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Kyle Perez

Kyle Perez

Denver, CO, United States
Member since January 26, 2017
At IHS Markit, an S&P 500 constituent, Kyle's group won three consecutive Waters Technologies awards for “Best Pricing/Valuation Provider” and grew the EBITDA at a 15% CAGR. He has worked in private equity, venture capital, and as a finance researcher—all roles in which he worked closely with fund managers and CEOs in varying capacities. He looks forward to helping his clients find creative strategies for identifying and realizing value.
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Career Highlights
Academic Highlights
Case studies
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Expertise
  • Data Analysis
  • Early-stage Venture Capital
  • Project Finance
  • Strategic Analysis
  • Strategic Consulting
  • Strategic Planning
  • Valuation
  • Venture Funding
Employment
  • Open Innovation Manager
    Danaher Corporation
    2017 - PRESENT
    • Developed market segmentation that drove the allocation of $250 million in R&D spend over five years; also identified high-value segments increased five-year incremental product pipeline value by $34 million ($116 million to $140 million).
    • Managed open innovation partnership due diligence— including market segmentation, technology validation, financial forecasting, and commercial strategy—the partnerships will deliver $20 million over the next five years.
    • Worked closely with the president, vice president, and senior directors to develop open innovation and new product development strategy; all opportunities are presented to and approve by the president and his senior leadership team.
    • Partnered with the M&A team to cultivate open innovation partner relationships for future acquisitions.
    Focus areas: Financial Modeling, Project Finance, Mergers & Acquisitions (M&A), Product Management, Marketing, Research and Development, Due Dilligence, Pricing Strategy, M&A Modeling, Revenue Modeling, Valuation Modeling, Three Statement Operating Model, Open Innovation, Market Research, Market Opportunity Analysis, Financial Planning & Analysis (FP&A)
  • Research Assistant
    University of Virginia Darden School of Business
    2016 - 2017
    • Authored a case study and technical note published by Darden Business Publishing that covers single-name CDS and credit index valuation as well as arbitrage techniques.
    • Wrote a case study published by Darden Business Publishing that covers the proxy battle at Imation Corporation, formerly IMN on the NYSE, initiated by an activist hedge fund (the Clinton Group). The case study covered a number of finance topics, including bankruptcy, activist investing, proxy voting, turnaround strategy, and shareholder pressure at publicly traded firms.
    • Worked directly with CEOs, board members, and C-suite executives to develop the cases and learning objectives from real-world experiences.
    Focus areas: Market Research, Financial Modeling, Case Studies, Finance Strategy, Corporate Finance
  • Consultant
    New Richmond Ventures
    2016 - 2017
    • Conducted investment due diligence, including industry analysis, competitor analysis, cap table construction, multiple-based firm valuation (based on precedent transactions), DCF-based firm valuation, and model sensitivity analysis.
    • Wrote investment memos and presented recommendations to senior partners; was directly involved with two investments (one series B and one series C) of $5M and $6M, respectively.
    • Attended investment pitches; where I actively questioned entrepreneurs about growth assumptions, cash flow forecasts, industry trends, future funding requirements, and exit options/timeline.
    • Actively worked with portfolio companies to devise and execute growth strategies.
    • Developed a unique ability to quickly and effectively identify the key aspects of any business model that would enable success.
    Focus areas: Financial Modeling, Venture Funding, Due Dilligence, Valuation, Valuation Modeling, Pricing Strategy, Early-stage Venture Capital, Venture Debt, Revenue Modeling, Cash Flow Modeling, Three Statement Operating Model
  • Global Product Manager, Structured Credit and Securitized Products
    IHS Markit
    2010 - 2014
    • Was promoted to product manager—two years ahead of the company’s minimum experience requirement—with a mandate of limiting the revenue deterioration of a declining business unit.
    • Led a nine-person, globally-based team, including software developers, lawyers, marketers, and sales team—that grew annual revenue from $9.5 million to $10 million, exceeding executive forecasts by $1.5 million.
    • Reinvigorated a business unit by launching three new products—with ownership from ideation through sales/marketing; developed a new licensing model and redesigned pricing for existing products. Also negotiated two partnerships with key industry competitors, combining our respective strengths to close our product gaps; product pipeline helped to sustain revenue growth.
    • Created new valuation models, responding to market trends and demand, and improved accuracy across legacy products by developing specifications, testing implementations, and releasing updates; helped grow EBITDA at a 15% CAGR and received Waters Technologies award for “Best Pricing/Valuation Provider” (2011-2013).
    Focus areas: Financial Modeling, Product Management, Product Development, Credit Analysis, Debt Structuring, Credit Risk, Credit Investing, Credit/Debt
  • Analyst
    Dory Ventures
    2009 - 2010
    • Created financial models to augment our growth strategy during the 2009 economic downturn. Intelligently cut costs to manage liquidity and re-prioritized strategic initiatives.
    • Hired and coordinated client services team to manage Maclaren Baby’s 2009 product recall; successfully fielded client demand more than 300% above forecast by devising an automated process to track and process recall requests.
    • Attended portfolio company executive and board meetings in place of the managing director; took notes, delivered updates and action plans, and followed up on future deliverables.
    Focus areas: Private Equity, Three Statement Operating Model, Operational Finance, Corporate Finance, Due Dilligence, M&A Modeling, Cash Flow Modeling, Revenue Modeling, Valuation Modeling, Financial Modeling
Education
  • Master of Business Administration (MBA) in Corporate Finance and Asset Management
    University of Virginia Darden School of Business - Charlottesville, VA, USA
    2015 - 2017
  • Bachelor's degree in Philosophy and Music
    Middlebury College - Middlebury, VT, USA
    2005 - 2009
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