Travis Borden, Finance Expert in Boston, MA, United States
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Travis Borden

Verified Expert  in Finance

Finance Expert

Location
Boston, MA, United States
Toptal Member Since
September 5, 2017

Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.

Career Highlights

Founder | President
Keene Advisors
Senior Vice President
Moelis & Company

Education Highlights

Bachelor's Degree
Boston College

Certification Highlights

Series 7 and Series 66
North American Securities Administrators Association

Case Studies

Work Experience

Founder | 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 75 client engagements with clients ranging from startups to Fortune 50 companies, private equity firms, venture firms, and family offices.
  • Advised a venture-backed agtech company on a bridge capital raise. Responsibilities included developing a financial model, marketing materials, and introducing the investors.
  • Counseled 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.
  • Gave guidance to a privately-owned software company on strategic alternatives, including the reorganization of the business.
  • Supported a $1 billion private equity-backed company in the development of a comprehensive M&A strategy.
  • Delivered expert recommendations to 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, 2018, and 2019 by the nonprofit B Lab.
  • Named as a 40-under-40 honoree by the Boston Business Journal.
Focus areas: M&A Modeling, Due Diligence, Capital Allocation, M&A (Buy-side), Corporate Sales & Divestitures, Rollups, Acquisitions, Refinancing, Recapitalization, Credit Analysis, Bank Debt Raises, Restructuring, Financial Modeling, Cost of Capital, Capital Raising, Growth Equity, Entrepreneurial Finance, Impact Investing, Conscious Capitalism, Social Enterprise, Private Equity Valuation, Private Equity, Early-stage Venture Capital, Venture Funding, Growth Capital Raising, Financial Marketing, Business Planning, Financial Overviews, Capital Structure Analysis, Capital Markets, Capital Structuring, Leveraged Buyout Modeling, Mergers & Acquisitions (M&A)

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 in 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).
  • Provided 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: Financial Modeling, Investor Presentations, Investment Memoranda, Growth Equity, M&A Modeling, Capital Allocation, Private Equity, Corporate Sales & Divestitures, Corporate Finance, Leveraged Buyout Modeling, Financial Restructuring, Debt Restructuring, Capital Raising, Mergers & Acquisitions (M&A)

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: Corporate Finance, Accounting, Finance Strategy

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: Valuation Modeling, Valuation Analysis, Valuation, M&A Modeling, Financial Modeling, Corporate Sales & Divestitures, Divestitures, Private Equity, Initial Public Offerings, Leveraged Finance, Capital Raising, Mergers & Acquisitions (M&A)
1998 - 2001

Bachelor's Degree in Finance

Boston College - Boston, MA, USA

1997 - 1998

Bachelor's Degree in Business

Virginia Tech - Blacksburg, VA, USA

AUGUST 2004 - PRESENT

Series 7 and Series 66

North American Securities Administrators Association

Finance

Leveraged Buyout Modeling, Capital Structure Analysis, Credit Analysis, Refinancing, Corporate Finance, Investment Memoranda, Valuation Analysis, Management Buyout Finance, Asset Valuation, Revenue & Expense Projections, Bank Debt Raises, Cost of Capital, M&A Modeling, DCF Valuation, Capital Raising, Mergers & Acquisitions (M&A), Private Equity Valuation, Valuation, Financial Modeling, Growth Equity, Private Equity, Fundraising, Debt Structuring, Debt Raises, M&A (Sell-side), M&A (Buy-side), M&A Earn-out Agreements, M&A Reporting, 13-week Cash Flow, Debt Restructuring, Forecasting, CFO, Due Diligence, Rollups, Financial Planning & Analysis (FP&A), Capital Structuring, Financial Overviews, Financial Marketing, Growth Capital Raising, Venture Funding, Entrepreneurial Finance, Recapitalization, Financial Restructuring, Valuation Modeling, Finance Strategy, Accounting, Equity Raises, Equity Offerings

Output Software

Microsoft Word, Microsoft PowerPoint, Excel 2016

Data & Analysis Software

Capital IQ

Industry Expertise

Social Enterprise, Capital Markets, Convenience Stores, Aerospace & Defense, Early-stage Startups, Commercial Real Estate, Healthcare, Retail & Wholesale, Hygiene & Personal Care, Consumer Products, Merchant Banking, Financial Services, Building & Construction, Building Materials, Entertainment & Leisure, Agrotech, Technology, Real Estate, Food & Beverage, Venture Capital

Geographic Expertise

United States

Other

Acquisitions, Investor Presentations, Leveraged Finance, Deal Structuring, Leveraged Buyout (LBO), Negotiation, Corporate Development, Sell-side, Pitch Deck Consultant, Pitch Presentations, Pitch Decks, Complex Transaction Agreements, Financing, Investment Banking, Financial Statements, Conscious Capitalism, Corporate Sales & Divestitures, Divestitures, Impact Investing, Entrepreneurship, B Corps, Private Capital Markets, Debt Financing, M&A Pipeline Management, Strategy, Due Diligence Consultant, Healthcare Services, Fractional CFO, Corporate Restructuring, Distressed/Special Situations, Restructuring Consultant, Staffing, Initial Public Offerings, CleanTech, Storytelling, Business Services, Government Contracting, Corporate Governance, Governance, Board Presentations, Boards, Capital Allocation, Business Planning, Leadership, Business Strategy, Early-stage Venture Capital, Restructuring, Early-stage Funding

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