Marty Mooney, Finance Expert in Coto de Caza, CA, United States
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Marty Mooney

Verified Expert  in Finance

Finance Expert

Location
Coto de Caza, CA, United States
Toptal Member Since
July 10, 2017

Marty is a private equity professional who also has experience working inside small- and medium-sized businesses in a wide variety of industries. He has led M&A processes and also helped CEOs create and drive strategies. In addition to closing private equity deals, he has raised debt and equity financing, built financial packages and financial models, worked as a CFO for multiple businesses in the software/SaaS, retail, distribution, and fintech sectors, and has helped start businesses.

Financial ForecastingPitch Deck ConsultantInvestment AnalysisInvestment BankingExcel ExpertAccounts ReceivableInventoryGrowth StrategySmall Business ConsultantsFundraising ConsultantFractional CFOInterim CFOPart-time CFOFintech ConsultantCross-border M&A

Career Highlights

CFO
Sapience Analytics
Founder | Freelance Consultant
Mooney Capital Advisors
Investment Banking Analyst
Morgan Stanley

Education Highlights

Master of Business Administration (MBA)
Kellogg School of Management
Bachelor's Degree
University of Notre Dame

Case Studies

Work Experience

CFO

2019 - PRESENT
Sapience Analytics
  • Rebuilt a detailed financial model to determine capital needs for future growth.
  • Developed a detailed financial reporting package with KPI's, trends, and variance analysis.
  • Revamped the AR collection process to enable the company to collect all long-dated AR.
  • Redesigned the invoicing process to streamline the process to ensure efficient and accurate customer invoicing.
  • Implemented a new accounting system in the Indian subsidiary (in progress).
Focus areas: Capital Raising, Financial Reporting, Accounting, Financial Planning & Analysis (FP&A), Budgeting, Revenue & Expense Projections, Fractional CFO, Cash Flow, Small & Medium-sized Enterprises (SME), United States, CFO, Part-time CFO, Pricing, Fundraising, Business Models, Early-stage Venture Capital, Early-stage Startups, Venture Capital, Early-stage Funding, Financing, Pitch Decks, Startup Funding, Three-statement Modeling, Excel Expert, Accounts Receivable, Business to Business (B2B), Software as a Service (SaaS), Growth Strategy, Startup Growth Strategy Development, Strategic Planning & Execution, Private Company Valuation, Statement of Cash Flows, Due Diligence, Business Process Outsourcing (BPO), Cross-border M&A, Profitability Analysis, Interim CFO, Software, Data Analysis, Pitch Deck Consultant, Financial Forecasting, Medical Software, Subscriptions, Investor Reporting, Reporting, Pricing Strategy, Equity Investment, Project Evaluation, Financial Transformation, Change Management, Project Management, Data, Taxation, Bookkeeping, M&A Due Diligence (Financial), Project Finance, Investment Analysis, Excel Modeling, Finance, Private Equity, Cash Flow Forecasting, Business Planning, CAPEX Budgeting & Inventory Management, US GAAP, Scaling, B2B, SaaS, Fundraising Strategy, ERP Implementation, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization, Term Sheet Advisory, Cash Flow Modeling, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Venture Debt, Debt, North America, Cash Management, Profitability Optimization, Small Business Consultants, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Strategy, Board Decks, Profit & Loss (P&L), Annual Planning, Crisis Management

Principal

2015 - PRESENT
Muirlands Capital
  • Closed the acquisition of Education Dynamics, a provider of marketing services and analytical tools to higher education institutions. Tasks completed included leading the due diligence (accounting, industry, customer, IT, and insurance), building an operating model used to underwrite the investment and raise the debt capital, leading negotiations of the credit agreement, and participating in the negotiations of the purchase agreement.
  • Closed an add-on acquisition of Unigo, a portal designed to help match high school students with universities. Tasks completed included building a pro forma model and participating in due diligence and strategy sessions prior to and after closing the deal.
  • Completed the acquisition of California Medical Evaluators (CME), a provider of medical-legal evaluations in California. Tasks completed included leading the due diligence (accounting, industry, customer, IT and insurance), building the detailed projection model, helping develop the investment thesis, leading negotiations on the credit agreement, and participating in the negotiations on the purchase agreement.
  • Developed a financial reporting package and a KPI dashboard for the finance function of CME.
  • Supervised the add-on acquisition efforts for CME, including sourcing, valuation, and structuring.
  • Led new deal origination efforts for Muirlands Capital.
Focus areas: Investor Presentations, Investment Memoranda, Investment Thesis, Valuation Modeling, Three-statement Modeling, Financial Modeling, Financial Restructuring, Financial Reporting, Finance Strategy, Budgeting, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Fractional CFO, Cash Flow, Small & Medium-sized Enterprises (SME), Inventory, CFO, Part-time CFO, Pricing, Inventory Management, Fundraising, Business Models, Venture Capital, Early-stage Funding, Financing, Pitch Decks, Market Research, Startup Funding, Excel Expert, Accounts Receivable, Business to Business (B2B), Growth Strategy, Startup Growth Strategy Development, Pitch Books, M&A Earn-out Agreements, Private Company Valuation, Statement of Cash Flows, Due Diligence, M&A (Buy-side), Business Process Outsourcing (BPO), Cross-border M&A, Deal Sourcing, Profitability Analysis, Interim CFO, Pitch Deck Consultant, Financial Forecasting, Medical Software, Investor Reporting, Reporting, Asset Management, Pricing Strategy, Investments, Equity Investment, Investment Consulting, Investment Committee Advisory, Project Evaluation, Healthcare, Accounting, Financial Transformation, Change Management, Data, Taxation, Bookkeeping, M&A Due Diligence (Financial), Project Finance, Investment Analysis, Excel Modeling, Finance, Private Equity, Cash Flow Forecasting, Business Planning, CAPEX Budgeting & Inventory Management, US GAAP, Scaling, B2B, Fundraising Strategy, ERP Implementation, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization, Term Sheet Advisory, Cash Flow Modeling, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Debt, North America, Cash Management, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Strategy, Board Decks, Profit & Loss (P&L), Annual Planning, Crisis Management

