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

Finance Expert in Edmonton, AB, Canada

Member since October 22, 2020
Taylor is an experienced fundraiser and M&A professional with extensive transaction history and 12+ years of private equity (TriWest Capital Partners), investment banking (RBC), and public CFO experience (Decibel), most recently having raised over $90 million of capital for the company he co-founded and took public in 2019. Taylor enjoys consulting as a way to connect with other entrepreneurs and leverage his skills to assist in fundraising, M&A, and financial planning and analysis.
Taylor is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • 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 after I was able to normalize EBITDA downwards by over $1 million, saving my client $4 million on the purchase price.
    • Engaged with the sell-side M&A in the agricultural industry, which required full due diligence, including preparing company and maximizing value for sale, compiling information, and preparing financial models, investor presentation, and data room.
    • Prepared a financial model and investor presentation for an early-stage cannabis company in the southern US seeking around $25 million seed capital raise to stand up a dynamic technology and services business in the industry.
    Focus areas: Credit Agreements, Refinancing, Equity Raises, Debt Raises, Valuation, IPOs, Fundraising Consultant, Business Strategy, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Business Plan Consultant, Capital Raising, Mergers & Acquisitions (M&A)
  • 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 I co-founded called Decibel Cannabis Company.
    • 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 our 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.
    • Worked 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)
  • 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 my 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 the 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 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 (or APA), shareholder agreements (or 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, Tax Structuring, Debt Raises, Capital Structuring, M&A (Sell-side), M&A (Buy-side)
  • 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 sale to Teck Resources and Connacher Oil and Gas' $200 million divestiture of its heavy oil refinery in Great Falls, Montana.
    Focus areas: Debt Financing, Equity Financing, Mergers & Acquisitions (M&A)

Education

  • Bachelor of Commerce (Honors) Degree in Finance
    2005 - 2010
    Asper School of Business, University of Manitoba - Winnipeg, MB

Certifications

  • Canadian Securities Course (CSC)
    AUGUST 2009 - PRESENT
    Canadian Securities Institute (CSI)

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