Jeff Villwock, Finance Expert in Bradenton, FL, United States
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Jeff Villwock

Verified Expert  in Finance

Finance Expert

Location
Bradenton, FL, United States
Toptal Member Since
January 18, 2017

Having completed over $2.5 billion in transactions in his 40+ year career, Jeff works with small and medium-sized businesses (SMEs) as an M&A advisor, fractional CFO, and strategic advisor. He was twice recognized by the Wall Street Journal as an All-Star Analyst in healthcare services. Jeff also serves as the CEO of a $30 million textbook distribution company, where he provided buy-side M&A services and completed the private placement of secured debt.

Career Highlights

CEO
Rittenhouse Book Distributors
Trusted Advisor
Freelance Advisory Services
Managing Director
Genesis Capital LLC

Case Studies

Work Experience

CEO

2020 - PRESENT
Rittenhouse Book Distributors
  • Completed the acquisition of the company amid the COVID-19 pandemic in June 2020. Provided M&A services and private placement of debt.
  • Provided the vision to address legacy problems in the business and restructured the senior management team.
  • Recruited two exceptional employees and helped develop them into our current senior management team. From day one, I sought to replace myself by developing talent within the organization.
  • Recreated the company's digital business by replacing its old technology with a new leading-edge platform.
  • Led efforts to spin off our digital assets into a new company while raising $1.5 million in new equity.
Focus areas: Fundraising Strategy, Operations, Executive Coaching, Financial Planning & Analysis (FP&A), Financial Modeling, Mergers & Acquisitions (M&A), Financial Forecasting, Revenue & Expense Projections, Investment Banking, Debt Raises, Leveraged Finance, Business Strategy, Financial Statements, Deal Structuring, Due Diligence, Small & Medium-sized Enterprises (SME), Financing, SBA, Business Models, Business Loans, SME/SMB Financing, Forecasting, Accounting, M&A Due Diligence (Financial), Investments, Bankruptcy & Insolvency, Restructuring, M&A Modeling, Financial Statement Preparation, Microsoft Excel, Corporate Structure, Pro Forma Financial Statements, Financial Consultation, Microsoft Word, Microsoft PowerPoint, Microsoft 365, CFO, Fundraising, Fractional CFO, Interim CFO, Financial Analysis

Trusted Advisor

2017 - PRESENT
Freelance Advisory Services
  • Designed the financial and operational restructuring plan for a $13 million lab company.
  • Developed an acquisition strategy for an early-stage holding company in the new car dealership industry.
  • Modeled and carried out an affordable housing initiative to include real estate acquisition, rehabilitation, and resale.
  • Shaped and implemented a strategy to develop three senior living facilities, including procuring bond underwriting from Cain Brothers.
  • Advised a former board member of a $400 million Italian-based industrial company on strategic alternatives.
  • Guided a dot-com entrepreneur on the best way to expand services and consult with clients on M&A activities.
  • Provided valuation and fairness opinion in the purchase of all the stock in a subsidiary not already owned by the parent company.
  • Acted as the M&A advisor to an educational website, showing entrepreneurs how to buy and own their own businesses.
Focus areas: Equity Valuation, Fairness Opinion Reports, Strategic Planning & Execution, Capital Markets, M&A (Buy-side), M&A Modeling, Three-statement Modeling, Financial Modeling, Corporate Restructuring, Financial Planning & Analysis (FP&A), Investment Banking, Business Strategy, CFO, Financial Statements, Deal Structuring, Due Diligence, Small & Medium-sized Enterprises (SME), Business Models, SME/SMB Financing, Personal Finance, Accounting, M&A (Sell-side), M&A Due Diligence (Financial), Microsoft Excel, Corporate Structure, Pro Forma Financial Statements, Financial Model Auditing, Financial Consultation, Microsoft Word, Microsoft PowerPoint, Microsoft 365, Intuit QuickBooks, Fundraising, Fractional CFO, Interim CFO, Strategy

M&A Due Diligence Expert

2024 - 2024
Toptal Client
  • Completed due diligence for the acquisition of a company that deals in used hospital equipment.
  • Reconciled cash income to income statements provided by the seller.
  • Worked through customer concentration issues with the buyer.
Focus areas: Mergers & Acquisitions (M&A), Due Diligence, Due Diligence Consultant

Business Plan Consultant

2023 - 2023
Liberty Global Enterprises LLC
  • Helped clients model new real estate development for different types of lenders, including SBA and commercial banks.
  • Contacted banks on behalf of clients. Managed the process from the initial conversations through sharing of the financial model and information memorandum, follow-up conversations between bank and client, and working through the funding process.
  • Created an information memorandum to attract financing along with the financial model.
Focus areas: SBA, Financing, Business Models, Three-statement Modeling, United States, Business Loans, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Business Planning, Financial Modeling, Forecasting, Real Estate

