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Richard Taveras, Finance Expert in River Forest, IL, United States
Richard Taveras

Finance Expert in River Forest, IL, United States

Member since May 20, 2020
Richard is a highly technical former investment banking VP (Greenhill & Co./Bank of America Merrill Lynch) with experience in over $15 billion in M&A, debt, and equity transactions for multi-national corporations. Prior to banking, he was the head of technology at an interest rate derivatives fintech start-up and a forex analyst at Barclays Capital. He has worked at companies large and small, and joined the Toptal network to work on projects that can benefit from his well-rounded skill set.
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Career Highlights

Education

Case studies

Industry Expertise

  • Accounting Services
  • Automotive Service & Collision Repair
  • Electricity, Oil & Gas
  • Finance
  • Banking
  • Manufacturing
  • Food & Beverage
  • Plastic, Packaging & Containers

Other Expertise

Employment

  • Investment Banking Vice President (2019-2020), Associate (2017-2018)

    2017 - 2020
    Greenhill & Co.
    • Leveraged native Spanish-language proficiency to drive the execution of the sale process for a world-class Colombia-based pan-Latin plastic packaging manufacturer.
    • Advised a large multi-national manufacturer of industrial components in its pursuit of the $3.5 billion division of an industrial mini-conglomerate.
    • Advised the world's largest metal beverage can manufacturer as its lead bank helping with M&A and other strategic growth initiatives.
    Focus areas: Paper & Packaging, Deal Advisory, Corporate Finance, Financial Data Analytics, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Market Research, Private Equity, Revenue & Expense Projections, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Business Plan Consulting, Industrials

  • Investment Banking Associate

    2015 - 2017
    Bank of America Merrill Lynch
    • Advised a middle-eastern sovereign wealth fund in its acquisition of a stake in the St. Petersburg Airport in Russia.
    • Worked hand-in-hand with the CEO, CFO, and global head of M&A of a FTSE 250 industrial conglomerate to analyze the divestiture of a non-core division representing c.₤500 million in revenue–assets carved out as a JV in June 2017.
    • Led the analysis and execution of a long-form strategic review for the board of directors of the global leader in logistics.
    Focus areas: Paper & Packaging, Deal Advisory, Corporate Finance, Financial Data Analytics, Business Analysis, Critical Thinking, Creative Problem Solving, Microsoft Excel, Market Research, Private Equity, Revenue & Expense Projections, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Business Plan Consulting, Industrials

  • Investment Banking Summer Associate

    2014 - 2014
    Bank of America Merrill Lynch
    • Assisted in the early preparation process for the sale of Johnson Controls' Global Workplace Solutions (GWS) division, one of the worlds largest providers of facilities management services, which ultimately sold for $1.475 billion in September 2015.
    • Assisted in the development of materials to support the dialogue between BofAML's senior leaders and our clients' management teams.
    • Performed quantitative and qualitative analyses for a number of clients across the industrials, TMT (technology, media, and telecom), and M&A teams.
    Focus areas: Deal Advisory, Corporate Finance, Financial Data Analytics, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Market Research, Private Equity, Revenue & Expense Projections, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Investment Banking

  • Swapclear Solution Specialist

    2012 - 2013
    LCH.Clearnet
    • Designed and built an essential credit allocation/approval software component in Java, facilitating a decrease in the trade acceptance time frame by over 99%, greatly improving client certainty of acceptance.
    • Led analysis of the derivatives clearing process and produced a performance dashboard, leading to the improvement in the on-time completion rate of report delivery from 85% to 100% over a 3-month measurement period.
    • Facilitated the execution of projects that required technological, product, and risk knowledge.
    Focus areas: Business Process Analysis, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Technology

  • Lead Platform Analyst and Technology Head

    2008 - 2012
    International Derivatives Clearing Group (Acquired by LCH.Clearnet)
    • Redesigned the IDCG's software architecture to extend the company’s service offering from derivative futures to ‘over-the-counter’ derivatives, creating significant growth opportunity and positioning the company for acquisition by LCH.Clearnet.
    • Led a multicultural team of ten developers across North America, Europe, and Australia to construct the company's clearing solution software as the first built-for-purpose interest rate derivatives clearing platform in the United States.
    • Presented to the US Commodities and Futures Trading Commission to help acquire IDCG’s clearing license.
    Focus areas: Business Process Analysis, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Financial Risk Management, Treasury & Liquidity Management, Operations Analytics, Technology

  • Corporate Foreign Exchange Sales Analyst

    2007 - 2008
    Barclays Capital
    • Performed currency risk advisory, constructing customized hedge portfolios of vanilla and exotic FX derivatives.
    • Created a pricing refinement model for Barclays' electronic trading platform (BARX) to optimize profitability and maximize transaction volumes for existing clients.
    • Covered a broad spectrum of multi-national corporations, executing cash flow hedging, and providing perspectives on the financial markets.
    Focus areas: Microsoft Excel, Derivatives, Foreign Exchange (FX) Hedging, Foreign Exchange

Education

  • Master of Business Administration Degree in General Management
    2013 - 2015
    IESE Business School - Barcelona, Spain
  • Bachelor of Science Degree in Design, Innovation, and Society
    2002 - 2007
    Rensselaer Polytechnic Institute - Troy, New York, USA
  • Bachelor of Science Degree in Mechanical Engineering
    2002 - 2007
    Rensselaer Polytechnic Institute - Troy, New York, USA

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