Jaime Jimenez, Finance Expert in Dallas, TX, United States
Jaime Jimenez

Finance Expert in Dallas, TX, United States

Member since April 11, 2018
A finance leader and entrepreneur, Jaime recently co-founded White Hat Consultores, a cybersecurity company. Prior to this venture, he deployed over $1 billion in investments and transactions while working at private equity group Highland Capital and public corporations Alcon Labs and Adeptus Health. As a freelancer, he currently leads fundraising efforts, growth, and organizational strategy as the CFO of hi-tech start-up Schokgear.com.
Jaime is now available for hire

Career Highlights

Select Certifications

Case studies

Industry Expertise

  • Finance
  • Investment Banking
  • Venture Capital & Private Equity
  • Healthcare Services
  • Hospitality
  • Insurance
  • Manufacturing
  • Food & Beverage

Other Expertise

Employment

  • Founder and Managing Partner

    2018 - PRESENT
    Temachia Capital
    • Engaged in market research and data mining to build financial models, pitch book compilation, and tear sheets totaling $300M in transaction size.
    • Led pre-IPO due diligence, S-1 document, and marketing materials review, working with lead underwriters.
    • Designed an international healthcare growth strategy through De Novo facilities and acquisitions to increase EBITDA by 200% in five years and built Pre-Post Money valuation Excel models, raising $2M of equity in two months.
    • Developed detailed financial models to support valuation and analyze the credit quality of M&A transactions and covenant calculations on a proforma TTM basis that increased borrowing capacity by 30%.
    • Spearheaded the credit analysis and acquisition of two Latin American universities: INCADE Paraguay and Fundación Universidad Area Andina Bogota, totaling $120M of capital deployed.
    • Built and maintained biotechnology industry-specific public trading comps and relevant transaction comparable sets for valuation exercises to guide investors. Along with CFO, lead capital raising efforts.
    • Led the design and implementation of an innovative probabilistic valuation methodology for a public biotechnology company. By implementing this new approach, the firm’s value jumped 3.5x, and the company raised $100M in additional capital.
    • Oversaw $200M strategic business planning. Research comparable market performance and assess industry and competitive landscape to drive the planning process and the evolution of a long-term strategic plan within the biotechnology field.
    Focus areas: Cash Flow Modeling, Cash Management, Financial Planning & Analysis (FP&A), Financial Modeling, Mergers & Acquisitions (M&A), Growth Strategy, Capital Raising, Forecasting, Lending, CFO, Fundraising, Financing, United States, Fundraising Consultant, Deal Structuring, Pitch Decks, Revenue & Expense Projections, Strategy
  • Director of Corporate Development and Capital Markets

    2014 - 2017
    Adeptus Health
    • Accelerated the planning and execution of growth strategies. Set up a process to analyze the underwriting standards and evaluate the credit quality of potential investments.
    • Grew the acquisition pipeline from 25 facilities to 95 through credit analysis and loan underwriting. Worked closely with lawyers on structured transactions and reviewed the quality of earnings and commercial due diligence reports.
    • Completed the $200M post-merger integration with Dignity, UCHealth, and THR healthcare systems.
    • Managed banking relationships, monitored covenants, and served as a liaison between the public and private sides.
    • Implemented a risk modeling initiative focusing on liquidity and operational risk by setting standards on the balance sheet and cash flow modeling forecasts.
    Focus areas: Market Opportunity Analysis, M&A Modeling, Investment Thesis, Capital Structure Optimization, Cash Flow Forecasting, Risk Models, Debt Restructuring, Valuation Analysis, Private Equity Secondaries, Joint Ventures, Mergers & Acquisitions (M&A), Capital Markets, Forecasting, Lending, Fundraising, Financing, Private Equity, United States, Deal Structuring, Retail & Wholesale, Pitch Decks, Revenue & Expense Projections
  • Director, Corporate Development

    2012 - 2014
    ACE Cash Express
    • Led cross-functional teams to build and implement M&A pipeline, due diligence, and negotiation/closing processes on payday lending opportunities that generated over $50 million in incremental business.
    • Worked closely with regional leaders to create viable post-acquisition integration plans and oversaw the integration process to ensure a smooth merging between people and processes.
    • Conducted competitive intelligence, regulatory landscape reviews, segmentation, and business scenario analyses to develop financial cases that helped senior management articulate company direction.
    • Performed a five-year cash flow forecast and illustrated capital allocation optimization options to senior management; presented sensitivity tables of different dividend payout ratios versus investing in growth initiatives and ROE impact.
    • Led the monthly, quarterly and annual budget and forecast for 1,600 facilities across the US market and collaborated with business units to manage and coordinate the FP&A process.
    Focus areas: Business Planning, Cash Flow Forecasting, Finance Strategy, Corporate Finance, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Forecasting, Lending, Financing, Private Equity, United States, Deal Structuring, Retail & Wholesale, Pitch Decks, Revenue & Expense Projections, Strategy
  • Director, Corporate Finance