CEO

2016 - 2020
Lanier Securities LLC
  • Founded Lanier Securities in 2016, a FINRA member broker/dealer, primarily doing private placements of debt and equity.
  • Mentored and coached CEOs, serving as a trusted advisor, while leading related investment banking engagements.
  • Completed private placement of Series D preferred equity in investment advisory company.
  • Handled the private placement of senior debt for a craft brewing company.
  • Provided M&A advisory services on the potential sale of an investment advisory company to a hedge fund.
Focus areas: Financial Planning & Analysis (FP&A), Three-statement Modeling, Excel Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Private Placements, Financial Modeling, Financial Forecasting, Executive Coaching, Investment Banking, Debt Raises, Growth Capital Raising, Executive Presentations, Leveraged Finance, Financial Presentations, Business Strategy, Financial Statements, Deal Structuring, Due Diligence, Small & Medium-sized Enterprises (SME), Financing, Business Models, Business Loans, SME/SMB Financing, Forecasting, Accounting, Valuation, M&A (Sell-side), M&A Due Diligence (Financial), Investments, Financial Statement Preparation, Corporate Insolvency, Microsoft Excel, Corporate Structure, Financial Consultation, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, Microsoft 365, Capital Advisory, Fundraising, Operations, Strategy, Investment Memoranda, Financial Analysis

Managing Director

2006 - 2016
Genesis Capital LLC
  • Completed three transactions valued at over $420 million during my last full year at Genesis Capital.
  • Advised as interim CFO, creating three-statement financial and operating models that resulted in 100% sales growth in two years.
  • Negotiated sale of a business to a strategic acquirer, successfully closing a $400 million transaction.
  • Built financial reporting package resulting in new bank lines of credit for a client.
  • Wrote offering memorandums for clients raising capital for an M&A transaction.
  • Negotiated investment by private equity into a client company.
Focus areas: Financial Presentations, Financial Planning & Analysis (FP&A), Financial Reporting, Interim Management, Healthcare, Corporate Finance, Three-statement Modeling, Revenue & Expense Projections, Financial Modeling, Mergers & Acquisitions (M&A), Financial Forecasting, Executive Coaching, Investment Banking, Debt Raises, Growth Capital Raising, Executive Presentations, Leveraged Finance, Business Strategy, Financial Statements, Deal Structuring, Due Diligence, Small & Medium-sized Enterprises (SME), Financing, Business Models, Business Loans, SME/SMB Financing, Forecasting, Accounting, Valuation, M&A (Sell-side), M&A Due Diligence (Financial), Investments, M&A Modeling, Financial Statement Preparation, Financial Research, Microsoft Excel, Corporate Structure, Pro Forma Financial Statements, Financial Model Auditing, Financial Consultation, Leveraged Buyout Modeling, Hospitality, Microsoft Word, Microsoft PowerPoint, Microsoft 365, Capital Advisory, Fundraising, Interim CFO, Operations, Strategy, Investment Memoranda, Public Companies, Financial Analysis

Founder | Managing Partner

1999 - 2006
Caymus Partners LLC
  • Founded an investment bank focused on the healthcare market completing 20+ merger, debt, and equity financing transactions.
  • Negotiated the purchase of IP from Harvard Medical School.
  • Advised in a proxy contest against the incumbent board of directors of Tenet Healthcare, the second-largest hospital company in the U.S. at the time, resulting in a change of governance and the replacement of the CEO and COO.
  • Advised a client's board of directors to institute a poison pill.
  • Negotiated the sale of a home healthcare company to a private equity-backed company.
  • Completed two Section 363 bankruptcy sales resulting in the full repayment of creditors.
Focus areas: Debt Restructuring, Bankruptcy & Insolvency, Corporate Restructuring, Proxy Voting, Financial Markets, Healthcare Services, Mergers & Acquisitions (M&A), Private Placements, Financial Modeling, Financial Forecasting, Executive Coaching, Investment Banking, Debt Raises, Growth Capital Raising, Executive Presentations, Emerging Growth Companies, Leveraged Finance, Financial Presentations, Fairness Opinion Reports, Equity Raises, Deal Structuring, Due Diligence, Small & Medium-sized Enterprises (SME), Financing, Business Models, SME/SMB Financing, Forecasting, Accounting, Valuation, M&A (Sell-side), M&A Due Diligence (Financial), Equity Investment, Investments, Restructuring, M&A Modeling, Financial Statement Preparation, Financial Research, Corporate Insolvency, Microsoft Excel, Corporate Structure, Pro Forma Financial Statements, Financial Model Auditing, Financial Consultation, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Education, Microsoft Word, Microsoft PowerPoint, Microsoft 365, Cayman Islands, QuickBooks Online, Capital Advisory, Fundraising, Strategy, Investment Memoranda, Public Companies, Financial Analysis

