A Harvard graduate, Robert is an entrepreneur with deep experience across principal investing ($6 billion portfolio), equity research, fundraising, marketing, and operations, from leading firms such as Wells Fargo and KeyBanc. He brings pragmatism and perspective to every engagement and enjoys freelancing to help clients across markets caps and industries on M&A, corporate finance, capital raising, and private equity transactions.
Served as interim CFO for Medirom Health Co. and led pre-IPO fundraising and IPO efforts.
Led all-hands-on meetings with bankers, audit and accounting professionals, legal, and company executives.
Negotiated favorable terms for the company on convertible debt and preferred stock deals from corporate venture capital, incubator, and other funds.
Implemented the digital health tech business segment, consisting of sampling/advertising model and a consumer app, increasing segment revenue by 250%, EBITDA margins to 50%, and improving anticipated valuation.
Orchestrated M&A roll-up strategy, acquiring several mom and pop brands at deeply discounted price (~0.5x earnings), stripping out liabilities, and integrating management in post acquisition operations.
Implemented internal controls, reporting (dashboard) functions including key stakeholder and shareholder metrics. Responbile for monthly/quarterly/semi annual and annual closes. Tied disparage accounting data from 350 stores (including acquired, licensed, and rev share) to produce streamlined trial balances / financials.
Advised and implemented on chart of accounts and ledger setup for acquistion co's.
Focus areas: Finance Strategy, Capital Formation Strategy, Pricing Strategy, Term Loans, Growth Capital Raising
Associate, Equity Research
2014 - 2015
KeyBanc Capital Markets
Covered 20 home builder and building product stocks with over 70% accuracy on target ratings.
Helped implement a quantitative model that predicted homebuilder orders with nearly 100% accuracy rate for most builders.
Expanded industry coverage into windows and other building product names.
Created pitch decks, earnings models, management/investor relations decks, and fundamental primers on covered companies.
Assisted roadshow, marketing (fundraising) efforts of client companies.
Helped manage a book of $6 billion notional high yield credit portfolio, including bonds, leveraged loans, convertibles and mezzanine debt, equity, and derivatives.
Built a proprietary internal returns spreadsheet, bench-marking a mixed-asset portfolio against various high yield and market indices.
Improved P&L of the book by $300 million via secondary adds, basis trades, and swaps.
Monitored investments across seven industry verticals, with deep dive fundamental research, modeling, and ad-hoc projects as requested by the portfolio manager.
Helped structure intra-floor risk-hedging products, including a muni total return swap, fixed-to-float swap, currency derivatives for euro exposure, and various credit default swaps and asset-backed securities.
Reviewed and created pitchbooks for growth companies, mature/spinoffs, blue chips, and private/public companies across sectors.
Led restructuring of a startup liquor brand including filing chapter 7, reorganization and post-organization value creation. Work included inventory liquidations, bridging ERISA/CObra plans of restructured employees, and other cost-cutting measures, increasing EBITDA by 135%.
Helped LPs invest in structured products catered to their risk-return preferences.
Performed deep-dive diligence on several operating companies and targets, including management interviews, channel research, physical onsite inventory, and fixed assets costing.
Focus areas: Due Diligence, Debt Restructuring, Financial Restructuring, Private Equity