Taylor Ethans, Finance Expert in Edmonton, AB, Canada
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Taylor Ethans

Verified Expert  in Finance

Finance Expert

Location
Edmonton, AB, Canada
Toptal Member Since
November 30, 2020

Taylor is an experienced fundraiser, M&A, and FP&A professional with extensive transaction history and 13 years of combined private equity experience at TriWest Capital Partners, investment banking at RBC, and public and private CFO experience. He recently raised over $90 million of capital for the company he co-founded and took public in 2019. Taylor enjoys consulting to connect with other entrepreneurs and leverage his skills to assist in fundraising, M&A, and financial planning and analysis.

Pitch Deck ConsultantBusiness Plan ConsultingFundraising ConsultantDue Diligence ConsultantMarket SegmentationInvestment AnalysisSmall Business ConsultantsMergers & Acquisitions (M&A)Financial ModelingValuationFinancial Planning & Analysis (FP&A)Market ResearchRevenue & Expense ProjectionsCapital MarketsBusiness Advisory

Career Highlights

Interim CFO
Smartrend Manufacturing
CFO | Head of M&A
Decibel Cannabis Company, Inc.
Vice President
TriWest Capital Partners

Education Highlights

Bachelor of Commerce (Honors) Degree
Asper School of Business, University of Manitoba

Certification Highlights

Canadian Securities Course (CSC)
Canadian Securities Institute (CSI)

Case Studies

Work Experience

Managing Director

2020 - PRESENT
Matlock Capital, LLC
  • Conducted buy-side M&A, due diligence, and financial return modeling (LBO) for a manufacturing acquisition valued at $20 million EV, normalizing EBITDA downwards by over $1 million and saving the client $4 million on the purchase price.
  • Engaged with the sell-side M&A in the agricultural industry. It required full due diligence, including preparing the company and maximizing value for sale, compiling information, and preparing financial models, investor presentations, and data room.
  • Prepared a financial model and investor presentation for an early-stage cannabis company in the southern US, seeking around a $25 million seed capital raise to stand up to the industry's dynamic technology and services business.
Focus areas: Credit Agreement, Refinancing, Equity Raises, Debt Raises, Valuation, Initial Public Offerings, Fundraising Consultant, Business Strategy, Financial Planning & Analysis (FP&A), Three-statement Modeling, Business Plan Consulting, Capital Raising, Mergers & Acquisitions (M&A), Financial Modeling, Forecasting, Revenue & Expense Projections, CFO, Interim CFO, Pitch Decks, Fundraising, Discounted Cash Flow (DCF), DCF Modeling, Growth Strategy, M&A (Buy-side), Market Research, Due Diligence, Profitability Analysis, Data Rooms

Interim CFO

2021 - 2022
Smartrend Manufacturing
  • Built monthly, detailed, three-statement company-financial model from scratch to help the company better forecast and plan cash flow and working capital investment needs.
  • Led a refinancing of the company's debt, which successfully resulted in a $1 million in interest savings, a $1.5 million in principal deferrals, and an increase to the line of credit of $2 million to fund working capital growth.
  • Created detailed valuation of the company for potential future equity investment.
Focus areas: Financial Planning & Analysis (FP&A), Refinancing, Financial Modeling, Cash Flow Modeling, Working Capital Management, Revenue & Expense Projections, Forecasting, Finance, Pitch Decks, Fundraising, Lending, Discounted Cash Flow (DCF), DCF Modeling, Growth Strategy, Valuation, Market Research, Due Diligence, Profitability Analysis, Data Rooms, Go-to-market Strategy

