Jacob Decter, Finance Expert in Philadelphia, PA, United States
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Jacob Decter

Verified Expert  in Finance

Finance Expert

Location
Philadelphia, PA, United States
Toptal Member Since
December 20, 2018

A Wall Street-trained former Fortune 500 M&A and strategy VP, Jacob is pursuing his MBA at Wharton and has led over $2 billion in acquisitions and divestitures. Jacob has worked with both $100+ million companies and small, mid-sized businesses and appreciates the resource constraints they face regularly. As a freelancer, Jacob's goal is to expand your company's finance capabilities and execute financial transactions as painlessly as possible.

ValuationMergers & Acquisitions (M&A)Comparable Company AnalysisFinancial Planning & Analysis (FP&A)Financial ModelingRevenue & Expense Projections

Career Highlights

Vice President
AmTrust Financial Services
Investment Banking Analyst
Guggenheim Securities

Education Highlights

Master of Business Administration (MBA) Degree
Wharton School of the University of Pennsylvania
Bachelor's Degree
Binghamton University

Case Studies

Work Experience

Vice President

2014 - 2017
AmTrust Financial Services
  • Executed on 20+ acquisition processes amounting to $2+ billion targeting property and casualty (P&C) insurance and insurance service companies, including carriers, managing general agencies, wholesale agencies, claims administrators, and warranty administrators.
  • Created complex financial models, including three-statement operating models, synergy analysis, and accretion/dilution analysis for both traditional service businesses and insurance companies.
  • Managed diligence teams of as many as 30 senior company employees for both acquisitions and divestitures; summarized due diligence findings that included recommendations affecting key deal terms and integration plans.
  • Created presentations for the board of directors describing, in detail, acquisition considerations including financial overviews, operational overviews, and key opportunities and risks.
  • Successfully led a multibillion-dollar company-wide financial audit by a Big Four accounting firm after having been directly recruited internally by AmTrust's CEO.
  • Executed to close the following select transactions: AmTrust Financial Services' acquisition of Warranty Solutions from Wells Fargo for $152 million, AmTrust Financial Services' acquisition of Republic Group for $233 million and AmTrust Financial Services acquisition of Oryx Insurance Brokerage Inc. for an undisclosed amount.
Focus areas: Regulatory Reporting, Investor Presentations, Process Management, Board of Directors, Due Diligence, Three-statement Modeling, Valuation, M&A (Buy-side), Management, Audits, Deal Analysis, Investments, Mergers & Acquisitions (M&A)

Investment Banking Analyst

2012 - 2014
Guggenheim Securities
  • Developed comprehensive financial models and performed valuation analyses and due diligence to analyze profitability, cash flows and debt capacity for leveraged buyouts, M&A, and financing transactions.
  • Created client presentations analyzing industry trends, company financials and proforma valuation for companies within the financial services, industrial and media industries.
  • Wrote confidential information memorandums that presented comprehensive financial and operational overviews of the bank's clients and clients' industries.
  • Interfaced with senior professionals at both large and mid-sized companies to develop sell-side materials.
Focus areas: Leveraged Buyout Modeling, Three-statement Modeling, Valuation Multiples, DCF Valuation, Valuation Analysis, Valuation, Corporate Finance, Return Analysis, Financial Modeling, Equity Financing, Mergers & Acquisitions (M&A)
Image of Industry Analysis and Porter’s 5 Forces: A Deeper Look at Buyer Power publication
Publication

Industry Analysis and Porter’s 5 Forces: A Deeper Look at Buyer Power

https://www.toptal.com/finance/market-research-analysts/porters-five-forces-buyer-power
2017 - 2019

Master of Business Administration (MBA) Degree in Finance and Entrepreneurship

Wharton School of the University of Pennsylvania - Philadelphia, PA, USA

2009 - 2012

Bachelor's Degree in Accounting

Binghamton University - Binghamton, NY, USA

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