Jeffrey Schottler, Finance Expert in Denver, CO, United States
Jeffrey Schottler

Finance Expert in 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


Select Certifications

Industry Expertise

Other Expertise


  • 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


  • 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


  • Chartered Financial Analyst (CFA)
    CFA Institute

To view more profiles

Join Toptal
Share it with others