Lori Moser, Finance Expert in St. Louis, MO, United States
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Lori Moser

Verified Expert  in Finance

Finance Expert

St. Louis, MO, United States
Toptal Member Since
February 25, 2022

Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.

Case Studies

Work Experience

Vice President of Strategy, Mergers, and Acquisitions

2020 - 2021
  • Led the strategy and the process for buy and sell-side opportunities for a SaaS/services startup platform. Developed creative approaches to investment and funding opportunities.
  • Oversaw strategic partnerships with complementary businesses driving organic growth.
  • Developed the overall strategy for the startup's short and long-term goals.
Focus areas: Mergers & Acquisitions (M&A), Strategy, Partnerships

Director | Investment Banking

2020 - 2020
R.L Hulett
  • Took responsibility for both buy and sell-side transactions.
  • Spearheaded business development, including identifying potential clients and building relationships.
  • Built key relationships with private equity and family office partners.
Focus areas: Mergers & Acquisitions (M&A), M&A (Sell-side), M&A (Buy-side)

Vice President | GM, Transportation, and Corporate Development

2015 - 2020
Emerson Electric
  • Divested several non-core complex businesses and carve-outs to align with the corporate strategy. Identified and executed strategic initiatives ranging from growth opportunities to acquisitions.
  • Handled P&L responsibility for a new business platform. Initiated and led the development program as a tier-one supplier, with $15+ million revenue. Implemented cost reductions of over over 30%. Negotiated complex R&D and production agreements.
  • Developed the strategy and business plan for a robotics program and partnership.
Focus areas: Mergers & Acquisitions (M&A), M&A Pipeline Management, M&A (Sell-side), Strategy, General Management

Vice President, Acquisitions and Corporate Development | Industrial Automation Platform

2014 - 2015
Emerson Electric
  • Identified and led acquisitions and divestitures for four separate businesses within the platform.
  • Developed base and synergy financial plans; conducted due diligence; prepared and delivered management and sell-side presentations; and negotiated definitive agreements.
  • Identified potential acquisition targets, conducting market research.
Focus areas: M&A Pipeline Management, M&A (Buy-side), Financial Modeling

Director and Vice President | Various Emerson Business Units and Corporate Office

1995 - 2014
Emerson Electric
  • Developed the business strategy, identified and led acquisitions and divestitures. Successfully acquired and divested businesses, obtaining fair pricing and terms while building a solid rapport with all parties involved.
  • Handled sales and marketing responsibility to grow the business at multiple retail entities. Launched a new product line into new distribution channels, creating a comprehensive sales and marketing plan for placement at top retailers.
  • Managed marketing and merchandising, including graphics, point of sale, promotions, and social media. Conducted various marketing research ranging from ethnography, surveys, interviews, focus groups, and competitive assessments.
Focus areas: Mergers & Acquisitions (M&A), Corporate Development, Strategy, Sales, Marketing


M&A (Sell-side), Mergers & Acquisitions (M&A), M&A (Buy-side), Financial Modeling, Valuation, Market Research, Forecasting, Pricing, Revenue & Expense Projections, Due Diligence, Three-statement Modeling, Private Equity, DCF Valuation, M&A Modeling

Output Software

Microsoft Excel, Microsoft PowerPoint


Corporate Development, Pitch Presentations, Finance, Creative Problem Solving, Business Plan Consulting, Business Strategy, Pitch Deck Consultant, Contract Negotiation, Financial Analysis, M&A Pipeline Management, Strategy, Partnerships, General Management, Sales, Marketing, Deal Closure, Pitch Decks, Leadership, Negotiation, Deal Flow Origination, Data Analytics, Financial Data Analytics, Marketing Research & Analysis, Market Research & Analysis, Exit Strategy, Term Sheet Negotiations, Business Planning, CIM, Investment Banking

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