David Fulep, Management Consultant in Lisbon, Portugal
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David Fulep

Bio

David is a seasoned corporate finance professional and fractional CFO who has worked with the owners of 100+ businesses across the globe to raise capital, exit their investments at premium valuations, execute successful acquisitions, and optimize their financial and controlling operations. During his 20-year career, he has worked with clients in many industries, but most extensively in the TMT and renewable energy sectors.

Career Highlights

Corporate Finance Advisor
Freelance Clients
Director
Newport Capital Group
Senior Analyst
Concorde Securities

Case Studies

Expertise

  • CFO
  • Discounted Cash Flow (DCF)
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Leveraged Buyout (LBO)
  • M&A (Buy-side)
  • M&A (Sell-side)
  • Valuation

Work Experience

Corporate Finance Advisor

2023 - PRESENT
Freelance Clients
  • Prepared a comprehensive LBO model for an investor consortium concerning the $60 million acquisition of a US-based software company in the book publishing market.
  • Advised the owners of a European software asset management company in discussions with two potential trade buyers. The role included business planning, preparation of investor materials, indicative valuation, and term sheet advisory.
  • Built a comprehensive, reusable LBO model for a US-based eCommerce roll-up investor.
  • Created a business plan and DCF valuation for a Southeast Asian technology company concerning the planned sale of a minority stake to an international strategic investor.
  • Developed a full-scope leverage buyout model for a US-based boutique private equity fund manager.
  • Acted as an interim controller for a US-headquartered AI startup with a main focus on developing the company's FP&A model to support the daily operation of the business, as well as the reporting requirements to the investors.
Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Valuation, Private Company Valuation, Leveraged Buyout (LBO), SaaS, Leveraged Buyout Modeling, M&A (Buy-side), M&A (Sell-side), Due Diligence, CFO, Intuit QuickBooks

Fractional CFO

2024 - 2025
Optmyzr Inc
  • Implemented a new chart of accounts (CoA) to better follow the company's operation than the general QuickBooks CoA.
  • Moved revenue recognition from a cash accounting basis to proper accrual accounting.
  • Ensured timely and precise tax compliance in the USA, including the submission of the annual federal and state tax returns by the initial deadline.
  • Instructed and supervised external accountants in 4 different countries.
  • Built the monthly soft closing mechanisms and developed a monthly consolidated management reporting system.
  • Assisted the owners in the selection of an M&A advisor and managed to reduce the advisory fees by 50% from the initial proposal.
Focus areas: Mergers & Acquisitions (M&A), CFO, Accounting, M&A (Sell-side), Intuit QuickBooks, Taxation, Group Consolidation

Director

2014 - 2024
PwC
  • Assisted the owners of the leading local video game developer and publisher to execute the company's sale to a large, European, publicly listed acquirer and achieve a premium valuation (close to 5x revenue).
  • Oversaw Europe's leading car fleet management company's acquisition of a local competitor to create the market leader in the sector in Hungary. Played a key role in modeling and the post-merger integration of the target.
  • Managed the restructuring and sale of one of the leading Microsoft Dynamics partners in the CEE region. At the end of a lengthy process, the company was sold to the bidder with the best strategic fit to ensure the business's future growth.
  • Assisted a jewelry retailer in raising €5 million to fund the development of its webshop and expansion across Europe. Conducted business planning and valuation, created pitch documents, and identified investors.
  • Advised the owner of a rooftop solar panel installation and EV charger company on the sale of a minority holding in the company to an international strategic investor.
  • Provided advice to the developer of a 30MW solar power plant on the sale of the power plant to a financial investor.
  • Prepared a full market screening on the Hungarian solar market for a strategic investor aiming to enter the market via acquisitions.
  • Advised the owners of a leading canning company on the sale of a minority stake in the company to a strategic investor. Performed financial modeling and valuation, project management, and negotiations.
  • Provided advice to the owners of an alcoholic and non-alcoholic drink manufacturer and distributor on the sale of the company.
  • Advised a leading telecommunications company in the Nordics on selling its access and identity management software business to an industrial buyer.
Focus areas: Mergers & Acquisitions (M&A), Bank Debt Raises, Capital Raising, M&A (Buy-side), M&A (Sell-side), M&A Modeling, Cross-border M&A, Valuation, Market Research, Private Equity, Financial Modeling, Post-merger Integration, Venture Capital, Financial Restructuring, Green Energy, Acquisitions, Market Research & Analysis, Financing, Debt Financing, Finance Strategy, SaaS, Renewable Energy, Software as a Service (SaaS), Leveraged Buyout Modeling, Term Sheet Advisory, Deal Structuring, Information Memoranda, Business Plan Consulting, TMT, Leveraged Buyout (LBO), Excel 365, Deal Sourcing, Due Diligence

