Jeff is a high-level financial expert and lawyer with proven skills in financial and investment analysis. He has a special expertise in situations requiring a multidisciplinary view. He likes working on different types of projects and with companies in different industries, and freelancing allows him to do that. Jeff’s experience encompasses valuation and financial modeling, investment management and analysis, and corporate transactions.
Director and Western Region Manager, Institutional Fixed Income Sales
Bank of America Merrill Lynch
2010 - 2015
Led a 7-person team of investment professionals covering the Western US with responsibility for profit, loss, and production.
Advised 250+ corporations and institutions on investment and liquidity options—leveraging expertise to provide guidance on best practices for investment and treasury management.
Built fixed income portfolios for corporate and other institutional investors.
Acted as the key member of an integrated investment and treasury management service offering global solutions to corporate clients.
Recognized as a subject matter expert on short-term fixed income securities and on cash management.
Counseled growth-stage and middle market technology companies on investment and treasury management issues; in many cases developing their first investment program.
Focus areas: Valuation
Silicon Valley Bank
2008 - 2010
Delivered, as a member of an integrated investment and treasury management sales team during the US financial crisis, client-focused solutions to SVB’s growth-stage and middle market technology company client base.
Guided SVB’s client base through cash management problems caused by their investments in auction-rate securities (ARS), working to provide alternative liquidity solutions and market updates. Technology companies were significant investors in ARS.
Generated over $2 billion in new assets under management in two years, highest among investment consultants, during a period of unprecedented market disruption.
Retained investment clients during a financial crisis beginning in 2008; communicated with approximately 150 clients in three weeks, providing proactive advice on impact of investment issues that maintained client confidence.
Advised venture capital and private equity firms on investment and treasury management issues as part of a firm-wide program to provide superior client service to those organizations and generate additional banking opportunities.
Focus areas: Financial Modeling
Acme Capital Advisors
2003 - 2008
Created operating and financial strategies for clients undergoing fundamental corporate changes, including acquisitions, raising start-up and growth capital, management buyouts, and project finance.
Served as the interim US subsidiary CFO, reporting to group CFO in Stockholm, Sweden. Structured, negotiated, and closed the first US acquisition, and led the financial analysis and due diligence efforts.
Developed valuation and working capital analyses. Analyzed and evaluated accounting, IT, and HR functions, and developed post-acquisition forecasts and budgets.
Developed an acquisition strategy that enabled a client to achieve financial and strategic objectives while limiting downside risk.
Advised the management team of a successful subsidiary of a struggling company on a spin-off strategy designed to accelerate growth as an independent company.
Created and implemented a strategic plan for an energy bar contract manufacturer.
Modeled the capital structure options and developed capital raising plans.
Built a network of investors in venture capital, private equity, and project finance.
Focus areas: Finance Shared Services Management
Portfolio Manager | Head of Bankruptcy and Restructuring | Portfolio Manager | Counsel
Allstate Insurance Company
1989 - 2003
Closed over 50 deals, with approximately $20 million committed in each transaction. Portfolio companies included television networks, magazine and newspaper publishers, professional sports teams and leagues, outdoor recreation equipment and apparel manufacturers and retailers, food producers, and supermarket chains.
Developed a specialized expertise in the branded consumer products and outdoor recreation industries.
Led noteholder committees in bankruptcy and restructuring of major public and privately-held companies; including analyzing financial and strategic information, setting noteholder committee direction, and coordinating the activities of lawyers and other professionals. Cases included transportation companies, department store chains, luxury apparel and jewelry retailers, and newspaper publishers.
Led teams in mergers, acquisitions, and joint venture transactions.
Led an acquisition team for Allstate’s acquisition of a non-standard auto insurer in Canada; including coordinating, reviewing and analyzing financial and operational due diligence, document negotiation, and transaction execution.
Reported to the senior management on the financial impact of investments in new acquisitions and joint ventures.
Acted as key player on a team that developed Allstate’s acquisition process—resulting in a program that was thorough and comprehensive and aligned with corporate goals.
Managed complex transactions including acquisitions of major insurance companies to sales of non-core insurance lines and money managers; including deal structuring, financial analysis, due diligence, and contract negotiation.
Spearheaded Allstate’s acquisition program in Europe.
Negotiated and closed sales of corporate subsidiaries and assets.
Managed the portfolio of corporate venture capital investments, including the Asian infrastructure fund.
Acted as a board observer for companies in the portfolio.
Advised investment department on private placement transactions, distressed asset situations, and venture capital transactions.
When looking to sell your business, you will want to maximize its value through a combination of planning and timing. This article runs through some of the most important considerations to keep in mind when preparing for a sale.