William Rutkoske

William Rutkoske

New York, NY, United States
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William Rutkoske

William Rutkoske

New York, NY, United States
Member since December 13, 2016
William recently served as a portfolio manager at the Harvard endowment before becoming an entrepreneur-turned-freelancer. Prior to Harvard, he spent 11 years investing in public and private companies for a $2 billion family office after having advised companies on M&A and capital raising activities at Deutsche Bank. William enjoys working with interesting companies to help them maximize their value, all the while continuing his global travels.
William is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Financial Services
Other Expertise
  • Business Strategy
  • Corporate Development
  • Due Diligence
  • Financial Modeling
  • Financial Projections
  • Mergers & Acquisitions (M&A)
  • Valuation
Employment
  • Portfolio Manager
    Harvard Management Company
    2015 - 2016
    • Managed a $400 million portfolio of equity and debt securities of public companies.
    • Built three statement financial models for companies across a broad variety of industries.
    • Valued companies and public securities to identify market valuation mispricings.
    • Researched market and competitive dynamics across a diverse group of industries to understand the key drivers of an industry and the attractiveness of the industry itself.
    • Worked with management teams to understand the key issues their businesses faced and how best to plan the business to achieve success.
    Focus areas: Mergers & Acquisitions, Capital Structure Analysis, Financial Modeling, Business Plan Development, Comparable Company Analysis, Financial Benchmarking, Due Dilligence, Equity Research, Revenue & Expense Projections, Market Research, Three Statement Operating Model, Portfolio Analysis, Profitability Analysis, Ratio Analysis, Valuation
  • Director
    BBT Capital
    2004 - 2015
    • Invested a $2 billion portfolio of equity and debt securities of public and private companies.
    • Built three statement financial models for companies across a broad variety of industries.
    • Valued companies and public securities to identify market valuation mispricings.
    • Researched market and competitive dynamics across a diverse group of industries to understand the key drivers of an industry and the attractiveness of the industry itself.
    • Worked with management teams to understand the key issues their businesses faced and how best to plan the business to achieve success.
    Focus areas: Ratio Analysis, Portfolio Analysis, Business Plan Development, Financial Benchmarking, Comparable Company Analysis, Capital Structure Analysis, Cost Reduction and Optimization, Debtor & Creditor Management, Due Dilligence, Equity Research, Revenue & Expense Projections, Financial Modeling, Market Research, Mergers & Acquisitions, Three Statement Operating Model, Profitability Analysis, Valuation
  • Financial Analyst
    Deutsche Bank
    2000 - 2004
    • Advised corporate clients on M&A transactions with an aggregate value of over $5 billion.
    • Performed detailed valuation analysis of companies exploring and engaged in mergers and acquisition transactions.
    • Worked with senior management teams to develop and model business plans in order to assist in the capital allocation and strategic decision making processes.
    • Built three statement financial models for companies across a broad variety of industries, including pro forma models for companies undergoing a corporate action.
    • Modeled and analyzed businesses to identify the most appropriate capital structure and support the capital raising process.
    • Performed detailed due diligence on businesses to support underwriting decisions as part of the bank's capital commitment process.
    • Performed detailed comparable company analysis and research to assist clients with the formulation of business and corporate strategic planning.
    Focus areas: Ratio Analysis, Business Plan Development, Financial Benchmarking, Comparable Company Analysis, Capital Structure Analysis, Cost Reduction and Optimization, Debtor & Creditor Management, Revenue & Expense Projections, Financial Modeling, Fairness Opinion Reports, Mergers & Acquisitions, Three Statement Operating Model, Profitability Analysis, Valuation
Education
  • Bachelor's degree in Business Administration, Finance
    Georgetown University - Washington, D.C., USA
    1996 - 2000
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