Jimmy is available for hire
Hire JimmyJimmy Herman
Verified Expert in Finance
Finance Expert
Location
Miami, FL, United States
Toptal Member Since
May 12, 2017
Jimmy is an experienced corporate development professional who has spent his career leading buy-side M&A transactions and providing corporate development services to clients in both commercial and government sectors. During the past 17 years, he has successfully completed over 40 M&A transactions with an aggregate deal value of approximately $2 billion. Jimmy enjoys working with clients on their operational and transactional needs.
Career Highlights
Founder | Principal
TransactionView
Education Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Certificate
UCLA Anderson School of Management
Bachelor's Degree
UCLA | University of California, Los Angeles
Certification Highlights
CFA | Chartered Financial Analyst
CFA Institute
Case Studies
Software Expertise
Other Expertise
Work Experience
Founder | Principal
2012 - PRESENT
TransactionView
- Provided buy-side M&A support to a cybersecurity firm that is pursuing multiple acquisitions as well as assists with capital raising activities (debt and equity). The services being provided include financial modeling, valuation analysis, due diligence management, deal structuring, and development of investor briefings.
- Assisted the CFO of a mid-sized IT value-added reseller with various financial planning activities including development and maintenance of annual forecasting model; identifying potential acquisition opportunities to help expand the company's professional services capabilities.
- Provided a valuation report for a defense electronics firm that was approached by a potential acquirer. Utilized both the discounted cash flow and comparable transactions analysis to determine a fair market value of the business.
- Provided a quality of earnings report for a potential acquisition of an IT services firm. In addition, developed pro forma financial projections based on the company's backlog and pipeline, post-closing operating structure, potential synergies, and integration costs.
- Established an internal M&A process and procedures for a publicly-traded for-profit university. Developed a standard valuation model, a due diligence checklist, and other internal documents used for M&A transactions.
- Performed market research to identify potential acquisition candidates for a large government contractor. Focused on companies that provide cyber security training services to the federal government.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Valuation, Market Research, Mergers & Acquisitions (M&A)
Vice President, Mergers & Acquisitions
2007 - 2012
SAIC
- Completed over 40 buy-side transactions worth approximately $2 billion. Acquired businesses in both government and commercial markets including various IT services firms and technology-based companies.
- Acted as the primary point of contact with sellers—leading the negotiations of the purchase price and worked closely with legal counsel on negotiations of deal terms.
- Managed the due diligence process including leading teams of functional experts in areas such as contracts, finance, and human resources. Responsible for reflecting material due diligence findings in both the purchase price and deal terms.
- Worked closely with the sponsoring business unit to develop financial projections and valuation models. Identified both potential synergies and integration costs and incorporated them into the projections.
- Briefed the SAIC's executive team including the CEO, CFO, and members of the board to seek deal approvals and to provide deal updates.
Focus areas: Corporate Finance, Negotiation, Valuation, Due Diligence, Mergers & Acquisitions (M&A)
Associate | Principal
2002 - 2007
SAIC
- Analyzed the potential acquisitions from a business and valuation perspective. Worked closely with the sponsoring business units to develop pro forma financial projections and valuation models.
- Supported due diligence activities by leading weekly teleconferences with functional experts, reviewing due diligence reports, and developing update briefings for the executive team.
- Performed market research and developed company profiles of potential acquisition targets. Identified companies based on capabilities, customers, and contract base within the federal government.
- Developed a SharePoint M&A intranet site as a resource for company deal participants including due diligence team members. The site included various templates, information on the M&A process, lessons learned, and Q&A board where participants can ask M&A-related questions and receive answers from internal experts.
- Worked with investment banks and other intermediaries to maintain relevant deal flow.
Focus areas: Market Research, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions (M&A)
Education
2002 - 2004
Chartered Financial Analyst (CFA) in Finance
CFA Institute - San Diego, CA, USA
2003 - 2003
Certificate in Mergers & Acquisitions Program
UCLA Anderson School of Management - Los Angeles, CA, USA
1994 - 1999
Bachelor's Degree in Economics
UCLA | University of California, Los Angeles - Los Angeles, CA, USA
Certifications
JANUARY 2004 - PRESENT
CFA | Chartered Financial Analyst
CFA Institute
Collaboration That Works
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
Share your needs
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
Choose your talent
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
Top talent is in high demand.
Start hiring