Wyatt McCallum, Finance Expert in Chicago, IL, United States
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Wyatt McCallum

Verified Expert  in Finance

Finance Expert

Location
Chicago, IL, United States
Toptal Member Since
July 6, 2020

Wyatt has executed numerous M&A transactions and debt/equity investments while working at a leading Wall Street investment bank (Houlihan Lokey) and a private equity firm (Sun Capital Partners). He is an award-winning private equity investor and startup consultant who enjoys advising clients on complex capital raising, M&A, corporate finance, and venture capital projects and transactions. Wyatt is a Northwestern University graduate with an MBA from the University of Chicago.

Financial ForecastingPrivate Equity ConsultantFinancial ModelingFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Private EquityFundraisingVenture Capital

Career Highlights

Associate - Transactions Group
Sun Capital Partners
Analyst - Industrials Group
Houlihan Lokey

Education Highlights

MBA
University of Chicago Booth School of Business
Bachelor's Degree
Northwestern University

Case Studies

Work Experience

Associate - Transactions Group

2016 - 2018
Sun Capital Partners
  • Evaluated standalone and add-on investments, refinancing options, and exit opportunities for portfolio companies by drafting investment memoranda, building detailed operating and LBO models, and leading third-party due diligence efforts.
  • Completed a platform acquisition for a $5-10 million EBITDA consumer product distributor.
  • Built a full financing model utilizing consolidated financials of 75+ dental offices, quantifying potential tax write-up benefits, returns to minority equity holders, and the pro forma impact of additional dental offices for a potential transaction.
  • Led a portfolio company through multiple debt covenant negotiations as part of a restructuring process.
  • Worked directly with several CFOs and controllers to develop financial reporting systems capable of generating periodic financial packages for review by the private equity deal and operations team.
Focus areas: Three-statement Modeling, Restructuring, Debtor & Creditor Management, Financial Modeling, Capital Structuring, Leveraged Buyout (LBO), M&A (Buy-side), Private Equity

Analyst - Industrials Group

2014 - 2016
Houlihan Lokey
  • Advised corporate clients and financial sponsors on a range of financial initiatives in multiple industries including metals and mining, automotive, plastics and packaging, engineering and construction, and capital goods.
  • Completed a sell-side process involving more than 100 prospective buyers on behalf of a manufacturer of specialty paper products with $50+ million in EBITDA.
  • Sold an appliance manufacturing business with facilities in three countries to a private equity-backed portfolio company over the course of a yearlong diligence process.
  • Refinanced a pipe and pipe-related product distributor owned by a private equity firm through a private credit placement process in conjunction with HL's capital markets group.
Focus areas: Three-statement Modeling, Capital Raising, M&A (Sell-side), Investment Banking
2018 - 2020

MBA in Accounting, Entrepreneurship, Finance, and Strategic Management

University of Chicago Booth School of Business - Chicago, IL, USA

2010 - 2014

Bachelor's Degree in Economics

Northwestern University - Evanston, Illinois, USA

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