Steve Sprindis, Finance Expert in Madison, WI, United States
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Steve Sprindis

Verified Expert  in Finance

Finance Expert

Location
Madison, WI, United States
Toptal Member Since
January 10, 2017

Steve is an experienced financial executive and consultant with a broad range of experience ranging from deep dive financial analysis to M&A and valuation work. He has experience as a CFO, private equity investor, and investment banker. Steve has worked with over fifty companies on preparing business plans and offering memorandums and financial models, and has helped finance early and late stage companies, real estate, and other assets.

Career Highlights

Managing Director
Waypoint Private Capital
Associate
Ark Capital Management

Education Highlights

MBA
University of Chicago
BBA
University of Wisconsin

Certification Highlights

Case Studies

Work Experience

Managing Director

2012 - PRESENT
Waypoint Private Capital
  • Advised clients on equity and debt capital raising process, capital structure, and deal negotiations.
  • Advised clients on buy- and sell-side M&A engagements, including valuations, financial modeling, offering materials preparation, introductions to buyers and sellers, negotiations, and closing.
  • Prepared management teams for presentations to investors, lenders, buyers, and sellers.
  • Negotiated transactions ranging in size from $3MM to $50MM.
  • Catered to a client base ranging from early stage to later stage companies across a wide variety of industries, including manufacturing, service, real estate, and technology companies.
Focus areas: Financial Modeling, Valuation, Mergers & Acquisitions (M&A), Growth Capital Raising

Chief Financial Officer

2006 - 2011
Noel Group
  • Handled financial reporting, budgeting, cash flow management, and KPIs for over twenty companies.
  • Hired and managed all accounting and administrative staff for the company.
  • Negotiated and closed the $60MM sale of a private insurance company to a public company.
  • Managed and negotiated debt for all commercial real estate properties with numerous banks, including TIF financing.
  • Constructed an institutional style investment portfolio from the ground up. The portfolio included long-only equity managers, hedge funds, private equity and venture capital funds, direct venture investments, fixed income, and other alternative assets.
  • Served as a board member or observer for numerous companies in the private equity and venture capital portfolio.
Focus areas: Investments, Mergers & Acquisitions (M&A), Financing, Real Estate, Financial Planning & Analysis (FP&A)

Managing Director

2003 - 2005
The InvestLinc Group
  • Managed all aspects of capital raising and sell-side M&A engagements for a variety of clients, both domestically and internationally, ranging from seed stage to later stage companies.
  • Wrote descriptive offering memoranda describing the company and industry dynamics, market opportunity, competitive landscape, and analysis of historical and projected financial statements.
  • Advised clients on capital structure, financing alternatives, company positioning, and negotiating strategy.
  • Worked with clients in a variety of industries; including manufacturing, logistics, life insurance, physician practices, agriculture, energy, gaming, collections services, and real estate.
  • Raised $10MM of equity from two private equity firms to fund a rapidly growing logistics company.
Focus areas: Debt Financing, Growth Capital Raising, Capital Structure Analysis, Mergers & Acquisitions (M&A)

Associate

1998 - 2000
Ark Capital Management
  • Performed investment analysis and due diligence for potential investments in privately held growth companies.
  • Provided financial modeling, valuation analysis, market opportunity analysis, interviews for management and consultants, and the presentation of investment theses to the partners.
  • Worked with the management of existing portfolio companies on strategic and tactical issues, including writing business plans, hiring management, making strategic acquisitions, and restructuring operations.
  • Contributed instrumentally to the turnaround of a company that represented Ark’s largest investment.
  • Assisted management of portfolio companies in raising bank debt and follow-on equity investments.
Focus areas: Business Planning, Valuation, Financial Modeling, Private Equity

CFO

1995 - 1997
Beer Across America
  • Managed all areas of accounting and finance.
  • Prepared monthly and annual financial statements, budgeting, long-term forecasting, cash management, inventory management, fixed assets management, internal controls, financial analysis, audit, tax, treasury activities, and investments.
  • Developed strategic operating plans for all business units and evaluated new business opportunities.
  • Contributed to the management of all issues relating to strategy, planning, operations, human resources, and other factors influencing the business.
  • Negotiated, closed, and integrated a strategic acquisition.
Focus areas: Accounting, Working Capital Management, Budgeting, Financial Planning & Analysis (FP&A)
2013 - 2014

Series 24, 79, 82, 63 in Securities

FINRA - New York, NY

1997 - 2000

MBA in Finance

University of Chicago - Chicago, IL

1993 - 1996

Chartered Financial Analyst (CFA) in Investments and Valuation

CFA Institute - New York, NY

1987 - 1991

BBA in Finance

University of Wisconsin - Madison, WI

SEPTEMBER 1994 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

Finance

Financial Modeling, Due Diligence, Mergers & Acquisitions (M&A), Fundraising, Private Equity, Forecasting, Accounting, Financial Reporting, Angel/Seed Funding, Financial Planning & Analysis (FP&A), CFO, Funding Strategy, Debt Raises, Debtor & Creditor Management, Budgeting, Cash Flow, Management Accounting, Growth Capital Raising, Valuation, Capital Structure Analysis, Working Capital Management, Bank Debt Raises, Venture Funding

Output Software

Microsoft PowerPoint, Microsoft Word, Microsoft Excel

Industry Expertise

Healthcare, Technology, Banking & Finance, Venture Capital, Real Estate

Geographic Expertise

United States

Data & Analysis Software

Microsoft Access

Other

Fintech, Investor Presentations, Family Office, Negotiation, Financing, Distribution, Private Placement Memoranda, Hedge Funds, Debt Financing, Board Presentations, Executive Presentations, Project Portfolio Management (PPM), Private Placements, Investment Modeling, SBA, Investment Committee Advisory, Equity Investment, Alternative Investments, Funding Presentations, Early-stage Funding, P&L Management, Accounting Software, Loans, Investment Banking, Interim CFO, Consulting, Search, Search Fund, Manufacturing, SaaS, Turnaround Management, Investment Strategy, Investment Consulting, Investment Research, Management, Fixed Income, Investments, Business Planning, Leveraged Buyout (LBO)

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