Justin T. Crane, Finance Expert in San Diego, CA, United States
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Justin T. Crane

Verified Expert  in Finance

Finance Expert

Location
San Diego, CA, United States
Toptal Member Since
June 6, 2017

Justin's raised $175+ million of funding from institutional investors using his extensive Rolodex of institutional investors. He is highly innovative, authentic, thoughtful, solutions-oriented, and has high integrity. Due to Justin's expertise in private equity, not only is he able to deliver tremendous value on financial and capital-raising matters, but he's also able to offer invaluable insight on strategy, business development, and operations.

Financial ForecastingFinancial ModelingValuationMergers & Acquisitions (M&A)Financial ReportingPrivate EquityBusiness AdvisoryFinancial Planning & Analysis (FP&A)Certified Public Accountant (CPA)DerivativesVenture Capital

Career Highlights

Founder | CEO
Palomar Capital Management, LLC | The Palomar Group, LLC
Private Equity Associate
ING Investment Management | Pomona Capital
Transaction Services Senior Associate
PricewaterhouseCoopers LLP

Education Highlights

Bachelor of Science Degree
Bucknell University

Case Studies

Work Experience

Founder | CEO

2011 - PRESENT
Palomar Capital Management, LLC | The Palomar Group, LLC
  • Performed a detailed investment analysis consisting of financial modeling (including leveraged buyout models), detailed financial and accounting analysis, industry research, company research, acquisition analysis, valuation analysis, and investment thesis development on over 50 private companies.
  • Drafted and submitted letters of intent for the acquisition of over 50 private companies.
  • Drafted investment memos on over 10 private companies and built multiple detailed, bottoms-up operating models.
  • Identified and evaluated potential cost savings and cost synergies opportunities for many private companies while also conducting merger and acquisition analysis.
  • Raised debt and equity financing to fund the acquisition of 7 private companies.
  • Managed the transaction negotiation and structuring in the acquisitions of private companies (senior bank debt, mezzanine debt, preferred equity, and common equity).
  • Developed strategic plans for 3 of the companies that were acquired.
Focus areas: Private Company Valuation, Equity Valuation, Valuation Modeling, Valuation Multiples, Valuation, Capital Structuring, Finance Structures, Transaction Structuring, Financial Planning & Analysis (FP&A), Financial Reporting, Pitch Decks, Bank Debt Raises, Debt Capital Markets, Equity Financing, Mezzanine, Budgeting, Strategic Planning & Execution, Investment Summaries, Investment Thesis, Investment Memoranda, Private Equity, Financial Accounting, Financial Statements, Financial Modeling, Mergers & Acquisitions (M&A)

Senior Manager

2015 - 2015
HCVT, LLP
  • Performed financial accounting due diligence for 10+ client engagements with an associate and/or manager reporting directly to me on all engagements.
  • Built financial models to analyze financial statements.
  • Created presentations as deliverables for clients to share with potential capital partners.
  • Evaluated accounting policies and procedures.
  • Performed quality-of-earnings analyses.
Focus areas: Financial Accounting, Mergers & Acquisitions (M&A)

M&A/Private Equity Consultant

2009 - 2011
Independent Work
  • Made 10,000+ cold calls directly to business owners in an effort to source proprietary acquisition and investment opportunities.
  • Drafted private placement memorandum for an emerging private equity fund manager.
  • Created investment presentations on potential acquisition opportunities and presented them to the investment committee.
  • Built dozens of leveraged buyout models and pro forma financial projection models.
  • Led the recruiting, interviewing, and onboarding processes for new hires; interviewed over 300 candidates, ultimately hiring 6.
Focus areas: Investment Memoranda, Industry Analysis, Valuation Modeling, Private Company Valuation, Transaction Structuring, Financial Modeling, Leveraged Buyout (LBO), Pro Forma Financial Statements, Financial Statements, Deal Sourcing, Private Equity, Mergers & Acquisitions (M&A)

Private Equity Associate

2007 - 2009
ING Investment Management | Pomona Capital
  • Led the analysis, execution, and closing process for the acquisition of 5 private equity secondary portfolios consisting of both direct interests and limited partnership interests.
  • Initiated and co-led a continuous effort to improve the analytical capabilities and processes within multiple areas of the firm, resulting in significantly improved productivity, analysis, and accuracy on deals.
  • Co-authored a white paper on the risks and returns based on a detailed portfolio analysis; led to an improved internal understanding of the risk and return characteristics of secondary transactions.
  • Screened investment opportunities, built financial models, performed due diligence, drafted investment memos, presented to the investment committee, and reviewed and executed closing documents.
  • Performed high-level investment analyses on ~500 equity and debt investment opportunities in a variety of industries using fundamental, bottoms-up analysis.
Focus areas: Private Equity, Private Equity Secondaries, Mergers & Acquisitions (M&A), Transaction Modeling, Structuring of Funds, Equity Valuation, Private Company Valuation, Valuation Modeling, Valuation Multiples, Valuation, Financial Modeling, Fund Analysis, Return Analysis, Investment Summaries, Investment Memoranda, Investment Thesis

Transaction Services Senior Associate

2004 - 2007
PricewaterhouseCoopers LLP
  • Performed a valuation analysis by preparing customized, complex financial models including DCF's, waterfall distribution models, contingent claims analyses and financial instrument models.
  • Advised private equity firms and Fortune 500 clients on structuring and accounting issues related to mergers and acquisitions, leveraged buyouts, recapitalizations, derivatives, financial instruments, securitizations, lease financings, and joint ventures.
  • Analyzed accounting policies and procedures, researched appropriate accounting guidelines, and drafted accounting memos, documenting our position on the relevant issues.
  • Performed and reviewed valuations of 55 private equity portfolio companies and 22 strategic acquisitions using DCF's, market comparables, and transaction comparables.
  • Played a prominent internal role in the team that advised Fortress Investment Group on its IPO in 2006, which was the first private equity firm/hedge fund that took its management company public.
  • Actively participated in the development of the "derivatives and financial instruments" business by teaching colleagues, recruiting talented personnel, creating training materials, and attending classes to improve my knowledge.
Focus areas: Accounting Consolidation, Capital Structure Analysis, Private Company Valuation, Valuation Modeling, Valuation Multiples, Valuation, Equity Valuation, Derivative Accounting, Capital Structuring, Transaction Structuring, Financial Accounting, Mergers & Acquisitions (M&A)
2000 - 2004

Bachelor of Science Degree in Business Administration (Accounting and Economics)

Bucknell University - Lewisburg, PA, USA

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