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

Verified Expert  in Finance

Bio

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

Managing Partner and Lead Consultant
Healis Business Consulting
Founder and President
Goodbye Skeeter
Executive Director | Investment Banking
Morgan Stanley

Education Highlights

Master of Business Administration (MBA)
Western University — Richard Ivey School of Business
Bachelor's Degree
Western University

Certification Highlights

CFA Level I
CFA Institute
Professional Engineer License
Professional Engineers Ontario

Case Studies

Work Experience

Strategic and Financial Consultant (Freelance)

2019 - PRESENT
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.
Focus areas: M&A, Financial Writing, FPA, Financial Planning & Analysis (FP&A), Cash Flow, Cash Flow Modeling, Market Opportunity Analysis, Strategy, WordPress, Fintech, Fintech Consultant, Franchises, Startups, Startup Consulting, Pricing, DCF Modeling, DCF Valuation, Discounted Cash Flow (DCF), Market Research, Market Research & Analysis, Pricing Strategy, Value Creation, Asset Valuation, Due Diligence, Three-statement Modeling, Due Diligence Consultant, Revenue Modeling, Valuation, M&A Modeling, Small Business Management, Small Business Consultants, Forecasting, P&L Forecasting, Cash Flow Forecasting, Business Advisory, Canada, United States, United Kingdom, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Pitch Decks, Pitch Deck Consultant, Business Consulting, Business Models, Business Modeling, Executive Presentations, Client Presentations, Corporate Development, Business Strategy, Business Planning, Business Plan Consulting, Excel Modeling, Valuations, Transaction Comparables, Transaction Advisory, Management Consulting, Financial Presentations, Copywriting, Dental Services Organizations

Managing Partner and Lead Consultant

2019 - PRESENT
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.
Focus areas: Financial Writing, FPA, 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, Service, Excel Modeling, Fundraising, Fintech Consultant, Pitch Deck Consultant, Market Research, Business Plan Consulting, Competitor Analysis & Profiling, Investment Analysis, Valuation, M&A, Marketing, Financial Planning & Analysis (FP&A), Strategic Planning, Financial Modeling, Valuations, Software as a Service (SaaS), Management Consulting, Financial Analysis, CRM Systems, Customer Relationship Management (CRM), DCF Modeling, Discounted Cash Flow (DCF), Small Business Consultants, Google Sheets, Sales, Financial Presentations, Bootstrapping, Equity Crowdfunding, Copywriting

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 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.
Focus areas: FPA, 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, Customer Retention, Operating Models, Modeling, Corporate Development, Strategy, Cash Flow Analysis, Business Analysis, Business Development, Business Modeling, Models, Service, Excel Modeling, Financial Planning & Analysis (FP&A), M&A, Market Research, 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, Sales

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 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.
Focus areas: Equity Research, Cash Flow Modeling, Equity Offerings, Project Evaluation, 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, Customer 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, 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, M&A, Valuations, Financial Analysis, Capital Markets, Data Rooms, Sales, Financial Presentations, Stock Market, Investments

Vice President | Investment Banking

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, 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.
Focus areas: Equity Research, Cash Flow Modeling, Project Evaluation, 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, Valuation, Market Research, Debt Raises, Debt Capital Markets, Private Credit, Equity Offerings, Equity Valuation, Equity Financing, Convertible Equity, Convertible Debt, Corporate Finance, M&A, Investment Banking, Valuations, Financial Analysis, Capital Markets, Data Rooms, Sales, Financial Presentations, Stock Market, Investments

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: 3D Modeling, United Kingdom, Automotive, United States, Canada, Engineering, Team Building, Technical Project Management, Mechanical Engineering, Project Management, Manufacturing
2005 - 2007

Master of Business Administration (MBA) in Finance

Western University — Richard Ivey School of Business - Ontario, Canada

1995 - 2001

Bachelor's Degree in Mechanical Engineering

Western University - Ontario, Canada

DECEMBER 2006 - PRESENT

CFA Level I

CFA Institute

FEBRUARY 2005 - PRESENT

Professional Engineer License

Professional Engineers Ontario

Finance

Forecasting, Finance Strategy, Market Opportunity Analysis, Market Research, Cash Flow Modeling, M&A, Valuation, 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, Equity Offerings, Financial Planning & Analysis (FP&A), Private Equity Valuation, Equity Research, Debt, Debt Raises, Convertible Equity, Dividend Policy, Pricing, Pricing Strategy, M&A (Sell-side), Cross-border 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, Microsoft Excel, Google Sheets

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 Models, Strategic Planning, Cash Flow Analysis, Business Consulting, Financials, Financial Writing, Strategy, Excel Modeling, Engineering, Relationship Building, Relationship Management, Client Management, Client Relations, Client Presentations, Presentations, Pitch Presentations, Board Presentations, Investor Presentations, Metals & Mining, Business Strategy, Service, 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, Pitch Decks, Management Consulting, Financial Analysis, DCF Modeling, Transaction Comparables, Stock Market, Market Research & Analysis, Competitive Intelligence, Pitch Deck Consultant, Mechanical Engineering, Technical Project Management, Investment Analysis, Competitor Analysis & Profiling, Startups, Cash Flow Management, FPA, Operations, Customer Service, Strategic Planning & Execution, Strategic Initiatives, Competitive Strategy, Branding, Bootstrapping, Investor Relations, Sales, Sales Strategy, Data Rooms, Investing, Fintech, Fintech Consultant, CRM Systems, Customer Relationship Management (CRM), Startup Consulting, Due Diligence Consultant, Small Business Consultants, Transaction Advisory, Leveraged Buyout (LBO), B2C, Business to Consumer (B2C), Copywriting, Investments, Project Management, Team Building, Marketing, Negotiation, Sales Operations, Customer Analysis, Strategic Partnerships, WordPress, 3D Modeling, Software as a Service (SaaS), Manufacturing, Dental Services Organizations

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