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Jimmy Stone, Finance Expert in New Orleans, LA, United States
Jimmy Stone

Finance Expert in New Orleans, LA, United States

Member since December 30, 2018
Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at an investment bank (JP Morgan), private equity firm (Warwick Group) and as a consultant. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.
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Career Highlights

Education

Industry Expertise

  • Energy
  • Music
  • Technology

Other Expertise

Employment

  • Managing Partner

    2014 - PRESENT
    Alderbrook Companies LLC
    • Led the business development, contract structuring, project execution, client relations, and bookkeeping for financial consulting firm.
    • Consulted with the CEO of a media private investment firm to evaluate the acquisition of ~$250 million recording-and-publishing company.
    • Advised the CEO and CFO of a private midstream firm on debt-financing alternatives to construct new crude oil pipeline in the Gulf of Mexico, which resulted in five term sheets and a commitment letter to finance the entire amount requested.
    • Advised the chairman of the board and senior management of $1+ billion publicly listed energy company on shareholder returns policies, which resulted in a deliverable to be presented at the board of directors' meeting.
    • Consulted with the portfolio manager of a family office in making investments in a variety of asset classes, which has led to 100+ deals evaluated and 7+ investments closed to date.
    • Advised senior partner committee of a national law firm with 350 lawyers across 16 states on alternative pricing best practices, which led to the firm adopting the recommendation to hire a full-time pricing professional.
    Focus areas: Mergers & Acquisitions (M&A), Market Research, Bank Debt Raises, Equity Raises, Valuation Modeling, Financial Planning & Analysis (FP&A), Finance Strategy, Strategic Investments

  • Private Equity Senior Associate

    2015 - 2015
    Warwick Group
    • Supported senior investment professionals in the origination, evaluation, and portfolio management of oil-&-gas upstream investments.
    • Evaluated an ~$150 million corporate acquisition and marketing of $25 million asset divestiture.
    • Created a corporate model for two portfolio companies used for planning and scenario analysis to aid senior management.
    • Worked with senior lenders to refinance the credit facility of one portfolio company.
    • Managed two associates who assisted in preparing presentations and in maintaining portfolio company operating models.
    Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Financial Modeling, Equity Capital, Bank Debt Raises, Debt Raises, Private Equity

  • Associate

    2008 - 2011
    JP Morgan
    • Served as a member of a 40-person fixed income research team that was ranked #1 by Institutional Investor magazine in 2010 & 2011.
    • Ranked in the top quartile and was promoted to associate in one year based upon performance.
    • Performed due diligence on over 50 debt deals (over $1 billion), regularly acting on behalf of the manager to conduct calls with senior executives of Fortune 500 companies, to review company financials, presentations, and industry blogs.
    • Supported the debt capital markets team during new issuance process by conducting calls and teach-ins with institutional investors.
    • Performed credit analyses—this included building financial models and reviewing debt agreements (bond indentures and credit agreements—and made recommendations to institutional investors.
    Focus areas: Capital Raising, Debt Raises, Credit Investing, Financial Modeling, Fixed Income Analysis

Education

  • Master of Business Administration (MBA) degree in Finance
    2012 - 2014
    The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA
  • Bachelor's degree in Economics
    2004 - 2008
    Williams College - Williamstown, MA, USA

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