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Gregory P. Garner

Gregory P. Garner

Oakland, CA, United States
Member since October 12, 2017
Greg has helped five 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.
Gregory is now available for hire
Career Highlights
Select Certifications
Case studies
Industry Expertise
  • Biotech
  • Technology
Other Expertise
  • Business Plan Development
  • Communication
  • Data Analysis Software
  • Investment Capital Raising
  • Strategic Planning
  • Valuation
Employment
  • 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: Business Plan Development, Strategic Planning, Investor Decks, Investor Communications, Valuation Analysis, Executive Summaries
  • 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: Fund Management, Investment Decision-making, Equity Valuation, Equity Research
  • 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: Equity Research, Equity Valuation, Valuation Modeling, Build Equity Research Team
  • 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: Investment Decision-making, Fund Management, Investment Portfolio Management, Equity Valuation, Build Equity Research Team
  • 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: Equity Research Analysis, Mergers & Acquisitions (M&A), Competitive Analysis
Education
  • Chartered Financial Analyst (CFA) in Investment Analysis
    1985 - 1988
    CFA Institute - USA
  • Master of Business Administration (MBA) degree in Finance
    1979 - 1981
    Oakland University - Rochester, MI, USA
  • Bachelor of Science degree in Microbiology and Public Health
    1974 - 1978
    Michigan State University - East Lansing, MI, USA
Certifications
  • Chartered Financial Analyst (CFA)
    AUGUST 1988 - PRESENT
    CFA Institute
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