Michael Louis

Philadelphia, PA, United States

Member since February 12, 2017

A Wharton graduate, Michael has executed billions of dollars in debt and equity investments for Goldman Sachs, hedge funds, private equity, and venture capital firms. At PNC Bank, Michael has also led technology and financial integration projects associated with PNC Bank's acquisition of RBC Bank ($3.5 billion) and National City Bank ($5 billion). Michael has advised clients across the US and Europe and now freelances to travel with his family.

Michael is now available for hire

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Career Highlights

Interim CFO
Copana Partners
Managing Director
Long Short Advisors
Investment Manager
Goldman Sachs

Education

Chief Financial Officer Training
Executive Finance Partners
Bachelor's degree
The Wharton School, University of Pennsylvania

Select Certifications

CFO Leadership
Executive Finance Partners
Project Management
PNC Bank

Case studies

Public Company Valuation and Analysis
- Real Estate
- M&A Modeling
- M&A (Buy-side)
- Valuation
- Modeling
Entrepreneurial Startup
- Hedge Funds
- Financials
- Financial Statements
- Pro Forma Financial Statements
- Pro Forma Analysis
- Entrepreneurial Finance
- Startups
- Startup Funding
- Discounted Cash Flow (DCF)
- Entrepreneurship
- Modeling
- Excel Modeling
M&A Transaction
- M&A Modeling
- Valuation
- Financials
- Financial Modeling
- Three Statement Operating Model
- Equity Valuation
- eCommerce
- eCommerce Analysis
- Consumer Products
- Consumer Finance
- Excel Modeling
Financial Modeling and Analysis
- Financials
- Financial Modeling
- Valuation
- Valuation Analysis
- Three Statement Operating Model
- Financial Planning & Analysis (FP&A)
- Financial Statements
- Financial Reports
- Investment Cases
- Investment Thesis
- Entrepreneurial Finance
- Investment Research
- Equity Investment
- Equity Valuation
- Private Equity Valuation

Industry Expertise

Financial Markets

Other Expertise

CFO
Entrepreneurship
Financial Modeling
Financial Planning & Analysis (FP&A)
Pro Forma Financial Statements
Project Management
Valuation

Employment

Interim CFO
2018 - PRESENT
Copana Partners
- Acted as the interim CFO and headed the firm’s investment banking and corporate advisory division focused on private placements, debt and equity capital raising, turnarounds, restructurings, and management and strategy consulting for client companies.
- Navigated international and US based tax reporting.
- Led refinancing efforts of European real estate investments.
- Built the financial valuation models for realized deals and potential investments in private equity deals.
Focus areas: Financial Planning & Analysis (FP&A), Budgeting, International Finance, Taxation, Modeling, Private Equity, Capital Raising, Real Estate
Managing Director
2014 - 2018
Long Short Advisors
- Led the turnaround of a former $200 million mutual fund company focused on alternative investments and hedge fund strategies.
- Raised $25 million in early-stage investment from institutional investors.
- Analyzed and performed due diligence on several investment management companies for partnerships, which resulted in a successful joint venture with a $700 million hedge fund firm.
- Led the engagement with an investment bank for an M&A transaction.
- Managed all areas of finance, operations, distribution & sales, business development, compliance, acquisitions, human resources, legal, technology, and strategic growth.
Focus areas: Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Capital Raising, Budgeting, Compliance, Entrepreneurial Finance
Vice President, Technology & Operations
2009 - 2014
PNC Bank
- Spearheaded and managed one of the largest and highest priority PNC technology projects with over 200 employees to improve financial accounting at the bank.
- Oversaw technology and financial integration projects for the merger and acquisition of both RBC Bank ($3.5 billion) and National City Bank ($5 billion). These transactions made PNC Bank the 5th largest bank in the US.
- Led a technology project in a complete overhaul of the methods of how the bank measures and scores the credit risk of borrowers—this project influenced the entire operations of the bank.
- Created the short sale loan modification division at PNC after the financial crisis, saving PNC over $100 million per year.
- Supervised the financial budgets (technology spend, time allocation of employees and outsourced contractors, and more) for multi-million dollar technology projects.
Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Project Management, Financial Technology, Technology Projects
CFO
2000 - 2009
Copana Partners
- Headed the firm’s investment banking and corporate advisory division focused on private placements, debt and equity capital raising, turnarounds, restructurings, and management and strategy consulting for client companies.
- Participated as the lead investor in the private equity leveraged buyout (LBO) of a real estate company in Europe.
- Led the acquisition of the exclusive rights to Tootsie Roll products in parts of Europe.
- Built the financial valuation models for potential future investments in real estate and private equity deals.
Focus areas: Private Equity, Leveraged Buyout Model, Real Estate Finance, Business Plan Development, Real Estate Development, Lending, Entrepreneurial Finance
Investment Manager
1996 - 2000
Goldman Sachs
- Invested $100 million of the firm's capital in activist investments and long and short equity.
- Led the post-purchase strategies including debt & equity capital raising, recapitalizations, strategic consulting, operational improvements, marketing improvements, strategic alliances, and potential M&A in order to maximize stock value.
- Performed discounted cash flow (DCF) and comparable company analyses for potential investments as a buy-side analyst.
- Focused on investing in and valuation of small and mid-cap value companies, turnarounds, distressed assets, and special situations.
Focus areas: Financial Planning & Analysis (FP&A), Valuation Analysis, Valuation Modeling, Equity Valuation, Equity Financing, Strategic Investments, Investment Portfolio Management, Discounted Cash Flow (DCF), Cash Flow Modeling

Education

Chief Financial Officer Training in Professional Chief Financial Officer Program Focused on Competencies for a Modern CFO
2018 - 2019
Executive Finance Partners - Philadelphia, PA, USA
Bachelor's degree in Finance
1992 - 1996
The Wharton School, University of Pennsylvania - Philadelphia, PA, USA