Trevor Davis
Verified Expert in Finance
Management Consulting Expert
London, ON, Canada
Toptal member since February 21, 2019
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.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Expertise
Work Experience
Strategic and Financial Consultant (Freelance)
Toptal Client
- Valued and performed preliminary due diligence on 250+ dental practices for a PE-backed dental practice roll-up during a long-term engagement as a key member of the company's M&A team.
- 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.
- Advised 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 1st corporate-owned location.
- Supported a service business startup looking to franchise their business model by preparing financial models and leading the development of franchising documents, operations manuals, and presentation materials.
- Developed and refined a pitch deck and an Excel model outlining a proposed metal streaming investment fund. Provided strategic and structuring advice on the business model.
- Acted as finance screener for Toptal, evaluating prospective freelance talent applying to join the Toptal platform in the finance and management consulting verticals.
- Advised a consumer product company on valuation and positioning for a potential sale to a larger competitor.
- Wrote a comprehensive research report about a publicly traded company.
Managing Partner and Lead Consultant
Healis Business Consulting
- 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 sales projections, cash flow, inventory, and WC needs estimates.
- Advised a client company on changes to their compensation plan, including compensation strategy, financial impact, and employee messaging.
- Wrote the finance curriculum for a new business accelerator program geared towards founders and entrepreneurs who wish to launch an equity crowdfunding campaign.
- Led client onboarding and support for a SaaS startup. Responsibilities included configuring the platform, training new clients, and offering strategic consulting to the SaaS team.
- Created an investor pitch deck for growing a restaurant business with multiple planned income streams looking to raise $20 million from a family office investor.
- Developed and presented a seminar on business valuation to a selection of small business owners in support of a proposed multi-company merger.
- Acted as interim CFO/COO for a residential service startup, advising on pitch deck creation, fundraising strategy, financial modeling and projections, and defining operational strategy.
- Aided in business concept definition and drafted preliminary investor materials for a real estate development startup involving NFTs.
Founder and President
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 for the company.
- 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. Achieved the complete business lifecycle from concept to launch to profitability to exit in only 24 months.
Executive Director | Investment Banking
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 lifecycle, 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 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.
Vice President | Investment Banking
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, executive teams, and board members of prospective clients.
- Worked on public debt, private debt, convertibles, equity, buy-side, sell-side processes, and 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, 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.
Product Development Engineer
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.
Education
Master of Business Administration (MBA) in Finance
Western University — Richard Ivey School of Business - Ontario, Canada
Bachelor's Degree in Mechanical Engineering
Western University - Ontario, Canada
Certifications
CFA Level I
CFA Institute
Professional Engineer License
Professional Engineers Ontario
Skills
Finance
Forecasting, Finance Strategy, Market Opportunity Analysis, Market Research Analyst, Cash Flow Modeling, M&A, Valuations, Valuation Modeling, Valuation Multiples, Asset Valuation, Equity Valuation, Value Creation, Corporate Finance, Revenue Modeling, Three-statement Modeling, Due Diligence, Financial Modeling, Financial Model Auditing, DCF Valuation, M&A (Buy-side), M&A Modeling, Business Advisory, Revenue & Expense Projections, Valuations, Discounted Cash Flow (DCF), P&L Forecasting, Cash Flow Forecasting, Equity Financing, Project Evaluation, Budgeting Consulting, Equity Offerings, FP&A, Private Equity Valuation, Equity Research, Debt, Debt Raises, Convertible Equity, Dividend Policy, Pricing, Pricing Strategy, M&A (Sell-side), M&A, Fundraising, Cash Flow, Equity Research Analysis, Debt Structuring, Bank Debt Raises, Private Credit, Private Equity, Convertible Debt, Value Investing, Equity Crowdfunding
Output Software
Microsoft PowerPoint, Microsoft Word, Excel Development, Google Sheets Development
Industry Expertise
Capital Markets, Financial Services, Mining, Automotive, Small Business, Franchises, Financial Markets, Retail & Wholesale, Travel & Leisure, Debt Capital Markets
Geographic Expertise
Canada, United States, United Kingdom, South Africa
Data & Analysis Software
Bloomberg, Capital IQ
Other
Business Plan Consulting, Business Modeling, Investment Banking, Business Services, Commodities, Commodity Markets, Business Modeling, Strategic Planning, Cash Flow Analysis, Business Consultant, Financials, Financial Writing, Design Strategy, Excel Development, Engineering, Relationship Building, Relationship Management, Client Management, Client Relations, Client Presentations, Presentations, Pitch Presentations, Board Presentations, Investor Presentations, Metals & Mining, Business Strategy, Service Design, Small Business Management, Executive Presentations, Financial Presentations, Corporate Development, Business Development, Sale of Business, Budget Modeling, Modeling, Models, Operating Models, Customer Retention, Client Development, Banking Relationships, Writing & Editing, Business Planning, Business Analysis Consulting, Presentation Design, Management Consultants, Financial Analysis, DCF Modeling, Transaction Comparables, Stock Market Consulting, Market Research & Analysis, Competitive Intelligence, Pitch Deck Consulting, Mechanical Engineering, Technical Design, Investment Analysis, Competitor Analysis & Profiling, Startup Development, Cash Flow Management, FPA, Operations, Customer Service, Strategic Planning & Execution, Strategic Initiatives, Competitive Strategy, Branding, Bootstrapping, Investor Relations, Sales, Sales Strategy, Data Rooms, Financial Software Development, Fintech, Fintech, CRM Systems, CRM, Startup Consulting, Due Diligence, Small Business Consulting, Transaction Advisory, Leveraged Buyout (LBO), B2C, Business to Consumer (B2C), Copywriting, Investments, Virtual Coaching, Team Building, Marketing Design, Negotiation, Sales Operations, Customer Analysis, Strategic Partnerships, WordPress Development, 3D Modeling, SaaS, Manufacturing, Dental Services Organizations
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