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Daniel Serdio
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since August 14, 2020
Bio
A London Business School MBA graduate, Daniel directly executed $5 billion worth of M&A and capital-raising deals across the US, UK, and Latin America. He's worked in investment banking at Citi as an M&A and strategy manager for a $25 billion family-owned conglomerate and founded a fund investing in UK SMEs. He joined Toptal to connect with other entrepreneurs and share his knowledge around investing, financing, strategy, and M&A.
Career Highlights
Financial Expert
Independant Financial Expert
Partner
Alerce Capital
Education Highlights
Master of Business Administration (MBA) Degree
London Business School
MBA Exchange Program
Columbia Business School
Case Studies
Private Equity (LBO)
Private EquityLeveraged Buyout (LBO)Due DiligenceM&A (Sell-side)Three-statement ModelingProfitability Analysis+ 8 more
Market Analysis (Spanish)
Go-to-market PlansBusiness ModelingStrategyMarket SizingProfitability AnalysisFinancial Planning & Analysis (FP&A)+ 5 more
Company Valuation
M&A ModelingThree-statement ModelingDCF ValuationPerformance AnalysisFinancial ModelingProfitability Analysis+ 5 more
Leveraged Buyout Model
Leveraged Buyout (LBO)Three-statement ModelingDue DiligencePrivate Equity ConsultantTransaction ModelingFinancial Planning & Analysis (FP&A)+ 4 more
Expertise
- Due Diligence
- Financial Forecasting
- Financial Modeling
- Financial Statements
- Leveraged Buyout Modeling
- M&A Modeling
- Mergers & Acquisitions (M&A)
- Private Equity
Work Experience
Financial Expert
2019 - PRESENT
Independant Financial Expert
- Led financial modeling, due diligence, and negotiations for an $8 million equity raise, reporting directly to the CEO of a US-based oil and gas company, allowing the company to expand its operations to other states.
- Structured investor outreach strategy, presentation, model, and virtual data room for the $20 million equity raise of US upscale lifestyle hotel development project, working directly with the partners of the firm.
- Constructed the financial model, information memorandum, and data room reporting directly to the CEO of a Mexico steel distributor as part of the M&A sell-side advisory estimated at $30 million.
- Led outreach to international investors, structured the presentation and model for the $120 million capital raise of a Peru private debt fund, working directly with the managing director of the fund.
- Prepared teaser, pitch deck, and financial model for the $100 million equity raise for a US opportunity-driven hospitality acquisition fund. Reached out and pitched directly to family offices, real estate funds, and sovereign funds.
- Elaborated equity outreach strategy, presentation, model, and virtual data room for the $12 million equity raise of a US agtech business looking for series A capital. Allowed the business to connect with global VCs and corporate VCs.
- Structured equity raise of $6 million for Nordics-based clean energy and tech startup. Created a reach-out list that allowed the company to connect with top VCs in the space.
Focus areas: Microsoft PowerPoint, Real Estate Development, Commercial Real Estate, Angel/Seed Funding, Go-to-market Plans, Debt Financing, United Kingdom, Early-stage Startups, Seed Fundraising, Startup Funding, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, Latin America (LATAM), M&A (Sell-side), DCF Valuation, Capital Markets, Deal Sourcing, Investment Banking, Leveraged Buyout (LBO), Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Microsoft Excel, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Market Sizing, Financial Forecasting, Venture Capital, Fundraising, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Debt Raises, Equity Raises, Financial Planning & Analysis (FP&A), Due Diligence, Capital Raising, M&A Modeling, United States, Green Energy, Clean Energy, Pitch Deck Consultant, Agribusiness, Proptech, Financial Services, Storytelling, Business Planning, Business Plan Consulting, Social Media, Excel Expert, Excel Modeling
Partner
2019 - PRESENT
Alerce Capital
- Raised a fund to invest and manage B2B SMEs in the UK, with a target of £1-3 million EBITDA.
- Structured the financial LBO model, prepared investment presentations, elaborated LOI, and managed the whole process to successfully acquire a company in the business services industry.
- Led debt and equity financing, negotiating directly with financial institutions and attracting interest and pre-commitments from European private equity and search fund investors.
- Sourced deals through brokers, generating direct relationships with 50+ corporate finance, accounting, and law firms and creating a unique investment pipeline of highly profitable companies.
