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Travis Borden

Travis Borden

Boston, MA, United States
Member since September 3, 2017
Travis was a founding member of Moelis & Co., a $2.5 billion global investment bank and has 17 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible investment bank, Keene Advisors, named Best for the World in 2017 and 2018. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.
Travis is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Industry Expertise
  • Building & Construction
  • Consumer Products
  • Real Estate
  • Technology
Other Expertise
  • Capital Raising
  • Corporate Sales & Divestitures
  • Investment Banking
  • Mergers & Acquisitions (M&A)
Employment
  • Founder and President
    2015 - PRESENT
    Keene Advisors
    • Founded Keene Advisors, a socially responsible investment bank and consulting firm based in Boston that specializes in providing strategic and financial advice on capital raising and M&A transactions as well as on other strategic and financial matters.
    • Led teams of purpose-driven employees on advisory engagements for private and family-owned, venture-backed, private equity-owned, and publicly traded companies.
    • Consulted on over 20 client engagements, with clients ranging from startups to Fortune 1000 companies.
    • Advised a venture-backed agtech company on a bridge capital raise. Responsibilities included developing a financial model, marketing materials, and introducing the investors.
    • Consulted with a venture-backed food company on the sale to a competitor. Responsibilities included developing a financial model and marketing materials, contacting potential buyers, and managing the entire sale process.
    • Advised a privately-owned software company on strategic alternatives including the reorganization of the business.
    • Provided support to a $1 billion private equity-backed company in the development of a comprehensive M&A strategy.
    • Gave my input on a $10+ billion publicly-traded medical device company in connection with the formation of an international joint venture; responsibilities included structuring and valuation.
    • Incorporated Keene Advisors as a benefit corporation in 2015, earned B corporation certification in 2016, and was named Best for the World 2017 by the nonprofit B Lab.
    • Named by the Boston Business Journal as their 40-under-40 honoree.
    Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout Model, Capital Structure, Capital Markets, Capital Structure Analysis, Financial Overviews, Business Plan Development, Financial Marketing, Growth Capital Raising, Venture Funding, Early-stage Venture Capital, Private Equity, Private Equity Valuation, Social Enterprise, B Corp, Conscious Capitalism, Impact Investing, Entrepreneurial Finance, Growth Equity, Capital Raising, Cost of Capital, Financial Modeling, Divestiture, Bank Debt Raises, Credit Analysis, Recapitalization, Refinancing, Acquisition Financing, Roll-ups, Corporate Sale, Buyback, Capital Allocation, Due Diligence, M&A Modeling
  • Senior Vice President
    2007 - 2015
    Moelis & Company
    • Joined Moelis & Company, a $2.5 billion publicly traded global investment bank (NYSE:MC), as part of the founding team.
    • Assisted in all aspects of the successful startup of Moelis & Company, as well as its growth to over 500 bankers, and a successful IPO in just seven years.
    • Led teams of investment bankers on mergers and acquisitions and restructuring advisory assignments, including over 30 transactions totaling over $15 billion in value.
    • Raised over $3 billion of debt and equity capital for clients in support of over ten refinancing, growth capital, and restructuring transactions.
    • Advised on the sale or merger of Wyle Laboratories, TYBRIN Corporation, Dominion Homes, Townsquare Media, the residential real estate portfolio of York Capital, and Orleans Homes, among others.
    • Gave input on the divestitures of CIBER's government services business, Stock Building Supply's Universal Supply subsidiary, and Freedom Communication's TV Broadcasting stations, among others.
    • Advised bidders in connection with the acquisitions of American Safety Razor, Dow Chemical's Stryon division, Bradley Pharmaceuticals, HM College Publishing, Polygon Homes, and WRECO, among others.
    • Consulted on the restructuring of Aleris International, the Olson Company, Engineering Solutions & Products, and Young Broadcasting, among others.