    2009 - 2012
    Hostess Brands
    • Worked closely with senior management to build an M&A pipeline strategy and evaluated investment opportunities looking at return/metrics such as IRR and EBITDA multiples.
    • Managed the monthly, quarterly and annual budget and forecast for 8 business units and 500+ UPC codes, totaling $3 billion in annual revenue. Collaborated with each business unit to coordinate the FP&A process and add value through strategic initiatives to improve processes.
    • Implemented NPV/DCF/ROI financial models for business improvement initiatives (sourcing, capital investments, resource allocation), giving management a robust decision tool.
    • Partnered with banks, analyzed credit lines, and negotiated covenant-lite methodologies that gave Hostess more financial flexibility and the ability to focus more on operations and ROIC improvements.
    • Served as an advisor to the executive team; developed KPIs, created monthly financial and variance reports and performed insightful analyses as well as produced materials for Board of Directors meetings.
    Focus areas: Business Planning, Revenue Modeling, Bank Covenants, Financial Planning & Analysis (FP&A), Strategic Planning & Execution, Corporate Finance, Mergers & Acquisitions (M&A), Forecasting, United States, Consumer Products, Retail & Wholesale, Revenue & Expense Projections
  • Portfolio Manager

    2006 - 2008
    Highland Capital Management
    • Provided initial investment review and screening of prospective investment opportunities as well as tracked the investment pipeline.
    • Built and maintained transaction models (DCF and transaction multiples approaches) used to value distressed investment opportunities.
    • Drafted LBO investment decks illustrating financing alternatives and capitalization tables pre- and post-conversion ownership for several opportunistic investments.
    • Presented various investment theses across different sectors that were ultimately deployed, accounting for roughly 20% of the portfolio. The fund outperformed the HFRI Index.
    • Oversaw a $300 million private equity middle market distressed portfolio and implemented tactical asset allocation strategies across multiple sectors to improve risk-adjusted returns.
    Focus areas: M&A Modeling, 13-week Cash Flow, Investment Monitoring, Financial Engineering, Capital Markets, Capital Structure Optimization, Mergers & Acquisitions (M&A), Cash Flow Modeling, Debt Structuring, Risk Models, Leveraged Buyout Modeling, Investment Thesis, Valuation Modeling, Fundraising, Financing, Private Equity, United States, Consumer Products, Apparel & Accessories, B2B, Fundraising Consultant, Deal Structuring, Retail & Wholesale, Pitch Decks, Revenue & Expense Projections, Strategy
  • Senior Strategic Financial Analyst

    2004 - 2006
    Alcon Labs
    • Served as the go-to analyst supporting Alcon’s corporate development team, developing valuation work totaling prospective equity investments over $150 million - including the acquisition of 77% of the outstanding shares of Wavelight for $13.8 per share.
    • Conducted timely and effective financial and strategic analyses in support of Alcon’s global growth initiatives across its refractive business sector.
    • Modeled complex financial structures to buy-out over $20 million of royalty streams in a two-year span.
    • Assisted in strategic M&A planning and vetting efforts, including data gathering and incorporating comprehensive views into solid assumptions and business cases for potential M&A opportunities within the refractive sector.
    • Supported the M&A team in developing the pipeline, evaluating targets, conducting due diligence, preparing board presentations and transaction announcements, and developing post-acquisition business plans.
    Focus areas: Market Opportunity Analysis, Finance Structures, M&A Modeling, Risk Models, Valuation Modeling, Finance Strategy, Corporate Finance, Mergers & Acquisitions (M&A), United States, Revenue & Expense Projections

Education

  • Chartered Financial Analyst (CFA) - Level 2 Certificate in Finance
    2015 - 2018
    CFA Institute - USA
  • Master of Business Administration (MBA) Degree in Finance, Strategy & Entrepreneurship
    2002 - 2004
    Southern Methodist University - Dallas
  • Bachelor's Degree in Mechanical & Electrical Engineering
    1991 - 1995
    ITESM - Monterrey, Mexico

Certifications

  • CFA Level II
    JUNE 2015 - PRESENT
    CFA Institute

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