, for $275 million.
Built a dynamic client database, including attrition/retention analysis; projected financial performance; created marketing materials and reached out to buyers working side-by-side with the CEO of a B2B content management software company.
Worked directly with the CFO on the client's side and the partner on the investor's side to analyze bookings, billings, and backlog; projected financial performance trajectory and designed an investment framework for a Software-as-a-Service platform.
Assigned to perform senior-level duties, managing select deals and reporting directly to two managing directors within the first three months at the firm.
Built financial performance projections and performed valuation analyses for multiple clients and prospects.
Devised comprehensive, financial performance-driven growth strategies for multiple early-stage adtech, martech, sportstech, and digital media platforms via financial modeling and comp analysis.
Built a comprehensive financial model, including base case, upside case, and downside case scenarios; new business phase-in options; and cash burn analysis for an enterprise-level revenue and inventory management SSP platform that led to a successful $2 million seed round equity raise.
Created financial performance projections, including ad-driven and affiliate-driven revenue models, for an innovative consumer engagement SaaS platform in the travel industry.
Evaluated opportunities for corporate, growth and venture investments in innovative technology.
Provided quantitative opinion to a diversified industrial holding on deploying a tech-focused VC fund.
Associate, Investment Banking - Technology, Media & Telecommunications
2010 - 2012
Applied industry background and financial product expertise in M&A, equity and debt to enhance client deliverables across TMT verticals.
Advised high-profile public and private media clients on strategic alternatives for their digital media businesses.
Served as the Technology group day-to-day execution lead on $1 billion sale of over-levered fintech software company (Open Solutions) amid challenging markets, limited buyer universe.
Led the overhaul and maintenance of a complex model to project financial performance and run leverage scenarios for >$2 billion in aggregate of refinancing bonds for Univision issued opportunistically, with limited time-to-market.
Served as an integral part of the execution team on $411 million term loan for Radio One and $300 million term loan for Hawaiian Telcom, both at most competitive rates available.
Received first-rate, formal bulge bracket financial modeling and valuation experience via extensive training and being given significant responsibility on creating new business pitches.