Founder | Freelance Consultant

2011 - PRESENT
Mooney Capital Advisors
  • Worked with a private equity-owned fitness company on multiple initiatives, including understanding its near-term and medium-term cash needs, developing its strategic plan, negotiating a credit agreement amendment, developing budgeting and financial forecasting procedures, divesting certain assets, and restructuring the ownership of selected franchise locations.
  • Collaborated a private equity-owned aerospace supplier, Vaupell Inc., on its sale to Sumitomo Bakelite. Tasks completed included preparing and organizing data room materials and participating in the completion of due diligence requests for multiple buyers.
  • Served as an interim CFO and assisted with capital raising for Bennett Day School, a for-profit Pre-K 8th-grade school in Chicago. Tasks completed included building a detailed projection model, forecasting capital needs, working with the CEO to develop and refine the strategy, and creating presentations for potential investors and the board of directors.
  • Advised a well-known management team on the potential purchase of multiple energy and risk management subsidiaries of a public company. Tasks completed included building a detailed forecast model, developing detailed public company and precedent transaction multiples analyses, participating in meetings to raise equity capital, and participating in strategy development meetings.
  • Created a financial model and helped craft the strategy for a roll-up in the wealth management sector.
  • Developed a template financing model for heating oil dealers in the northeast US.
  • Built a financial forecast model for a new startup in the propane and heating oil monitoring market.
Focus areas: Strategy, Financial Planning & Analysis (FP&A), Financial Reporting, Budgeting, Capital Raising, Financial Modeling, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Cash Flow, Small & Medium-sized Enterprises (SME), CFO, Pricing, Fundraising, Business Models, Early-stage Venture Capital, Early-stage Startups, Venture Capital, Early-stage Funding, Financing, Pitch Decks, CleanTech, Market Research, Clean Energy, Startup Funding, Three-statement Modeling, Excel Expert, eCommerce, Business to Business (B2B), Growth Strategy, Startup Growth Strategy Development, Strategic Planning & Execution, Pitch Books, Private Company Valuation, Statement of Cash Flows, Due Diligence, M&A (Buy-side), Cross-border M&A, Deal Sourcing, Profitability Analysis, Music, Interim CFO, Startups, Seed Fundraising, Data Analysis, Fintech Consultant, Pitch Deck Consultant, Insurance, Financial Forecasting, Manufacturing, Investor Reporting, Reporting, Financial Services, Asset Management, Pricing Strategy, Investments, Equity Investment, Investment Consulting, Investment Committee Advisory, Investment Banking, Project Evaluation, Impact Investing, Energy, Healthcare, Accounting, Financial Transformation, Change Management, Project Management, Data, Taxation, Bookkeeping, M&A Due Diligence (Financial), Project Finance, Investment Analysis, Excel Modeling, Finance, Renewable Energy, Private Equity, Real Estate, Commercial Real Estate Finance (CREF), Cash Flow Forecasting, Business Planning, CAPEX Budgeting & Inventory Management, Consumer Products, US GAAP, Scaling, B2C, B2B, Fundraising Strategy, Fundraising Consultant, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization, Term Sheet Advisory, Cash Flow Modeling, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Venture Debt, Debt, North America, Cash Management, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Board Decks, Profit & Loss (P&L), Annual Planning, Crisis Management

