Sergio is an investment banker with 12+ years of experience in complex environments. He has advised company owners and C-level executives on M&A transactions as a partner at RSM International as well as on intellectual property and strategy for high-tech companies like Yahoo, Sony, and Panasonic while at Black Stone IP/Houlihan Lokey. Sergio enjoys freelancing at Toptal to continue working on interesting projects while starting his own company.
Raised angel and seed funding from a corporate venture capital in the automotive industry.
Built several investor and pitch decks tailored to different investor types and presentation lengths.
Defined and implemented a go-to-market strategy.
Conducted market and competition research in the connected car segment.
Built a business development list; implemented several partnership agreements.
Built a financial model for internal projections and external fundraising efforts.
Implemented a 6-month pilot project with an automotive OEM.
Focus areas: Fundraising
2013 - PRESENT
Advised 10+ mid-sized companies and startups in their fundraising efforts with outside investors—including private equity firms, venture capital funds, and angel groups.
Created 3-statement integrated financial models and valuations with trading comparables analysis, precedent transactions, discounted cash flow (DCF), and leveraged buyout analyses for acquisitions, divestitures, and joint ventures.
Identified hundreds of acquisition targets and potential buyers. Created lists using several tools like Capital IQ and Mergermarket.
Built a financial model and presentation, and negotiated a debt restructuring deal valued at more than €30 million.
Advised the leading website and classified ads site in the Balkans on the sell-side mandate. The company was eventually sold to Naspers.
Performed company, industry, market, and competitor research.