Focus areas: Debt Raises, Microsoft PowerPoint, Go-to-market Plans, United Kingdom, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, DCF Valuation, Investment Banking, Investments, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Microsoft Excel, Performance Analysis, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Valuation, Fundraising, Mergers & Acquisitions (M&A), Due Diligence Consultant, Search Fund Expert, Search Fund, Deal Sourcing, Debt Financing, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Equity Raises, Private Equity, Financial Planning & Analysis (FP&A), Capital Raising, Pitch Deck Consultant, Financial Services, Storytelling, Business Planning, Business Plan Consulting, Excel Expert, Excel Modeling
Founder
2015 - PRESENT
BePretty
- Co-founded the first platform in Latin America that brings together all beauty services—hair, hair removal, massage, nail, and face. The business is currently valued at $20 million.
- Started the company from zero and grew it to four countries, now serving 2,500+ beauty salons with 1+ million yearly bookings. Built a business expansion strategy and obtained seed financing.
- Led market sizing of the opportunity, financial forecasting, and valuation of the company, allowing it to become a number one Latin America player.
Focus areas: Microsoft PowerPoint, Angel/Seed Funding, Early-stage Startups, Seed Fundraising, Startup Funding, Valuation Modeling, Forecasting, Startups, Capital Raising, Latin America (LATAM), DCF Valuation, Equity Raises, Investments, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Microsoft Excel, Performance Analysis, Strategy, Business Modeling, Market Sizing, Fashion, eCommerce, Retail & Wholesale, Venture Capital, Fundraising, Business Strategy, Pitch Deck Consultant, Financial Services, Storytelling, Business Planning, Business Plan Consulting, Social Media, Excel Expert, Excel Modeling
Real Estate Investment Associate
2019 - 2019
Arc Investments
- Managed family office residential and commercial real estate investments in the UK with £250+ million GDV. Underwrote transactions, prepared pro-forma and property valuations, and reported directly to the partners.
- Sourced and elaborated new off-market/market residential and commercial opportunities. Prepared pitch deck and teaser with the opportunities and presented directly to top management of leading real estate listed companies in the UK.
- Managed relationships with owners, lenders, solicitors, engineers, and architects to acquire £6.5 million site and submit a planning application for a 100-unit scheme.
- Monitored investment and progress weekly and prepared update reports for the partners.
Focus areas: Microsoft PowerPoint, Real Estate Development, Valuation Modeling, Forecasting, DCF Valuation, Investments, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Microsoft Excel, Business Modeling, Revenue & Expense Projections, Family Office Consultants, Financial Forecasting, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Residential Real Estate, Commercial Real Estate, Pitch Deck Consultant, Proptech, Financial Services, Storytelling, Business Plan Consulting, Business Planning, Excel Expert, Excel Modeling
M&A and Strategy Manager
2013 - 2017
Falabella Group
- Advised owners, top management, and the board of directors of Chile's largest conglomerate, with a $25 billion market cap and five business units across seven countries, on its M&A and strategy.
- Structured valuation model and financial projections and defined strategy for JV between Falabella Group and Soriana to enter Mexico, estimated at $600 million, and awarded the best Chilean M&A transaction in 2016.
- Elaborated financial model, valuated synergies, and executed the acquisition of Maestro for $492 million, allowing the home improvement business to consolidate its leadership in Peru.
- Structured and presented the retail, real estate, and financial service strategies for Colombia, Peru, and Argentina to the board. Worked directly with the CEOs to prepare financial planning and analysis, business model, and profitability analysis.
- Led and modeled the 2015-2019 $4 billion investment plan for the entire Falabella Group consisting of retail stores, real estate, IT, and logistics for six countries and five businesses. Interacted with corporate CEOs and the board of directors.
- Advised the board of directors and top management on 30+ investment opportunities in Chile, Peru, Colombia, Uruguay, and Brazil.
- Managed and participated in monthly investment committee meetings with the president of the board and all corporate CEOs, designed to define the company's asset allocation.
- Advised the board and top management in real estate commercial division totaling 30 million sqft GLA across Latin America—40+ shopping malls and 500+ stores—preparing performance reports and pitch decks for the board investment committee.
