Francisco Barrio Olivas
Verified Expert in Management Consulting
Management Consulting Expert
Mexico City, Mexico
Toptal member since February 24, 2021
Francisco began his investment banking career at Merrill Lynch, where he completed over $1 billion in M&A and financing deals. He then joined Advent International, one of the largest global private equity firms, where he evaluated over $3 billion in investment opportunities across different sectors. As a freelancer, Francisco has consulted for private equity funds and a number of startups, providing support in business planning, financial modeling, capital raising, valuation, and structuring.
Career Highlights
Case Studies
Illustrative Deal Introduction Memorandum
Illustrative Operative and Financial Projections
Illustrative Valuation Assessment
Financial, Operative, and Valuation Model for Brand Aggregator
Expertise
- Due Diligence
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Leveraged Buyout Modeling
- Mergers & Acquisitions (M&A)
- Pitch Deck Consultant
- Private Equity
- Valuation
Work Experience
Financial Consultant
Self-employed
- Performed due diligence, financial modeling, valuation analyses, and transaction structuring for the acquisition of a $50 million solar energy platform on behalf of a US energy and infrastructure PE fund with $1+ billion AUM.
- Supported an e-bike distribution startup with a successful seed fundraising of $1 million by developing a bottom-up operating and financial model, a base case valuation and transaction structure, and negotiations with shareholders.
- Built a flexible LBO template model for an early-stage private equity fund. The model had a modular architecture and detailed leverage capabilities modeled through a robust debt waterfall and an earnout mechanism.
- Developed a KPI dashboard (growth, origination costs, and profitability), a bottom-up operative model and projections that catalyzed annual savings of US$100,000 for a payroll broker.
- Developed a monthly, 3-statement, financial and operating model for a brand aggregator with multiple revenue channels, including: online (.com, marketplaces, and social platforms) and traditional (retail and wholesale).
Head of Financial Planning
Revolut
- Built and managed the local finance department, playing an active role in hiring; implemented core infrastructure and designed key processes for accounting, financial planning, treasury, and financial reporting.
- Directed and successfully secured three internal capitalization rounds: managed all aspects of the Assets and Liability Committee approvals, including the preparation of investment materials and transaction structuring.
- Developed a robust digital bank financial model, encompassing bottom-up forecasts across core payments, remittances, consumer credit, and wealth product lines, enabling successful regulatory license applications and funding of the Mexican business.
- Managed a cross-functional team focused on developing the financial requirements of two regulatory license applications. Achieved a record approval of a money transmitter license in less than one year.
Founder and CEO
Café Tero
- Developed, launched, and operated a branded retail takeaway coffee shop in Mexico City. Executed all the steps in business planning and launch, including incorporation, product and brand development, and business and financial planning.
- Led product and channel development for retail, B2B (sales to small supermarkets) eCommerce, and delivery platforms for a coffee shop concept in Mexico City.
- Drove 3x growth over 12 months, despite opening in the midst of the COVID-19 pandemic. Reached operative breakeven and subsequently divested the business in less than 30 days.
- Launched over a dozen value creation initiatives, including the development of new channels, a loyalty program, new products, and digital marketing initiatives to increase the recurrence and size of average sales.
- Built a KPI dashboard and 3-statement operating model for financial management, fiscal reporting, and investment analysis.
Investment Associate
Advent International
- Originated, analyzed, and performed extensive buy-side diligence on an office-as-a-service company, including operating and commercial diligence, bottom-up financial modeling, and the preparation of investment committee materials.
- Supported management of a banking portfolio company on all steps of its IPO process, including reviewing regulatory filings and marketing materials, coordinating advisors, and preparing pricing and valuation analyses and exit committee materials.
- Prepared bottom-up operating and LBO models, performed commercial and quality of earnings diligence, and developed the investment thesis for several paper-packaging investment opportunities, totaling over $500 million in potential investment value.
- Headed a series of proprietary industry mappings and sourcing efforts that resulted in several deal initiations, two due diligence processes, and the signing of two industry advisors.
- Executed the initial steps of deal analysis for 20+ transactions, including developing initial presentation materials, investment thesis, operating financial and LBO models, valuation, corporate analysis, and offer letter and term sheet drafting.
Investment Banking Analyst
BofA Securities
- Supported a successful $150 million sell-side M&A transaction for Mexico's second-largest pharmaceutical distributor through the full ownership of financial modeling and valuation analyses as well as aiding in the preparation of marketing materials.
- Assisted the record-low pricing of Kimberly Clark de Mexico's $250 million bond issuance in 2014 and the subsequent $250 million bond issuance in 2015 by preparing industry analyses, roadshow materials, and credit benchmarks.
- Owned the financial modeling, valuation analyses, management presentations in several live debts and M&A transactions, and pitches involving the analysis of industry research, preparation of financial models, and presentation materials.
- Performed corporate and asset valuations and sensitivity analyses through DCF, LBO, comparable companies, precedent transactions, and sum-of-the-parts methodologies.
- Developed teasers, confidential information memoranda, and management presentations for multiple transactions and prepared numerous decks and pitches for C-level executive discussions.
Education
Bachelor of Commerce Degree in Finance
McGill University - Montreal, Quebec, Canada
Skills
Finance
Financial Modeling, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Fundraising, Private Equity, Comparable Company Analysis, Valuation, Discounted Cash Flow (DCF), Leveraged Buyout Modeling, Asset Valuation, Three-statement Modeling, Due Diligence, Investment Memoranda, M&A (Buy-side), M&A (Sell-side), Financial Model Auditing, Equity Valuation, Valuation Modeling, M&A Modeling, Forecasting, Revenue & Expense Projections, Financial Management, Budgeting, Cash Flow Modeling, P&L Forecasting, Cash Flow, Cost Reduction & Optimization (Cost-down), Data Analysis, Cost Benchmarking, Profit & Loss (P&L), Market Research, Investment Thesis, Credit Risk, ROI, Financial Benchmarking, Project Finance, Value Creation, DCF Valuation, Fund Management, Accounting, Financial Reporting, Corporate Treasury, Capital Budgeting, CFO, Series A
Output Software
Excel 2016, Microsoft Excel
Industry Expertise
Food & Beverage, Consumer Products, Retail & Wholesale, Early-stage Startups, Healthcare, Renewable Energy
Other
Industry Analysis, Pitch Presentations, Pitch Deck Consultant, Precedent Transaction Analysis, Investment Analysis, Waterfall Modeling, Financial Forecasting, Revenue Analysis, Investment Banking, Research Analysis, Business Development, Fintech, Finance, Financial Analysis, Excel Expert, Business Analysis, Leveraged Buyout (LBO), Financial Statements, Pitch Decks, Fintech Consultant, P&L Analysis, Marketing Research & Analysis, Excel Modeling, Investor Presentations, M&A Due Diligence (Financial), Direct to Consumer (D2C), Merger Modeling, Financing, Business Planning, Deal Sourcing, eCommerce, Business Models, Investment Committee Advisory, Loans & Lending, Loans, Subscriptions, Startups, Cost Analysis, Cap Tables, B2C, Deal Structuring, DCF Modeling, Business Consulting, Operating Models, Key Performance Indicators (KPIs), B2B2C, Treasury Management, Business to Business to Consumer (B2B2C), Interim CFO, Shopify
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