    • Advised on the connection with the IPO of TRI Pointe Group (NYSE:TPH), a rights offering for Woodside Homes, a private investment in public equity (PIPE) for AV Homes (Nasdaq:AVHI), and follow-on offerings for Meritage Homes (NYSE:MTH), William Lyon Homes (NYSE:WLH), Beazer Homes (NYSE:BZH), and Energizer (NYSE:ENR).
    • Gave my input on the connection with debt and convertible debt capital raises for Aleris International, Ashton Woods, Beazer Homes (NYSE:BZH), CIBER, William Lyon Homes, and Woodside Homes, among others.
    • Co-led Moelis’ homebuilding and government services advisory and capital markets practices; responsible for the origination and execution of client transactions.
    • Managed the day-to-day operations of Moelis & Company’s Boston office, including recruiting, staffing, training, and mentoring.
    Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Debt Restructuring, Financial Restructuring, Leveraged Buyout Model, Corporate Finance, Corporate Sales & Divestitures, Private Equity, Capital Allocation, M&A Modeling, Growth Equity, Investment Memoranda, Investor Decks, Financial Modeling
  • Member of the Board of Directors
    2011 - 2014
    Wawa
    • Served on the board of directors of Wawa, a private company operating more than 650 retail stores and generating over $10 billion of revenue annually.
    • Reviewed and examined the financial performance, annual budgets, and employee benefit plans as a member of the finance committee of the board.
    • Looked over and approved major financial transactions, including dividends of over $60 million, $400 million of share buybacks and employee stock option plan (ESOP) tender offers, and a conversion from a C corporation to an S corporation.
    • Oversaw the operations of the internal audit department, evaluated internal accounting controls, and selected and met with independent auditors as a member of the audit committee of the board.
    • Coordinated and evaluated enterprise risk management, including food safety and information security, among others.
    • Provided oversight to the development of the fuel business, including reviewing pricing strategies and entry into new products (natural gas, etc.) as a member of the board's strategic fuels committee.
    • Engaged actively in successful CEO, COO, and CFO succession planning.
    Focus areas: Finance Strategy, Accounting, Corporate Finance
  • Associate
    2001 - 2007
    UBS
    • Ranked at the top of the analyst and associate class; hand-picked from among a 100-person analyst class to work with the global head of investment banking for a one-year management rotation.
    • Provided buy-side and sell-side advisory services in connection with nine transactions totaling nearly $4 billion in value.
    • Originated, structured, and executed 19 debt, equity and convertible financing transactions—raising over $6.5 billion for clients in both public and private markets.
    • Conducted an in-depth credit analysis on over 30 financing transactions—providing firm commitments of over $13 billion to support clients’ acquisitions, recapitalizations and project financing activities.
    • Provided M&A advice and secured financing commitments in connection with the leveraged buyouts (LBOs) of PQ Corporation, Greatwide Logistics, Baker & Taylor, and Standard Steel, among others.
    • Advised the World Gold Council on the formation and IPO of StreetTracks Gold Trust (NYSE:GLD), the first commodity-based ETF, with a market value of over $30 billion.
    • Provided financing in connection with tender offers and dividend recapitalizations, and to fund acquisitions and growth initiatives, for TXI Industries, ILC Industries, AMS Holdings, Quadra Mining, and Temple-Inland, among others.
    • Led a 20-person cross-functional team tasked with redesigning UBS’ leveraged underwriting process.
    Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Leveraged Finance, IPO, Private Equity, Divestitures, Corporate Sales, Financial Modeling, M&A Modeling, Valuation, Valuation Analysis, Valuation Modeling
Education
  • Bachelor's degree in Finance
    1998 - 2001
    Boston College - Boston, MA, USA
  • Bachelor's degree in Business
    1997 - 1998
    Virginia Tech - Blacksburg, VA, USA
Certifications
  • Series 7 and Series 66
    AUGUST 2004 - PRESENT
    North American Securities Administrators Association
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