Jason Goldstein, CFA, Finance Expert in Amsterdam, Netherlands
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Jason Goldstein, CFA

Verified Expert  in Finance

Finance Expert

Location
Amsterdam, Netherlands
Toptal Member Since
July 28, 2021

Jason is an investment banker and corporate finance advisor who has advised cross-border transactions worth $1 billion+ during the past eight years. He has worked with startups and billion-dollar companies, and he excels at helping clients maximize deal value in both structured and unstructured environments. Jason enjoys freelancing because it gives him the opportunity to work on fascinating deals and collaborate with people who have diverse perspectives.

Financial WriterPitch Deck ConsultantInvestment AnalysisStartup ConsultingValuationEquity ResearchFinancial ModelingRevenue & Expense ProjectionsMarket ResearchChartered Financial Analyst (CFA)Business Plan ConsultingFinancial ForecastingDue Diligence ConsultantFundraising ConsultantProject Management

Career Highlights

Owner
JB Goldstein
Director of Operations
PKF Advisory (Thailand) Ltd.
Senior Research Analyst
Tractus Asia

Education Highlights

Bachelor's Degree
University of Cape Town

Certification Highlights

CFA
CFA Institute

Case Studies

Expertise

Corporate FinanceDue DiligenceFinancial AnalysisFinancial ModelingFundraisingMergers & Acquisitions (M&A)Pitch PresentationsValuation

Work Experience

Owner

2021 - PRESENT
JB Goldstein
  • Managed virtual data room and buyer/seller communication for a $30 million M&A transaction in the SaaS video technology sector. Seller exceeded year-end revenue goal while going through an active due diligence process.
  • Built internal systems as a fractional CFO for a $10 million beverage import and distribution company positioned to double revenue in 12 months.
  • Built financial model for a recruitment technology startup, which resulted in $250,000 seed funding and enabled product launch.
Focus areas: Mergers & Acquisitions (M&A), Startups, Startup Consulting, Virtual CFO, Fractional CFO, Technology Subscriptions, Marketplaces, Recruitment, Business Technology, Mobile Apps, Enterprise SaaS, Analysis, Research, Financial Writer

Director of International Markets

2020 - 2021
HF Marketing Inc.
  • Built an investment teaser and longer-form presentation and participated in investor (family office) outreach and a $22 million capital raise to launch a UCITS vehicle on behalf of a US-based hedge fund executing an option-related strategy.
  • Developed an investment teaser and longer-form presentation and participated in investor (family office) outreach for a hybrid private and public long equity hedge fund focusing on the Mekong region.
  • Participated in investor (family office) outreach for a hedge fund focusing on private debt in Brazil.
Focus areas: Hedge Funds, Fundraising, UCITS Funds, United States, Equity, Family Office, Pitch Decks, Teasers, Pitch Deck Consultant, Pitch Books, Investment Briefs, Investments, Investment Presentations, Asset Management, Quantitative Modeling, Quantitative Analysis, Options, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Evernote, Financial Analysis, Financial Modeling, Comparable Company Analysis, Financial Ratios, Portfolio Analysis, Alternative Investments, Equity Investment, Economics, Fixed Income Analysis, Economic Analysis, Capital Raising, Company Screening, Company Profiles, Data Processing, Pitch Presentations, Southeast Asia, European Union (EU), Negotiation, Optimization, Chartered Financial Analyst (CFA), Conflict Resolution, Culture Development, Operations, Data Analysis, Data Engineering, Funding Process, Process Flows, Fundraising Consultant, Institutional Investors, Market Research, Investment Analysis, Analysis, Equity Research, Research, Financial Writer

