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

Verified Expert  in Finance

Finance Expert

Location
New Orleans, LA, United States
Toptal Member Since
May 23, 2019

Jimmy has evaluated and supported transaction execution across a variety of industries and transaction types at the investment bank J.P. Morgan, the private equity firm Warwick Group, and as an independent consultant. He's consulted with businesses ranging from pre-revenue startups to $1+ billion public companies in various industries. Jimmy holds an MBA with honors from Wharton. He joined Toptal to help clients create tangible value while learning about new business models.

Career Highlights

Associate
JP Morgan

Education Highlights

Master of Business Administration (MBA) Degree
The Wharton School at the University of Pennsylvania
Bachelor's Degree
Williams College

Work Experience

Managing Partner

2014 - PRESENT
Alderbrook Companies LLC
  • Advised the executive team of a private midstream firm on debt-financing alternatives to construct a new crude oil pipeline in the Gulf of Mexico, resulting in five term sheets to finance the requested amount.
  • Advised the chairman of the board and senior management of a $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 regarding investments in various asset classes, which has led to 100+ deals being evaluated and 7+ investments being closed to date.
Focus areas: Investments, Finance Strategy, Financial Planning & Analysis (FP&A), Valuation Modeling, Equity Financing, Bank Debt Raises, Market Research, Mergers & Acquisitions (M&A), Video Games, Blockchain

Private Equity Senior Associate

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

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 and 2011.
  • Supported the debt capital markets team during the new issuance process by conducting calls with institutional investors.
  • Performed credit analyses, including building financial models and reviewing debt agreements (bond indentures and credit agreements), and made recommendations to institutional investors.
Focus areas: Fixed Income Analysis, Financial Modeling, Credit Investing, Debt Raises, Capital Raising
2012 - 2014

Master of Business Administration (MBA) Degree in Finance

The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA

2004 - 2008

Bachelor's Degree in Economics

Williams College - Williamstown, MA, USA

Finance

Financial Planning & Analysis (FP&A), Financial Modeling, Leveraged Buyout Modeling, Equity Raises, Bank Debt Raises, Three-statement Modeling, Private Equity, Valuation, Valuation Modeling, DCF Valuation, Comparable Company Analysis, Equity Research, Fundraising, Mergers & Acquisitions (M&A), Credit Analysis, Market Research, Blockchain, Capital Raising, Debt Raises, Credit Investing, Fixed Income Analysis, Equity Capital, Equity Financing, Finance Strategy, Forecasting

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Data & Analysis Software

Bloomberg, Capital IQ

Industry Expertise

Energy, Oil & Gas, Music, Video Gaming, Entertainment & Leisure, Venture Capital, Agriculture, Software, Technology

Geographic Expertise

United States

Other

Transaction Comparables, Family Office, Strategy, Leveraged Finance, Pitch Books, Gaming, Esports, Video Games, Investments, Market Research & Analysis, Discounted Cash Flow Analysis, Precedent Transaction Analysis, Hedge Funds, SaaS

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