John launched his consulting practice after a 20-year financial career working at leading commercial real estate firm Majestic Realty, sports entertainment conglomerate AEG and on Wall Street at CIBC. John has served as a CFO and raised over $1 billion in debt and equity capital for companies in a variety of industries. He freelances to leverage his experiences to help companies leverage capital and maximize efficiency.
Raised $10 million to refinance an existing multifamily real estate portfolio, producing all marketing materials and negotiating with potential lenders to achieve the highest loan proceeds at the lowest cost of capital.
Conducted discounted cash flow analyses and created a pitch deck for the capital raise of a mid-sized fitness and wellness program.
Created precedent transaction analyses to screen over $50 million in real estate transactions, successfully executing multiple acquisitions.
Developed a strategic plan for the management of $10 million of liquid assets by creating financial reports to analyze current returns from existing investments and coordinated with financial institutions to improve the investment performance of cash holdings.
Instituted a payroll management process to ensure the successful implementation of a $2 million annual payroll system leveraging the web-based Paychex platform to streamline the process.
Led a team of five employees to coordinate the financial management efforts of a profitable music company, tracking financial reporting on a daily basis and creating models to monitor and track projected performance.
Analyzed quarterly distribution statements to ensure the proper calculation and payment of management commissions, achieving significant improvements in commission collection.
Managed all human resources efforts, negotiating employment contracts to help scale the team and establishing a healthcare program for the stakeholders.
Built detailed financial models for potential projects and the calculation of management commissions.
Tracked bank accounts and tax payments via QuickBooks to monitor cash flow and calculate manager commissions and reimbursements.
Focus areas: Personal Finance, Valuation, Revenue & Expense Projections, Pro Forma Financial Statements, Financial Statements, Financial Accounting, Financial Planning & Analysis (FP&A)
2009 - PRESENT
Strategic Trading Corporation
Built a financial model for return projections from stocks and options investments for a fund that generated an IRR of 30%+ over five years.
Executed daily stock and options trades, totaling $2+ million of trading volume over five years.
Conducted analyses of transaction fees and decreased the portfolio management cost by 70%.
Provided deal structuring analysis for a variety of investment banking and credit transactions including industry and equity research, analysis of debt and equity trading multiples, discounted cash flow analysis and financial modeling.
Raised a $500 million senior credit facility for Isle of Capri Casinos, a leading gaming company.
Raised a $200 million senior credit facility for Central Garden & Pet, a consumer products company.
Raised $150 million in an equity offering for Magna Entertainment, a horse racing and real estate company.
Assisted with the composition of 50+ equity research reports for use in the annual CIBC Gaming, Lodging, and Leisure conference.