Ethan Bohbot
Verified Expert in Management Consulting
Management Consulting Expert
New York, NY, United States
Toptal member since May 14, 2017
Ethan is an investment banking and hedge fund analyst turned entrepreneur. Drawing from experiences executing $5 billion+ in M&A transactions at Lazard and Blackstone as well as sourcing and evaluating long/short equity investments at a $1.5 billion hedge fund, he’s developed a strong foundation in financial modeling, M&A analysis, and equity research—skills that he enjoys leveraging as a freelancer to help a wider variety of clients.
Career Highlights
Education Highlights
Case Studies
Halliburton & Baker Hughes | Merger Case Study
Caterpillar | Activist Case Study
Mattress Firm | Stock Analysis
Private Company Model
Citi Bike Model
Expertise
- Equity Research
- Financial Modeling
- Financial Statements
- Leverage Analysis
- M&A Analysis
- Market Research
- Mergers & Acquisitions (M&A)
- Valuation
Work Experience
President
Bohbot, LLC
- Supported businesses seeking capital and evaluating strategic alternatives.
- Built operating/investor models, composed underwriting materials (memorandums/ presentations), and helped manage diligence processes with investors and lenders.
- Supported $20 million Series B capital raise for a healthcare company. Supported $35 million debt raise for a health and wellness company. Composed presentations/analyses for a broker/dealer evaluating an acquisition.
Analyst
Melvin Capital Management
- Covered active positions across 5 industry sectors, including: technology, health care, financials, energy, and education.
- Built full operating models, including valuation (discounted cash flow and trading multiples), ROIC, and supplementary analyses.
- Developed primary research through calls with customers, competitors, consultants and former employees; analyzed third-party data.
- Composed investment proposals/summaries, earnings previews and complementary materials for prospective and active positions.
- Created and updated a multi-variable stock screen; evaluated potential ideas to add to the current “watch-list”.
- Attended management meetings as well as industry- and company-specific conferences and events.
- Gained investment experience on a $2 billion asset management company (short) which generated a 45% return over a 12-month time period.
- Invested with a $1 billion energy technology company (short) which generated a 55% return over a 12-month time period.
Mergers & Acquisitions, Analyst
The Blackstone Group
- Worked primarily across 3 industry groups—industrials, healthcare, and media & communications—as part of a generalist program.
- Performed valuation and transaction analyses; including public comparables, precedent transactions, discounted cash flow, sum-of-the-parts, a leveraged buyout, and accretion/dilution.
- Conducted industry and company-specific due diligence to create presentations and supplementary materials for clients; attended client meetings to support the senior bankers.
- Managed due diligence requests from bidders, scheduled weekly update and Q&A calls, created supporting materials with respect to assumptions and overall valuation.
- Advised a $2 billion homebuilding company on a potential sell-side process.
- Advised Verso Corporation on a capital restructuring and potential sell-side process.
- Advised Sachem Head & Pershing Square on their activist investment in Zoetis.
Mergers & Acquisitions, Summer Analyst
Lazard
- Received a full-time offer following the completion of a 10-week training and internship program.
- Worked across 5 industry teams: technology, media & telecommunications, health care, general banking, power & energy, and restructuring.
- Performed valuation analyses, including discounted cash flow, sum-of-the-parts, accretion/dilution, public comparables, precedent transactions, and analysis at various prices.
- Conducted industry and company-specific research to compose marketing materials and company presentations; attended client meetings to support the senior bankers.
- Implemented the Shire's $4.2 billion acquisition of ViroPharma.
Education
Bachelor of Business Administration in Finance
The University of Texas at Austin - Austin, TX, USA
Skills
Finance
Market Research, Mergers & Acquisitions (M&A), Financial Modeling, Valuation, Equity Research, Three-statement Modeling, Financial Planning & Analysis (FP&A), DCF Valuation, Discounted Cash Flow (DCF), Investment Summaries, Comparable Company Analysis, Valuation Modeling, Valuation Multiples, Startup Funding, Corporate Finance, M&A Modeling, Data Analysis, Capital Structure Analysis
Output Software
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Data & Analysis Software
Bloomberg, Capital IQ, FactSet
Industry Expertise
Banking & Finance
Other
Investor Presentations, Company Analysis, Leverage Analysis, Stock Analysis, Research, Investment Modeling, Accretion/Dilution Analysis, Precedent Transaction Analysis, Hedge Funds, Company Research, Research Analysis, Leveraged Buyout (LBO), Discounted Cash Flow Analysis, DCF Modeling, Equity Investment, Investment Ideas, Excel Modeling, Investment Research, Financial Statements, Pitch Decks, Industry Analysis, Investment Banking, Hedge Fund Consultant, Quantitative Analysis, M&A Analysis, M&A Strategy, Investment Analysis, Presentations, Pro Forma Analysis, Benchmarking, Corporate Governance, Business Strategy, Market Research & Analysis, Stock Insights, Scenario Analysis, Growth Analysis, Data Analytics, Operating Models, Private Capital Markets, Financing
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