Godfrey M. Bakuli, Finance Expert in New York, NY, United States
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Godfrey M. Bakuli

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
March 21, 2019

Starting his career at Morgan Stanley, Godfrey has worked with both startups and large enterprises on $6 billion of strategic assignments. In 12+ years, this advisory has included M&A, divestitures, and equity and debt financings. Last year alone, he helped startups in the data center, transportation, drone infrastructure, and CPG spaces raise $14 million. Godfrey freelances as a means to broaden his network and deepen his industry knowledge.

Market SizingStartup ConsultingMergers & Acquisitions (M&A)Financial Planning & Analysis (FP&A)Capital MarketsPrivate EquityFinancial ReportingMarket ResearchFinancial ModelingEquity ResearchCredit AnalysisFundraising

Career Highlights

Head of Business and Investment Research
Bionic Solution, LLC
Founder | Managing Partner
Mutoro Group, LLC
Partner | Chief Financial Officer
Connor Capital SB, LLC

Education Highlights

Bachelor's Degree
Williams College

Case Studies

Image of M&A Assessment for a Private Company project
M&A Assessment for a Private Company
Corporate FinanceConsumer ProductsEuropean Union (EU)Debt RestructuringMergers & Acquisitions (M&A)Competitive Intelligence
Image of Five-year DCF Valuation for a Privately Held Business project
Five-year DCF Valuation for a Privately Held Business
Financial ModelingDCF ValuationFinancial Planning & Analysis (FP&A)Corporate FinanceModelingPrivate Equity

Work Experience

Head of Business and Investment Research

2017 - PRESENT
Bionic Solution, LLC
  • Advised Fortune 100 companies on creating, acquiring, and scaling businesses around disruptive innovations.
  • Acted as interim CFO for startups within Johnson & Johnson, TD Ameritrade, Procter & Gamble, and other firms; raised $14.3 million.
  • Devised an investment rationale for Procter & Gamble in a women’s health area and advised on the acquisition of a $200 million target.
  • Led cross-functional team members in conducting competitive landscape research, market sizing and structural analysis, and business and financial modeling; grew the team from one to five members.
Focus areas: Equity Research, CFO, Fundraising, Mergers & Acquisitions (M&A), Financial Advisory

Founder | Managing Partner

2012 - PRESENT
Mutoro Group, LLC
  • Founded an investment firm with personal capital and with external backing, grew fund 31% in 5 years (vs. 20% for hedge fund peers).
  • Researched businesses, analyzed regulatory filings, and interviewed industry sources to understand companies’ unit economics, management, FCF generation, business model, competitive positioning, financial condition, and profitability prospects.
  • Employed a fundamental value investment process to identify companies with a high return on invested capital being sold at significant discounts to their long-term intrinsic values.
  • Launched a firm blog, Notes & Letters, and grew the readership to 3,000 in five years.
Focus areas: Investment Monitoring, Investment Thesis, Data Analysis, Value Investing

Partner | Chief Financial Officer

2015 - 2017
Connor Capital SB, LLC
  • Co-founded $35-million fund investing in transportation, technology, and infrastructure.
  • Fielded inbound acquisition opportunities and wrote memoranda justifying investments.
  • Negotiated and managed contracts with team of 20 across legal, banking, regulatory, administration, technology, and audit.
  • Built financial and operational infrastructure, including acquisition models and economic models for budget and cash flows.
Focus areas: Corporate Treasury, International Finance, Fundraising, Fund Management, Fund Formation, Investment Memoranda, Minority Investments, CFO

Investment Professional

2011 - 2012
Sageview Capital, LP
  • Performed strategic, operational, and financial due diligence on technology, consumer, and digital media companies for a fund with $1 billion in assets under management in public and private markets.
  • Built models to analyze unit economics, relative/intrinsic valuation, credit metrics, and earnings forecasts.
  • Created the strategy and FP&A for an entertainment technology services company.
  • Developed an M&A pipeline and cash flow management processes for a distressed B2B portfolio company with $75 million in revenue and significant leverage.
Focus areas: Investment Monitoring, Financial Modeling, Financial Reporting, Corporate Finance, Financial Statements

Investment Banker

2007 - 2011
Morgan Stanley
  • Advised management of transportation and infrastructure firms on $6 billion in financial and strategic advisory assignments, including mergers and acquisitions, divestitures, corporate defense activities, and equity and debt financings.
  • Managed a team of eight in preparing Excel-based financial models, due diligence checklists, transaction documentation, and C-suite and board of director presentations.
  • Worked on a variety of transactions including the Continental and United Airlines Merger ($3 billion), Spirit Airlines IPO ($900 million), Swift Transportation IPO ($800 million), and the JetBlue sale of 19% to Lufthansa ($300 million).
Focus areas: Debt Structuring, Valuation Analysis, Equity Offerings, Financial Statements, Corporate Finance, Mergers & Acquisitions (M&A)
2003 - 2007

Bachelor's Degree in Economics and History

Williams College - Williamstown, MA, USA