Lorenzo Gomez, Finance Expert in Boca Raton, FL, United States
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Lorenzo Gomez

Verified Expert  in Finance

Management Consulting Expert

Location
Boca Raton, FL, United States
Toptal Member Since
November 9, 2022

Lorenzo is an independent consultant who was the director of growth strategy and M&A advisory. He currently advises different corporate groups and private equity firms, where he focuses on the growth strategy of diverse projects through organic growth and M&A consolidation strategies. He was the global GM and strategy and operations consultant. His experience revolves around growth initiatives, operations strategy, market entry, go-to-market commercial due diligence, and value creation.

Career Highlights

Education Highlights

Master's Degree
Northwestern University | Kellogg School of Management
Bachelor's Degree
Universidad Metropolitana de Caracas

Case Studies

Work Experience

Growth Strategist and M&A Advisor

2016 - PRESENT
Freelance Clients
  • Worked with a PE investment business and their newly acquired diversified portfolio of companies on restructuring and program management to establish organic growth to determine operations excellence to simplify their business process.
  • Defined with the team members, executed and achieved aggressive synergy targets.
  • Advised a $750 million (initial $200 million) commercial due diligence of a US healthcare corporation on its cross-border acquisition of a technology and a local healthcare provider hub in Latin America.
  • Oversaw the due diligence and led negotiations of key terms of the acquisitions that included: pre-deal synergy analysis, market research, financial models, identification, and valuation of targets. Post-deal market strategy and value creation.
  • Delivered the post-deal restructuring strategy, value creation, and competitive analysis.
  • Served as an integration strategy advisor and led the strategic direction of all post-merger integration (PMI) execution models in a $250 million acquisition distribution center for a middle-market food-and-beverage company.
  • Led the corporate strategy integration workstream for the supply chain management to redesign distribution channels and identify cost-saving opportunities in a new plan that led to greater efficiency and a new distribution network footprint.
  • Built a growth strategy to expand to home care, consolidate providers, and establish the new products' and services' market launch. The initial buyout combined cash and leveraged buyout, using the 60% debt piled into the company balance sheet.
Focus areas: Business Strategy, Operations Strategy, Mergers & Acquisitions (M&A), Competitive Strategy, Negotiation, Models, Growth Strategy, Quantitative Modeling, Microsoft Excel, Leadership, Cross-functional Team Leadership, Business Services, Consumer Products, Private Equity, Operations, Product Strategy, Revenue Strategy, P&L Forecasting, Competitive Analysis, Entrepreneurship, M&A Strategy, Growth, M&A (Sell-side), Business Unit Strategy, M&A Due Diligence (Financial), Organic SEO, Corporate Governance, P&L Management, Valuation, Market Sizing, Business Models, Business Planning, Market Research, Strategy, Value Creation, Integration, Market Entry, Cross-border M&A, Transaction Advisory, Consulting, Market Strategy and Research Product Manager, Project Review, Data Entry Analysis, Sales Growth, Go-to-market Optimization, Investments, Asset Valuation, Cash Flow, Cash Flow Forecasting, Cost-saving Structure, Strategic Planning, Strategic Planning & Execution, Organization Assessment, Asset Management, Business Operations, Business Modeling, Pricing Models, Growth Strategy Consultants, Pricing, Competition Research, Fundraising, Business Model Strategy, Pitch Decks, Total Addressable Market (TAM), Business Development, Financial Modeling

Market Research Expert

2023 - 2023
Tiaan Schreuder
  • Conducted market research by determining the total addressable market (TAM) and competitor landscape in determining their market share, competitive advantage, and pricing strategy.
  • Assessed the company's capabilities and competitive advantage to establish comparables in the market and determine market size, growth rate, and expected profit margins, enabling a more informed decision on the best pricing strategy to implement.
  • Determined the type of simulator, along with the expected revenue and cost, having understated previous financial models. Designed models for other competitors in different geographical areas to further study once ready to expand into other regions.
Focus areas: Competitive Analysis, Competition Research, Pricing, Market Research, Total Addressable Market (TAM), Business Development

Engagement Director

2012 - 2016
Indigo B
  • Directed the deals for the buyer and the seller, with premium functional priorities in inorganic growth and corporate development strategy, finance, operations, change management, strategic partnership, and corporate governance.
  • Advised the sell-side M&A transaction for a N/A energy distribution of $350 million of its natural gas liquid pipeline. A divested division of an energy transition and sustainable company representing a fraction of the $3 billion of their greenfield projects.
  • Worked as part of the team that completed the sale of the company resulting in a 6x return on capital.
  • Coordinated with the lead transaction team all due diligence, negotiation, drafted information memorandum and purchase agreements, preparing financial projections DCF and LBO-based valuations.
  • Managed the pre-acquisition growth strategy model, including cross-enterprise for an operational IMO middle market food and beverage company in the $250 million acquisition and vertical integration of a distribution center.
  • Provided the corporate and private equity buyers with a broad continuum of advisory services to support M&As, carve-out investments, financing structures, and post-transaction activities.
  • Established the M&A due diligence and post-merger integration, leading all integration workstreams to be day one readiness. Collaborated with mentoring and coaching team members.
  • Initiated an unequal equity merger with a cross-border entity successfully, marking our company's entrance into the Latin American market. Turned the organization from an initial 1.5% to a steady 10% annual growth rate.
Focus areas: Mergers & Acquisitions (M&A), M&A (Buy-side), Business Strategy, Negotiation, Target Screening, Models, Consumer Products, Private Equity, Operations, Product Strategy, P&L Forecasting, Competitive Analysis, Startups, Entrepreneurship, M&A Strategy, Growth, M&A (Sell-side), Restructuring, Corporate Restructuring, Business Unit Strategy, M&A Due Diligence (Financial), Inorganic Growth, Organic SEO, Target Sourcing, Corporate Governance, Divestitures, Carve-out Analysis, P&L Management, Valuation, Market Sizing, Strategy, Management Consulting, Business Planning, Business Services, Growth Strategy, Transaction Advisory, Microsoft Excel, Microsoft PowerPoint, Value Creation, Cross-border M&A, Consulting, Market Strategy and Research Product Manager, Project Review, Sales Growth, Go-to-market Optimization, Investments, Asset Valuation, Cash Flow Forecasting, Cost-saving Structure, Strategic Planning, Strategic Planning & Execution, Organization Assessment, Asset Management, Business Operations, Business Modeling, Pricing Models, Growth Strategy Consultants, Pricing, Competition Research, Fundraising, Business Model Strategy, Pitch Decks, Total Addressable Market (TAM), Customer Segmentation, Financial Modeling

