Stefan Allicock, Finance Expert in San Francisco, CA, United States
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Stefan Allicock

Verified Expert  in Finance

Bio

With a Stanford MBA and more than eight years of experience working across investment banking, private equity, and corporate development, Stefan is an experienced consultant who brings a diverse financial skillset to Toptal's clients. Stefan has assisted an S&P 500 company with international acquisitions and strategic initiatives, as well as raising $50 million for a startup for fundraising efforts and business model expansion.

Career Highlights

Consultant
Independent Consulting
Private Equity Associate
Consonance Capital
Investment Banking Analyst
Barclays

Education Highlights

Master of Business Administration (MBA) Degree
Stanford University
Bachelor's Degree
University of North Carolina at Chapel Hill

Case Studies

Software Expertise

  • Microsoft Excel

Other Expertise

  • Corporate Finance
  • Due Diligence
  • Financial Modeling
  • Primary Research
  • Three-statement Modeling
  • Valuation

Work Experience

Instructor

2020 - PRESENT
Wall Street Prep
  • Provided financial modeling training to incoming investment banking analysts.
  • Held financial modeling training for incoming private equity associates.
  • Gave financial modeling training to undergraduate and graduate students.
Focus areas: Financial Modeling, Mergers & Acquisitions (M&A), Three-statement Modeling, Forecasting, Business Models, Investment Banking, Valuation, Cash Flow, M&A Modeling, Financial Analysis, Debt, RiskMetrics, Scenario Analysis, Accounting, Strategy, M&A Strategy, Deal Structuring, Healthcare IT, Comparable Company Analysis

Consultant

2018 - PRESENT
Independent Consulting
  • Provided financial modeling and due-diligence support to an S&P 500 listed medical device company that was pursuing several international acquisitions.
  • Constructed a detailed operating model and funding-needs model for an advertising technology startup (more than $50 million raised), that was used by executives for operational insights and future fundraising efforts.
  • Interviewed more than 100 executives, customers, and industry experts across several technology, healthcare, and industrial verticals for various due diligence related engagements.
  • Provided analytical and due diligence support to a private equity firm that was focused on the technology and the manufacturing sectors.
  • Gave acquisition due diligence and FP&A support to a sponsor-backed company that was pursuing a roll-up strategy, including traveling to Brazil to conduct due diligence on a potential acquisition.
Focus areas: Financial Modeling, Focus Groups, Surveys, Primary Research, Due Diligence, Corporate Finance, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Mergers & Acquisitions (M&A), Three-statement Modeling, United Kingdom, Forecasting, Investor Presentations, Business Models, Financing, Valuation, Cash Flow, M&A Modeling, Financial Analysis, Business Plan Consulting, Fundraising, Startups, Private Credit, Debt, SaaS, B2B, Early-stage Startups, eCommerce, RiskMetrics, QuickBooks Online, Scenario Analysis, Accounting, Debt Financing, Strategy, M&A Strategy, Venture Capital, Consumer Products, Food & Beverage, Deal Structuring, Healthcare IT, Comparable Company Analysis

Analyst

2016 - 2016
Newtyn Management
  • Served as the lead analyst on equity, credit and event-driven investments across all industries, with total exposure from investments greater than $100 million.
  • Led calls with company management, experts, customers, and competitors as well as other diligence efforts to construct projection models and develop investment theses.
Focus areas: Equity Investment, Credit Analysis, Financial Modeling, Revenue & Expense Projections, Three-statement Modeling, Forecasting, Business Models, Valuation, Cash Flow, Financial Analysis, Due Diligence, Private Credit, Debt, Investments, B2B, RiskMetrics, Scenario Analysis, Accounting, Debt Financing, Strategy, M&A Strategy, Venture Capital, Consumer Products, Food & Beverage, Healthcare IT, Comparable Company Analysis

Program Manager

2015 - 2016
Sponsors for Educational Opportunity
  • Developed the curriculum for and mentored individuals in both the alternative investments and careers programs which spanned investment banking, asset management, sales & trading, and equity research.
Focus areas: Private Equity, Corporate Finance, Investment Banking, Financial Modeling, Revenue & Expense Projections, Forecasting, Mergers & Acquisitions (M&A), Three-statement Modeling, Business Models, Valuation, Cash Flow, Comparable Company Analysis

