Trevor Davis, Finance Expert in London, ON, Canada
Trevor Davis

Finance Expert in London, ON, Canada

Member since September 30, 2018
Trevor is an experienced entrepreneur and banker with a background in business plan development, financial modeling, M&A, capital raising, and business valuation. He has worked and advised clients across many industries. Trevor has worked on over $5 billion of M&A and financing transactions and has advised clients ranging from early-stage startups to multi-billion dollar businesses.
Trevor is now available for hire

Career Highlights

Education

Select Certifications

Expertise

Employment

  • Consultant

    2019 - PRESENT
    Healis Business Consulting
    • Developed a comprehensive business plan for a fintech startup, including target market identification, market sizing, competitive analysis, marketing plan development, and operations analysis.
    • Built a dynamic three-statement operating model including five years of financial projections, a valuation model, and an LBO model to analyze an investment opportunity for a private equity client.
    • Helped an edtech client prepare for a Series A fundraising round by reviewing and refining their investor pitch deck and building a valuation model.
    • Developed a launch plan including pricing, marketing, operations flow, and sales strategy for a new service of an edtech startup in the healthcare space.
    • Built a full financial model for a leisure product company, which will be used to drive strategic decision making and business planning. The monthly model allows for detailed estimates of sales projections, cash flow, inventory, and WC needs.
    • Advised a client company on changes to their compensation plan, including compensation strategy, financial impact, and employee messaging.
    • Advised to a public health business startup, including financial modeling, scenario analysis, growth projections and business strategy, valuation, and operations strategy. The company has since launched its first corporate-owned location.
    • Advised a service business startup on the preparation of franchising documents, operations manuals, and presentation materials. The client is currently in the process of recruiting franchisees with Trevor leading franchise sales and onboarding.
    • Developed and wrote the finance curriculum for a new business accelerator program, geared towards founders and entrepreneurs who wish to launch an equity crowdfunding campaign.
    Focus areas: Financial Writer, FPA, FP&A, Cash Flow Modeling, Retail & Wholesale, Market Opportunity Analysis, Finance Strategy, WordPress, Team Building, Fintech, Franchises, Startups, Pricing Strategy, Pricing, Sales Strategy, Market Research & Analysis, Small Business, United Kingdom, Financial Model Auditing, Value Creation, Asset Valuation, DCF Valuation, Due Diligence, Three-statement Modeling, Revenue Modeling, Valuation Modeling, Small Business Management, Forecasting, Business Advisory, United States, Microsoft Excel, Canada, Microsoft Word, Microsoft PowerPoint, Pitch Decks, Business Consulting, Business Models, Client Development, Budget Modeling, Executive Presentations, Client Presentations, Operating Models, Modeling, Corporate Development, Business Strategy, Strategy, Cash Flow Analysis, Business Analysis, Business Development, Business Services, Business Modeling, Business Planning, Models, Financials, Client Management, Presentations, Client Relations, Services, Excel Modeling, Fundraising, Fintech Consultant, Pitch Deck Consultant, Three Statement Operating Model, Market Research, Business Plan Consultant, Business Plan Consulting, Competitor Analysis & Profiling, Investment Analysis, Valuation, Mergers & Acquisitions (M&A), Marketing, Financial Planning & Analysis (FP&A), Strategic Planning, Financial Modeling
  • Founder and President

