Case studies
Marketing Services Roll-Up Analysis- Industry Analysis
- Mergers & Acquisitions (M&A)
- Strategy Planning
Acquisition Analysis- Mergers & Acquisitions (M&A)
- Financial Modeling
- Forecasting
- Microsoft Excel
Growth Model for National Footprint
Finance Expert in Los Angeles, CA, United States
Member since January 31, 2017
Greg led the corporate development team at a technology company, completing many acquisitions and divestitures and growing revenue 400% to over $800 million. He has worked as a principal and a consultant for both large public companies (such as FICO and Oracle) and smaller venture-backed businesses specializing in the technology and FinTech sectors. He joined Toptal to leverage his experiences in finance, M&A, strategy and business development.
Gregory is now available for hire
Career Highlights
- Marin Analytic Consulting
- Red Vision Systems
- Fair Isaac Corporation
Education
- University of Sydney
Select Certifications
- Financial Services Institute of Australasia (FINSIA)
- Institute of Chartered Accountants in Australia
Industry Expertise
- Finance
- Venture Capital & Private Equity
- Software
- Financial Modeling
- Fintech
- Startups
- Software as a Service (SaaS)
- Marketing Technology (Martech)
Software Expertise
Employment
Strategic and Financial Consulting
2015 - PRESENTMarin Analytic Consulting- Worked with startup marketing technology company on a variety of initiatives: developed a business plan, built a financial model and pitch book, initiated discussions with potential investors, established go-to-market strategies (e.g., constructed SaaS pricing model, customer contract documentation, and social media presence), initiated relationships and coverage by technology analyst firms, and developed and executed a database marketing program.
- Advised the CEO and majority shareholders of a risk analytics software company on strategic options, including initiating merger discussions, and completing detailed financial and strategic analysis with a company that had a complementary technology.
- Developed a business planning program and initiated fundraising discussions between innovative B2B trade credit solution startup and investors.
- Created an alliance program for a lending software solution to leverage solutions into new partner distribution channels.
- Advised a startup insurance pricing optimization company on various funding and strategic alternatives—resulting in its sale to an industry participant.
- Undertook an analysis of emerging market participants in the marketing technology field for a leading financial services technology company interested in assessing a roll-up acquisition program.
Focus areas: Venture Capital, Marketing Technology (MarTech), Fundraising, Financial Planning & Analysis (FP&A), Data Analysis, Technology, Startups, Go-to-market Plans, Financial Modeling, SaaSFinancial Officer
2008 - 2015Red Vision Systems- Completed two Series-2 financing rounds with venture investors and a term loan and revolver banking facilities with the bank.
- Implemented new ERP systems for accounting (Intacct), HR (ADP) and CRM (Salesforce).
- Developed and implemented new FP&A and reporting processes for the board, senior management, and operating leaders; including daily and monthly dashboards of identified KPIs as well as monthly performance and budget variance analyses.
- Managed the relationships with professional services providers, including banks, auditors, and legal.
- Led human resources, accounting, and corporate development teams.
- Built and maintained a financial model for internal projections and external fundraising efforts.
- Executed three roll-up acquisitions to develop a national service coverage footprint.
Focus areas: Budgeting, Mergers & Acquisitions (M&A), Pitch Decks, Fundraising, Data Analysis, Financial Modeling, Enterprise Resource Planning (ERP), Financial Planning & Analysis (FP&A)Corporate Development and Strategy
2000 - 2007Fair Isaac Corporation- Developed the strategic case—initiated and managed the acquisition and integration of both public and private companies, totaling over $1.2 billion in value and growing the company approximately 400%.
- Executed the sale of several non-core business units aggregating over $100 million in value.
- Initiated and managed a $400 million convertible bond offering.
- Conducted investor roadshows, shared buyback programs and analyst relations programs.
- Initiated and managed a competitive intelligence function to monitor industry/competitor issues.
- Served as member of the board of directors of investee companies (Open Solutions Inc.) and LP representation (Azure Capital).
- Managed the strategic planning function, including analyses of proposed entry into new market segments (i.e., healthcare, retail, and insurance verticals).
Focus areas: Investor Relations, Pitch Decks, Valuation, Financial Services, Fintech, Financial Modeling, Fundraising, Strategic PlanningBusiness Partnerships
2000 - 2000Oracle Corporation- Developed and managed relationships with technology partners and grew the main partner to the number 3 position (after IBM and Accenture).
- Opened alliance offices in the UK, South East Asia, South America, and Australia to support international growth.
- Worked with an internal venture capital team to generate investment opportunities in order to capitalize on equity for a software business model.
Focus areas: Software, Partnerships, TechnologyInvestment Banking and Strategy Executive
1985 - 1995National Australia Bank- Managed all elements of M&A transactions.
- Developed banks growth strategy.
- Implemented bank's venture investing program.
- Managed M&A team based in new office.
- Evaluated and executed bank's acquisitions in UK, NZ and US.
Focus areas: Investment Banking, Corporate Development, Consumer Finance, Strategy, Mergers & Acquisitions (M&A)
Other Experience
- Small Data, Big Opportunities (Publication)By now, most have heard of Big Data – the buzzword du jour across most business circles. In this exploratory piece, Finance Expert, Gregory Thompson, introduces us to the wonderful world of Small Data. Specifically, he guides us through its broader market dynamics, tools, players and solutions, and includes a practical implementation guide for how small businesses might add analytics as a core-capability to their respective business arsenals.
Education
- Bachelor's Degree in Economics1974 - 1977University of Sydney - Sydney, Australia
Certifications
- Fellow Securities Institute of AustraliaJANUARY 1990 - PRESENTFinancial Services Institute of Australasia (FINSIA)
- Chartered AccountantJANUARY 1980 - PRESENTInstitute of Chartered Accountants in Australia
