Javier is a multilingual finance professional with a technology background. His expertise includes corporate development, BI, M&A, financial modeling, market research, investments, data science, entrepreneurship, fundraising, fixed income, and derivatives. Javier advised on a $968 million Troubled Asset Relief Program repayment with J.P. Morgan and modeled 60 company debt portfolios of ~$125 billion nominal value across industries utilizing Factiva, Factset, Capital IQ, and Bloomberg.
Managed data science, pivot tables, and BI used for 5,000 pieces of owned, leased, and rented equipment. Prepared the mechanical department presentation for $50 million NBV, $50 million in lease commitment, and $3 million in remittances.
Developed and calibrated an extensive lease vs. buy vs. sale-leaseback Excel model. Oversaw company-wide economics when procuring equipment—presented a value-maximizing framework to CFO, director of tax, VP of operations control, and mechanical.
Wrangled and analyzed 100,000+ invoice data points and presented using a predetermined commodity tree spend analysis to the procurement director for the $1+ billion spent in the trailing five quarters by the company.
Represented Lane in Texas at TxHSR, a $15+ billion planned Dallas-Houston high-speed rail, personally fielding myriad emails, calls, meetings, and quote requests with small and large domestic and international suppliers.
Analyzed and presented demographic and infrastructure trends in six states (including TX and CA). Synthesized data and compiled a list of 20+ diversified competitors with KPIs in consideration of establishing a universe of potential M&A targets.
Modeled the sale and acquisition of two portfolio companies and one prospect with consideration in excess of $30 million. Developed integration plans for the acquisition of one company and managed the virtual data room for the sale of another.
Focus areas: Mergers & Acquisitions (M&A), Carve-out Analysis, Market Research & Analysis, Total Addressable Market (TAM), Operational Finance, Operational Efficiency Improvement, Business Intelligence (BI), Dashboard Design, Procurement, Process Mapping, Real Estate Development, Excel Expert, Revenue & Expense Projections, M&A Modeling, Transportation & Shipping, Logistics, Shipping, Corporate Development, Business Strategy, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Business Process Optimization
Equity Research Analyst
2014 - 2016
Produced 40,000+ lifetime views for ~8 articles written across numerous industries.
Recommended two companies that were acquired within a six-to-twelve-month period at significant premiums.
Placed in the top 30% of all research analysts (professional and amateur) as ranked by TipRanks: https://www.tipranks.com/bloggers/javier-arguello.
Focus areas: Investment Ideas, Financial Modeling, Quality of Earnings, Valuation, Journalism, Equity Research Analysis, Excel Expert, Revenue & Expense Projections, Software as a Service (SaaS)
Private Equity Summer Analyst
2014 - 2014
Constructed third-party financing discounted cash flow (DCF) and power purchasing agreement (PPA) model for a $4 million investment in a 1,500kW combined heat and power (CHP) facility with a projected 15% IRR over 15 years.
Presented a 17-page diligence memo to two managing directors and a vice president.
Worked with renewable energy tax credits and other related incentives to help finance large renewable energy projects.
Investment Banking Summer Analyst, Financial Institutions Coverage Group (FIG)
2013 - 2013
Ran a $968 million troubled asset relief program repayment with J.P. Morgan as sole book runner; TARP repaid via: $680 million bank-level dividend, $185 million common stock, and $130 million preferred offering. Synovus Financial Corp. (NYSE: SNV).
Pitched Southeast regional bank on a potential sale ($1 billion market capitalization); worked with analyst, associate, and vice president on updating comparables, M&A model, and creating ~50-page deck.
Advised a PE sponsor for the potential sale of two specialty finance portfolio companies. Put together a sell-side pitch for a mega-fund private equity sponsor looking for strategic ways to exit two portfolio specialty finance companies.
Modeled 60 company debt portfolios of an approximately $125 billion nominal value across several industries for senior and junior marketer asset-liability match business pitches utilizing Factiva, Factset, Capital IQ, and Bloomberg.
Worked on ten interest rate derivative, equity hedge, pre-issuance hedging, floor/cap, and asset-liability match pitch books.
Developed market updates for 80 employees ranging from interns up to senior partners and global heads.
Devised and implemented Bloomberg and Excel formulas to automate FAS 133 mandated effectiveness testing for PepsiCo’s rolling foreign exchange hedging program, cutting divisions’ overall working time by 46 hours per quarter.
Constructed in-depth quantitative analysis model of price difference for PepsiCo’s aluminum, sugar, and heating oil portfolio to capture efficiency of hedging frequency, generating potential savings of ~$1 million.
Worked on Bloomberg Certifications. Attained subject-matter expertise designations in following areas: Equities, fixed income, derivatives, and commodities.