CFO | Head of M&A

2017 - 2020
Decibel Cannabis Company, Inc.
  • Raised $50 million of equity, $30 million of senior debt, and $12 million convertible debenture in one year to fully finance the large CapEx program for a vertically integrated cannabis company as a co-founder.
  • Led the successful go-public event for Decibel via a reverse takeover of an existing shell on the Toronto Venture Stock Exchange, which continues to trade publicly under the symbol TSXV:DB.
  • Sourced and completed the $55 million acquisition of a strategic retailer in the industry to further expand direct product reach to customers.
  • Led the negotiations and the ultimate execution of the merger of Decibel to a strategic acquirer with an established high-end consumer product brand.
  • Collaborated closely with the CEO and board to continually refine and implement business and go-to-market strategies.
  • Grew the company to over 100 employees in under three years.
  • Acted as the CFO, managing capital raising, all aspects related to M&A activities, tax structuring, financial planning, capital allocation, lender and investor relations, financial reporting, risk management, regulatory, legal, and HR.
Focus areas: Corporate Legal, Investor Relations, Business Strategy, Capital Raising, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Forecasting, Revenue & Expense Projections, Financial Modeling, Budgeting, CFO, Pitch Decks, Fundraising, Lending, Discounted Cash Flow (DCF), DCF Modeling, Growth Strategy, M&A (Buy-side), Valuation, Market Research, Due Diligence, Profitability Analysis, Venture Capital, Series A, Data Rooms, Go-to-market Strategy

Vice President

2012 - 2017
TriWest Capital Partners
  • Sourced and evaluated new investment opportunities by completing in-depth industry and company due diligence and analysis, which led to involvement in numerous transactions and more than $1 billion in transaction value across various industries.
  • Completed an extensive financial modeling analysis (full three-statement models and forecasts) and valuation (DCF, trading statistics, and precedents) to calculate the potential investment returns.
  • Created and presented investment committee presentations representing the analysis and due diligence completed.
  • Developed optimal capital structures for acquisitions by securing third-party debt syndicates (LBO), leveraging banking relationships, and negotiating the credit agreement's specifics to provide the company with flexibility.
  • Collaborated closely with tax advisors to determine proper acquisition and divestiture steps to maximize after-tax proceeds and maintain flexibility.
  • Managed the sales process for divestitures of portfolio companies, including identifying and sourcing the potential buyer universe, creating the marketing materials (CIM and financial models), and working with buyers to a signed definitive agreement.
  • Acted with legal advisors to negotiate share purchase agreements (APA), shareholder agreements (LPA), and other major legal documentation, such as non-competes, employment agreements, environmental reviews, and leases.
  • Provided ongoing governance, strategy, and financial consultation to portfolio companies and served on the boards of Landmark Cinemas, Canada's second-largest movie exhibitor, and Trimlite Manufacturing.
Focus areas: Due Diligence, Legal Documentation, Structuring, Taxation, Debt Raises, Capital Structuring, M&A (Sell-side), M&A (Buy-side), Financial Modeling, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Forecasting, Interim CFO, CFO, Pitch Decks, Fundraising, Lending, Discounted Cash Flow (DCF), DCF Modeling, Growth Strategy, Valuation, Market Research, Profitability Analysis, Sports & Athletics, Exercise & Fitness, Fitness, Data Rooms, Go-to-market Strategy

Analyst

2010 - 2012
RBC Capital Markets
  • Contributed to the successful completion of more than 30 deals in RBC's Global Energy Group, which included sell-side and buy-side M&A, asset divestitures, initial public offerings, secondary and treasury offerings, and high yield debt offerings.
  • Performed merger, LBO, and DCF financial models, research and due diligence, comparable trading and precedent transaction valuation analysis, and related client presentation materials to support fairness opinions.
  • Contributed to RBC's selected transaction experience, including SilverBirch Energy Corporation's $500 million sales to Teck Resources and Connacher Oil and Gas's $200 million divestiture of its heavy oil refinery in Great Falls, Montana.
Focus areas: Debt Financing, Equity Financing, Mergers & Acquisitions (M&A), Pitch Decks, Financial Planning & Analysis (FP&A)
2005 - 2010

Bachelor of Commerce (Honors) Degree in Finance

Asper School of Business, University of Manitoba - Winnipeg, MB

AUGUST 2009 - PRESENT

Canadian Securities Course (CSC)

Canadian Securities Institute (CSI)

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