Focus areas: Fashion, Microsoft PowerPoint, Real Estate Development, Commercial Real Estate, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Banking & Finance, Latin America (LATAM), M&A (Sell-side), DCF Valuation, Capital Markets, Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Corporate Development, Microsoft Excel, Performance Analysis, Strategy, Business Modeling, Business Strategy, Market Research, Revenue & Expense Projections, Market Sizing, Investor Relations Consultant, eCommerce, Retail & Wholesale, Financial Forecasting, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Financial Modeling, Profitability Analysis, Three-statement Modeling, Family Office, Financial Planning & Analysis (FP&A), Pitch Deck Consultant, Financial Services, Storytelling, Business Planning, Business Plan Consulting, Excel Expert, Excel Modeling
Investment Banking
2011 - 2013
Citi
- Advised Duke Energy, one of largest electric power holding companies in the US, on its acquisition of Ibener for $415 million to consolidate operations in Chile and initiate its strategic expansion in Latin America.
- Conducted a local roadshow for Terrafina’s IPO for $665 million, the first industrial REIT in Mexico.
- Advised Cemex Latam Holdings, a subsidiary of one of the largest cement companies in the world, on an IPO for $1.1 billion, generating the largest international demand ever raised for a Colombian equity offering.
- Led Sodimac's $120 million bond offering, working directly with client's CFO and allowing the company to support its regional growth plan.
Focus areas: Microsoft PowerPoint, Debt Financing, M&A (Buy-side), Valuation Modeling, Forecasting, Transaction Modeling, Capital Raising, Banking & Finance, Latin America (LATAM), M&A (Sell-side), DCF Valuation, Capital Markets, Investment Banking, Investments, Capital Advisory, Financial Statements, Pitch Presentations, Investor Presentations, Business Models, Pitch Decks, Transaction Comparables, Market Research & Analysis, Microsoft Excel, Business Modeling, Market Research, Revenue & Expense Projections, Financial Forecasting, Fundraising, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Due Diligence Consultant, Comparable Company Analysis, Profitability Analysis, Due Diligence, Debt Raises, Three-statement Modeling, Leveraged Buyout (LBO), Equity Raises, Financial Services, Storytelling, Business Planning, Business Plan Consulting, Excel Expert, Excel Modeling
Education
2017 - 2019
Master of Business Administration (MBA) Degree in General Management
London Business School - London, England, United Kingdom
2018 - 2018
MBA Exchange Program in Business
Columbia Business School - New York, NY, USA
Skills
Finance
Equity Raises, Financial Planning & Analysis (FP&A), Startup Funding, Fundraising, M&A Modeling, Three-statement Modeling, DCF Valuation, M&A (Sell-side), Private Equity, Mergers & Acquisitions (M&A), Capital Raising, Due Diligence, Valuation, Financial Modeling, Cross-border M&A, Profitability Analysis, Comparable Company Analysis, Leveraged Buyout Modeling, Transaction Modeling, Seed Fundraising, Forecasting, Revenue & Expense Projections, Market Research, Valuation Modeling, M&A (Buy-side), Angel/Seed Funding, Debt Raises
Output Software
Microsoft Excel, Microsoft PowerPoint
Industry Expertise
Capital Markets, Banking & Finance, Real Estate, Early-stage Startups, Retail & Wholesale, Financial Services, Venture Capital, Real Estate Development, Residential Real Estate, Commercial Real Estate, Fashion, Agribusiness
Geographic Expertise
Latin America (LATAM), United Kingdom, United States
Other
Business Strategy, Deal Sourcing, Business Modeling, Strategy, Performance Analysis, Leveraged Buyout (LBO), Startups, Family Office, Corporate Development, Investor Relations Consultant, Due Diligence Consultant, Market Research & Analysis, Family Office Consultants, Financial Forecasting, Market Sizing, Private Equity Consultant, Transaction Comparables, Search Fund, Search Fund Expert, Pitch Decks, Business Models, Investor Presentations, Pitch Presentations, Investment Banking, Financial Statements, Capital Advisory, Investments, Pitch Deck Consultant, Storytelling, Business Planning, Business Plan Consulting, Excel Expert, Excel Modeling, Debt Financing, eCommerce, Go-to-market Plans, Green Energy, Clean Energy, Proptech, Social Media
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