Finance Expert in San Francisco, CA, United States
Member since February 27, 2020
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.
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.
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.
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).