Javier is a results-driven executive with 16 years of experience in middle market M&A and venture capital with 35 completed transactions and hundreds of others evaluated and negotiated. Javier is also an experienced business operator with a particular focus on FP&A, fundraising, financial reporting, treasury management, and market analysis. As a freelancer, he enjoys working with management teams to unlock value and grow their organizations.
Sourced and screened new investment targets in the $5 to $200 million in profits.
Analyzed industry trends, competitive dynamics to develop relevant expertise, and investment themes by sector.
Evaluated potential targets—utilizing qualitative and quantitative proprietary multifactor models.
Built and maintained detailed financial models to value potential target companies in the $5 to $200 million in profits, measure returns, and perform risk management analysis.
Prepared a strategic fit, market dynamics, valuation/financial return models, structure, risks/mitigants, and integration plan board-level materials in order to seek approval from executive committees/board at several stages in the deal cycle.
Drafted and negotiated terms sheets and definitive contracts for investments in the $50 million to $1 billion range.
Conducted and coordinated due diligence.
Accelerated the growth of portfolio firms by planning and executing their organic and inorganic growth initiatives—including operational guidance, market intelligence, human capital and talent management expertise, performance improvements, strategic, business and financial planning, and financing (both debt and equity).
Designed optimal deal structures.
Focus areas: Mergers & Acquisitions, Financial Modeling, Valuation, Fundraising, Negotations, Industry Analysis, Budgeting, Financial Reporting, Financial Risk Assessment, Financial Benchmarking, Financial Planning & Analysis (FP&A), Comparable Company Analysis, Capital Structure, Cost Reduction & Optimization, Business Plan Development
Assistant Vice President, Mergers and Acquisitions
2006 - 2007
New York Life
Built valuation models, performed financial analysis, and prepared investment thesis presentation to senior management.
Coordinated due diligence and integration processes.