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Michael Seversen, Finance Expert in Coto de Caza, CA, United States
Michael Seversen

Finance Expert in Coto de Caza, CA, United States

Member since September 25, 2017
A Stanford graduate and a Harvard MBA, Michael has executed more than 100 M&A, equity and strategic planning transactions with a leading investment bank (Piper Jaffray), a top-tier private equity firm (Riverside) and a global strategic consulting firm (Monitor Company). He enjoys freelancing to help clients with complex transactions involving M&A, equity, strategic growth, valuation, and financial modeling.
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Career Highlights

Education

Case studies

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Industry Expertise

  • Banking
  • Venture Capital & Private Equity
  • Healthcare Services
  • Restaurants
  • Travel Agencies & Services
  • Food & Beverage
  • Retail
  • eCommerce

Other Expertise

Employment

  • Founder

    2003 - PRESENT
    The Orchard Group
    • Executed the financial-and-strategic-consulting and advisory projects and M&A transactions for over 50 clients across multiple industries including technology, internet, online retail, food and beverage, manufacturing, sports, branded consumer products, vehicle rental services, restaurants, and medical devices.
    • Built numerous financial models for internal projections, external fundraising efforts, and sales of companies—resulting in over 25 successful M&A and equity transactions.
    • Completed business plans, private placement memorandums, selling memorandums, business presentations, and other financial materials.
    • Performed business valuations for more than 20 companies in industries ranging from restaurants to branded products companies to service companies.
    • Devised strategic growth plans, competitive analyses, value chain analyses, and other strategic initiatives for multiple clients in a variety of industries including food-&-beverage, technology, retail, sports, services, healthcare, and branded consumer products.
    Focus areas: Strategic Planning, Business Planning, Valuation, Forecasting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

  • Vice President

    1998 - 2002
    The Riverside Company
    • Managed and led all the West Coast acquisitions and was responsible for leading the company's San Francisco office.
    • Acquired multiple companies on the West Coast, with transaction values ranging from $10 million to $125 million and in industries which included manufacturing, retail, leisure services, branded consumer goods, and computer services.
    • Performed all analyses for West Coast acquisitions, including financial modeling, business valuations, exit potential, investment outcomes, business outlook and management talent.
    • Prepared business opportunity memorandums and presentations to support acquisitions for banks and internal approval.
    • Sourced bank financing for each acquisition—ranging from $5 million to $100 million per transaction—which involved all communications and necessary materials, such as financial projections, coverage ratios, and financing memorandums.
    • Worked closely with all portfolio companies, budgeting financials and monitoring growth for companies in manufacturing, service, technology and retail industries.
    Focus areas: Private Equity, Mergers & Acquisitions (M&A)

  • Vice President

    1993 - 1998
    Piper Jaffray
    • Assisted corporate clients in a wide range of transactions including M&A, initial public offerings and private placements in industries such as branded consumer products, technology, healthcare, services and food and beverage.
    • Built financial models, forecasts and projected outcomes for each transaction.
    • Conducted national and international road shows and presentations for initial public offerings, private placements, and M&A opportunities.
    • Engaged in financial negotiation, due diligence, and closings for each transaction.
    • Assisted the managing director in the raising of $50 million for a new venture capital fund under the umbrella of Piper Jaffray.
    • Sourced, evaluated, structured, and negotiated venture capital investments primarily in medical devices, technology, and service industries.
    • Oversaw the financial results and budgeting for multiple venture capital portfolio companies engaged in technology, services, and healthcare industries.
    Focus areas: Venture Capital, Private Placements, Valuation, Initial Public Offerings, Mergers & Acquisitions (M&A)

  • Associate

    1988 - 1991
    Monitor Company, Inc.
    • Prepared detailed strategic analyses, financial analyses, and related presentation materials for major fortune 500 companies.
    • Conducted a national-and-international competitive analysis, strategic positioning, financial projections and valuation analysis for a global leader in tire manufacturing.
    • Performed a business segment outlook analysis concerning intelligent vehicle highway systems (intelligent cars) for a major aerospace client looking to diversify its target market for its technologies.
    • Identified global market opportunities, performed a competitive analysis, and prepared financial projections for a leader in the telecommunications industry.
    • Analyzed a pricing-and-sales segmentation and recommended a product-and-pricing strategy for one of the leading insurance companies in the U.S.
    • Evaluated and recommended options for a strategic integration of an acquisition done by a client in the materials and oil-&-gas industry, including financial projections for the merged companies.
    • Conducted a competitive positioning analysis, a pricing strategy analysis, and a product segmentation analysis for a leading retailer in Canada.
    Focus areas: Strategy

Education

  • Master of Business Administration (MBA) Degree in General Management
    1991 - 1993
    Harvard Business School - Cambridge, MA, USA
  • Bachelor's Degree in Economics
    1984 - 1988
    Stanford University - Palo Alto, CA, CA

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