Jacob Wright, Finance Expert in Spartanburg, SC, United States

Jacob Wright

Finance Expert

Location
Spartanburg, SC, United States
Toptal Member Since
July 27, 2017

Jake has participated in M&A transactions exceeding $500 million and performed valuations for companies of all maturities. A Vanderbilt graduate and CFA charterholder, Jake has extensive experience working with founders and senior executives of professional services and manufacturing companies to unlock the true value of their company. As a freelancer, Jake enjoys advising clients on complex issues of valuation, M&A, and financial strategy.

Jacob is available for hire
Hire Jacob

Career Highlights

Corporate Strategist
CIRCOR
Investment Banking Consultant
Hourly Nerd
Financial Analyst
Advance America

Education

Master's Degree
Vanderbilt University
Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's Degree
Clemson University

Case Studies

Image of Food Service Valuation project
Food Service Valuation
ValuationForecasting
Image of Go Private Transaction and Valuation project
Go Private Transaction and Valuation
Due DiligenceM&A ModelingMergers & Acquisitions (M&A)Private Company ValuationLeveraged Buyout ModelingManagement Buyout Finance+ 3 more
Image of Online Dating Investor Presentation project
Online Dating Investor Presentation
Pitch BooksPitch DecksRevenue ModelingValuationComparable Company AnalysisTransaction Comparables

Industry Expertise

Business ServicesFinanceManufacturingFinancial Modeling

Software Expertise

Capital IQ

Other Expertise

DCF ValuationFinancial ModelingM&A ModelingPitch DecksPro Forma Financial StatementsThree-statement Modeling

Work Experience

2016 - PRESENT

Corporate Strategist

CIRCOR
  • Worked with the executive team to develop corporate strategy and built the corresponding financial model to double company revenues in three years, from $500 million to $1 billion.
  • Built a detailed acquisition model to better assess the overall impact of future company acquisitions.
  • Served as the financial lead on plant consolidation, which included financial modeling, budgeting, and cost control.
  • Built a financial model for the successful divestiture of a $150 million European business unit that was presented to the Board of Directors.
  • Created a 13-week cash flow forecast for the company to better assess working capital and capital expenditure needs.
Focus areas: Controller, Budgeting, Cash Flow Modeling, 13-week Cash Flow, Cash Flow Forecasting, Finance Strategy, Pitch Decks, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), M&A Modeling
2014 - 2016

Investment Banking Consultant

Hourly Nerd
  • Developed models for trading, transaction, discounted cash flow analysis, dividend discounting, and leveraged buyouts to assess the financial viability of small-cap Chinese listed manufacturing and technology firms.
  • Developed a pitch deck for a private equity firm with $1 billion in assets, considering an equity investment or potential buyout of Tinder, an online dating app.
  • Prepared valuation, three statement operating model, and pitch deck for an early stage, venture composite manufacturer in the southeast US seeking $10 million in Series A capital.
  • Developed valuation models for a hedge fund to assess the feasibility of a management buyout by a client company to determine whether hedge fund shareholders would benefit more from the management buyout or the going concern of the client company.
  • Prepared initiating coverage equity research reports for small and micro-cap public companies in the oil and gas and apparel sectors.
Focus areas: Three-statement Modeling, Investor Presentations, Equity Valuation, Private Equity Valuation, Valuation Analysis, Valuation Multiples, Valuation Modeling, Purchase Price Allocation, Pitch Decks, Investment Memoranda, Investment Portfolio Management, Portfolio Analysis, M&A Modeling, Mergers & Acquisitions (M&A)
2011 - 2013

Financial Analyst

Advance America
  • Developed financial models such as sensitivity analysis, cash flow, and valuation to the executive team for expanding the company’s product portfolio from short-term loans to prepaid cards, wire transfer, and longer-term installment loans.
  • Led the financial team in a successful $100 million divestiture of the UK subsidiary. Developed discounted cash flow, comparable transactions, and comparable company valuation models to determine the sale price.
  • Established reporting procedures for regional and divisional management to provide up-to-date results for all products.
  • Assisted the management in the review and update of loan disclosures for compliance with regulatory requirements.
  • Audited the fixed asset processes and provided alternatives to improve lease smoothing and inventory monitoring systems.
Focus areas: Financial Planning & Analysis (FP&A), Cash Flow Forecasting, Financial Model Auditing, Financial Modeling, Valuation Analysis, Valuation Modeling, Pro Forma Financial Statements, Integrated Financial Statements, Financial Statements, Strategy, Financial Regulations

Other Experience

Image of Corporate Tax Reform and the Future of Valuation publication
Publication

Corporate Tax Reform and the Future of Valuation

https://www.toptal.com/finance/corporate-finance-consultants/corporate-tax-reform-and-future-of-valuation
Image of Corporate Tax Reform and the Future of Valuation – Part II publication
Publication

Corporate Tax Reform and the Future of Valuation – Part II

https://www.toptal.com/finance/corporate-finance-consultants/corporate-tax-reform-valuation-part2

Education

2013 - 2014

Master's Degree in Business Valuation and Accounting

Vanderbilt University - Nashville, TN, USA

2011 - 2013

Chartered Financial Analyst (CFA) in Investment Analysis

CFA Institute - Charlottesville, VA, USA

2007 - 2011

Bachelor's Degree in Corporate Finance

Clemson University - Clemson, SC, USA