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Greg Gladstone, Finance Expert in New York City, NY, United States
Greg Gladstone

Finance Expert in New York City, NY, United States

Member since October 29, 2021
Greg has deployed around $5 billion of capital across nearly 40 closed transactions as an investor in private equity, a leader in corporate development, and an investment banker. His experience includes sell-side and buy-side M&A advisory, growth equity and LBO investments, debt and equity capital raises, and roll-up acquisitions across sectors and stages of development. Greg enjoys freelancing and helping clients across M&A, capital raising, and market research projects.
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Career Highlights

Education

Case studies

Expertise

Employment

  • VP, Corporate Development and Strategy

    2021 - PRESENT
    Charles Taylor
    • Completed seven acquisitions and deployed $100 million of capital, resulting in 5x US business growth and expansion into new verticals and geographies.
    • Led and managed sourcing, evaluation, negotiation, due diligence, analysis, financial modeling, and execution of an M&A transaction in the Americas for a global services and technology firm.
    • Managed strategic projects in cross-functional teams, including market TAM analysis, business positioning, and competitive analysis; recommended attractive growth areas organically and through acquisition to the executive team and board of directors.
    Focus areas: Mergers & Acquisitions (M&A), Due Diligence, Financing, Modeling, Board Decks, Board Reporting, Consulting, Project Management, Valuation, Microsoft Excel, M&A Modeling, M&A (Buy-side), Investing, Investment Committee Advisory, Financial Modeling, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Forecasting, P&L Forecasting, Buy-side, Fintech, Pitch Decks, Private Capital Markets, Investment Capital Raising, Capital Raising, Strategic Planning, Market Fit, Competitive Intelligence, S&P Capital IQ, Comparable Company Analysis, Transaction Comparables, Capital IQ, Accounting, Finance, Three-statement Modeling, Fundraising, SaaS, Rollups

  • President

    2021 - PRESENT
    GG Strategy
    • Assisted in the evaluation of a potential investment in a consumer products firm, including valuation modeling, competitive analysis, and market research.
    • Created and tracked a cap table and financial model for a pre-seed medtech startup.
    • Provided consulting services to companies across M&A and financial and strategic analysis, including market research, competitive analysis, financial analysis and modeling, M&A target identification, due diligence, M&A execution, and presentations.
    Focus areas: Mergers & Acquisitions (M&A), Investing, Analysis, Modeling, Due Diligence, Consulting, Cap Tables, P&L Forecasting, Buy-side, Small & Medium-sized Enterprises (SME), Pitch Decks, Fintech, Revenue & Expense Projections, Financial Modeling, Private Capital Markets, Investment Capital Raising, Capital Raising, Strategic Planning, Market Fit, Competitive Intelligence, S&P Capital IQ, Comparable Company Analysis, Transaction Comparables, Microsoft Excel, Capital IQ, Accounting, Finance, Board Decks, Board Reporting, Project Management, Financing, Three-statement Modeling, Fundraising, SaaS

  • Senior Associate

    2015 - 2020
    Lovell Minnick Partners
    • Deployed $450M+ million of capital across four completed platform acquisitions and over $100 million of capital across 20 add-on acquisitions across fintech, business services, and other sectors.
    • Led the largest investment of the firm, an international take-private. This included coordinating due diligence, arranging financing, presenting to the investment committee, modeling, and financial analysis.
    • Led the most successful sale of a portfolio company in the firm's history, coordinated due diligence requests, created a detailed multiple-scenario financial model and prepared a cap table analysis across 100+ equity participants in 20 tranches.
    Focus areas: Mergers & Acquisitions (M&A), M&A Modeling, M&A (Buy-side), M&A (Sell-side), Private Equity, Venture Funding, Growth Capital Raising, Growth Equity, Leveraged Buyout (LBO), Industry Analysis, Microsoft Excel, Capital IQ, Cap Tables, Due Diligence, Investing, Leveraged Buyout Modeling, Financial Modeling, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Buy-side, Sell-side, Fintech, P&L Forecasting, Pitch Decks, Investment Committee Advisory, Equity Markets, Private Capital Markets, Investment Capital Raising, Capital Raising, Strategic Planning, Competitive Intelligence, S&P Capital IQ, Comparable Company Analysis, Transaction Comparables, Accounting, Finance, Modeling, Consulting, Board Decks, Board Reporting, Project Management, Financing, Three-statement Modeling, Fundraising, SaaS, Rollups

  • Investment Banker

    2013 - 2015
    RBC Capital Markets
    • Closed six transactions worth around $4 billion, including the buy- and sell-side M&A, leveraged finance, and equity and debt capital markets.
    • Advised and raised debt capital to finance add-on acquisitions of two wholesale brokers with an enterprise value of approximately $300 million.
    • Performed valuation analysis and financial modeling, including leveraged buy-out, sum-of-the-parts, accretion and dilution, discounted cash flow, precedent transactions, and public comparables.
    Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Investment Capital Raising, Private Capital Markets, Equity Markets, Financials, Board Decks, Valuation, Capital IQ, Sell-side, P&L Forecasting, Buy-side, Pitch Decks, Fintech, Revenue & Expense Projections, Financial Modeling, Leveraged Buyout Modeling, S&P Capital IQ, Comparable Company Analysis, Transaction Comparables, Microsoft Excel, Accounting, Finance, Modeling, Project Management, Financing, Three-statement Modeling, Fundraising, Rollups

Education

  • Bachelor's of Business Administration Degree in Finance
    2008 - 2012
    Zicklin School of Business | Honors Program at Baruch College - New York, NY, USA
  • Advanced Regents Diploma in General Studies
    2004 - 2008
    Stuyvesant High School - New York, NY, USA

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