Ed Simpson, Finance Expert in Kungsbacka, Sweden
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Ed Simpson

Verified Expert  in Finance

Bio

Ed is an experienced investment and technology leader with team building, project, and analytical experience, working with investment managers, banks, and B2B SaaS companies with revenues from $5 million to $100 million. His industry experience includes large corporations, SaaS tech companies, and financials in developed and emerging markets. As a finance and strategy expert with 20+ years of experience, Ed helps clients solve complex issues and take their businesses to the next level.

Career Highlights

Portfolio Manager | Investment Analyst
Bank of Montreal
Investment Analyst
Consilium Investment Management
Assistant Vice President
ABN Amro Bank, N.V.

Education Highlights

MBA
Yale University
Bachelor's Degree
University of Florida

Certification Highlights

CFA
CFA Institute
Citibank Credit Training
Citibank

Case Studies

Work Experience

General Manager

2021 - PRESENT
SaleSavant
  • Led a team developing a SaaS solution for sales and marketing intelligence. Focused on product development, strategic direction, QA, and GTM efforts. Solution-focused on contact and company generation and refresh and bespoke requests.
  • Managed relationships with 10 clients to develop new project ideas and introduce new product features.
  • Conducted multiple QA sprints to debug and correct platform modules. Maintained Trello and Jira boards with active bugs and feature development plans.
  • Drafted all the site documentation, over 50 pages, based on user journeys and workflows.
  • Represented SaleSavant in monthly strategic discussions with owners and other key stakeholders.
Focus areas: Clients, Client Success, Projects, Communication, Team Building, Team Mentoring, Board Presentations, Board Decks, Pitch Decks, Pitch Deck Consultant, Startups, United States, Business Models, Jira, Google Docs, Early-stage Startups, Startup Funding, Business Strategy

Owner

2019 - PRESENT
Gothiabro
  • Built comprehensive financial models for new SaaS investments. Models included 3-statement financials, SaaS KPIs, detailed operations, covenant testing, and stress testing of operating, financial, date, and funding parameters.
  • Wrote pitch books for new private equity initiatives in the technology industry. Models and presentations have been used successfully in actual debt and equity-raising efforts.
  • Advised startups and scaleups on strategic, fundraising, and operating efforts.
Focus areas: Fundraising Consultant, Financial Modeling, Fundraising, Startups, Revenue & Expense Projections, Business Models, Three-statement Modeling, Models, Financial Data, Financial Markets, Business Advisory, Early-stage Startups, Startup Funding, Business Strategy

Portfolio Manager | Investment Analyst

2011 - 2019
Bank of Montreal
  • Led a group of six investment professionals (located in Miami and London) with $1+ billion in assets under management across various investment mandates, including public mutual funds, separate accounts, and internal pension investments.
  • Made daily investment decisions in the primary/secondary high-yield market, shifting portfolio weighting as needed across various parameters, including sector/cash weightings, ratings, and market beta. Led weekly strategy calls with a global team.
  • Held primary analytical responsibility for 60+ companies in the telecommunications, technology, media, automotive, and industrial sectors across strategies of $11 billion in assets under management (as an investment analyst from 2011 to 2017).
  • Monitored investments by building detailed models, drafting write-ups, and following quarterly earnings; sourced new ideas from primary and secondary markets; and made recommendations across covered sectors in IG and HY markets.
Focus areas: Bonds, Fixed Income, Investments, Investment Funds, Financial Modeling, United States, Revenue & Expense Projections, Pro Forma Financial Statements, Business Models, Three-statement Modeling, Financial Planning & Analysis (FP&A), Financial Writing, Valuation, Models, Financial Data, Financial Markets, Fundamental Analysis, Scenario Analysis, Financial Analysis, DCF Valuation, Information Memoranda, Business Strategy, Financing, Loans

Investment Analyst

2009 - 2011
IslaPartners
  • Managed a public equity portfolio of US and international stocks with a Caribbean focus, outperforming the S&P 500 by 250 bps since inception.
  • Led the effort to explore private equity opportunities in Latin America.
  • Built comprehensive financial models to determine the return potential of investments.
Focus areas: Equities, Investment Funds, United States, Pro Forma Financial Statements, Financial Planning & Analysis (FP&A), Financial Writing, Models, Spanish-English Translation, Financial Data, Financial Markets, Fundamental Analysis, Financial Analysis, DCF Valuation, Equity Investment, Information Memoranda

Investment Analyst

2007 - 2009
Consilium Investment Management
  • Identified investment opportunities in emerging market corporate bond markets; prepared internal credit presentations and risk-return analyses for investments; and communicated ideas in a written and oral format to other analysts and PMs.
  • Participated in $300+ million of investment actions including buy-and-hold and trading situations. Served as a generalist with extensive experience across all major sectors and emerging market countries.
  • Monitored a corporate bond portfolio and made recommendations. Duties included gathering data from companies, speaking with analysts, and conducting company site visits.
  • Created comprehensive financial models to analyze potential and existing investments. The models included cash flow projections, company valuations, and distressed recovery analyses.
Focus areas: Investment Funds, Bonds, Fixed Income, Investing, United States, Three-statement Modeling, Financial Planning & Analysis (FP&A), Financial Writing, Valuation, Models, Financial Data, Financial Markets, Fundamental Analysis, Scenario Analysis, Financial Analysis, South America, DCF Valuation, Information Memoranda, Emerging Markets, Credit Analysis, Financing

