Kyle Johnson, Finance Expert in Philadelphia, PA, United States
Kyle Johnson

Finance Expert in 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

Career Highlights

Education

Case studies

Industry Expertise

Software Expertise

Other Expertise

Employment

  • Vice President

    2018 - PRESENT
    Seminal Capital Partners
    • Led financial diligence and worked with executive teams to develop five-year financial models for prospective investment targets.
    • Created the investor presentation, fund returns, and materials for the virtual data room, and helped author the private placement memorandum in support of the firm’s fundraising process.
    • Led all deal origination and relationship management activities on behalf of the firm; developed sourcing program, built CRM database to over 40,000 software companies and originated more than 20 proprietary deals per month.
    • Created cohort retention analysis that separated customers by industry vertical to determine the most valuable segments and worked with the CRO to determine the customer acquisition cost for each segment to better allocate sales and marketing resources.
    • Created market maps illustrating product functionality, go-to-market strategy, and differentiation among competitors.
    Focus areas: Private Equity, SaaS, Software, Technology, FP&A, Investments, Fundraising
  • Freelance Consultant

    2017 - PRESENT
    Pine River Advisory
    • Worked with the CFO of a private equity-backed growth-stage insurance software business doing $30+ million of revenue to create and update the detailed financial model that drives the yearly budget as well as board presentations on a quarterly basis.
    • Created a detailed operating model for a seed-stage software business focused on the residential housing market that successfully raised $7+ million of seed funding from prominent New York venture firms.
    • Created an operating model for a growing women's lifestyle digital media company.
    • Created a valuation using publicly traded comparables, precedent transactions and discounted cash flows on behalf of a private equity firm looking to invest in a financial software business.
    Focus areas: SaaS, Software, Technology, Fintech
  • Senior Associate

    2013 - PRESENT
    Actua
    • 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
    Oath
    • 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 Adap.tv, 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

Education

  • 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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