    2018 - 2020
    Goodbye Skeeter
    • Founded and built a new company, designing and executing a marketing strategy to target critical clients, successfully progressing to a public launch in less than three months.
    • Gained experience in branding, marketing, operations, website development, supplier management, and small business financial budgeting and decision making.
    • Hired, managed, and mentored new employees.
    • Built financial models to drive budgeting and pricing decisions.
    • Developed pricing strategies based on competitive analysis, revenue and expense projections, and return targets.
    • Performed due diligence and developed financial models/business plans for several startup opportunities, including several franchise concepts, before deciding to launch Goodbye Skeeter.
    • Negotiated an exit for Goodbye Skeeter to our largest competitor successfully. We achieved the full business life cycle from concept to launch to profitability to exit in only 24 months.
    Focus areas: FPA, FP&A, Cash Flow Management, Cash Flow Modeling, Retail & Wholesale, WordPress, Marketing, Strategic Planning, Competitor Analysis & Profiling, Team Building, Franchises, Startups, M&A (Sell-side), Branding, Bootstrapping, Sales Strategy, Competitive Intelligence, Market Research & Analysis, Small Business, Value Creation, Asset Valuation, Valuation Modeling, Forecasting, Microsoft Excel, Canada, Business Models, Budget Modeling, Sale of Business, Investment Banking, Client Retention, Operating Models, Modeling, Corporate Development, Strategy, Cash Flow Analysis, Business Analysis, Business Development, Business Modeling, Models, Services, Excel Modeling, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Market Research, Business Plan Consultant, Business Plan Consulting, Business Strategy, Small Business Management, Business Planning, Budgeting, Pricing, Market Opportunity Analysis, Financial Modeling, Revenue & Expense Projections, Revenue Modeling, Pricing Strategy, Finance Strategy, Due Diligence
  • Executive Director — Investment Banking

    2013 - 2016
    Morgan Stanley
    • Advised a publicly-traded $20 billion global mining company on its proposed merger with a peer with responsibilities that included valuation, peer benchmarking, strategic positioning, investor relations, and leading negotiations.
    • Oversaw the portfolio rationalization and proposed capital structure transactions for a $20 billion company including strategic analysis, peer benchmarking, public market considerations, and debt capacity analysis.
    • Advised a $1 billion market capitalization client on a $100 million acquisition with responsibilities that included bid strategy, target valuation, investor relations, acquisition financing, and due diligence.
    • Advised Yamana Gold, a publicly-traded company with a $2.5 billion market capitalization, on its $500 million inaugural investment grade debt offering.
    • Led deal teams through each step of the transaction life cycle including pitch development, process launch, valuation analysis, financial modeling, competitive positioning, due diligence, bid strategy, negotiation, and closing.
    • Managed the sale of an industrial mineral project including soliciting bids from international buyers, leading multiple rounds of bid submissions, coordinating due diligence, and negotiating final deal terms.
    • Managed cross-functional teams including individuals from the investment banking, equity capital markets, debt capital markets, corporate finance, rating advisory, and M&A groups.
    • Developed financial models and client presentations for 100+ pitches, mandates, and transactions.
    Focus areas: Equity Research, Cash Flow Modeling, Equity Offerings, Project Evaluation, Australia, China, Market Opportunity Analysis, Strategic Planning, Competitor Analysis & Profiling, Team Building, South Africa, Capital IQ, Dividend Policy, M&A (Sell-side), Bloomberg, Debt, Investor Relations, Competitive Intelligence, Market Research & Analysis, M&A (Buy-side), Financial Model Auditing, Value Creation, Mining, Financial Services, Asset Valuation, M&A Modeling, DCF Valuation, Three-statement Modeling, Revenue Modeling, Valuation Multiples, Valuation Modeling, Forecasting, Business Advisory, United States, Financial Markets, Microsoft Excel, Canada, Microsoft Word, Microsoft PowerPoint, Pitch Decks, Business Consulting, Writing & Editing, Business Models, Client Development, Budget Modeling, Sale of Business, Executive Presentations, Metals & Mining, Investor Presentations, Board Presentations, Client Presentations, Investment Banking, Banking Relationships, Client Retention, Operating Models, Modeling, Corporate Development, Business Strategy, Pitch Presentations, Strategy, Cash Flow Analysis, Business Analysis, Business Development, Commodity Markets, Commodities, Business Modeling, Models, Financials, Client Management, Relationship Management, Relationship Building, Presentations, Client Relations, Excel Modeling, Fundraising, Cross-border M&A, Pitch Deck Consultant, Financial Modeling, Three Statement Operating Model, Valuation, Market Research, Corporate Finance, Due Diligence, Convertible Equity, Finance Strategy, Bank Debt Raises, Debt Structuring, Debt Raises, Debt Capital Markets, Equity Valuation, Equity Financing, Mergers & Acquisitions (M&A)
  • Vice President

