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.
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: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Corporate Finance, Finance Strategy, Cash Flow Forecasting, Business Plan Development
Director, Corporate Finance
2009 - 2012
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: Mergers & Acquisitions (M&A), Corporate Finance, Strategic Finance Management, Financial Planning & Analysis (FP&A), Bank Covenants, Revenue Modeling, Business Plan Development
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.
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.