Goli Abtahian, Finance Expert in New York, United States
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Goli Abtahian

Verified Expert  in Finance

Finance Expert

Location
New York, United States
Toptal Member Since
December 28, 2016

Goli has extensive investment, business development, and financial management experience and has executed deals and managed investments deploying over $1.5 billion in capital across a broad spectrum of industries in the private and public equity, credit, and structured capital verticals. She has also advised clients on capital raises and investments in excess of $275 million. She enjoys the opportunity that freelancing offers her to meet and work with remarkable entrepreneurs.

Financial ModelingFinancial Planning & Analysis (FP&A)ValuationPrivate EquityVenture CapitalRevenue & Expense ProjectionsFundraisingMarket ResearchMergers & Acquisitions (M&A)

Career Highlights

Senior Vice President | Investment Manager
Carnegie Hudson Resources, LLC
Senior Financial Analyst
Latigo Partners, L.P.
Financial Analyst
Goldman, Sachs & Co.

Education Highlights

Bachelor of Science Degree
Wharton School of the University of Pennsylvania

Case Studies

Work Experience

Senior Vice President | Investment Manager

2012 - PRESENT
Carnegie Hudson Resources, LLC
  • Spearheaded extensive valuation work and negotiated and structured terms of equity and debt investments for private credit and equity opportunities in a broad range of industries.
  • Headed the finance team of a mid-sized food services company providing meals to communities with the greatest need for access to quality food. Managed financial reporting, budgeting, and valuation during a funding round for a high-growth company.
  • Developed the financial strategy for a successful multi-million-dollar product launch at a maritime health services company. Create a database that enabled vessel level profitability and cash flow analysis for over 2,000 global commercial vessels.
  • Directed the financial strategy for an early-stage energy transition company. Led budgeting and valuation efforts, negotiated project and offtake agreements, and raised over $100 million in capital across several funding rounds.
  • Advised clients in M&A and investment opportunities— including conducting financial and market analyses for the purchaser in a $250+ million acquisition in the alternative energy space.
  • Managed financial reporting as CFO of a special purpose acquisition company. Spearheaded financial due diligence on merger candidates, developed extensive valuation models and led in-depth financial projections and accounting policies reviews.
Focus areas: Investor Relations, Growth Capital Raising, Fundraising, Due Diligence, Business Planning, Venture Funding, Valuation, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Revenue & Expense Projections, Waterfall Modeling, Leveraged Buyout Modeling, Leveraged Buyout (LBO)

Senior Financial Analyst

2007 - 2009
Latigo Partners, L.P.
  • Identified, analyzed, and managed credit investments greater than $200 mm in various sectors: bank debt, stressed and distressed debt, and asset-backed securities of financial, real estate, communications, healthcare, and industrial companies.
  • Created valuation and return models for and managed $50+ million in investments across various structured products, generating returns above 50%.
  • Prepared valuations and investment memos for investments in public equities of greater than $25 million.
  • Employed capital structure arbitrage strategies to take advantage of perceived disparities between the trading levels of the common equity, preferred equity, and debt of stressed companies.
  • Communicated with the fund's investors regarding investments managed and strategies employed.
Focus areas: Portfolio Analysis, Market Research, Financial Risk Assessment, Debtor & Creditor Management, Valuation, Financial Planning & Analysis (FP&A), Financial Modeling, Capital Structure Analysis, Forecasting, Revenue & Expense Projections, Waterfall Modeling, Leveraged Buyout Modeling, Leveraged Buyout (LBO)

Senior Financial Analyst

2003 - 2007
Satellite Asset Management, L.P.
  • Invested over $90 million in private equity across six transactions. Conducted extensive product, market, and business model analysis.
  • Created DCF models and structured deal terms for small-cap companies' equity and convertible bond investments.
  • Created valuation models for and managed the fund's $500+ million investment in a major communications company, generating 35%+ returns.
  • Evaluated, modeled, and managed credit investments above $250 million across a broad spectrum of industries.
  • Served on creditor committees and actively participated in restructuring the companies in the fund's stressed and distressed debt investment strategy.
  • Negotiated terms for new lending deals and participated in the documentation process for both new deals and amendments to existing deals.
Focus areas: Portfolio Analysis, Market Research, Debtor & Creditor Management, Valuation, Financial Risk Assessment, Financial Planning & Analysis (FP&A), Financial Modeling, Capital Structure Analysis, Forecasting, Revenue & Expense Projections, Waterfall Modeling, Leveraged Buyout Modeling, Leveraged Buyout (LBO)

Financial Analyst

2001 - 2003
Goldman, Sachs & Co.
  • Generated, analyzed, sized, and hedged investment ideas for a multi-billion dollar proprietary distressed debt fund and a fundamental long/short equity fund.
  • Created financial models and investment memos for the investment committee on a $100+ million investment in the telecommunications space.
  • Built a valuation model and conducted capital structure analysis for a $25 million credit investment in the cable sector.
  • Prepared a DCF valuation model for a $50 million equity investment in a healthcare services company.
  • Developed a valuation model in support of a $200+ million investment in a company in the energy sector.
Focus areas: Market Research, Financial Risk Assessment, Debtor & Creditor Management, Financial Modeling, Valuation, Mergers & Acquisitions (M&A), Forecasting, Revenue & Expense Projections
1997 - 2001

Bachelor of Science Degree in Finance and Accounting

Wharton School of the University of Pennsylvania - Philadelphia, PA, USA

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