Lori Moser, Finance Expert in St. Louis, MO, United States
Lori is available for hire
Hire Lori

Lori Moser

Verified Expert  in Finance

Finance Expert

Location
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.

Business Plan ConsultingPitch Deck ConsultantMergers & Acquisitions (M&A)Financial ModelingValuationMarket ResearchRevenue & Expense ProjectionsExit StrategyDue DiligencePrivate EquityInvestment Banking

Case Studies

Work Experience

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
Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring