Former investment bank vice president offering a simple value prop: "Better-than-Wall Street quality documents & advisory @ a fraction of the price".
"Sat in every seat at the boardroom table" as a director, shareholder, executive, and advisor and has raised $75+ million, IPOed, and led acquisitions and divestments. Enjoys helping businesses plan and refine their strategy, prepare for corporate actions, and hone their capital raising approach.
My pitches & investor docs have successfully pitched SoftBank, Korea Investment Partners, GV (Google Ventures), Silicon Valley Super Angels, NFL team owners, you name it...
My work was used to raise >$1M / WEEK in 2018.
My clients have a >50% hitrate for successfully raising capital after working with me.
Built a pitch deck for a company backed by Sir Richard Branson & Mark Cuban.
Client worked with me on our fourth project together - then his portfolio co raised $12.8m within 3 weeks.
Focus areas: Pitch Decks, Business Plans, Investor Documents, Capital Raising, Pitchdecks, Information Memoranda, Confidential Information Memoranda (CIMs), Teasers, Executive Summaries, Capital, Deal Advisory, Business Advisory, Funding Strategies, Graphic Design
SVP Strategy and Business Development Europe
2015 - 2017
Developed and led the sales strategy and initiatives, including replicating in continental Europe the successful business model pioneered in the UK.
Generated a new business pipeline of over $50 million worth of projects within first nine months.
Solved the clients’ primary concern by bundling unique financing and lending packages which expanded project pipeline by over 200%.
Generated a deep client relationship with number 2 media owner in Europe; now on the client's short-list for all project bids.
Negotiated two tranches of financing for a client which won a €5 million sale.
Focus areas: Pricing Strategy, Financial Strategy, Finance Strategy, Corporate Finance, Sales, Business Development
Chief Financial Officer (CFO)
2014 - 2016
The American Organic Company
Negotiated a national (US) distribution and investment agreement with a NYSE-listed public company as well as all supplier agreements with full contract drafting responsibility.
Revamped a procurement strategy—resulting in a year-to-year savings of 30% versus the prior year.
Led the fundraising activities, including $300,000 raised from angel investors.
Negotiated multiple $5 million asset-backed trade finance offerings as well as a complex SBIC debt structure with $5 billion AUM hedge fund.
Focus areas: Financial Planning & Analysis (FP&A), Business Plan Development, Financial Business Planning, Revenue & Expense Projections, Negotiation, Fundraising, Startup Funding, Venture Funding, Debt, Angel/Seed Funding
2009 - 2015
Swiss Investment Bank
Independently originated, in a single year, over $1 billion worth of deal volume. Personally originated three sell-side mandates with up-front retainers totaling over $300,000.
Led the deal team in the acquisition of a global portfolio of ExxonMobil aviation fuel assets.
Was requested by client CEO and shareholders to restart negotiations in an M&A transaction when discussions reached an impasse. Regained control of the process, restarted talks, and guided the transaction through a successful sale at 4 times the market price.
Flew to South Africa and Mozambique, with a 4-hour notice, to develop a 30-page financial model in Excel with the client CEO and CFO. Led discussions with institutional and private investors during IPO and successfully raised circa $80 million.
Saved the client $2.5 million by independently negotiating improved terms with the lender on a circa $17 million debt offering.
Focus areas: Mergers & Acquisitions (M&A), Investment Memoranda, Financial Modeling, Strategic Finance Management, Finance Strategy, Financial Strategy, Financial Business Planning, Business Plan Development, Fundraising, Funding Process, Late-stage Funding
Bachelor of Science of Business Administration (BSBA) in Finance and International Business
2005 - 2009
Villanova University - Villanova, PA, USA
Foreign Studies in Chinese Language, Business, and Cultural Studies