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

Verified Expert  in Finance

Finance Expert

Location
New York City, United States
Toptal Member Since
November 9, 2021

Greg has deployed over $6 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.

Mergers & Acquisitions (M&A)Due DiligenceValuationComparable Company AnalysisFinancial ModelingRevenue & Expense ProjectionsFundraisingPrivate EquityFintechInvestment BankingAccountingCross-border M&A

Career Highlights

Global Head of M&A
Charles Taylor
President
GG Strategy
Senior Associate
Lovell Minnick Partners

Education Highlights

Bachelor's of Business Administration Degree
Zicklin School of Business | Honors Program at Baruch College
Advanced Regents Diploma
Stuyvesant High School

Case Studies

Work Experience

Global Head of M&A

2021 - PRESENT
Charles Taylor
  • Completed eight acquisitions and deployed over $130 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
2008 - 2012

Bachelor's of Business Administration Degree in Finance

Zicklin School of Business | Honors Program at Baruch College - New York, NY, USA

2004 - 2008

Advanced Regents Diploma in General Studies

Stuyvesant High School - New York, NY, USA

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