Senior Vice President — Research

1997 - 1999
The Robinson Humphrey Company
  • Recruited to head the healthcare research department for Robinson Humphrey, a subsidiary of Salomon Smith Barney & CitiGroup.
  • Received second Wall Street Journal All-Star Analyst designation.
  • Rebuilt the healthcare research team and completed $750+ million in transactions including the successful IPO of Province Healthcare.
Focus areas: Investment Research, Investment Banking, Healthcare, Financial Modeling, Financial Forecasting, Executive Coaching, Growth Capital Raising, Executive Presentations, Emerging Growth Companies, Financial Presentations, Fairness Opinion Reports, Equity Raises, Forecasting, Accounting, Valuation, Equity Investment, Investments, Financial Statement Preparation, Financial Research, Corporate Insolvency, Microsoft Excel, Corporate Structure, Pro Forma Financial Statements, Financial Model Auditing, Financial Consultation, Leveraged Buyout Modeling, Microsoft Word, Microsoft PowerPoint, Microsoft 365, Capital Advisory, Strategy, Public Companies, Equity Research, Financial Analysis

Partner and Director of Research

1991 - 1997
Johnson Rice & Co.
  • Built a seven-person institutional investment research department as the director of research, expanding the firm's investment research to include healthcare, retailing, and restaurants.
  • Named the number-one healthcare analyst by the Wall Street Journal.
  • Designed and implemented protocols to bring Johnson Rice research to institutional clients every morning before the market opened.
  • Worked with investment banking department on several projects, including with the co-manager with Merrill Lynch on shareholder rights offering, public offerings for funeral home, and hospital management companies.
Focus areas: Healthcare, Investment Banking, Investment Research, Financial Modeling, Financial Forecasting, Executive Coaching, Growth Capital Raising, Corporate Restructuring, Executive Presentations, Emerging Growth Companies, Financial Presentations, Equity Raises, Forecasting, Accounting, Equity Investment, Investments, Bankruptcy & Insolvency, Restructuring, Financial Statement Preparation, Financial Research, Corporate Insolvency, Microsoft Excel, Corporate Structure, Pro Forma Financial Statements, Financial Model Auditing, Financial Consultation, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Microsoft Word, Microsoft PowerPoint, Microsoft 365, Food & Beverage, Capital Advisory, Strategy, Public Companies, Equity Research, Financial Analysis
1972 - 1976

Bachelor's Degree in Economics

Southern Methodist University - Dallas, TX, USA

Finance

M&A Modeling, M&A (Buy-side), M&A (Sell-side), Financial Planning & Analysis (FP&A), Corporate Finance, Financial Modeling, Mergers & Acquisitions (M&A), Forecasting, Capital Raising, Pro Forma Financial Statements, Fairness Opinion Reports, Financial Model Auditing, Debt Raises, Equity Raises, Growth Capital Raising, Due Diligence, Accounting, Fundraising, Equity Research, Revenue & Expense Projections, Financial Reporting, Leveraged Buyout Modeling, CFO, Personal Finance, Valuation, Investment Memoranda, Debt Restructuring, Equity Valuation, Three-statement Modeling, Operational Finance, Cash Flow Modeling, Valuation Modeling, Equity Offerings, Deal Advisory, Business Advisory, Financial Advisory, Rollup, Rollups

Output Software

Microsoft Excel, Microsoft Word, Microsoft PowerPoint

Industry Expertise

Healthcare, Corporate Structure, Public Companies, Hospitality, Food & Beverage, Financial Markets, Capital Markets, Debt Capital Markets, Real Estate Development, Real Estate

Data & Analysis Software

Intuit QuickBooks, QuickBooks Online

Geographic Expertise

Cayman Islands, United States

Other

Investment Research, Strategic Planning & Execution, Financing, Executive Coaching, Growth Strategy, Capital Advisory, Healthcare Services, Executive Presentations, Emerging Growth Companies, Investment Banking, Leveraged Finance, Financial Presentations, Financial Statement Preparation, Financial Research, Financial Statements, Corporate Insolvency, Corporate Restructuring, Business Strategy, Deal Structuring, Small & Medium-sized Enterprises (SME), Business Models, Business Loans, SME/SMB Financing, M&A Due Diligence (Financial), Equity Investment, Investments, Strategy, Financial Analysis, Annual Operating Plans, Restructuring, Excel Modeling, Microsoft 365, Financial Consultation, Financial Forecasting, Leveraged Buyout (LBO), Education, Operations, Interim CFO, SBA, Fractional CFO, Deal Sourcing, Private Placements, Interim Management, Proxy Voting, Bankruptcy & Insolvency, FPA, Diagnostics, Cash Flow Analysis, Operational Flow, Liquidation Analysis, Liquidity Events, Shareholder Value, Shareholder Liquidity & Succession, Reg A+ Public, SEC Filing, Investment Modeling, Reg D Private Placements, Microsoft Office, Board Work, Transaction Advisory, Economics, Investment Analysis, Fundraising Strategy, M&A Strategy, Business Plan Consulting, Business Planning, Due Diligence Consultant

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