Vice President

2017 - 2019
Equity 38 LLC
  • Spearheaded the investment in Beaming Wellness LLC, a multi-unit superfood retail company based in southern California. Built a detailed model, developed a long-term business plan, and led third-party due diligence and legal documentation.
  • Helped lead investment in TRX, a designer and marketing of functional training equipment for gyms and consumers. Built a detailed model, developed a long-term business plan, and led third-party due diligence and legal documentation.
  • Led the merger of Beaming Wellness with Project Juice. Built detailed model, developed a long-term business plan, and led third-party due diligence and legal documentation.
  • Helped lead a Series B investment into OVME LLC, a multi-unit medical aesthetic business. Built detailed model, developed a long-term business plan, and led third-party due diligence and legal documentation.
  • Supervised other potential investments in consumer products and multi-unit retail concepts that ultimately did not close. In all cases, I built a detailed financial model, helped the management team create a long-term financial plan and did industry due diligence.
Focus areas: Legal Structuring, Budgeting, Financial Planning & Analysis (FP&A), Finance, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Cash Flow, Small & Medium-sized Enterprises (SME), Inventory, United States, Pricing, Inventory Management, Fundraising, Business Models, Financing, Pitch Decks, Market Research, Three-statement Modeling, Excel Expert, Accounts Receivable, eCommerce, Business to Business (B2B), Growth Strategy, Strategic Planning & Execution, M&A Earn-out Agreements, Private Company Valuation, Statement of Cash Flows, Due Diligence, M&A (Buy-side), Deal Sourcing, Profitability Analysis, Restaurants & Dining, Restaurant Operations, Pitch Deck Consultant, Financial Forecasting, Investor Reporting, Reporting, Asset Management, Pricing Strategy, Investments, Equity Investment, Investment Consulting, Investment Committee Advisory, Project Evaluation, Change Management, Data, Bookkeeping, M&A Due Diligence (Financial), Investment Analysis, Excel Modeling, Private Equity, Real Estate, Commercial Real Estate Finance (CREF), Cash Flow Forecasting, Business Planning, CAPEX Budgeting & Inventory Management, Consumer Products, US GAAP, B2C, Internal Financial Reporting, Cost Reduction & Optimization, Term Sheet Advisory, CFO, Cash Flow Modeling, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Debt, North America, Cash Management, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Strategy, Board Decks, Profit & Loss (P&L), Annual Planning, Crisis Management

Vice President

2013 - 2015
Nova Capital Management
  • Completed the $214-million leveraged buyout of Newell Rubbermaid Hardware division, a portfolio of five businesses.
  • Assisted in the ongoing management of the Newell Rubbermaid Hardware businesses—including working directly with senior management on multiple projects to improve operations and the capital structure. Completed a restructuring of the balance sheet and participated in the quarterly board of director meetings.
  • Developed an extensive pipeline of potential new deals for the firm and helped lead efforts to expand the network of intermediary contacts. Sourced and presented more deals to investment committee than any other member of the firm over my two years.
  • Performed due diligence, valuation, and modeling on multiple potential new deals in a wide variety of industries including industrial manufacturing, consumer products, chemicals, energy, transportation and logistics, paper and packaging, and waste management.
  • Completed due diligence, but it still led to the ultimate failure of the deal in Project Gridiron (a complex buyout of GP interest in five different portfolio companies in the consumer products and transportation industries).
  • Led the due diligence of Project Poe—a buyout of seven remaining portfolio companies from two legacy private equity funds. Business industries included air freight transportation, contract manufacturing of consumer products, automotive parts manufacturing, lawn and garden products manufacturing, rental equipment for oilfield services, scrapbook product manufacturing, and marketing services.
Focus areas: Strategy, Valuation Modeling, Financial Modeling, Budgeting, Mergers & Acquisitions (M&A), Cash Flow, Small & Medium-sized Enterprises (SME), Inventory, Pricing, Inventory Management, Fundraising, Business Models, Financing, Pitch Decks, Market Research, Three-statement Modeling, Excel Expert, Accounts Receivable, Business to Business (B2B), Growth Strategy, Strategic Planning & Execution, Pitch Books, Private Company Valuation, Statement of Cash Flows, Due Diligence, M&A (Buy-side), Deal Sourcing, Profitability Analysis, Pitch Deck Consultant, Financial Forecasting, Manufacturing, Investor Reporting, Reporting, Asset Management, Pricing Strategy, Investments, Equity Investment, Investment Consulting, Energy, Change Management, Project Management, Data, M&A Due Diligence (Financial), Investment Analysis, Industrials, Excel Modeling, Finance, Private Equity, Cash Flow Forecasting, Business Planning, CAPEX Budgeting & Inventory Management, Consumer Products, US GAAP, B2C, B2B, Internal Financial Reporting, Cost Reduction & Optimization, Term Sheet Advisory, Cash Flow Modeling, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Debt, North America, Cash Management, Profitability Optimization, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Board Decks, Profit & Loss (P&L), Annual Planning, Crisis Management