Director

2009 - 2014
Newport Capital Group
  • Advised Telkom Indonesia on its market entry in Australia via the acquisition of a local call center operator. Served as an advisor during the entire process, from identifying acquisition targets to closing the transaction.
  • Provided advice to Dicker Data Limited, the leading IT products distributor in Australia and New Zealand, on the acquisition and restructuring of Express Data and raising the AUD120 million bank financing required to fund the transaction.
  • Managed the IPO process of Dicker Data Limited on the Australian Securities Exchange (ASX). Managed the entire project and organized roadshow presentations for the company's senior management.
  • Advised the owners of Australia's leading comparison shopping website on the partial sale and fundraising from a strategic investor. Conducted business planning and valuation, drafted the company overview, and led negotiations.
  • Provided advice to the owners and management of a mobile satellite telecommunications company on the acquisition of a VSAT company and related financing.
  • Advised the private equity owners of a SaaS contract management software developer on the valuation and sale of the company to a strategic investor.
Focus areas: Mergers & Acquisitions (M&A), Initial Public Offerings, Capital Raising, Financial Modeling, Valuation, M&A (Buy-side), Bank Debt Raises, Market Research, M&A (Sell-side), M&A Modeling, Private Equity, Venture Capital, Post-merger Integration, Discounted Cash Flow (DCF), Pitch Decks, Fundraising, eCommerce, Financial Restructuring, Acquisitions, Financing, Debt Financing, Finance Strategy, SaaS, Leveraged Buyout Modeling, Software as a Service (SaaS), Valuation Modeling, Deal Structuring, Term Sheet Advisory, Asia-Pacific (APAC), Information Memoranda, TMT, Leveraged Buyout (LBO), Deal Sourcing

Senior Analyst

2004 - 2009
Concorde Securities
  • Advised the owners of the leading Hungarian dating website on the sale of the company to an international investor.
  • Provided advice to the leading Hungarian security printing company on their IPO while serving as a member of the lead manager team.
  • Counseled the owners of a disposable medical device company on restructuring the company and their exit to a strategic acquirer.
  • Guided the venture capitalist owner of the leading auction-style eCommerce company in Hungary on the sale of the company to a strategic investor.
  • Built a large number of financial models for sell-side and buy-side M&A clients and fundraising assignments.
Focus areas: Mergers & Acquisitions (M&A), M&A (Buy-side), M&A (Sell-side), M&A Modeling, Cross-border M&A, Financial Modeling, DCF Valuation, Valuation, Transaction Comparables, Comparable Company Analysis, Private Equity, Discounted Cash Flow (DCF), Initial Public Offerings, Financial Restructuring, Forecasting, Financial Forecasting, Three-statement Modeling, Acquisitions, Market Research & Analysis, Leveraged Buyout Modeling, Valuation Modeling, Information Memoranda, Business Plan Consulting, Private Company Valuation, Due Diligence

Education

1999 - 2004

Master's Degree in Economics and Corporate Finance

Corvinus University - Budapest, Hungary

Certifications

DECEMBER 2018 - PRESENT

CFA Level I

CFA Institute

Skills

Finance

Financial Planning & Analysis (FP&A), M&A (Sell-side), M&A (Buy-side), Capital Raising, Private Equity, Bank Debt Raises, Mergers & Acquisitions (M&A), Financial Modeling, Valuation, M&A Modeling, Cross-border M&A, Market Research, DCF Valuation, Comparable Company Analysis, Discounted Cash Flow (DCF), Pro Forma Financial Statements, Three-statement Modeling, Fundraising, Forecasting, Finance Strategy, Leveraged Buyout Modeling, Valuation Modeling, Private Company Valuation, CFO, Financial Reporting, Financial Restructuring, Due Diligence, Revenue & Expense Projections, Mezzanine, Accounting, Taxation, Group Consolidation

Industry Expertise

Venture Capital, Financial Markets, Renewable Energy

Geographic Expertise

Asia-Pacific (APAC)

Data & Analysis Software

Intuit QuickBooks

Other

Initial Public Offerings, Financial Analysis, Transaction Comparables, Pitch Decks, Financial Forecasting, Acquisitions, Market Research & Analysis, Financing, Debt Financing, Deal Structuring, Term Sheet Advisory, Information Memoranda, Business Plan Consulting, Business Planning, Information Technology, TMT, Leveraged Buyout (LBO), IRR, Excel 365, Deal Sourcing, Post-merger Integration, Solar, eCommerce, Green Energy, SaaS, Software as a Service (SaaS), Investment Banking, Google

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