Jeffrey Schottler

Jeffrey Schottler

Denver, CO, United States
Member since November 29, 2016
Jeff has advised dozens of companies through corporate finance transactions including raising venture capital, mezzanine debt, and M&A. He also has experience in corporate development, equity research, and financial analysis. Jeff is freelancing in order to utilize his extensive experience with middle market and early-stage companies to offer assistance in helping them prepare for a transaction or providing them with overall strategic guidance.
Jeffrey is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Industry Expertise
  • Technology
  • Venture Capital
Other Expertise
  • Capital Budgeting
  • Capital Raising
  • Financial Modeling
  • Growth Capital Raising
  • Investment Banking
  • Mergers & Acquisitions (M&A)
Employment
  • Management Consulting
    2012 - PRESENT
    OnPoint Venture Advisors
    • Advised client companies in matters including preparation to raise capital, optimal capital structure, and development of capital formation strategy.
    • Engaged multiple clients to develop financial models to support raising institutional capital, and provided advisory services on investor relations, presentation to prospective investors, and identification of prospective institutional investors.
    • Provided outsourced CFO services to clients ranging from FP&A, variance analysis, financial modeling and reviewing financial software vendors.
    • Advised a client through a management buyout.
    • Built financial models for several clients.
    • Provided capital strategy advice to clients.
    • Earned a license to do securities work with a broker-dealer and have worked on numerous capital formation and M&A transactions through a broker dealer.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Strategy, CFO, Capital Strategy, Mergers & Acquisitions (M&A), Valuation Modeling, Venture Funding, Financial Benchmarking, Transaction Support, Due Dilligence, Business Plan Development, Business Development
  • Lieutenant Colonel
    1989 - PRESENT
    US Army
    • Acted as a trained expert in the Military Decision Making Process (MDMP)—a comprehensive and systematic process used by the U.S. Army to problem solve and develop comprehensive operational and strategic level plans.
    • Worked as a subject matter expert at Mission Command—a decentralized leadership style that promotes speed of action, initiative, and flow of critical information to decision makers.
    • Highly skilled in the development and execution of operational plans.
    • Held secret security clearance.
    • Led a team of six subordinates including majors, captains, and senior NCOs.
    • Mobilized in support of Operation Enduring Freedom from 2004 to 2006.
    Focus areas: Operations, Military Decision Making Process, Mission Command Training, Operations Support, Operation Planning, Training, Team Leader, Leadership Training, Strategic Planning, Operational Planning
  • Managing Director
    2010 - 2012
    Headwaters MB
    • Advised dozens of companies on corporate finance transactions including minority equity capital formation, debt capital formation, acquisition funding, M&A, valuations, and fairness opinions.
    • Acted as the managing director of the medical device practice at Headwaters MB.
    • Produced numerous offering memorandums, executive summaries, investor presentations, and financial models.
    • Developed a broad network of institutional debt and equity (PE/VC/mezzanine debt) capital providers as well as corporate development contacts with large strategic buyers.
    • Advised several clients on licensing agreements.
    • Closed a cross-border transaction—Chinese venture capital.
    Focus areas: Capital Raising, Mergers & Acquisitions, Venture Funding, Venture Analysis, Licensing, Financial Modeling, Debt, Corporate Finance, Valuation Modeling, Valuation, Venture Debt, Mezzanine Debt, Valuation Multiples, Business Plan Development, Client Origination
  • Partner
    2006 - 2010
    ClearCreek Partners
    • Closed several institutional capital formation transactions including growth equity, debt, and acquisition financing.
    • Provided financial advisory to numerous lower and middle market clients to include fairness opinions.
    • Built financial models for most of my clients to support capital formation transactions or M&A.
    • Provided advice to clients on capital formation strategy, M&A and to some extent, FP&A.
    • Produced numerous transaction marketing documents including executive summaries, teasers, CIMs, management presentations, and pitch-decks.
    Focus areas: Mergers & Acquisitions, Growth Capital Raising, Capital Raising, Venture Funding, Venture Capital, Venture Debt, Mezzanine, Buy Side Advisory, Sell Side Advisory, Financial Planning & Analysis (FP&A), Financial Modeling, Fairness Opinion Reports, Valuation, Valuation Modeling, Strategy, Corporate Finance, Business Plan Development, Business Development, Client Origination
  • Director, Corporate Development
    2000 - 2002
    First Data Corporation
    • Closed an acquisition of a gift card processing company estimated to bring in over $100 million in incremental revenue over the plan period.
    • Prospected dozens of potential acquisitions for Western Union, a subsidiary of First Data at that time.
    • Originated, got under NDA, and initiated due diligence on several potential acquisitions.
    • Led due diligence teams.
    • Assisted the VP of Strategic Planning as a liaison with corporate development.
    Focus areas: Mergers & Acquisitions, Financial Modeling, Deal Strategy, Strategic Planning, Valuation Modeling, Deal Structuring, Financial Planning & Analysis (FP&A), Financial Reporting, Deal Origination
  • Senior Financial Analyst, Business Development
    1998 - 2000
    Qwest Wireless
    • Formulated the financial projections, valuation analysis, scenario analysis, and significant financial negotiating points that were instrumental in the successful close of a $100 million wireless joint venture.
    • Developed financial and valuation analyses that were used in negotiating and closing the divestiture of multi-million dollar paging business.
    • Improved the CFO reporting documents provided to corporate finance and investor relations groups by developing and maintaining a comprehensive set of stand-alone business valuation, competitor comparison, and financial metrics.
    • Produced numerous financial models to support acquisitions, joint ventures, and strategic investments.
    • Worked on special projects for the CEO of the Wireless Business Unit—including the development of a plan to create a tracking stock of the business unit.
    • Worked directly with corporate development.
    • Trained other financial analysts in the art of financial modeling.
    Focus areas: Mergers & Acquisitions, Strategic Investments , Financial Planning & Analysis (FP&A), Budgeting, New Business Development, Joint Ventures, Divestitures, Financial Modeling, Valuation Analysis, Valuation Multiples, Valuation, Financial Reporting, Strategic Planning
  • Equity Research Associate
    1996 - 1998
    Roth Capital Partners
    • Authored over 50 equity research reports—including initiation of coverage, updates, and briefs.
    • Produced and maintained first call earnings estimate database and notes. Covered 18 med-tech companies on a continuous basis.
    • Assisted in presenting research to institutional money managers and institutional equity sales force.
    Focus areas: Equity Research, Financial Modeling, Financial Options, Research Analysis, Market Research, Writing Research Reports, Equity Valuation, Valuation Modeling, Valuation, Stock Tracking
  • Financial Analyst
    1992 - 1996
    Aon Financial Services
    • Produced dozens of financial reports to insurance brokers and account executives.
    • Analyzed hundreds of companies to gauge financial health which was used to assess insurance risk.
    • Created the financial analyst position and defined the role and job description.
    • Built dozens of financial models with graphs, charts, and key metrics on companies used in pitch-books and insurance requests.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Financial Benchmarking
Education
  • Chartered Financial Analyst (CFA) in Finance
    1998 - 2000
    CFA Institute - Denver, CO, USA
  • Master's degree in Finance
    1994 - 1997
    University of Colorado, Denver - Denver, CO, USA
  • Bachelor's degree in Business Administration
    1988 - 1991
    Colorado State University - Ft. Collins, CO, USA
Certifications
  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2000 - PRESENT
    CFA Institute

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