Michael Cam-Phung, Finance Expert in Boston, MA, United States
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Michael Cam-Phung

Verified Expert  in Finance

Finance Expert

Location
Boston, MA, United States
Toptal Member Since
March 18, 2020

Michael has completed 11 M&A transactions, providing end-to-end support from thesis formation, market mapping, and sourcing to due diligence through post-LOI execution as a private equity executive at Highland Capital Partners. As a freelancer, he enjoys working with a variety of clients as they look to reach their growth objectives and raise capital, pursue M&A, or review strategic alternatives. Michael has deep industry experience in crypto, fintech, payments, SaaS, healthcare, and consumer.

Excel ExpertFinancial ForecastingPitch Deck ConsultantInterim CFOInvestment AnalysisFundraising ConsultantStartup Funding ConsultantBusiness Plan ConsultingGrowth StrategyTransaction AdvisoryInvestment BankingBusiness DevelopmentFintechFinancial ModelingFinancial Reporting

Career Highlights

Chief Strategy Officer
Seisa Medical
Principal
Highland Capital Partners
Analyst
William Blair & Company

Education Highlights

Bachelor of Arts Degree
University of Chicago

Case Studies

Work Experience

Managing Member

2019 - PRESENT
TPE Partners / Independent Advisor & Consultant
  • Performed due diligence on the acquisition of emerging markets crypto infrastructure business, including building bottoms-up financial model, industry research, and competitive analysis.
  • Recommended crypto super-app, focused on CIS region and successful Series A financing from private investors.
  • Advised telemedicine company on strategic alternatives, including full sale and capital raise. As part of this project, worked closely with management to build 5-year projections and identify strategic opportunities for value creation.
Focus areas: Blockchain, Crypto, ICO, M&A (Buy-side), Fundraising, Hedge Funds, Private Equity, Equity Research Analysis, Public Company Reporting, Stock Trading, Stock Analysis, Equity Research, Financial Analysis, Portfolio Analysis, Investments, Excel Expert, Waterfall Modeling, Return Analysis, Due Diligence, M&A Modeling, Consumer Packaged Goods (CPG), Business Models, Investment Committee Advisory, Finance, Loans, Deal Structuring, Startups, Revenue & Expense Projections, Technology, Business to Business (B2B), B2B, Payment Processing, Fintech, CFO

Chief Strategy Officer

2019 - PRESENT
Seisa Medical
  • Completed the company's first two M&A transactions, acquiring suppliers in both proprietary and auction processes.
  • Built and maintained the financial model for internal projections and lender projections.
  • Managed relationships with lender syndicate of regional and national banks including Key Bank and Wells Fargo.
  • Identified attractive acquisition targets and sourced opportunities primarily on a direct basis.
  • Formulated acquisition strategy alongside ownership, building consensus on criteria for acquiring highly specialized manufacturers.
  • Spearheaded post-close integration of acquired companies across finance, sales and operations.
  • Created creating budgets and established financial controls and processes for acquired companies.
Focus areas: Leveraged Buyout (LBO), Strategy, Debt Capital Markets, Contract Negotiation, Valuation, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Financial Analysis, Investments, Excel Expert, Waterfall Methodology, Return Analysis, Due Diligence, M&A Modeling, Business Models, Finance, Loans, Deal Structuring, Startups, Revenue & Expense Projections, Business to Business (B2B), B2B, CFO, Cash Flow Forecasting, Cash Flow Management, Direct to Consumer (D2C), Leveraged Finance

Principal

2009 - 2018
Highland Capital Partners
  • Completed minority and buyout investments with seven companies.
  • Exited from six companies, including four in a sale and two via IPO.
  • Assessed numerous industries in order to identify attractive investment opportunities in leading private middle-market companies.
  • Managed all aspects of the investment process, including sourcing opportunities, leading market and business diligence, deal structuring, and transaction processing.
  • Managed three to five portfolio companies at any given time as a value-added board member.
  • Assisted management teams of portfolio companies in various projects, including data analysis, strategic planning, creation of management incentive plans, budgeting, and cash forecasting.
  • Raised significant equity capital from family offices and HNWI to support financing of two special purpose vehicles.
Focus areas: Leveraged Buyout (LBO), Growth Equity, Private Equity, Financial Modeling, Debt Capital Markets, Contract Negotiation, Strategy, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Public Company Reporting, Financial Analysis, Investments, Excel Expert, Waterfall Methodology, Waterfall Modeling, Return Analysis, Due Diligence, M&A Modeling, Consumer Packaged Goods (CPG), Business Models, Investment Committee Advisory, Retail & Wholesale, FMCG, Finance, Loans, Deal Structuring, Startups, Revenue & Expense Projections, Business to Business (B2B), B2B, Cash Flow Forecasting, Cash Flow Management, Direct to Consumer (D2C), Leveraged Finance

Analyst

2007 - 2009
William Blair & Company
  • Performed comprehensive valuation analysis and financial modeling, including discounted cash flow, comparable companies, precedent transactions, leveraged buyout, accretion/dilution, and IPO analyses.
  • Engaged in all aspects of transaction execution including CA negotiation, financial and business due diligence, facility visits, and management presentations.
  • Prepared descriptive memoranda and management presentations, and identified potential strategic and financial buyers and deal marketing.
  • Completed four transactions, including two sell-side deals, one buy-side deal, and an IPO.
  • Built a complex financial model for a buy-side client in support of successful bid to take private a publicly-traded company in distress.
Focus areas: Investment Banking, Financial Modeling, Financial Planning & Analysis (FP&A), Pitch Decks, Mergers & Acquisitions (M&A), Public Company Reporting, Equity Research Analysis, Stock Trading, Stock Analysis, Equity Research, Financial Analysis, Investments, Excel Expert, Waterfall Methodology, Waterfall Modeling, Return Analysis, Due Diligence, M&A Modeling, Consumer Packaged Goods (CPG), Business Models, Retail & Wholesale, FMCG, Finance, Deal Structuring, Startups, Revenue & Expense Projections, Business to Business (B2B), Cash Flow Forecasting, Cash Flow Management, Direct to Consumer (D2C), Leveraged Finance

Analyst

2006 - 2007
BMO Capital Markets
  • Drafted investment memorandum for debt financing efforts and M&A.
Focus areas: Debt Capital Markets, Investment Banking, Equity Research Analysis, Public Company Reporting, Financial Analysis, Excel Expert, Consumer Packaged Goods (CPG), Business Models, FMCG, Finance, Loans, Startups, Revenue & Expense Projections, Technology, B2B

Analyst

2005 - 2005
Morgan Stanley & Company
  • Coordinated capital introductions and other value added services to hedge fund clients.
Focus areas: Trading, Sales, Excel Expert, Finance
2002 - 2006

Bachelor of Arts Degree in Economics

University of Chicago - Chicago, IL

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