William Plumer, Finance Expert in Atlanta, GA, United States
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William Plumer

Verified Expert  in Finance

Finance Expert

Location
Atlanta, GA, United States
Toptal Member Since
October 3, 2017

William has launched, sold, acquired, advised, restructured, and invested in 40+ businesses, representing over $1 billion in value. He has worked with startups, Fortune 500 companies, and leading private equity and advisory firms, including Blackstone, McKinsey & Company, Ernst & Young, and Morgan Keegan. As a freelancer, he enjoys helping a broader mix of clients execute their financial, strategic, and operational goals.

Career Highlights

Founder | Managing Partner
Bullet Partners, LLC
Co-Founder | CFO
Narus Health, Inc.

Education Highlights

Case Studies

Work Experience

Founder | Managing Partner

2017 - PRESENT
Bullet Partners, LLC
  • Founded Bullet Partners, LLC, a healthcare-focused advisory and investment firm. Responsible for all investment ($1-5 million EBITDA) and advisory-related activities.
  • Helped management teams and board of directors execute high-priority initiatives, including growth strategy (organic and acquisitive), market and competitor assessments, and select acquisition-related diligence assignments.
  • Conducted an independent valuation and subsequent report for a shareholder of a private, closely-held healthcare business. Analyses included both income (DCF) and market-based (public comps and precedent transactions) approaches to support the overall valuation.
  • Provided strategic advisory services for technology business seeking growth capital. Worked with the founder to refine the business model, pricing strategy, customer acquisition strategy, pipeline development methodology, targeted investor list, and investor presentation.
  • Maintained active relationships with the lower middle market healthcare deal community.
Focus areas: Due Diligence, Private Company Valuation, Healthcare, Private Equity, Financial Advisory, Mergers & Acquisitions (M&A)

SVP — Strategy & Corporate Development

2018 - 2020
Experian Health
  • Served as the leadership team executive and was responsible for organic and inorganic growth initiatives for Experian’s ~$450 million US health business including business strategy and positioning (“RCM 2.0”) as well as transaction execution.
  • Closed acquisition of MyHealthDirect, a digital care coordination and scheduling platform for providers and payers.
  • Closed venture investments in Madaket Health and AxiaMed (as a board observer in both investments).
  • Built and grew strategic partnership function with representative deals across identity management and care coordination.
  • Served as the health lead for Experian’s global expansion engagement covering 16 initial countries and six for "deep dives."
  • Managed cross-functional initiatives across product, sales, marketing, and finance organizations (e.g., product portfolio positioning, pricing models, market landscape assessments, competitor analysis).
  • Maintained deep relationships with deal community and fellow industry leaders.
Focus areas: Strategic Partnerships, Strategic Planning & Execution, Due Diligence, Deal Execution, Deal Sourcing, Board of Directors, Venture Funding, Corporate Development, Acquisitions, Business Strategy

Co-Founder | CFO

2014 - 2017
Narus Health, Inc.
  • Co-founded Narus Health, Inc., a healthcare startup focused on technology-enabled care management. Created the initial business plan, go-to-market strategy, operating models, and core infrastructure/systems across finance/accounting, IT, and operations.
  • Closed $8.1 million in seed and Series A rounds to support product development and expansion. Developed a bottoms-up, 36-month forecast with multiple sensitivities to accurately track cash burn and break-even analysis.
  • Led the negotiations, structuring (valuation and terms), and collateral development for capital raises.
  • Managed the monthly-closing of financials and quarterly financial package for investors.
  • Supported sales and IT senior leadership with financial-driven initiatives, including pipeline tracking and evaluation, buy vs. build analysis, customer contracting and pricing, and SaaS-based operating models.
  • Established a target list for potential add-on acquisitions; conducted diligence and preliminary valuation analysis on three opportunities, including one LOI; maintained active correspondence with the sell-side deal community.
Focus areas: Investment Memoranda, Financial Planning & Analysis (FP&A), Transaction Structuring, Capital Structure Analysis, Venture Funding, Business Planning, Capital Raising, Cash Flow Modeling, Startup Funding

Director, Corporate Development (M&A)

2013 - 2014
Change Healthcare (a Blackstone-backed HCIT business)
  • Led and executed strategic acquisitions representing $300 million in aggregate consideration.
  • Supported principal investors (Blackstone, Hellman & Friedman) and senior mgmt. internally across all phases of the transaction timeline: from sourcing, screening, valuation and structuring, to diligence, committee memoranda and integration planning.
  • Collaborated with senior leadership to identify revenue and cost synergies in order to evaluate the impact on pro-forma valuation and return models.
  • Created detailed investment memoranda covering financial, strategic, operational, funding, and legal considerations for each target acquisition.
  • Selected to participate with McKinsey & Company on a six-month engagement covering consumer engagement and population health initiatives.
Focus areas: Due Diligence, Transaction Modeling, Transaction Structuring, Valuation Multiples, Valuation, Investment Memoranda, Market Research, Mergers & Acquisitions (M&A)

