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Kyle Johnson

Kyle Johnson

Philadelphia, PA, United States
Member since July 31, 2017
Kyle is a private equity professional focused on investments in the software space. He has worked on $1+ billion of closed transactions for growth-stage businesses across the software, media, and eCommerce industries. He enjoys leveraging his extensive experience in M&A, financial modeling, and market research to help executives and businesses improve performance and enhance value.
Kyle is now available for hire
Case studies
  • Three Statement Model - LifeLock
  • Valuation - LifeLock
Industry Expertise
  • Software
Software Expertise
  • Microsoft Excel
Other Expertise
  • Discounted Cash Flow (DCF)
  • Investment Memoranda
  • Mergers & Acquisitions (M&A)
  • Private Equity
  • Three Statement Operating Model
  • Senior Associate
    2013 - PRESENT
    • Led buyouts, growth equity investments, and add-on acquisitions in a later-stage, software-as-a-service business across North America.
    • Managed end-to-end deal process including developing investment themes; sourcing new opportunities; creating financial models; structuring investments; conducting business, financial, and operational due diligence; developing investment presentations and diligence memorandums; and assisting portfolio company management teams.
    • Created all internal financials models including the construction of LBO and M&A models for prospective acquisitions, unit economic models to analyze sales and marketing efficiency at portfolio companies, and capitalization table modeling.
    • Sourced and served as the lead associate on $210 million acquisition of rapidly growing wealth management technology and advisory services provider.
    • Produced and delivered working capital optimization analysis to portfolio company senior executives and board of directors; drove operating cash flow improvement of $4 million.
    • Sourced and executed $25 million carve-out of distressed, technology-enabled services provider focused in the financial services space.
    • Built comprehensive competitive market maps for M&A initiatives at Actua’s portfolio companies; the goal was to assess competitor product differentiation and strategy.
    • Created a detailed operating model and managed sell-side diligence for announced $350 million divestiture of VelocityEHS and BOLT Solutions to CVC.
    • Constructed shareholder proceeds model for the $550 million sale of publicly traded holding company.
    • Built and managed capitalization tables and waterfalls for four majority and eight minority investments.
    Focus areas: Mergers & Acquisitions (M&A), Investment Thesis, Due Dilligence, Financial Modeling, Market Research, Financial Statement Analysis, Corporate Finance, Valuation, Three Statement Operating Model, Cloud Technology, Cloud Computing, B2B Software, Financial Services, Wealth Management, Insurance, InsurTech, Investment Memoranda, Comparable Company Analysis, Financial Technology, Discounted Cash Flow (DCF), DCF Modeling, DCF Valuation, Software-as-a-Service, Transaction Modeling, Transaction Structuring, Precedent Transaction Analysis, M&A Due Diligence, Software, Environmental Investment, EH&S, Information Memoranda, Sourcing, Business Analysis, Information Technology, TMT, Private Equity, Growth Equity, Venture Capital
  • Corporate Development Analyst
    2011 - 2013
    • Developed integrated M&A models for acquisitions and divestitures in eight completed transactions across the media and technology industries.
    • Led industry target searches in online video, digital media, and eCommerce markets, and drove outreach for prospective acquisitions.
    • Drafted investment memorandums to communicate acquisition opportunities to the senior executive team.
    • Created financial model and investment memorandum, and led financial and operational diligence for $450 million acquisition of, a leading online video SaaS marketplace.
    • Evaluated acquisition target’s sales organization; utilized the customer database to isolate operational enhancements that could be made to improve advertiser ROI and to enhance the value of the company’s B2B subscription product, including the localization of product pricing in select markets.
    • Helped formulate the business plan for internal business unit's cloud music product; effort included the formation of a marketing plan outlining potential distribution channels and product pricing.
    Focus areas: Mergers & Acquisitions (M&A), Due Dilligence, Financial Modeling, Corporate Finance, Investment Memoranda, Valuation, Transaction Modeling, Discounted Cash Flow (DCF), Comparable Company Analysis, Precedent Transaction Analysis, Investment Thesis, Transaction Structuring, Media, Digital Media, B2B Software, M&A Due Diligence, Financial Statement Analysis, Cloud Technology, Cloud Computing, Transaction Comparables, Peer Comparison, Due Diligence, Three Statement Operating Model, Information Technology, Software, TMT, Information Memoranda
  • Master's degree in Finance
    2011 - 2012
    University of Rochester - Rochester, New York
  • Bachelor's degree in Economics
    2007 - 2011
    Assumption College - Worcester, Massachusetts
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