Kyle is available for hire
Hire KyleKyle Perez
Verified Expert in Finance
Finance Expert
Location
Denver, CO, United States
Toptal Member Since
February 13, 2017
At Danaher, a Fortune 150 company, Kyle's group drives the strategy for $250M in R&D spending, owns $10M in partner initiative P&L, and manages pre-M&A funnel due diligence. He's worked in private equity, venture capital, and corporate business development—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.
Career Highlights
Open Innovation Manager
Danaher Corporation
Consultant
New Richmond Ventures
Education Highlights
Master of Business Administration (MBA) Degree
University of Virginia Darden School of Business
Bachelor's Degree
Middlebury College
Case Studies
Expertise
Work Experience
Open Innovation Manager
2017 - PRESENT
Danaher Corporation
- Developed market segmentation based on both primary and secondary research that drove the allocation of $250 million in R&D spending over five years and a strategic shift in the focus of over 1,000 global salespeople; identified high-value segments to increase five-year incremental new product development pipeline value by $38 million (34%, $112 million to $140 million).
- Managed open-innovation partnership due diligence—including market segmentation, competitive analysis, technology validation, financial forecasting, and commercial strategy—the partnerships are forecasted to deliver $17 million over the next five years.
- Worked closely with the president and vice president to develop a new open innovation and new product development strategy; increasing on-time-delivery of projects and revenue achievement (vs project forecast) from 57% and 73%, respectively, to 80% and 89%, respectively.
- Partnered with the M&A team to cultivate open innovation partner relationships for future acquisitions, providing due diligence assistance as required.
Focus areas: Financial Planning & Analysis (FP&A), Market Opportunity Analysis, Market Research, Open Innovation, Three-statement Modeling, Valuation Modeling, Revenue Modeling, M&A Modeling, Pricing Strategy, Due Diligence, Development, Research, R&D, Marketing, Product Management, Mergers & Acquisitions (M&A), Project Finance, Financial Modeling
Research Assistant
2016 - 2017
University of Virginia Darden School of Business
- 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: Corporate Finance, Finance Strategy, Case Studies, Financial Modeling, Market Research
Consultant
2016 - 2017
New Richmond Ventures
- Conducted an 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 $5 million and $6 million, 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: Three-statement Modeling, Cash Flow Modeling, Revenue Modeling, Venture Debt, Early-stage Venture Capital, Pricing Strategy, Valuation Modeling, Valuation, Due Diligence, Venture Funding, Financial Modeling
Global Product Manager, Structured Credit and Securitized Products
2010 - 2014
IHS Markit
- 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: Credit/Debt, Credit Investing, Credit Risk, Debt Structuring, Credit Analysis, Product Development, Product Management, Financial Modeling
Analyst
2009 - 2010
Dory Ventures
- 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: Financial Modeling, Valuation Modeling, Revenue Modeling, Cash Flow Modeling, M&A Modeling, Due Diligence, Corporate Finance, Operational Finance, Three-statement Modeling, Private Equity
Education
2015 - 2017
Master of Business Administration (MBA) Degree in Corporate Finance and Asset Management
University of Virginia Darden School of Business - Charlottesville, VA, USA
2005 - 2009
Bachelor's Degree in Philosophy and Music
Middlebury College - Middlebury, VT, USA
Collaboration That Works
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