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Tyler Cain

Tyler Cain

New York, NY, United States
Member since May 15, 2018
Tyler, a Columbia MBA, is an investor with years of experience as an advisor and investor at firms including Wells Fargo, Pamlico Capital, and Lionstone Capital. He has led private and public investment activity across industries, including consumer and healthcare, among others. As a freelancer, Tyler looks to leverage his expertise in modeling and due diligence to enable high-value outcomes for entrepreneurs and corporate executives.
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Career Highlights
Education
Case studies
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Industry Expertise
  • Consumer Products
  • Healthcare
  • Software
Software Expertise
  • Capital IQ
Other Expertise
  • Business Research
  • Due Diligence
  • Three Statement Operating Model
  • Value Investing
Employment
  • Advisor
    2018 - PRESENT
    MBF Healthcare Partners
    • Advised multiple, recently-acquired healthcare services portfolio companies.
    • Worked with the CEO, CFO, and COO to analyze historical results, identify KPIs and construct financial models.
    • Constructed de novo models to evaluate potential new centers/locations.
    • Conducted research and performed financial analysis to inform the CEO on the introduction of a new service line.
    • Analyzed historical insurance claims data in order to determine direct hourly contribution margins and identify inefficiencies in the business model.
    • Participated in senior management discussions regarding strategy, finance and the opening of new treatment centers.
    • Prepared materials for board meetings.
    Focus areas: Financial Planning and Analysis, Budgeting, Financial Modeling, business strategy, Revenue & Expense Projections, Finance Strategy
  • Investor and Advisor
    2018 - PRESENT
    Diggs
    • Invested in innovative, direct-to-consumer pet products company via their $486,000 preseed funding round.
    • Engaged in regular conversations with the founder and CEO, providing strategic guidance on prospective capital raises, financial forecasting, and modeling as well as giving input regarding growth strategies.
    • Assisted in fundraising activities by sourcing and serving as an intermediary between the founder and CEO and potential financing sources.
    Focus areas: Growth Equity, Capital Raising, Finance Strategy, Brand Strategy
  • Financial Advisor
    2018 - 2019
    TRUST
    • Constructed an investment presentation for the upcoming capital raise of an early-stage, Netherlands-based company that is developing an innovative, online platform (website and app) to aid recruiters.
    • Held regular conversations with the founder and CEO, providing strategic guidance on go-to-market strategies, growth strategies and the capital raise.
    • Illustrated the customer value proposition by (i) identifying key performance indicators (KPIs) for recruiting managers and (ii) performing financial analysis that estimated the improvement in these KPIs from using the new platform.
    • Performed a market sizing analysis in order to quantify the company's addressable market.
    Focus areas: Fundraising, Market Research, Investment Presentation, Market Sizing, Market Positioning, Brand Strategy, Finance Strategy
  • Financial Advisor
    2018 - 2018
    Mutuo Health Solutions
    • Built a three-statement, integrated model for external fundraising efforts for an early-stage Canadian healthcare SAAS company.
    • Conducted calls with the CEO, spoke with industry experts and read industry reports in order to construct five-year operating projections.
    • Modeled revenue and gross profit by sales channels and performed a customer lifetime value analysis in order to inform the company's go-to-market strategy.
    • Constructed the slides for the financial section of the investment presentation.
    • Supplied potential investor questions in order to prepare management for their upcoming investor pitches.
    • Mutuo won funding to develop their MVP via a seed financing competition.
    Focus areas: Financial Modeling, Revenue & Expense Projections, Customer Lifetime Value, Three Statement Operating Model, Financial Benchmarking, Market Research, Growth Capital Raising, Finance Strategy, Brand Strategy, Investment Presentation, Fundraising
  • Buy-side Public Equity Research Analyst
    2012 - 2018
    Lionstone Capital
    • Generated and assessed prospective investment ideas, covered portfolio stocks, and made buy and sell recommendations as a generalist at a value-oriented long-only public equity investment fund.
    • Led the diligence and underwriting processes for investments in the equity of a $12+ billion retail company executing an operational turnaround and a $2+ billion property services company that has generated a 3x+ return on investment.
    • Read industry publications and sell-side research reports, built investment screens, and established exclusive relationships with operators in a variety of industries to identify publicly-traded stocks in which to invest.
