Jeffrey is available for hire
Hire JeffreyJeffrey Schottler
Verified Expert in Finance
Finance Expert
Location
Denver, CO, United States
Toptal Member Since
December 13, 2016
Jeff has advised dozens of companies through M&A and capital formation transactions as a licensed investment banker. This includes sell-side and buy-side M&A, raising venture capital, PE, mezzanine debt, etc. He also has experience in corporate development, equity research (reporting), and financial analysis. Jeff is a strong financial modeling expert, an excellent deal marketing document writer, and is well connected in the PE and VC space.
Career Highlights
Partner
Britehorn Partners
Lieutenant Colonel
US Army
Managing Director
Capstone Partners
Education Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Master's Degree
University of Colorado, Denver
Bachelor's Degree
Colorado State University
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Industry Expertise
Other Expertise
Work Experience
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, provided advisory services on investor relations, presented to prospective investors, and identified prospective institutional investors.
- Provided outsourced CFO services to clients ranging from FP&A, variance analysis, financial modeling, and reviewing financial software vendors.
- Earned a license to do securities work with a broker-dealer and worked on numerous capital formation and M&A transactions through a broker-dealer.
Focus areas: Business Development, Business Planning, Due Diligence, Transaction Advisory, Venture Funding, Valuation Modeling, Mergers & Acquisitions (M&A), Capital Planning & Investment Control, Strategy, Budgeting, Financial Modeling, Valuation, Financial Planning & Analysis (FP&A), Capital Raising, Venture Debt, M&A (Buy-side), DCF Valuation, Pitch Decks, Fundraising, Technology, P&L Forecasting, Venture Capital, M&A (Sell-side), Startups, Private Equity, Market Research, Investment Banking, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Deal Sourcing, Capital Advisory, Writing & Editing, Medical Devices, Debt Raises, CleanTech, Healthcare, Client Development, Agriculture, Operations, Team Leadership, New Business Development, Divestitures, Research Analysis, Reports, Debt Capital Markets, Corporate Finance, Mezzanine, Debt, Valuation Multiples, Fairness Opinion Reports, Deal Advisory, Financial Reporting, Valuation Analysis, Equity Valuation, Microsoft, Deal Execution, Early-stage Venture Capital, Deal Marketing, Financial Services, Family Office, Business Strategy, Financing, Revenue & Expense Projections, Forecasting, Manufacturing, Deal Flow Origination, Content Writing, Chartered Financial Analyst (CFA), Renewable Energy, Pharmaceuticals, Three-statement Modeling, Equity Research Analysis
Partner
2018 - 2022
Britehorn Partners
- Acted as an integral team member on transaction execution for ten transactions worth over $200 million in enterprise value.
- Originated four new clients and developed critical referral relationships.
- Acted as a key member and developed our proprietary buyer database.
- Managed primary buy-side relationships with hundreds of private equity funds and several strategic buyers.
Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Financial Modeling, Deal Execution, DCF Valuation, Telecommunications, Pitch Decks, Fundraising, Technology, P&L Forecasting, Venture Capital, M&A (Sell-side), Private Equity, Market Research, Investment Banking, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Venture Funding, Deal Sourcing, Capital Advisory, Writing & Editing, Debt Raises, Capital IQ, CleanTech, Business Planning, Client Development, Strategy, Transaction Advisory, Business Development, Operations, New Business Development, Divestitures, Research Analysis, Reports, Debt Capital Markets, Corporate Finance, Valuation Modeling, Mezzanine, Debt, Valuation Multiples, Due Diligence, M&A (Buy-side), Fairness Opinion Reports, Deal Advisory, Financial Reporting, Valuation Analysis, Equity Valuation, Microsoft, Early-stage Venture Capital, Deal Marketing, Financial Services, Family Office, Business Strategy, Financing, Revenue & Expense Projections, Forecasting, Startups, Manufacturing, Deal Flow Origination, Content Writing, Chartered Financial Analyst (CFA), Renewable Energy, Three-statement Modeling, Insurance
Lieutenant Colonel
1989 - 2022
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.
- Performed a highly-skilled role in the development and execution of operational plans.
- Held and maintained security clearance for 30 years.
- 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: Strategic Planning, Leadership Training, Team Leadership, Operations, Military Operations, Team Mentoring, Strategic Planning & Execution, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Writing & Editing, Strategy, Transaction Advisory, Reports, Due Diligence, Microsoft, Content Writing, Team Building
Managing Director
2010 - 2012
Capstone Partners
- 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 the complicated process of securing licensing agreements with strategic partners.
- Closed a cross-border transaction—Chinese venture capital.
Focus areas: Client Development, Business Planning, Valuation Multiples, Debt, Mezzanine, Venture Debt, Valuation Modeling, Corporate Finance, Debt Capital Markets, Financial Modeling, Venture Funding, Mergers & Acquisitions (M&A), Capital Raising, Investment Banking, Valuation, Deal Structuring, Growth Capital Raising, M&A (Buy-side), Pitch Decks, Fundraising, Technology, P&L Forecasting, Venture Capital, M&A (Sell-side), Startups, Private Equity, Market Research, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Deal Sourcing, Capital Advisory, Life Science, Medical Devices, Debt Raises, Capital IQ, CleanTech, Healthcare, Agriculture, Strategy, Transaction Advisory, Business Development, Operations, Team Leadership, New Business Development, Divestitures, Research Analysis, Reports, Due Diligence, Fairness Opinion Reports, Deal Advisory, Financial Reporting, Valuation Analysis, Equity Valuation, Microsoft, Deal Execution, Early-stage Venture Capital, Deal Marketing, Financial Services, Family Office, Business Strategy, Financing, Revenue & Expense Projections, Forecasting, Manufacturing, Deal Flow Origination, Content Writing, Team Building, Chartered Financial Analyst (CFA), Renewable Energy, Pharmaceuticals, Three-statement Modeling
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.
