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.
Advised over 10 companies seeking to raise institutional growth capital or execute a sale of their business.
Produced deal marketing documents including executive summaries, confidential information memorandums (CIMs), management presentations, and pitch-decks.
Built complete, detailed financial models for several clients used to support raising institutional capital or in the company sale process.
Produced comprehensive target investor or buyers lists for each client utilizing a proprietary database supplemented with additional investor/buyer resources.
Provided deal support to other investment banking colleagues in the areas of financial modeling, target buyer lists, and drafting executive summaries or CIMs.
Focus areas: Capital Raising, Growth Capital Raising, Mergers & Acquisitions, Financial Planning & Analysis (FP&A), Corporate Finance, Strategic Planning, Debt Capital, Venture Funding, Venture Capital, Strategic Analysis, Mezzanine, Venture Debt, Angel/Seed Funding, Business Plan Development, Business Intelligence, Business Plans, Client Origination
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.
Build financial models for several clients.
Provided capital strategy advice to clients.
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
1989 - PRESENT
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 6 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
2010 - 2012
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.
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.