    • Built detailed three-statement financial models, developed investment theses and authored investment memoranda for the investment committee to evaluate potential investments and monitor current positions.
    • Constructed diligence lists and conducted calls and site visits with management teams, customers, suppliers, competitors, and industry experts.
    • Researched and wrote comprehensive reports on markets and industries including housing, aftermarket automotive retailers, advertising holding companies and human capital management software-as-a-service firms.
    Focus areas: Value Investing, Valuation Modeling, Market Research, Equity Research, Due Diligence, Investment Memoranda, Investment Thesis, Three Statement Operating Model, Industry Analysis, Financial Benchmarking, Management Diligence
  • Private Equity Associate
    2009 - 2011
    Pamlico Capital
    • Evaluated investment opportunities and conducted operational, financial and industry-related due diligence as a member of the investment team at $2 billion middle-market private equity firm.
    • Worked with the CEO and CFO of a $100+ million revenue consumer products company to evaluate strategic alternatives and identify and model potential acquisitions, assisting in the successful sale of the company.
    • Built the financial model, prepared investment committee presentations and memoranda, constructed lender presentations and conducted management, industry, accounting and legal due diligence for a potential $50 million investment in a private cardiovascular surgery center business.
    • Built financial models and investment committee presentations for the prospective $40 million follow-on investment for a pharmaceutical portfolio company and an $80 million investment in an industrial services company.
    • Conducted financial and accounting analysis and developed presentations to aid senior-level executives in evaluating alternatives and negotiating the $100 million sale of an insurance brokerage portfolio company.
    • Assisted in the creation of the model and investment memorandum for a $10 million follow-on investment in a healthcare IT company that generated substantial returns upon a sale to a strategic buyer.
    • Reviewed the confidential information memoranda and built detailed, unit-level models to evaluate investments in numerous private healthcare services companies.
    • Presented information and led conversations with lenders to determine financing terms for prospective transactions.
    Focus areas: Leveraged Buyout Model, Due Diligence, Investment Memoranda, Financial Reporting, Market Research, M&A Modeling, Industry Analysis, Three Statement Operating Model, Financial Benchmarking, Management Diligence, Financial Diligence, Accounting Diligence, Legal Diligence
  • Investment Banking Analyst
    2006 - 2009
    Wells Fargo Securities
    • Advised the special committee to the board of directors of a publicly-traded consumer products company on a potential $100+ million sale to a strategic buyer. Built discounted cash flow ("DCF"), leveraged buyout ("LBO"), and M&A models and performed comparable company and precedent transaction analysis, creating presentations for the board of directors.
    • Authored the offering memorandum and lender presentation for the $220 million refinancing of a publicly-traded consumer products company.
    • Assisted in the creation of the credit committee memorandum for the financing of a $1.2 billion take-private of a food service company.
    • Built models and created strategic alternative presentations for the management teams and boards of several consumer products and retail companies.
    • Created and edited pitch books that included financial analysis, models and industry research used in the origination of investment banking transactions.
    Focus areas: M&A Modeling, Transaction Modeling, DCF Valuation, Comparable Company Analysis, Equity Offerings, Debt Raises, Market Research, Industry Research, Mergers & Acquisitions (M&A), Financial Benchmarking
Other Experience
  • Perfecting Private Accommodations: Airbnb vs. Expedia (Publication)
    https://www.toptal.com/finance/market-research-analysts/airbnb-vs-expedia
    As Airbnb may soon IPO, how does it compare against more traditional businesses in the travel space? We compare it to another top company in the travel sector, Expedia, and analyze how their originally divergent strategies are slowly converging.
  • What Makes for a Successful Management Buyout Process? (Publication)
    https://www.toptal.com/finance/private-equity-consultants/management-buyout-process
    Buying out the business you work for and then running it yourself doesn’t have to be a pipe dream. Management buyouts (MBOs) have been popular since the 1980s and when aligned correctly are appealing propositions for owners and motivated management teams.
Education
  • Master of Business Administration (MBA) degree in Finance
    2011 - 2013
    Columbia University - New York, NY, USA
  • Bachelor's degree in Commerce
    2002 - 2006
    University of Virginia - Charlottesville, VA, USA
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