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

Finance Expert in St. Louis, MO, United States

Member since February 9, 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.
Lori is now available for hire

Case studies

Expertise

Employment

  • Vice President of Strategy, Mergers, and Acquisitions

    2020 - 2021
    Lexicon
    • 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

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