    2006 - 2012
    Bank of America Merrill Lynch
    • Built dozens of financial models for various financing, M&A, and corporate finance client mandates.
    • Developed and presented analysis to the corporate development, treasury, and executive teams, as well as board members of prospective clients.
    • Worked on public debt, private debt, convertibles, equity, buy-side, and sell-side processes as well as defense advisory transactions.
    • Led due diligence activities on various projects including target site visits.
    • Performed peer benchmarking and comparable valuation analysis on clients and acquisition targets.
    • Supported a $10 billion market capitalization client in a $655 million acquisition including financial modeling, valuation analysis, peer benchmarking, investor positioning and communication, board presentations, bid preparation, and final negotiation.
    • Provided financial modeling and strategic advisory support to a $15 billion consumer retail client evaluating various acquisition targets and analyzing corporate restructuring scenarios.
    Focus areas: Equity Research, Cash Flow Modeling, Project Evaluation, Australia, China, Market Opportunity Analysis, Bank Debt Raises, Strategic Planning, Competitor Analysis & Profiling, Team Building, Capital IQ, Dividend Policy, M&A (Sell-side), Bloomberg, Debt, Investor Relations, Competitive Intelligence, Market Research & Analysis, United Kingdom, M&A (Buy-side), Financial Model Auditing, Value Creation, Mining, Financial Services, Asset Valuation, M&A Modeling, DCF Valuation, Due Diligence, Three-statement Modeling, Revenue Modeling, Valuation Multiples, Valuation Modeling, Forecasting, Business Advisory, United States, Financial Markets, Microsoft Excel, Canada, Microsoft Word, Microsoft PowerPoint, Pitch Decks, Business Consulting, Writing & Editing, Business Models, Client Development, Budget Modeling, Sale of Business, Executive Presentations, Metals & Mining, Investor Presentations, Board Presentations, Client Presentations, Banking Relationships, Operating Models, Modeling, Business Strategy, Pitch Presentations, Strategy, Cash Flow Analysis, Business Analysis, Commodity Markets, Commodities, Models, Financials, Client Management, Relationship Management, Relationship Building, Presentations, Client Relations, Excel Modeling, Fundraising, Cross-border M&A, Pitch Deck Consultant, Financial Modeling, Three Statement Operating Model, Valuation, Market Research, Debt Raises, Debt Capital Markets, Private Credit, Equity Offerings, Equity Valuation, Equity Financing, Convertible Equity, Convertible Debt, Corporate Finance, Mergers & Acquisitions (M&A)
  • Product Development Engineer

    1999 - 2005
    Meridian Technologies
    • Designed the front-end structural module for the 2004 Ford F-150, the instrument panel structure for the 2007 Jaguar XK sports coupe, and the instrument panel support structures for the Dodge Caliber and Jeep Compass crossover vehicles.
    • Led teams of designers on a wide range of prototype and live program projects in Canada, the United States, and Europe.
    • Managed cross-functional new product development projects and teams incorporating sales, design, engineering, prototyping, and production.
    • Ran simulated and real-world performance testing to ensure all designs satisfied targets.
    • Managed project development from initial concept through design, prototyping, testing, and production.
    Focus areas: Germany, 3D Modeling, United Kingdom, Automotive, United States, Canada, Engineering, Team Building, Technical Project Management, Mechanical Engineering, Project Management

Education

  • Master of Business Administration (MBA) in Finance
    2005 - 2007
    Western University — Richard Ivey School of Business - Ontario, Canada
  • Bachelor's degree in Mechanical Engineering
    1995 - 2001
    Western University - Ontario, Canada

Certifications

  • CFA Level I
    DECEMBER 2006 - PRESENT
    CFA Institute
  • Professional Engineer License
    FEBRUARY 2005 - PRESENT
    Professional Engineers Ontario

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