Amin Hariri
Verified Expert in Management Consulting
Management Consulting Expert
San Francisco, CA, United States
Toptal member since November 3, 2020
Amin is an experienced finance professional and private equity investor. He has served as the CFO of three PE-backed companies and successfully executed buyout acquisitions representing over $1 billion of invested capital. After a successful 25+ year career, Amin now advises founders and management teams on capital raising, business planning, and M&A efforts. He has experience working with both well-established and startup organizations across multiple sectors.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Company and Industry Information on an Acquisition Target
Financial and Valuation Information on an Acquisition Target
DCF-based Valuation Model for Stock Option Grant
Detailed Financial Model
Industry Expertise
- Business Services
- Construction
- Architecture, Engineering & Design
- Finance
- Banking
- Investment Banking
- Venture Capital & Private Equity
- Healthcare Services
Other Expertise
- Acquisitions
- Board of Directors
- Business Strategy
- Financial Modeling
- Private Company Valuation
- Private Equity
- Transaction Modeling
- Transaction Structuring
Work Experience
Managing Member
Break Point Capital LLC
- Served on the board and invested in a software startup in the integrated payments space. Advised the company on its business planning and capital raising efforts, raising over $1.1 million in early-stage financing to date.
- Created a detailed projection model and investor presentation deck for a startup in the cryptocurrency space. Helped define the target market, revenue model, unit economics, and overall business strategy.
- Pursued buyout acquisitions of lower middle-market companies in the business services sector, focusing on defensible businesses generating recurring or predictable revenue streams, leading all underwriting and transaction structuring efforts.
- Built a strong network of equity and debt investors available to fund acquisition opportunities.
CFO
Axia Water
- Established and oversaw all aspects of finance, accounting, systems, and M&A integration. Implemented GAAP accounting standards and managed a tight month-end close cycle. Successfully completed the first annual audit.
- Closely involved in Axia's M&A activities, providing oversight during due diligence, identifying areas for synergies post-closing, and leading the post-merger integration process. Successfully integrated two newly acquired companies.
- Led the annual budgeting process, working closely with operational leaders to set aggressive yet achievable targets grounded in measurable metrics. Closely managed cash balances and ongoing working capital needs via a rolling 13-week cash forecast.
- Identified and implemented tracking of key performance indicators (KPIs) to help drive actionable insight into the business and facilitate more effective decision-making.
- Worked closely with operational leaders to identify and implement value creation initiatives, including pricing initiatives that drove margin improvements, refining the customer value proposition, and identifying new customer and product segments.
Investment Director
GI Partners
- Led private equity investments across companies in the services and technology sectors through sourcing, execution, value creation, and exit. Served as an active board member and advisor on several highly successful investments.
- Led the acquisition of a leading facilities services company, driving growth through technology enablement, business improvement, and add-on acquisitions, resulting in revenues and EBITDA doubling over a 5-year period and a highly successful exit.
- Backed a highly seasoned management team to create a new commercial real estate finance company, assisting with company formation, strategic growth and exit, and growing the market cap to $1.7 billion at the time of IPO.
- Helped execute an investment in a growing cable and broadband provider, managing all aspects of the investment from origination through the exit, nearly doubling EBITDA over five years and resulting in a highly successful exit.
- Participated in several investments in the data center/IT infrastructure space, helping acquire, grow, and exit the investments. Relevant businesses include a dedicated hosting provider, a cloud computing platform, and a co-location provider.
- Executed several other investments across the technology, telecommunications, and business services sectors, closely collaborating with founders and management teams to create enduring value.
- Led several internal firm development initiatives, including recruiting efforts for junior and mid-level professionals and the portfolio’s annual audited valuation process.
CFO
Two GI Partners Sponsored Portfolio Companies
- Served as the interim CFO of one of the leading luxury-tier wine brands in Napa Valley. Led all aspects of the finance function and completed several value-enhancing projects, such as unit costing, which led to improved product profitability.
- Served as the CFO of one of the largest independent movie production studio lots in Los Angeles. Managed all accounting and financial reporting functions.
- Collaborated with the CEO as a strategic thought partner to identify and implement various business development, revenue enhancing and acquisition initiatives, resulting in significant bottom line contribution and increased exit value.
- Built a fully staffed accounting department and implemented Netsuite ERP, leading to significantly enhanced accuracy, visibility, and management reporting capabilities.
Education
Master of Business Administration Degree (MBA) in Finance
The Wharton School at the University of Pennsylvania - Philadelphia, Pennsylvania, USA
Bachelor's Degree in Structural Engineering
University of California, San Diego - San Diego, California, USA
Certifications
CFA
CFA institute
Skills
Finance
M&A (Buy-side), M&A (Sell-side), Financial Modeling, Corporate Finance, DCF Valuation, Three-statement Modeling, Revenue & Expense Projections, Comparable Company Analysis, Private Company Valuation, Transaction Structuring, Transaction Modeling, Private Equity, Mergers & Acquisitions (M&A), Due Diligence, Capital Raising, Valuation Modeling, Credit/Debt, Lending, Fundraising, CFO, Seed Fundraising, Valuation, Forecasting
Output Software
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Industry Expertise
Capital Markets, Financial Services, Venture Capital, Telecommunications, Banking & Finance, Technology, Insurance, Entertainment & Leisure, Transportation & Shipping
Geographic Expertise
United States
Other
Board of Directors, Critical Thinking, Quantitative Analysis, Business Strategy, Investments, Advisory, Acquisitions, DCF Modeling, Company Research, Industry Analysis, Board Presentations, Transaction Comparables, Startups, Facilities Management, IT Infrastructure, Business Services, Business Development, Service, Term Sheet Negotiations, Leveraged Buyout (LBO), Debt Financing, Underwriting, Strategic Planning, Business Plan Consulting, Interim CFO, Cryptocurrency, Software as a Service (SaaS), Dental Services Organizations, IT Services, Data Centers, Pitch Decks, Fintech, Transportation & Logistics, Healthcare Services, Operations, Economics, Portfolio Management, Company Strategy, Precedent Transaction Analysis, Financial Presentations, Financial Analysis, Employee Stock Options, Management Incentive Packages, Family Office, Financing, M&A Due Diligence (Financial), Financial Closing, Systems
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