An American resident of Spain, after a master's at the LSE Zachary continued in London first as an analyst for a PE fund before switching to a global value hedge fund. He is an expert in modeling, fundamental analysis, and valuation with a decidedly global outlook. As a freelancer he completed the sale of a small business, advised on early stage funding rounds, and acted as CFO for an upstart cidery. When he is not freelancing he is a winemaker.
Helped determine the pricing of leads by analyzing the profitability of insurance companies.
Built a simple financial model to clarify an analysis.
Conducted market research to determine market norms.
Examined insurers in different countries with varying reporting standards.
Focus areas: Financial Modeling, Pricing Analysis
2014 - 2015
Advised a high net-worth individual on the $6 million financing of a startup parking platform/app in a Series A funding round.
Modeled the company's finances and provided valuation to frame investment round.
Directly negotiated terms with founder/CEO to advance round and protect client interests.
Revised terms and legal documents.
Focus areas: Financial Modeling, Venture Funding
2010 - 2014
Analyzed publicly-listed equities for potential investment by $100 million fund. Investments ranged between $3 million to $15 million and were long-term in outlook.
Built highly detailed financial models, developed investment theses, and wrote comprehensive company reports. Focused on finance, energy, telecoms, retail, tech, and manufacturing sectors.
Originated investment ideas and discussed potential investments with investment team. Conducted company-specific as well as macro research. Interacted regularly with sell-side to gain perspective on specific stocks and macro environment.
Monitored up to seven portfolio companies at any given time, resizing or exiting positions when necessary. We ran with a very concentrated portfolio of 10-15 holdings so we only traded a few times per week.
Ensured the ongoing communication with the company management teams, at times providing the perspective of long-term shareholders.
Built complex financial models of both companies and entire portfolios to be potentially acquired by the $1 billion fund. Investments ranged from $5 million to $100 million, venture to mature.
Screened or analyzed approximately eight pitches (looking for investment) per month. Met management teams of target companies and conducted thorough due diligence. Industries included telecoms, tech, manufacturing, business services, and retail.
Structured and closed a total of seven transactions, liaising with M&A bankers and lawyers. Negotiated and set incentives for management teams to properly align interests.
Monitored existing portfolio companies, remaining in regular contact with management teams. We participated in three follow-on investments during the difficult economic environment of 2009.
Engaged other private equity funds for a co-investment when club deals were called for.
Pitched potential investors of the fund during the pre-marketing phase of the fundraising cycle.