Management Consulting Expert in Beverly Hills, United States
Member since March 4, 2022
Evan is a Boston College finance and corporate reporting and analysis graduate who maintains a CFA designation. He is a seasoned investment professional and startup executor who has founded, scaled, and exited businesses himself and grown those of his clients. Evan enjoys consulting for clients seeking executive-level expertise from an operator who knows how to identify opportunities, scale them from the ground up, and generate outsized returns for investors.
Worked as a lead analyst providing outsourced real estate investment guidance for firms lacking in-house real estate expertise.
Developed and utilized DCF models to optimize “lease versus own” decisions for corporate clients, often those with nationwide footprints.
Generated pro forma cash flows and budgets; created private placements offering memoranda and served as an investor resource.
Performed detailed credit reviews and due diligence to assist with business acquisitions and dispositions.
Focus areas: Underwriting, Credit Underwriting, DCF Modeling, Excel Modeling, Pro Forma Analysis, Pro Forma Financial Statements, Market Research, Cash Flow Forecasting, Credit Analysis, Business Modeling, Financial Modeling, Business Strategy, Business Models
Senior Director: National Channel Sales
2011 - 2016
Acquired as SITO purchased our start-up mobile advertising business in 2014; I was one of three original employees of the start-up (launched in 2011); focused on entity growth and viability for future rollup.
Grew revenue by 15 times in less than two years; achieved the stated goal of value creation, resulting in an entity sale in July 2014.
Built viable sales channel strategies, including go-to-market sales positioning and sales training for over 150 sales personnel.
Developed financial forecasts and pricing models; maintained gross margins >75% and net margins >50%.
Assisted with transition after acquisition, the start-up's core technology offering accounted for >50% of SITO’s 2015 total revenue ($8 million of $15.8 million) and was its growth engine.
Established five new sales partnerships and scaled their sales organizations; 2015 total revenue of $2.7 million. Created an exclusive, nationwide media partnership in Canada with minimum revenue thresholds and payment guarantees.
Created a new product line (Audience Data) and revenue stream with no CapEx. Closed SITO’s first data deal with a net margin of 85%.
Focus areas: Channel Sales, Business Development, Strategy, Partnerships, Business Strategy, Business Models, Growth Strategy
2008 - 2010
Bank of Tokyo-Mitsubishi
Underwrote and co-managed asset-backed financings of marine container, shipping and railroad assets worth $750 million.
Conducted quantitative analysis (DCF) to evaluate obligor creditworthiness, forecast cash flows, and assess collateral pools.
Presented findings and recommendations to the investment committee; closed ten deals valued at more than $350 million.
Created a cost-free “call option” on container collateral; option value to BTMU: $2 million.