Vice President, LBO Fund

2011 - 2013
Gen Cap America, Inc.
  • Led the deal sourcing, evaluation, diligence, financing, and transaction execution across four markets (East and West Coast). Sourced and screened 600+ investment opportunities and corresponding IOI/LOI submissions.
  • Developed investment memoranda and supporting LBO analyses for healthcare manufacturer and niche electronics distributor acquisitions. Analyzed stated vs. adjusted EBITDA calculations, legacy customer bases, cross-selling trends, and price-volume erosion to support base case return expectations and overall deal structuring.
  • Managed quarterly reporting for twenty-two portfolio companies. Tracked year-to-date (YTD), year-over-year (YOY), and trailing twelve months (TTM) financial metrics for active investments. Derived implied valuations for active portfolio investments.
  • Maintained active relationships with bankers, intermediaries, brokers, and other deal professionals (legal, accounting, and financing sources).
Focus areas: Transaction Advisory, Deal Sourcing, Leveraged Buyout (LBO), Transaction Structuring, Mergers & Acquisitions (M&A), Private Company Valuation

Associate, LBO Fund

2008 - 2009
Harbert Private Equity Funds
  • Executed an investment in leading residential treatment facility. Conducted comprehensive due diligence, built base case model, and wrote committee memorandum.
  • Supported senior management with strategic initiatives at two portfolio companies. Identified add-on acquisitions and built supporting pro-forma financial models with multiple pricing toggles.
  • Trained and assisted junior colleagues with internal LBO model and use case development.
  • Created marketing collateral, portfolio company tearsheets, and supported fund analyses for external fundraising efforts.
  • Managed internal fund model for performance tracking. Reviewed and reported gross and net IRR sensitivity analyses to fund leadership.
Focus areas: Debt Financing, Capital Structuring, Distribution, Manufacturing, Consumer Lending, Investment Memoranda, Healthcare, Growth Equity, Private Company Valuation, Private Equity

Senior Analyst, Investment Banking

2006 - 2008
Morgan Keegan & Company, Inc.
  • Managed the sale processes (pitch-to-close), including the development of all marketing materials (CIMs) and supporting financial analyses, for three transactions. Performed unit-level analysis of 80+ convenience store chain acquired by Sun Capital Partners.
  • Co-led $103 million follow-on equity offering (NYSE: AAN). Developed valuation model and sales memorandum. Sole junior banker on deal team.
  • Supported retail and consumer senior bankers with pitch development, financial modeling/target company analyses, transaction execution, and industry research.
  • Completed Training the Street and Wall Street Prep training courses covering accounting and financial statement analysis, capital markets, corporate valuation, financial modeling, and transaction modeling.
Focus areas: Unit-level Economics, Pro Forma Financial Statements, Financial Statements, Private Company Valuation, Information Memoranda, Pitch Decks, Pitch Books, Equity Offerings, Mergers & Acquisitions (M&A), Precedent Transaction Analysis, Comparable Company Analysis, Discounted Cash Flow (DCF), Valuation Modeling, Valuation
2009 - 2011

Master of Business Administration (MBA) Degree in Healthcare and Finance & Strategy

Vanderbilt University - Nashville, TN, USA

2006 - 2008

Series 7 in General Securities License

Financial Industry Regulatory Authority (FINRA) - Atlanta, GA, USA

1999 - 2003

Bachelor of Business Administration Degree in Finance

University of Georgia - Athens, GA, USA

Finance

Valuation, Leveraged Buyout Modeling, DCF Valuation, Corporate Finance, Ratio Analysis, Discounted Cash Flow (DCF), Comparable Company Analysis, Private Company Valuation, Mergers & Acquisitions (M&A), Pro Forma Financial Statements, Investment Thesis, Investment Memoranda, Three-statement Modeling, Value Investing, Due Diligence, Private Equity, Data Analysis, Market Research, Financial Planning & Analysis (FP&A), Budgeting, Forecasting, Seed Fundraising, Transaction Structuring, M&A Earn-out Agreements, Capital Raising, Transaction Modeling, Fundraising, Fairness Opinion Reports, CFO, Venture Funding, Startup Funding, Financial Advisory, Cash Flow Modeling, Capital Structure Analysis, Valuation Multiples, Growth Equity, Consumer Lending, Capital Structuring, Valuation Modeling, Equity Offerings, Unit-level Economics, Financial Modeling, Funding Process

Output Software

Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook, Adobe Acrobat Pro

Data & Analysis Software

Capital IQ, Bloomberg, Microsoft Access, Tableau

Industry Expertise

Healthcare, Specialty Healthcare, Health, Blogs, Venture Capital, Pharmaceuticals, Health Insurance

Geographic Expertise

United States, Canada

Other

Pitch Decks, Healthcare IT, Healthcare Services, Excel Modeling, Excel Reporting, M&A Pipeline Management, Transaction Comparables, Precedent Transaction Analysis, Leveraged Buyout (LBO), DCF Modeling, Sensitivity Analysis, Business Strategy, Deal Sourcing, Acquisitions, Deal Execution, Deal Structuring, Deal Flow Origination, Information Memoranda, Financial Statements, Market Research & Analysis, Cap Tables, Business Models, Board of Directors, Fixed Costs, Forensic Accounting, Pricing Models, Contract Negotiation, Term Sheets, Term Sheet Advisory, Term Sheet Negotiations, Competitor Analysis & Profiling, Variable Costing, Debt Financing, Costing, Corporate Development, Portfolio Company Support, Product Strategy, Digital Health, Startups, Budget Modeling, Excel Add-ins, Annual Budgets, Growth Strategy, Negotiation, Writing & Editing, Startup Growth Strategy Development, Investment Ideas, Complex Transaction Agreements, Strategy Planning, Strategic Planning & Execution, Corporate Restructuring, Restructuring, Investment Banking, Business Planning, Transaction Advisory, Manufacturing, Distribution, Pitch Books, Data Visualization, Strategic Partnerships, Software as a Service (SaaS), Internet of Things (IoT)

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