Kyle is available for hire
Hire KyleKyle Johnson
Verified Expert in Finance
Finance Expert
Location
Philadelphia, PA, United States
Toptal Member Since
August 3, 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.
Career Highlights
Vice President
Seminal Capital Partners
Senior Associate
Actua
Education Highlights
Master's Degree
University of Rochester
Bachelor's Degree
Assumption College
Case Studies
Industry Expertise
Software Expertise
Other Expertise
Work Experience
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: Fundraising, Investments, Financial Planning & Analysis (FP&A), Technology, Software, SaaS, Private Equity
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: Fintech, Technology, Software, SaaS
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: Venture Capital, Growth Equity, Private Equity, TMT, Information Technology, Business Analysis, Sourcing, Information Memoranda, EH&S, Health, Environment, Environmental Investment, Precedent Transaction Analysis, Transaction Structuring, Transaction Modeling, Software as a Service (SaaS), DCF Valuation, DCF Modeling, Discounted Cash Flow (DCF), Fintech, Comparable Company Analysis, Investment Memoranda, Insurance Technology (Insurtech), Insurance, Wealth Management, Financial Services, Software, B2B, Cloud Computing, Technology, Cloud, Three-statement Modeling, Valuation, Corporate Finance, Financial Statements, Market Research, Financial Modeling, Due Diligence, Investment Thesis, Mergers & Acquisitions (M&A)
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: Information Memoranda, TMT, Information Technology, Three-statement Modeling, Peer Comparison, Transaction Comparables, Cloud Computing, Technology, Cloud, Financial Statements, Software, B2B, Digital Media, Media, Transaction Structuring, Investment Thesis, Precedent Transaction Analysis, Comparable Company Analysis, Discounted Cash Flow (DCF), Transaction Modeling, Valuation, Investment Memoranda, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions (M&A)
Education
2011 - 2012
Master's Degree in Finance
University of Rochester - Rochester, New York
2007 - 2011
Bachelor's Degree in Economics
Assumption College - Worcester, Massachusetts
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