- Presented 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: Client Development, Business Development, Business Planning, Corporate Finance, Strategy, Valuation Modeling, Fairness Opinion Reports, Financial Modeling, Financial Planning & Analysis (FP&A), M&A (Sell-side), M&A (Buy-side), Mezzanine, Venture Debt, Venture Capital, Venture Funding, Capital Raising, Growth Capital Raising, Mergers & Acquisitions (M&A), Investment Banking, Valuation, Deal Structuring, Capital Budgeting, Pitch Decks, Fundraising, Technology, P&L Forecasting, Startups, Private Equity, Market Research, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Deal Sourcing, Capital Advisory, Writing & Editing, Life Science, Medical Devices, Debt Raises, CleanTech, Healthcare, Transaction Advisory, Operations, Team Leadership, New Business Development, Divestitures, Research Analysis, Reports, Debt Capital Markets, Debt, Valuation Multiples, Due Diligence, Deal Advisory, Financial Reporting, Valuation Analysis, Equity Valuation, Microsoft, Deal Execution, Early-stage Venture Capital, Deal Marketing, Financial Services, Family Office, Business Strategy, Financing, Revenue & Expense Projections, Forecasting, Manufacturing, Deal Flow Origination, Content Writing, Team Building, Chartered Financial Analyst (CFA), Renewable Energy, Pharmaceuticals, Three-statement Modeling, Equity Research Analysis
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.
- Performed the role of a due diligence team lead on several strategic transactions.
- Assisted the VP of Strategic Planning as a liaison with corporate development.
Focus areas: Deal Sourcing, Financial Reporting, Financial Planning & Analysis (FP&A), Valuation Modeling, Strategic Planning, Deal Advisory, Financial Modeling, Mergers & Acquisitions (M&A), Valuation, Deal Structuring, Capital Budgeting, Joint Ventures, DCF Valuation, P&L Forecasting, Market Research, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Writing & Editing, Transaction Advisory, Business Development, Operations, Investments, New Business Development, Research Analysis, Reports, Corporate Finance, Valuation Multiples, Due Diligence, M&A (Buy-side), Valuation Analysis, Equity Valuation, Microsoft, Deal Execution, Capital Planning & Investment Control, Financial Services, Business Strategy, Revenue & Expense Projections, Forecasting, Deal Flow Origination, Content Writing, Chartered Financial Analyst (CFA), Three-statement Modeling
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.
- Collaborated 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 hand in hand with the corporate development team to source and acquire businesses.
- Trained other financial analysts in the art of financial modeling.
Focus areas: Strategic Planning, Financial Reporting, Valuation Multiples, Valuation Analysis, Financial Modeling, Divestitures, Joint Ventures, New Business Development, Budgeting, Financial Planning & Analysis (FP&A), Investments, Mergers & Acquisitions (M&A), Valuation, Capital Budgeting, DCF Valuation, Telecommunications, P&L Forecasting, Market Research, Microsoft PowerPoint, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Writing & Editing, Operations, Research Analysis, Reports, Corporate Finance, Due Diligence, M&A (Buy-side), Deal Advisory, Equity Valuation, Microsoft, Deal Execution, Capital Planning & Investment Control, Financial Services, Business Strategy, Revenue & Expense Projections, Forecasting, Deal Flow Origination, Content Writing, Three-statement Modeling
Healthcare 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: Stock Analysis, Valuation Modeling, Equity Valuation, Research Analysis, Financial Modeling, Equity Research, Healthcare, Valuation, DCF Valuation, Market Research, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Writing & Editing, Life Science, Trading, Investments, Corporate Finance, Due Diligence, Deal Advisory, Financial Reporting, Valuation Analysis, Microsoft, Deal Execution, Revenue & Expense Projections, Forecasting, Pharmaceuticals, Three-statement Modeling, Equity Research Analysis
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 Planning & Analysis (FP&A), Financial Modeling, Valuation, Stock Analysis, Market Research, Microsoft Excel, United States, Microsoft Word, Microsoft Outlook, Writing & Editing, Reports, Corporate Finance, Valuation Modeling, Due Diligence, Valuation Analysis, Equity Valuation, Microsoft, Revenue & Expense Projections, Insurance
Education
2009 - 2010
Intermediate Level Education (ILE) in Military Strategy and Doctrine
U. S. Army Command & General Staff College - Leavenworth, Kansas
1998 - 2000
Chartered Financial Analyst (CFA) in Finance
CFA Institute - Denver, CO, USA
1994 - 1997
Master's Degree in Finance
University of Colorado, Denver - Denver, CO, USA
1988 - 1991
Bachelor's Degree in Business Administration
Colorado State University - Ft. Collins, CO, USA
Certifications
SEPTEMBER 2000 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
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