Private Equity Associate

2013 - 2015
Consonance Capital
  • Completed four acquisitions and worked on more than ten transactions that advanced to final bids across various healthcare verticals, including but not limited to, specialty pharmacy, medical management, dermatology, medical devices, and managed care.
  • Executed all elements of a $95-million transaction comprised of a carve-out of ExcelleRx and HP, the hospice pharmacy and PBM subsidiaries of Omnicare, and simultaneous merger with Enclara, a hospice pharmacy, including developing an operating model and LBO model, managing due diligence, coordinating with sell-side investment bankers and advisors, and putting together investment committee materials.
  • Executed all elements of a $24-million acquisition of KEPRO, a medical management company whose service offering includes medical appeals, medical review, utilization management, case management, chronic care management, and maternity management services.
  • Performed extensive buy-side diligence for a ~$170 million investment into a specialty pharmacy focused on the oncology, gastroenterology, rheumatology and dermatology therapeutic areas, including creating a bottom-up financial model, managing advisors, coordinating with sell-side investment bankers, and preparing investment committee materials that resulted in a final, binding bid.
  • Developed the firm's template LBO model.
Focus areas: Private Equity, Private Equity Valuation, Investing, Healthcare, Financial Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Three-statement Modeling, Forecasting, Investor Presentations, Business Models, Financing, Valuation, Cash Flow, M&A Modeling, Financial Analysis, Due Diligence, Fundraising, Private Credit, Debt, Investments, B2B, RiskMetrics, QuickBooks Online, Scenario Analysis, Accounting, Debt Financing, Strategy, M&A Strategy, Venture Capital, Deal Structuring, Healthcare IT, Comparable Company Analysis

Investment Banking Analyst

2011 - 2013
Barclays
  • Advised healthcare companies on potential acquisitions and securities offerings, including IPOs and high-yield debt.
  • Performed valuation analyses, including discounted cash flow, LBO, sum-of-the-parts, ability-to-pay, accretion/dilution, comparable company, and precedent transactions.
  • Constructed a financial model and performed a tax-inversion deal structuring analysis for Perrigo Pharmaceuticals, an $8.6 billion acquisition of Elan.
  • Developed a leveraged buyout and financing model as well as participated in all aspects of a debt risk analysis, for One Equity Partner’s $1.1 billion buyout of M*Modal (Barclays declined to offer financing due to risks).
Focus areas: Healthcare, Corporate Finance, Investment Banking, Mergers & Acquisitions (M&A), Financial Modeling, Revenue & Expense Projections, Three-statement Modeling, Forecasting, Business Models, Financing, Valuation, Cash Flow, M&A Modeling, Financial Analysis, Debt, B2B, RiskMetrics, Scenario Analysis, Accounting, Debt Financing, Strategy, M&A Strategy, Venture Capital, Healthcare IT, Comparable Company Analysis

Education

2016 - 2018

Master of Business Administration (MBA) Degree in General Management

Stanford University - Stanford, CA, USA

2007 - 2011

Bachelor's Degree in Economics

University of North Carolina at Chapel Hill - Chapel Hill, NC, USA

2007 - 2011

Bachelor's Degree in Business Administration

University of North Carolina at Chapel Hill - Chapel Hill, NC, USA

Skills

Finance

Revenue & Expense Projections, Revenue Modeling, Mergers & Acquisitions (M&A), M&A (Buy-side), Discounted Cash Flow (DCF), DCF Valuation, Forecasting, Valuation Multiples, Financial Modeling, Valuation, Valuation Modeling, Financial Planning & Analysis (FP&A), Three-statement Modeling, Due Diligence, Corporate Finance, Equity Valuation, Credit Investing, Leveraged Buyout Modeling, Return Analysis, Cash Flow, M&A Modeling, Debt, RiskMetrics, Accounting, Comparable Company Analysis, Fundraising, Credit Analysis, Private Credit, Private Equity Valuation, Private Equity, Startup Funding

Output Software

Microsoft Excel

Data & Analysis Software

Capital IQ, Bloomberg, QuickBooks Online

Industry Expertise

Healthcare, Venture Capital, Real Estate, Retail & Wholesale, Technology, Early-stage Startups, Consumer Products, Food & Beverage

Geographic Expertise

United States, United Kingdom, Brazil, Turkey

Other

Investment Banking, Investment Analysis, Pitch Decks, Discounted Cash Flow Analysis, DCF Modeling, Funding Presentations, Primary Research, Credit Modeling, Corporate Development, Leveraged Buyout (LBO), Financial Ratios, Strategy, Equity Investment, Stock Market, Investor Presentations, Business Models, Financing, Financial Analysis, Startups, Investments, SaaS, Scenario Analysis, Debt Financing, M&A Strategy, Deal Structuring, Market Sizing, Software as a Service (SaaS), Mobile, Business Plan Consulting, B2B, eCommerce, Healthcare IT, Investing, Surveys, Focus Groups

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