Martin Pretty, an 18-year finance veteran and a CFA, is the founder and manager of a boutique investment fund, and is a director at publicly traded firms. He joined Toptal to utilize his experience managing investments at a large family office, heading equity research teams, and serving as a C-level executive at various financial technology businesses to advise, engage, and drive value for a diverse clientele.
Selected for a new position with an exciting business that I have followed for some time and I believe will benefit from my skills, knowledge, and experience.
Brought in to add capital markets and finance expertise to the board.
Looked to for breadth of experience and knowledge supporting diverse growing technology businesses over 20 years.
Focus areas: Strategy, Capital Markets, Risk Management, Value Creation
Founder, Director, Investment Manager
2017 - PRESENT
Launched the business and investment products, established the legal structure, secured regulatory licenses, and contracted with service providers.
Raised seed capital as well as funding for an open-ended unit trust primarily from sophisticated investors and other investment managers, and created the information memorandum, presentation, and other documentation.
Analyzed businesses and built financial models, met executives, researched industries, and assessed opportunities and value.
Advised a multi-site senior care operator on the sale of the business and assets, renegotiating a previously agreed upon transaction after assessing the capital structure and modeling the implications of the proposed deal. Prepared financials, contract schedules, and other due diligence materials, managed the relationship with the legal advisors, and drove the transaction to a close including preparing the financials for the completion statement.
Engaged with management and non-executive directors of investments discussing business conditions, the capital structure, risk, opportunities, and competition.
Consulted with family offices on investments and was contracted to work with one office on a pool of investments.
Published financial commentary contributing market and stock analysis to a well known online finance platform, establishing and updating a personal blog, adding proprietary research to a buy-side platform; and appearing on television.
Promoted the sale of an insurance premium funding business unit, engaging with investment bankers and internal management to establish and complete the sell-side process at a premium valuation.
Drove a refreshment of the board of directors, driving the acquisition of new board talent.
Drove board agenda on a revised business strategy that resulted in the recruitment of a new CEO and refocusing on the critical value drivers of the business.
Assessed multiple acquisition and investment opportunities reviewing M&A models, including accretion/dilution and synergy cases, as well as draft proposals, and led the investment approval process for the most attractive deals.
Proposed and supported capital management initiatives to ensure the efficient utilization of shareholders funds, including special dividends and buy-back activity.
Focus areas: Financial Advisory, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Financial Regulations, Strategic Investments, Business Plan Development, Capital Investment Appraisals
2013 - 2017
Thorney Investment Group
Helped establish and manage Thorney Opportunities, a publicly traded investment company that increased value at a rate of nearly 17% per annum over nearly five years.
Identified and seeded assets into Thorney Technologies, an investment company.
Built an interest of just under 20% in superannuation trustee Diversa before the Company's acquisition by a more significant financial services player.
Identified and invested in many successful technology investments including "buy now, pay later" financial technology company Afterpay and online moving platform Updater.
Represented Thorney in negotiations relating to several distressed businesses, investing in the successful turnaround of consumer brand company Pental, which held a portfolio of well-known brands in categories like bleach and soap, but faced execution and capital structure challenges.