Scott Chacon

Scott Chacon

Santa Monica, CA, United States
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Scott Chacon

Scott Chacon

Santa Monica, CA, United States
Member since November 15, 2016
Over his 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.
Scott is now available for hire
Career Highlights
Academic Highlights
Case studies
  • Public Company Profile
  • KPI Reporting
  • "Paper" Financial Model for a Healthcare SaaS Company
Software Expertise
  • Microsoft Excel
Other Expertise
  • Comparable Company Analysis
  • Financial Planning & Analysis (FP&A)
  • M&A Due Diligence
  • Mergers & Acquisitions (M&A)
  • Technology
  • Three Statement Operating Model
  • Valuation
Employment
  • Vice President
    FocalPoint Partners
    2017 - PRESENT
    • 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: Mergers & Acquisitions (M&A), Capital Raising, Debt Restructuring
  • CEO | Co-Founder
    Things for Work
    2014 - PRESENT
    • 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: Mergers & Acquisitions (M&A), Due Diligence, Lending, Consulting, File Sharing, Technology, Primary Research, New Market Entry, Customer Research
  • Manager of M&A
    AECOM
    2017 - 2017
    • 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
    Sun Moon Entertainment
    2016 - 2017
    • 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: Financial Planning & Analysis (FP&A), Capital Raising, Fundraising Presentation Development, New Market Entry
  • Director of Financial Planning and Analysis
    Access Integrated Healthcare
    2016 - 2017
    • 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: Financial Planning & Analysis (FP&A), Corporate Development, Mergers & Acquisitions (M&A), Business Intelligence, Budgeting
  • Associate
    Wells Fargo Securities
    2012 - 2014
    • 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: Mergers & Acquisitions (M&A), Capital Raising, Loan Syndications, Capital Markets, Capital Structure Analysis
  • Analyst
    Wells Fargo Securities
    2009 - 2012
    • 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: Mergers & Acquisitions (M&A), Loan Syndications, Investment Banking, Capital Markets, Capital Raising, Capital Structure Analysis
Education
  • Series 79 and 63 in Investment Banking
    FINRA | Financial Industry Regulatory Authority - CA, USA
    2012 - 2016
  • Bachelor of Science in Operations Research and Financial Engineering
    Princeton University - Princeton, NJ, USA
    2005 - 2009
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