Susana Gutierrez
Verified Expert in Finance
Finance Expert
Susana has 7+ years of expertise with M&A transactions amounting to +$200 million for companies and funds such as Deloitte and The Abraaj Group. She has assisted highly recognized companies like Abbvie, Exxon Mobil, Liftit, Spectra, and Northern Swan. She is an experienced financial strategist and entrepreneur with a passion for generating value through finance for clients.
Career Highlights
Education Highlights
Case Studies
Industry Expertise
Other Expertise
Work Experience
Director
Alpha Investment Banking
- Collaborated with clients to develop business plans, financial planning strategies, capital budgeting, financial modeling, and debt/equity fundraising processes.
- Served as buy-side advisor for private equity funds, in targeting, screening, and acquiring manufacturing and distributor companies.
- Prepared investor presentations and attended roadshow meetings with companies' C-level members for different transactions including private placement, mezzanine, and M&A.
- Assisted companies in their expansion efforts along the value chain and sourced qualified investors to fund new operations or businesses. Some of these expansions included financing products and vertical integration.
- Provided business strategy, value creation initiatives, and financial diagnosis for companies engaged in the logistics, food manufacturing, automotive, and staffing sectors.
- Led different consulting assignments including valuation analysis, market research, fairness opinion, debt restructuring, working capital management, and finance operations improvements.
- Developed an investment policy statement for a family owned group of companies based on risk profile, assets, and know-how.
Senior Analyst
The Abraaj Group
- Built detailed financial models, including return analysis, sensitivity analysis, and valuation for companies in different industries such as F&B, energy, and chemicals, among others.
- Sourced, screened, performed due diligence, and executed investments of $30 million.
- Developed financial tools to track the private equity's investment portfolio performance and evaluate business metrics.
- Researched, identified, and qualified c.60 new investment opportunities based on criteria and portfolio requirements.
- Assisted the sales and production departments in different portfolio companies to perform detailed profit and return analysis on different sale products.
- Built M&A models to analyze potential bolt-on acquisitions by evaluating critical items such as capital allocation, synergies, and accretion/dilution.
Financial Consultant
Deloitte
- Built valuation and transaction models to advice clients in different industries including O&G, banking, manufacturing, F&B, and pharmaceuticals.
- Assisted clients in financial model auditing, unit economic analysis, and competitor analysis.
- Worked with top global and local private equity funds to conduct fairness opinions and valuation reports.
- Conducted impairment test and intangible asset valuation under IFRS for accounting regulatory compliance.
- Supported the audit team in connection with procedures related to testing fair value measurements including intangible/tangible assets, business interest, and goodwill, among others.
Education
Bachelor of Science Degree in Economics
Universidad de los Andes - Colombia
Skills
Finance
Valuation, Three-statement Modeling, Comparable Company Analysis, Financial Modeling, Venture Funding, Fundraising, Capital Raising, Debt Raises, Private Equity, Market Research, Mergers & Acquisitions (M&A), Budgeting, Financial Reporting, Finance Strategy, Value Creation, Corporate Finance, M&A (Sell-side), Portfolio Analysis, Capital Budgeting, Discounted Cash Flow (DCF), Due Diligence, Fairness Opinion Reports, Zero-based Budgeting
Industry Expertise
Venture Capital, Real Estate
Geographic Expertise
Latin America (LATAM)
Other
Business Modeling, Budget Modeling, Startups, Business Planning, Marketing Research & Analysis, Pitch Decks, Business Services, Financing, Interim CFO, Investing, Investor Presentations, Investor Reporting, Leveraged Buyout (LBO), Equity Investment, Reporting, Business Models, Deal Structuring, Business, SaaS, Fintech
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