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.
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)
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)
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.