Publication
Corporate Tax Reform and the Future of Valuation – Part II
https://www.toptal.com/management-consultants/corporate-finance-consultants/corporate-tax-reform-valuation-part2
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Jacob Wright
Verified Expert in Management Consulting
Management Consulting Expert
Spartanburg, SC, United States
Toptal member since January 11, 2018
Bio
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.
Career Highlights
Corporate Strategist
CIRCOR
Investment Banking Consultant
Hourly Nerd
Financial Analyst
Advance America
Education Highlights
Master's Degree
Vanderbilt University
Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's Degree
Clemson University
Case Studies
Food Service Valuation
ValuationForecasting
Go Private Transaction and Valuation
Due DiligenceM&A ModelingMergers & Acquisitions (M&A)Private Company ValuationLeveraged Buyout ModelingManagement Buyout Finance+ 3 more
Online Dating Investor Presentation
Pitch BooksPitch DecksRevenue ModelingValuationComparable Company AnalysisTransaction Comparables
Industry Expertise
- Business Services
- Finance
- Manufacturing
- Financial Modeling
Software Expertise
- Capital IQ
Other Expertise
- DCF Valuation
- Financial Modeling
- M&A Modeling
- Pitch Decks
- Pro Forma Financial Statements
- Three-statement Modeling
Work Experience
Corporate Strategist
2016 - PRESENT
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
Investment Banking Consultant
2014 - 2016
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)
Financial Analyst
2011 - 2013
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
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
Skills
Finance
Market Research, Pro Forma Financial Statements, Three-statement Modeling, Investment Portfolio Management, Investment Memoranda, Purchase Price Allocation, Valuation Modeling, Valuation Multiples, Valuation Analysis, Private Equity Valuation, Equity Valuation, Financial Regulations, Integrated Financial Statements, Financial Model Auditing, Mergers & Acquisitions (M&A), Finance Strategy, Cash Flow Forecasting, Cash Flow Modeling, 13-week Cash Flow, Forecasting, Controller, Portfolio Analysis, DCF Valuation, Capital Structuring, Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, M&A Modeling, Corporate Finance, Budgeting, Revenue & Expense Projections, Due Diligence, Private Company Valuation, Leveraged Buyout Modeling, Management Buyout Finance, Debt Raises, Revenue Modeling, Comparable Company Analysis
Output Software
Microsoft PowerPoint, Microsoft Excel
Data & Analysis Software
Capital IQ, Bloomberg
Industry Expertise
Financial Services, Professional Services
Geographic Expertise
Mexico, United States
Other
Manufacturing, Financial Statements, Pitch Decks, Scenario Analysis, Finance, Investor Presentations, Strategy, Pitch Books, Transaction Comparables
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