Gregory P. Garner, Finance Expert in Oakland, CA, United States
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Gregory P. Garner

Verified Expert  in Finance

Finance Expert

Location
Oakland, CA, United States
Toptal Member Since
October 17, 2017

Greg has helped several private companies raise equity funds of $75+ million, obtained approval for an additional $230 million, and formed a joint venture with $300+ million in recurring revenues. With decades of experience in building teams, conducting valuation analysis, and in communicating with C-level executives and investors/partners, he now freelances to help companies properly position themselves for funding and operations expansion.

ValuationFinancial ModelingBusiness Plan ConsultingEquity ResearchMergers & Acquisitions (M&A)

Career Highlights

Founder
Equity Analytics
Portfolio Manager
Millennium Asset Management
Director of Research
Singular Research

Education Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Master of Business Administration (MBA) Degree
Oakland University
Bachelor of Science Degree
Michigan State University

Certification Highlights

Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

Chief Financial Officer

2019 - PRESENT
Philter Labs
  • Built and updated financial models for internal projections and planning, and for equity fundraising. Adjusted models for new technology-driven products sold through eCommerce and distribution channels.
  • Directed corporate planning efforts for the product pipeline, product development partnerships, and new distribution partnerships.
  • Redirected corporate operating plans to adjust to changes in the retail distribution environment with the objective to elongate the operating runway and shorten time to self-sustainability.
  • Communicated with funding sources and shareholders. Prepared quarterly reviews for shareholders.
  • Raised $4 million in equity funding from institutional investors.
Focus areas: Equity Financing, Corporate Planning, Financial Modeling

Founder

2003 - PRESENT
Equity Analytics
  • Created valuation analyses, industry reports, executive summaries, and investor decks that were instrumental in raising over $75 million for new ventures in biotech, commercial services, and consumer discretionary. Obtained approval for over $230 million in funding for international telecommunications (telecom) and alternative fuel ventures.
  • Developed business plans and acquisition analyses that supported the creation of an international joint venture and the approval of an international telecom project with over $250 million in recurring annual revenues.
  • Presented investor decks and communicated with investors and partners on behalf of client companies in biotech, agtech (agriculture tech), consumer discretionary, alternative fuels, telecom (domestic & international), energy, and institutional money management.
  • Directed the change in new venture's orientation to significantly expand addressable market and profitability while focusing on strengths and lowering capital requirements for B2B and B2C.
  • Incorporated multiple valuation analysis methodologies (DCF, comparable analysis, various metrics) to assess valuation at different timeframes; aligned with forecast and investor mindset.
  • Built financial models used to drive valuation and acquisition analyses, to assess capital requirements, and to assist in the business planning process.
  • Consulted on investment structures to balance needs of investors and corporate management.
Focus areas: Executive Summaries, Valuation Analysis, Investor Relations, Investor Presentations, Strategic Planning, Business Planning

Portfolio Manager

2007 - 2015
Millennium Asset Management
  • Achieved equity portfolio performance with an alpha of over 800 basis points on a compounded annual basis.
  • Made buy-and-sell investment decisions that were focused on fundamental forecasts and future valuation.
  • Communicated with CEOs and CFOs of companies regarding corporate strategy, vision, financials, operational performance, strengths, and weaknesses.
  • Communicated investment criteria and performance metrics to the marketing team and customers.
Focus areas: Equity Research, Equity Valuation, Investment Decision-making, Fund Management

Director of Research

2007 - 2013
Singular Research
  • Directed and managed a team of equity research analysts. Identified attractive companies for analysts to research and reviewed and approved all equity research reports.
  • Authored and published equity research on companies in biotech, healthcare, alternative fuels, consumer goods & services, energy, industrial, specialty chemicals, manufacturing, retail, technology, and pharmaceuticals.
  • Received many four- and five-star awards from StarMine for accuracy in earnings estimates.
  • Trained equity analysts in valuation analysis, business strategy assessment, and communications (written and oral) to improve their performance.
  • Communicated with institutional investor clients and with CEOs and CFOs of companies under coverage.
Focus areas: Valuation Modeling, Equity Valuation, Equity Research

Portfolio Manager | Director of Research

1988 - 2002
Noroian Capital Management
  • Achieved equity portfolio performance with an alpha of 430+ basis points on an annual compounded basis in an all-cap equity fund over ten years.
  • Established and directed the investment committee.
  • Created innovative cash flow analyses that tracked the change in cash flow returns on assets and investments. Integrated cash flow analyses into investment decision process and valuation analyses.
  • Developed an equity analyst team from scratch and selected companies for the analysts to research.
  • Integrated the skill sets of experienced money managers with those of young equity analysts.
  • Created corporate financial models designed to assess the future valuation and critical parameters for investment purposes.
  • Designed capital market equilibrium models to assess the general equity market under-valuation and/or over-valuation levels.
Focus areas: Equity Research, Equity Valuation, Investment Portfolio Management, Fund Management, Investment Decision-making

Financial Consultant

1983 - 1987
Standard & Poor's Compustat
  • Consulted with equity analysts and M&A analysts at Goldman Sachs, Salomon Brothers, Morgan Stanley, EF Hutton, Paine Weber, Aetna, and Travelers.
  • Consulted on competitive analyses and M&A with Xerox, General Electric, GTE Corp., Union Carbide, and Eaton.
  • Created innovative cash flow analyses before the cash flow was a reporting requirement.
  • Achieved an 98% revenue retention rate from the institutional investor clients.
  • Directed the integration of critical product features in the first PC-based institutional equity analysis product/services.
Focus areas: Competitor Analysis & Profiling, Mergers & Acquisitions (M&A), Equity Research Analysis
1985 - 1988

Chartered Financial Analyst (CFA) in Investment Analysis

CFA Institute - USA

1979 - 1981

Master of Business Administration (MBA) Degree in Finance

Oakland University - Rochester, MI, USA

1974 - 1978

Bachelor of Science Degree in Microbiology and Public Health

Michigan State University - East Lansing, MI, USA

AUGUST 1988 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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