Martin Smith, Finance Expert in Philadelphia, PA, United States
Martin Smith

Finance Expert in Philadelphia, PA, United States

Member since August 22, 2016
Martin has helped numerous private equity-owned and listed companies in the $300 million to $2 billion revenue range to solve complex problems, and assisted several startups in accessing traditional bank funding and public sector support. Martin freelances to focus on high impact strategic projects and complex financial issues where he can add the most value. He is particularly strong in conducting financial analysis on competing options for strategic value creation.
Martin is now available for hire

Career Highlights

Education

Case studies

Industry Expertise

  • Telecommunications

Software Expertise

Other Expertise

Employment

  • Associate Principal

    2009 - PRESENT
    Freelance Strategy Consulting
    • Built DCF valuation models of different strategic growth paths for PE-owned and listed clients ($500 million to $2 billion in revenue). Incorporated capacity, CAPEX, pricing, volume, and cost-cutting initiatives, plus sensitivities for upside & risk.
    • Analyzed pricing across products and customers in EMEA & US for$20 billion+ revenue NYSE-listed manufacturer. Identified unexplained variance and built a model to diagnose leverage and better align pricing with it.
    • Built a financial model for the footprint optimization for a $1 billion revenue EMEA operation of an NYSE-listed US packaging manufacturer, incorporating differential labor costs, price-volume trade-off, fixed costs, and CAPEX.
    • Built DCF valuation model of alternatives for growing the eCommerce channel for a $1-billion revenue PE-owned manufacturing firm. The client implemented and realized growth; PE firm successfully exited to a further PE buyer.
    • Analyzed potential acquisition targets for $1 billion revenue EMEA operation of NYSE-listed US packaging manufacturer mentioned in (3): overcame lack of data due to private companies by researching industry economics and testing assumptions.
    • Integrated market research and primary consumer research into financial assumptions. Managed several large datasets from consumer research firms, drawing insights and incorporating findings into volume and price assumptions for financial models.
    • Completed numerous strategic projects for a number of private clients and non-profits, as well as financial modeling projects to support capital-raising efforts for growth businesses. (One is summarized below.).
    • Crafted a financial and operational model with a week-by-week financial statement and cash flow projections to support a bank financing application for a client purchasing real estate to grow an agribusiness company.
    • Currently working as part of the team at TRC Advisory as an associate principal during relevant projects and freelancing the remainder of the time.
    Focus areas: Financial Planning & Analysis (FP&A), Valuation, Financial Modeling
  • Economic Advisor to MP on Treasury Committee

    2012 - 2012
    House of Commons
    • Provided fiscal analyses of potential new policy proposals.
    • Conducted economic and fiscal research to inform the questioning of the Governor of the Bank of England and Chancellor of the Exchequer at Treasury Select Committee hearings.
    • Analyzed previous fiscal rationalizations in Sweden and Ireland to compare to UK Treasury plans at the time to balance the budget by 2020.
    • Conducted research to inform the questioning of the Chief Executive of Barclays Bank during the Libor scandal.
    • Analyzed other economic policy issues as required.
    Focus areas: Revenue & Expense Projections
  • Analyst

    2007 - 2008
    MacArthur & Co
    • Built valuation models for early-stage and growth-stage firms seeking private placements of £5 million to £100 million or IPOs on London's AIM market.
    • Authored investment memorandums for clients ranging from pre-revenue to £500-million revenue companies.
    • Performed analyses of comparable companies and transactions.
    • Researched potential acquisition targets for clients seeking inorganic growth.
    • Contributed to a team that advised an AIM-listed client on a successful defense against a takeover by a competitor.
    Focus areas: Market Research, Ratio Analysis, Valuation, Financial Modeling, Fundraising, Capital Structure Analysis, Mergers & Acquisitions (M&A)
  • Policy Representative

    2006 - 2008
    Forum of Private Business
    • Represented 25,000 UK small and medium-sized businesses on public policy issues—advocating FPB's stance in Westminster to MPs, government ministers, and policy managers in UK government departments, and in Brussels to the Members of the European Parliament (MEPs) and policymakers in the European Commission (the policy-initiating body of the EU which legislated on areas affecting UK small businesses such as employment law and the removal of barriers to cross-border trading in Europe).
    • Was quoted or interviewed several times by newspapers and UK television stations, including 3 live television interviews.
    • Helped prevent additional employment regulation from the EU.
    • Helped influence changes to a UK government public procurement policy—according to which the government now sets a target for the percentage of contracts that should be awarded to small and medium sized businesses.
    • Lobbied in Brussels in favor of the landmark Services Directive, which aimed to complete the internal market in services and enable services providers to compete across borders without competitive disadvantage vis-a-vis local firms. Providers of physical goods largely already enjoyed this ability.
    Focus areas: Grant Proposals
  • Researcher

    2005 - 2006
    Dow Jones Venture One
    • Researched UK and continental European venture capital firms and VC-funded startups.
    • Collected data on new rounds and funds raised.
    • Contributed to the authoring of a quarterly report on the state of the European VC market.
    • Spoke directly with investors in startups in English, French, and German.
    • Covered UK, France, Belgium, Luxembourg, Germany, Austria, and Switzerland.
    Focus areas: Investor Relations

Other Experience

  • Choosing the Right eCommerce Business Model to Sell Your Product (Publication)
    As retail continues to shift online, businesses and manufacturers are faced with ever-growing pressures to build serious online presences and distribution. This article looks at the different options available, and assesses their merits and considerations from a financial standpoint

Education

  • MBA in Business Administration
    2011 - 2013
    London Business School - London, UK
  • Master's degree to be completed (cumulative GPA 3.93) in Economics
    2010 - 2011
    Johns Hopkins University - Washington, D.C. (USA)
  • Bachelor's degree with first class honors in European Studies (Economics, German, French, & EU History/Politics)
    2000 - 2004
    Royal Holloway, University of London - London, UK

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