Kyle Schultz, Finance Expert in Los Angeles, CA, United States
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Kyle Schultz

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
September 7, 2017

Kyle is an investment banker and private equity investor deploying over $100 million of equity and debt capital into middle market companies. He has completed transactions ranging from late-stage venture capital to leveraged buyouts and has extensive experience working with founders and entrepreneurs. Kyle enjoys freelancing to advise clients on challenging projects within corporate finance, strategy, M&A, and capital raising.

Career Highlights

Vice President
Cody Peak Advisors
Vice President
Pacific Growth Investors

Education Highlights

Masters in Business Administration (MBA) Degree
UCLA Anderson School of Management

Certification Highlights

Case Studies

Work Experience

Vice President

2019 - PRESENT
Cody Peak Advisors
  • Advised companies on mergers and acquisitions in the consumer sector, with a large emphasis on food and beverage companies.
  • Built comprehensive pitch books and investment memorandums to market companies resulting in acquisitions of $100+ million enterprise values.
  • Utilized discounted cash flow, precedent transactions and public company comparables to create a holistic view of the company valuation.
  • Enhanced strategic positioning by developing revenue growth models taking into account channel expansion, shift in product mix and new product development.
  • Researched and established targeted buyer lists to market companies for sale process or capital raising to private equity, venture capital, and strategic corporate investors.
Focus areas: Deal Marketing, Strategic Planning & Execution, Capital Raising, Mergers & Acquisitions (M&A)

Vice President

2014 - 2017
Pacific Growth Investors
  • Built financial models to determine deal structures, purchase price and return potential of investments, resulting in five new platform investments.
  • Drafted proposal letters as well as negotiated key terms and conditions for investments in subordinated debt and preferred equity ranging from $5 million to $30 million.
  • Performed in-depth market research and financial and operational due diligence for new platform investments including reference calls with customers and vendors, meetings with key executives and legal due diligence.
  • Worked with portfolio company CFOs on budgeting, financial analysis and debt refinancing, including a $6.5 million senior facility and a $32.5 million uni-tranche facility.
  • Collaborated with investment bankers to assess potential add-on acquisitions and strategic options for portfolio companies.
  • Created marketing materials and transaction summaries to support a $150 million capital raise.
Focus areas: Financial Modeling, Mergers & Acquisitions (M&A), Corporate Finance, Investment Monitoring, Due Diligence, Private Equity
2013 - 2015

Masters in Business Administration (MBA) Degree in Investment Management and Corporate Finance

UCLA Anderson School of Management - Los Angeles, California, USA

2004 - 2008

Bachelors of Business Administration Degree in Finance

University of Iowa - Iowa City, Iowa, USA

AUGUST 2013 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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