Assistant Vice President

2006 - 2007
ABN Amro Bank, N.V.
  • Analyzed potential investments for a $250 million special situations proprietary fund focused on distressed debt. Identified new investments, created financial models, analyzed potential risks, and prepared credit proposals.
  • Structured term sheets and created financial models that included rate of return (NPV, IRR, P&L) parameters and sensitivity scenarios based on company and market data. Coordinated credit, legal, and funding requirements to meet closing deadlines.
  • Oversaw investments, including control investments incorporating multi-tiered debt structures, secondary bank loans, non-performing loans, and rescue financing for companies in distress on an asset and leveraged basis.
Focus areas: Mutual Funds, Investing, Distressed/Special Situations, Distressed Assets, United States, Three-statement Modeling, Financial Planning & Analysis (FP&A), Financial Writing, Valuation, Models, Financial Data, Financial Markets, Fundamental Analysis, Financial Analysis, South America, DCF Valuation, Equity Investment, Information Memoranda, Emerging Markets, Credit Analysis, Financing, Loans

Senior Associate

2000 - 2004
KBC Bank N.V.
  • Conducted due diligence and submitted internal credit applications for transactions in the US and LatAm power, oil and gas, and infrastructure project finance industries. Responsibilities included lead arranging and underwriting plus agency mandates.
  • Managed credit issues and annual reviews for 12 project finance transactions in the US and LatAm. Drafted memos for waivers and amendments to documentation and presented them to the credit department. Participated in weekly portfolio review meetings.
  • Proposed alternate capital and loan workout scenarios using financial analyses and modeling for two distressed US-based power plants where KBC acted as the lead arranger. Used DCF analysis for the power plant valuations.
  • Created a financial model for a $320 million lead financing with detailed scenarios, drafted the IM to sell the deal to a bank syndicate, drafted the application for internal approval, and represented the syndicate on legal amendments/waivers.
Focus areas: Syndication, Energy, Secured Loans, Project Finance, United States, Three-statement Modeling, Financial Planning & Analysis (FP&A), Financial Writing, Financial Data, Financial Markets, Fundamental Analysis, Financial Analysis, South America, DCF Valuation, Information Memoranda, Emerging Markets, Credit Analysis, Financing, Loans

Associate

1999 - 2000
Barclays Bank
  • Analyzed new transactions for the mining and metals project finance team, drafted internal credit applications for lead arranger roles on a variety of transactions, and provided financial modeling support.
  • Assisted with financial modeling and drafting the IM and syndicate presentation for a $240 million lead arranger role in a LatAm project financing deal.
  • Audited a detailed operational and financial transaction model as part of a lead arranging role for a gold mine in Africa.
Focus areas: Investing, Metals & Mining, Project Finance, United States, Three-statement Modeling, Financial Data, Financial Analysis, South America, DCF Valuation, Emerging Markets, Credit Analysis, Financing, Loans
1997 - 1999

MBA in Finance and International Strategy

Yale University - New Haven, CT, USA

1989 - 1993

Bachelor's Degree in Finance

University of Florida - Gainesville, FL, USA

JUNE 2008 - JANUARY 2020

CFA

CFA Institute

MARCH 2002 - PRESENT

Citibank Credit Training

Citibank

Finance

Forecasting, Credit Analysis, Three-statement Modeling, Credit Risk, Market Research, Revenue & Expense Projections, Financial Modeling, Financial Planning & Analysis (FP&A), Fundamental Analysis, Pro Forma Financial Statements, Valuation, DCF Valuation, Financial Model Auditing, Startup Funding, Project Finance, Secured Loans, Debt Raises, Equity Raises, Due Diligence, Fundraising, Business Advisory

Output Software

Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Google Sheets, Google Docs, Jira

Data & Analysis Software

Financial Data, Bloomberg

Industry Expertise

Financial Markets, Energy, Early-stage Startups

Geographic Expertise

United States, South America

Other

Models, Spanish-English Translation, Investments, Business Models, Scenario Analysis, Financing, Loans, Business Strategy, Emerging Markets, Information Memoranda, Financial Writing, Financial Analysis, Equity Investment, Pitch Decks, Pitch Deck Consultant, Startups, Metals & Mining, Investment Funds, Fixed Income, Bonds, Equities, Investing, Distressed Assets, Distressed/Special Situations, Mutual Funds, Syndication, Google Drive, Slack, SaaS, Enterprise SaaS, Due Diligence Consultant, Board Presentations, Financial Forecasting, Presentations, Fundraising Consultant, Clients, Client Success, Projects, Communication, Team Building, Team Mentoring, Board Decks, Trello, Financials

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