An American resident of Spain, after completing a master's from the LSE, Zachary continued in London first as an analyst for a PE fund and later switched to a global value hedge fund. He is an expert in financial modeling, analysis, and valuation with a decidedly global outlook. He loves freelance work because it allows him to continue engaging at a high level in the financial sphere while allowing time to pursue his other passion of winemaking.
Helped determine pricing of leads by analyzing profitability of insurance companies.
Built a simple financial model to clarify 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 $6M 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 $100M fund. Investments ranged between $3M to $15M 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 7 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 $1B fund. Investments ranged from $5M to $100M, venture to mature.
Screened or analyzed approximately 8 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 7 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 3 follow-on investments during the difficult economic environment of 2009.
Engaged other private equity funds for co-investment when club deals were called for.
Pitched potential investors of the fund during the pre-marketing phase of the fundraising cycle.