Finance Expert in Cluj-Napoca, Cluj County, Romania
Member since April 3, 2017
After a decade in banking and an MBA at UC Berkeley, Marius focuses on consulting, investing, and executing complex deals in seed, growth equity, and distressed debt. He specializes in market analysis, pricing, modeling and valuation, due diligence, capital restructuring, and turnarounds. He loves challenging projects and working with smart, talented people—freelancing lets him do just that while also allowing him to spend time with his family.
Realized detailed statistical analysis of RE transactions and value drivers across diverse geographies between 2007 and present.
Created real estate investment and valuation model.
Built a full real estate investment fund model, integrating individual valuation and investment models, multiple types of leveraged acquisitions across 10-15 years and waterfall return distributions, valuation, and return calculations.
Focus areas: Valuation, Real Estate Finance, Investment Thesis, Mortgage REITs, Mortgages, REITs, Transaction Modeling, Waterfall Distribution
Freelance Financial Modeling Expert
2018 - 2018
Siren (via Toptal)
Realized a detailed competitive analysis of incumbents and digital alternatives for grocery acquisition apps in US and Russia.
Created a spending and consumption structure for groceries in the US and Russia.
Focus areas: Competitive Analysis, Spending and Consumption Structure
Freelance Financial Modeling Expert
2018 - 2018
Cairo Angels (via Toptal)
Built an extended financial and operational model for an investment fund based on revenue share principles.
Created the market entry strategy, business case, and business development plan for US and UK spin-off; I also executed the strategy.
Conducted operational and financial modeling for the group portfolio of startup initiatives (car sharing, NGO financing, a CRM for small businesses, and B2B security services).
Led, as the project manager, the development of an ad-tech service, in a joint effort with a US-based partner.
Served as an industry expert and product manager for products focused on the banking and insurance industries.
Focus areas: Market Opportunity Analysis, Business Plan Development, Financial Modeling, Market Research, Finance Strategy, Project Management, Budgeting, Cash Flow Forecasting, P&L Forecasting, Three Statement Operating Model, Revenue Optimization
2014 - 2016
Structured and ran a €15 million debt and equity investment in the leading Romanian producer of underwear and swimwear.
Supported portfolio companies in the development of overall strategy, expansion, and cost reduction initiatives.
Performed investment due diligence, valuation, industry analysis, and market-sizing for multiple NPL portfolios—including a €2.7 billion portfolio within a consortium with Blackstone, HIG Capital, and AnaCap.
Participated in the final phase of the financial restructuring process, structured a debt/equity swap, and implemented a capital structure modification for a large producer of building materials.
Monitored and managed the restructuring process of €85 million nominal debt portfolio of companies in insolvency/distress.
Worked on a high-level turnaround strategy for Hungarian subsidiary of a European banking group—conducted interviews, surveys and market research, designed value proposition proposals and positioning for the retail and corporate divisions.
Performed market research and analyzed value creation options across the entire energy generation and delivery value chain for a global energy company considering expanding its footprint in CEE.
Focus areas: Market Research, Value Proposition, Customer Segmentation, Strategic Investments
2009 - 2011
Recruited and managed a team of eight regional managers and 12 direct sales officers.
Launched the banking sales through a top-three Romanian bank—reaching a target revenue within the first four months and increasing average monthly sales by 200% in 2010 (compared to 2009).
Built and managed relationships with the commercial banks’ top and regional management teams.
Designed and successfully conducted a pilot project that explored a direct sales channel approach.
Performed a complete credit underwriting on a portfolio of 100+ SME and corporate customers—covering the entire process from client acquisition and negotiation through financial modeling, analysis, and monitoring.
Designed and executed a complex MBO financing solution for the largest producer of batteries in CEE.
Created customized financing structures for specialized types of credit facilities backed by European funding; the structures were later used extensively within the bank.