Director of Operations

2018 - 2020
PKF Advisory (Thailand) Ltd.
  • Performed a valuation and supported negotiations for a $450 million cross-border (Japan and Thailand) joint-venture unwind in the textiles sector.
  • Prepared a purchase price allocation and valuation for a $200 million cross-border (United Kingdom, Singapore, and Thailand) transaction in the dentistry sector.
  • Performed due diligence that facilitated a $20 million cross-border (Thailand and Japan) investment in an electric vehicle company.
Focus areas: Corporate Finance, Mergers & Acquisitions (M&A), Capital Raising, Due Diligence, Feasibility Studies, Process Design, Pitch Presentations, Negotiation, Strategic Planning, Strategic Partnerships, Business Strategy, Exit Strategy, Business Validation, DCF Valuation, Valuation, IP Valuation, Corporate Restructuring, Cross-border M&A, Cross-border Projects, Startups, Early-stage Funding, Resource Management, Leadership, Operational Flow, Operational Risk, Optimization, S&P Capital IQ, Weighted Average Cost of Capital (WACC), Standard Operating Procedures Development, Financial Ratios, Financial Modeling, Chartered Financial Analyst (CFA), Financial Analysis, Financial Planning & Analysis (FP&A), Accounting, Team Mentoring, Team Management, Team Leadership, Conflict Resolution, Culture Development, Operations, Cross-country Profiling, Project Management, United Kingdom, Fundraising, M&A (Sell-side), M&A (Buy-side), M&A Modeling, Pitch Decks, Pitch Books, Pitch Preparation, Pitch Deck Consultant, COO, South Africa, Three-statement Modeling, Fundraising Consultant, Investment Briefs, Investments, Investment Presentations, Investment Banking, Institutional Investors, Revenue & Expense Projections, Forecasting, Market Research & Analysis, Market Research, Quantitative Modeling, Quantitative Analysis, Business Planning, Seed Fundraising, DCF Modeling, Transaction Comparables, Expense Management, Sales Analysis, Due Diligence Consultant, Financial Forecasting, Revenue Projections, Balance Sheets, Sensitivity Analysis, Discounted Cash Flow Analysis, Discounted Cash Flow (DCF), Data Engineering, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Evernote, Budgeting, Company Analysis, Comparable Company Analysis, Trello, Financial Reporting, Taxation, Business Law, Equity Valuation, Private Equity Valuation, Debt Analysis, Derivative Pricing, Alternative Investments, Equity Investment, Economics, Fixed Income Analysis, Economic Analysis, Startup Funding, Growth Capital Raising, International Development & Economics, Market Entry, Deal Structuring, Capital Structuring, Company Screening, Company Profiles, Data Processing, Information Memoranda, Target Screening, Southeast Asia, Australia, Options, Cross-cultural Management, Data Analysis, Funding Process, Process Flows, Income Statements, Working Capital Management, Cash Flow Modeling, P&L Forecasting, Sales Forecasting, Cash Flow Forecasting, Model Validation, CAPEX, Depreciation, Loans, Angel/Seed Funding, Equity, Family Office, Teasers, Financing, Business Models, Valuation Modeling, Investment Analysis, Investment Return Scenario Analysis, Mobile Apps, Enterprise SaaS, Business Technology, Recruitment, Marketplaces, Technology Subscriptions, Fractional CFO, Virtual CFO, Startup Consulting, Analysis, Equity Research, Research, Financial Writer

Senior Research Analyst

2016 - 2018
Tractus Asia
  • Facilitated tax-efficient corporate structuring in nine countries and a company valuation for an $80 million freight forwarding company headquartered in the United States and Asia for the purposes of an M&A transaction.
  • Performed the valuation component and supported negotiations for a $50 million cross-border (Australia and Thailand) transaction between two companies in the architecture, engineering, and design sectors.
  • Produced the financial model and valuation component and created the pitch material that resulted in a $10 million investment by a China-based investor into a medical device company based in the United States.
Focus areas: Corporate Finance, Mergers & Acquisitions (M&A), Fundraising, Capital Raising, Growth Capital Raising, Management Consulting, International Development & Economics, Market Entry, Deal Structuring, Capital Structuring, Company Analysis, Company Screening, Company Profiles, Process Design, Data Processing, Pitch Presentations, Information Memoranda, DCF Valuation, Valuation, Business Validation, Cross-border M&A, Due Diligence, Target Screening, Business Plan Consulting, Business Strategy, Reports, Southeast Asia, European Union (EU), Australia, United States, United Kingdom, China, South Korea, Data Analysis, Data Engineering, Funding Process, Process Flows, Cross-border Projects, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Pitch Decks, Pitch Books, Pitch Preparation, Pitch Deck Consultant, Three-statement Modeling, Fundraising Consultant, Investment Briefs, Investments, Investment Presentations, Investment Banking, Revenue & Expense Projections, Forecasting, Market Research & Analysis, Market Research, Quantitative Modeling, Quantitative Analysis, Business Planning, Seed Fundraising, DCF Modeling, Transaction Comparables, Expense Management, Sales Analysis, Financial Forecasting, Revenue Projections, Balance Sheets, Sensitivity Analysis, Discounted Cash Flow Analysis, Discounted Cash Flow (DCF), Cross-country Profiling, Operations, Team Management, Team Mentoring, Accounting, Financial Planning & Analysis (FP&A), Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Evernote, S&P Capital IQ, Financial Analysis, Budgeting, Financial Modeling, Comparable Company Analysis, Financial Reporting, Taxation, Financial Ratios, Business Law, Equity Valuation, Private Equity Valuation, Debt Analysis, Derivative Pricing, Alternative Investments, Equity Investment, Economics, Economic Analysis, Management Accounting, Startup Funding, Feasibility Studies, Negotiation, Strategic Planning, Strategic Partnerships, Exit Strategy, IP Valuation, Corporate Restructuring, Startups, Early-stage Funding, Resource Management, Leadership, Operational Flow, Operational Risk, Optimization, Weighted Average Cost of Capital (WACC), Standard Operating Procedures Development, Options, Conflict Resolution, Culture Development, Cross-cultural Management, Project Management, Income Statements, Working Capital Management, Cash Flow Modeling, P&L Forecasting, Sales Forecasting, Cash Flow Forecasting, Model Validation, Due Diligence Consultant, CAPEX, Depreciation, Loans, Angel/Seed Funding, Family Office, Teasers, Financing, Business Models, Valuation Modeling, Investment Analysis, Investment Return Scenario Analysis, Business Technology, Recruitment, Marketplaces, Startup Consulting, Analysis, Equity Research, Research, Financial Writer

Investment Banking Analyst

2014 - 2016
I V Global Securities Plc
  • Built the financial model and valuation for multiple hotels and resorts and an apartment building as part of a $300 million transaction between major listed companies in Thailand.
  • Developed a financial model and valuation to facilitate a $290 million cross-border solar power plant deal.
  • Built a financial model that resulted in a $4 million seed funding round for a video-on-demand startup.
Focus areas: Mergers & Acquisitions (M&A), Fundraising, Startup Funding, Due Diligence, Bloomberg, Cross-border Projects, M&A Modeling, M&A (Sell-side), M&A (Buy-side), Cross-border M&A, Pitch Decks, Pitch Preparation, Pitch Presentations, Pitch Books, Pitch Deck Consultant, Three-statement Modeling, Fundraising Consultant, Investment Briefs, Investments, Investment Presentations, Asset Management, Investment Banking, Institutional Investors, Revenue & Expense Projections, Forecasting, Market Research & Analysis, Market Research, Quantitative Modeling, Quantitative Analysis, Business Planning, Seed Fundraising, DCF Modeling, Transaction Comparables, Expense Management, Sales Analysis, Financial Forecasting, Revenue Projections, Balance Sheets, Sensitivity Analysis, Discounted Cash Flow Analysis, Discounted Cash Flow (DCF), Data Engineering, Cross-country Profiling, Accounting, Financial Planning & Analysis (FP&A), Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Evernote, Financial Analysis, Budgeting, Financial Modeling, Company Analysis, Comparable Company Analysis, Valuation, Financial Reporting, Taxation, Financial Ratios, Business Law, Equity Valuation, Private Equity Valuation, Debt Analysis, Derivative Pricing, Alternative Investments, Equity Investment, Economics, Corporate Finance, Fixed Income Analysis, Economic Analysis, Business Strategy, Capital Raising, Growth Capital Raising, International Development & Economics, Market Entry, Deal Structuring, Capital Structuring, Company Screening, Company Profiles, Data Processing, Information Memoranda, DCF Valuation, Business Validation, Target Screening, Southeast Asia, China, Feasibility Studies, Negotiation, Strategic Planning, Strategic Partnerships, Exit Strategy, IP Valuation, Startups, Early-stage Funding, Leadership, Operational Risk, Optimization, Weighted Average Cost of Capital (WACC), Options, Cross-cultural Management, Data Analysis, Funding Process, Income Statements, Working Capital Management, Cash Flow Modeling, P&L Forecasting, Sales Forecasting, Cash Flow Forecasting, Model Validation, Due Diligence Consultant, CAPEX, Depreciation, Loans, Angel/Seed Funding, Equity, Teasers, Financing, Business Models, Valuation Modeling, Investment Analysis, Investment Return Scenario Analysis, Mobile Apps, Startup Consulting, Analysis, Equity Research, Research, Financial Writer

Researcher

2013 - 2013
Prescient Investment Management
  • Developed quantitative models to test long-only equity strategies based on price momentum for African markets. The models considered five portfolios, tested the effects of employing a long/short strategy, and were based on monthly rebalancing.
  • Built quantitative models to test long-only equity strategies based on valuation (P/B and PER) factors in Africa. The models considered five portfolios, tested the effects of employing a long/short strategy, and were based on monthly rebalancing.
  • Made extensive use of a Bloomberg terminal to support the fund manager in researching and testing different equities for inclusion in an award-winning Africa equity portfolio.
Focus areas: Quantitative Analysis, Quantitative Modeling, Equity, Backtesting Trading Strategies, Bloomberg Terminal, Africa, South Africa, Investment Briefs, Investments, Investment Presentations, Asset Management, Institutional Investors, Balance Sheets, Sensitivity Analysis, Data Engineering, Cross-country Profiling, Accounting, Microsoft Excel, Evernote, S&P Capital IQ, Financial Analysis, Financial Modeling, Company Analysis, Comparable Company Analysis, Valuation, Financial Ratios, Equity Valuation, Debt Analysis, Portfolio Analysis, Alternative Investments, Equity Investment, Economics, Fixed Income Analysis, Economic Analysis, Bloomberg, Company Screening, Company Profiles, Data Processing, Target Screening, Optimization, Weighted Average Cost of Capital (WACC), Data Analysis, Market Research, Investment Analysis, Analysis, Equity Research, Research, Financial Writer
2009 - 2012

Bachelor's Degree in Finance & Accounting

University of Cape Town - Cape Town, South Africa

AUGUST 2018 - PRESENT

CFA

CFA Institute