Associate

2008 - 2010
Code Hennessy & Simmons
  • Supported senior investment professionals in origination and evaluation of potential investment opportunities and portfolio company management focused on the distribution, consumer products, infrastructure, industrial, specialty rental, healthcare, and education sectors.
  • Performed valuations using leveraged buyout, comparable company trading, and precedent transaction analyses.
  • Assisted TruckPro, an aftermarket truck parts distributor, in the restructuring of its balance sheet.
  • Assisted in the $164.5 million sale of Suture Express, a healthcare distribution company.
  • Assisted Swank Audio Visuals, a provider of audio-visual services to high-end hotels, in the restructuring of its balance sheet.
Focus areas: Investment Memoranda, Investment Thesis, Finance Strategy, Financial Planning & Analysis (FP&A), Budgeting, Three-statement Modeling, Valuation Modeling, Financial Modeling, Cash Flow, Small & Medium-sized Enterprises (SME), Inventory, Pricing, Inventory Management, Business Models, Financing, Market Research, Excel Expert, Business to Business (B2B), Growth Strategy, Pitch Books, Private Company Valuation, Statement of Cash Flows, Due Diligence, M&A (Buy-side), Profitability Analysis, Pitch Deck Consultant, Financial Forecasting, Manufacturing, Investor Reporting, Investments, Equity Investment, Investment Consulting, Energy, Healthcare, Data, M&A Due Diligence (Financial), Investment Analysis, Industrials, Excel Modeling, Finance, Private Equity, Cash Flow Forecasting, CAPEX Budgeting & Inventory Management, Consumer Products, US GAAP, B2C, B2B, Term Sheet Advisory, Cash Flow Modeling, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Debt, North America, Cash Management, Profitability Optimization, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Board Decks, Profit & Loss (P&L), Annual Planning, Crisis Management

Investment Banking Analyst

2006 - 2008
Morgan Stanley
  • Assisted senior bankers in the origination and execution of a strategic advisory (merger, acquisition, divestiture, and leveraged buyout) and financing (debt, equity, and convertible) assignments focused in the industrial, automotive, consumer, and healthcare sectors.
  • Completed financial valuation analyses including a discounted cash flow, a leveraged buyout, comparable companies, and precedent transactions.
  • Worked on the $705-million sale of Cellnet for GTCR Golder Rauner. Tasks included helping write the offering memorandum, assisting in the creation of the management presentation, coordinating the completion of due diligence requests for multiple buyers, and compiling materials to support our recommendation to accept the final proposed valuation.
  • Worked on Steel Dynamics' $1.1 billion acquisition of OmniSource and the $370 million acquisition of the Techs. Tasks completed included building detailed projection models for the targets as well as the combined entity, preparing detailed valuation support (DCF, precedent transaction multiple and comparable public company multiple analyses) for the purchase price of each company, and developed the fairness opinion presentation.
  • Worked on Eaton's €1.55 billion purchase of Moeller, and on Eaton’s $1.6 billion equity offering to finance the transaction. Tasks completed include building a detailed model for the target and combined company, compiling valuation analyses (DCF, precedent transaction, multiple and comparable, public company multiple analyses) to support the purchase price, developing the fairness opinion presentation, and developing the equity roadshow presentation.
Focus areas: Pitch Decks, Investment Memoranda, Valuation Modeling, Financial Modeling, Cash Flow, Business Models, Financing, Three-statement Modeling, Excel Expert, Business to Business (B2B), Pitch Books, Private Company Valuation, Statement of Cash Flows, M&A (Buy-side), Cross-border M&A, Profitability Analysis, Pitch Deck Consultant, Financial Forecasting, Manufacturing, Initial Public Offerings, Investments, Equity Investment, Investment Banking, Healthcare, Data, M&A Due Diligence (Financial), Investment Analysis, Industrials, Excel Modeling, Finance, Private Equity, Cash Flow Forecasting, CAPEX Budgeting & Inventory Management, US GAAP, B2B, Term Sheet Advisory, Key Performance Indicators (KPIs), Credit/Debt, Mezzanine, Debt, North America, Profitability Optimization, Financial Analysis, M&A Modeling, Cap Tables, Business Strategy, Profit & Loss (P&L), Annual Planning
Image of Why Every Business Should Build Weekly Cash Flow Forecasts publication
Publication

Why Every Business Should Build Weekly Cash Flow Forecasts

https://www.toptal.com/finance/financial-forecasting/weekly-cash-flow-forecast
2010 - 2012

Master of Business Administration (MBA) in Finance and Entrepreneurship

Kellogg School of Management - Evanston, IL, USA

2003 - 2006

Bachelor's Degree in Finance

University of Notre Dame - South Bend, IN, USA

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