Scott Chacon, Finance Expert in Pasadena, CA, United States
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Scott Chacon

Verified Expert  in Finance

Finance Expert

Location
Pasadena, CA, United States
Toptal Member Since
December 18, 2016

Over his more than 8-year career in finance, Scott has helped companies of all sizes—from startups to large publicly traded corporations—to build shareholder value and achieve their strategic goals. He joined the Toptal network to spend more time on challenging client engagements. His previous transactions include $265 million in high yield bonds for a first-time issuer and sell-side and buy-side M&A transactions totaling over $2 billion.

Career Highlights

Vice President
FocalPoint Partners
Associate
Wells Fargo Securities

Education Highlights

Series 79 and 63
FINRA | Financial Industry Regulatory Authority
Bachelor of Science
Princeton University

Certification Highlights

Series 79 - Investment Banking Registered Representative
FINRA | Financial Industry Regulatory Authority

Case Studies

Work Experience

Vice President

2017 - PRESENT
FocalPoint Partners
  • Led the day-to-day execution of investment banking transactions for middle-market companies.
  • Provided mergers and acquisitions, financing, and restructuring advisory services.
  • Provided strategic advisory and consulting services to prepare companies for investment banking transactions.
  • Managed team of associates and analysts who supported transactions by creating financial models, valuation analyses, and other materials.
  • Interfaced with client CEOs, CFOs, and boards of directors to provide updates on transaction status and recommended next steps.
Focus areas: Debt Restructuring, Capital Raising, Mergers & Acquisitions (M&A)

CEO | Co-founder

2014 - PRESENT
Things for Work
  • Developed file sharing software to improve collaboration and streamline the due diligence process in M&A and lending.
  • Recruited 2 technical co-founders and conducted all business development; networked with and interviewed over 400 business owners and professionals to gather requirements and design software.
  • Presented the product at the Los Angeles Chamber of Commerce FinTech startup showcase; the president of Citibank, N.A.'s U.S. Retail Banking Group called it "disruptive technology that definitely solves a pain point."
  • Declined the opportunity to build a custom version for Wells Fargo Capital Finance, the largest asset-based lender in the U.S.
Focus areas: Customer Research, Market Entry, Focus Groups, Surveys, Primary Research, Technology, File Sharing, Consulting, Lending, Due Diligence, Mergers & Acquisitions (M&A)

Manager of M&A

2017 - 2017
AECOM
  • Utilized Power Query to combine 12 workbooks containing quarterly actual and budgeted financials by division into a single table in order to analyze trends over time.
  • Utilized Power Query to combine 6 workbooks containing work-in-process reports to analyze profitability of projects over time.
  • Coordinated with functional (finance and accounting, legal, and more) and operational teams.
  • Created a presentation for the executive leadership team—providing advice on the project's next steps.
  • Created a presentation to update the board of directors on the statuses of projects.
Focus areas: Mergers & Acquisitions (M&A)

CFO

2016 - 2017
Sun Moon Entertainment
  • Built a financial and operational model to assist with the formulation of a business plan.
  • Led the financial due diligence in support of a $10+ million equity capital raise.
  • Assisted with pricing and negotiation of global distribution partnership agreements with Hollywood studios and technology platforms.
Focus areas: Market Entry, Pitch Presentations, Capital Raising, Financial Planning & Analysis (FP&A)

Director of Financial Planning and Analysis

2016 - 2017
Access Integrated Healthcare
  • Performed the duties of a CFO for a $60 million revenue business with a $50 million asset-based credit facility and mezzanine debt.
  • Managed a senior financial analyst—overseeing the financial planning and analysis and lender reporting.
  • Managed the director of business intelligence—overseeing the creation of data dashboards to monitor key operational metrics.
  • Evaluated the corporate development and strategic initiatives; including leading the due diligence of 2 acquisitions.
  • Chose the vendor and led the implementation and training of corporate performance management software used by 12 managers and members of the executive team for budgeting and forecasting.
Focus areas: Budgeting, Business Intelligence (BI), Mergers & Acquisitions (M&A), Corporate Development, Financial Planning & Analysis (FP&A)

Associate

2012 - 2014
Wells Fargo Securities
  • Promoted to a post-MBA position to execute capital raising and strategic advisory transactions for middle market companies.
  • Managed and trained multiple analysts and less experienced associates; participated in client meetings; assisted in transaction origination and execution; oversaw preparation of client materials.
  • Raised a $225 million underwritten financing ($65 million revolver, $120 million term loan A, and $40 million delayed draw capital expenditures term loan) for a private automotive parts manufacturer to support the management majority buy-out.
  • Performed a strategic alternatives review to assist the board of publicly traded building products manufacturer and distributor with an evaluation of an unsolicited offer from a publicly traded diversified enterprise (~$400 million enterprise value).
Focus areas: Capital Structure Analysis, Capital Markets, Syndication, Capital Raising, Mergers & Acquisitions (M&A)

Analyst

2009 - 2012
Wells Fargo Securities
  • Provided investment banking advice and solutions to clients within the commercial banking group of Wells Fargo Bank.
  • Assisted in the execution of M&A and capital markets transactions—including an M&A advisory, syndicated loans, and high-yield bonds across the consumer products, food, defense, healthcare services, specialty manufacturing, building products, and telecommunications sectors.
  • Conducted financial modeling, company valuations, company and industry research, and company due diligence.
  • Raised $490 million underwritten financing ($125 million revolver, $100 million term loan A, $250 million bridge facility, and $265 million high yield notes) for Simmons Foods, Inc. to facilitate a $233 million acquisition of Menu Foods Income Fund.
  • Sold Public Communications Services, Inc. to Global Tel*Link Corp. (a portfolio company of Veritas Capital).
Focus areas: Capital Structure Analysis, Capital Raising, Capital Markets, Investment Banking, Syndication, Mergers & Acquisitions (M&A)
2012 - 2016

Series 79 and 63 in Investment Banking

FINRA | Financial Industry Regulatory Authority - CA, USA

2005 - 2009

Bachelor of Science in Operations Research and Financial Engineering

Princeton University - Princeton, NJ, USA

FEBRUARY 2018 - PRESENT

Series 79 - Investment Banking Registered Representative

FINRA | Financial Industry Regulatory Authority

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