Strategy Director

2008 - 2016
Indigo B
  • Advised on middle-market clients' highest-impact issues, including operational and strategic models, to help companies with their growth and business strategic planning, financial analysis for market penetration, and business strategy.
  • Set standards for optimizing deal acquisition and go-to-market opportunities by identifying new industry trends, market conditions, and strategic planning screening, including financial analysis and pricing strategies for market penetration.
  • Built relationships and collaborated with all the executive levels, including C-suite, board, and strong influencing and negotiating skills with the ability to work independently and effectively with any related party.
  • Consulted on client strategy and relationships to achieve operational excellence, including delivering revenue growth and market analysis, supply chain transformation, and innovation management across various industries.
  • Developed a manufacturing strategy (footprint, LLC sourcing opportunities) for a global industrial manufacturer and business case implementation plan for a $200 million saving (considered a 3% ROI).
  • Advised a supply chain work-stream on a $250 million distribution center for a middle market CGP company. Post integration strategy conformed with a five-year plan to redesign a distribution that resulted in 10% savings of their distribution costs.
Focus areas: Business Strategy, Operations Strategy, Competitive Strategy, Negotiation, Models, Growth Strategy, Quantitative Modeling, Microsoft Excel, Leadership, Cross-functional Team Leadership, Business Services, Product Strategy, Revenue Strategy, Competitive Analysis, Startups, Entrepreneurship, M&A Strategy, Consumer Products, Private Equity, P&L Forecasting, Growth, M&A (Sell-side), Business Unit Strategy, M&A Due Diligence (Financial), Inorganic Growth, Organic SEO, Carve-out Analysis, P&L Management, Market Sizing, Business Models, Market Research, Strategy, Go-to-market Strategy, Go-to-market Plans, Value Creation, Market Entry, Cross-border M&A, Microsoft PowerPoint, Civil Engineering, Real Estate Investment Trust (REIT), Market Strategy and Research Product Manager, Budgeting, Project Review, Project Management, Data Analytics, Sales Growth, Go-to-market Optimization, Asset Valuation, Cash Flow, Cash Flow Forecasting, Cost-saving Structure, Strategic Planning, Strategic Planning & Execution, Organization Assessment, Business Operations, Business Modeling, Pricing Models, Growth Strategy Consultants, Pricing, Competition Research, Fundraising, Business Model Strategy, Pitch Decks, Customer Segmentation, Market Research & Analysis, Business Development, Financial Modeling

Operations Manager

2007 - 2008
Spansion Inc. (Cypress Semiconductor)
  • Developed complex business plans, business process data-driven analysis, global corporate strategy, and operations management, including financial and mathematics forecasting models for the risk management department.
  • Performed the facility operations assessment and designed new models, including new fabrication ideas.
  • Evaluated the corporate planning in the risk management and real estate department to develop value-cost engineering proposals and corporate operations plans.
Focus areas: Operations, Management Consulting, Civil Engineering, Consulting, Construction Estimation, Real Estate Investment Trust (REIT), Market Strategy and Research Product Manager, Budgeting, Budget Management, Project Review, Project Management, Data Analytics, Sales Growth, Asset Valuation, Cash Flow, Cost-saving Structure, Strategic Planning & Execution, Organization Assessment, Market Research & Analysis

Project Manager

2004 - 2007
Integral Construction
  • Designed the financial, market research, and data-driven analytical and quantitative analysis for the builders' growth strategy development division to attract potential investors for projects ranging up to $50 million.
  • Performed quantitative analysis to create data analytics and attract potential investors for new projects.
  • Structured and drafted the initial contracts. Wrote and negotiated the financial term sheets and all credit agreements.
Focus areas: Business Models, Business Strategy, Competitive Analysis, Market Sizing, Market Research, Quantitative Modeling, Data Entry Analysis, Growth Strategy, Go-to-market Strategy, Go-to-market Optimization, Investments, Cash Flow, Cash Flow Forecasting, Civil Engineering, Budget Management, Project Review, Asset Valuation, Cost-saving Structure, Strategic Planning, Strategic Planning & Execution, Organization Assessment
2012 - 2014

Master's Degree in Business Administration (MBA)

Northwestern University | Kellogg School of Management - Evanston, Illinois, United States

1991 - 1996

Bachelor's Degree in Civil Engineering

Universidad Metropolitana de Caracas - Caracas, Miranda, Venezuela

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