Jason Goldstein, CFA
Verified Expert in Management Consulting
Management Consulting Expert
Amsterdam, Netherlands
Toptal member since July 28, 2021
Jason is an investment banker and corporate finance advisor who has advised cross-border transactions worth $1 billion+ during the past eight years. He has worked with startups and billion-dollar companies, and he excels at helping clients maximize deal value in both structured and unstructured environments. Jason enjoys freelancing because it gives him the opportunity to work on fascinating deals and collaborate with people who have diverse perspectives.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
DCF Valuation of a $4 Million Engineering Service Company Ahead of a Cross-border M&A Transaction
Financial Due Diligence of a Water Treatment Business for a Cross-border M&A Transaction
Fully Dynamic Financial Model for a Travel Technology Startup
Expertise
- Corporate Finance
- Due Diligence
- Financial Analysis
- Financial Modeling
- Fundraising
- Mergers & Acquisitions (M&A)
- Pitch Presentations
- Valuation
Work Experience
Owner
JB Goldstein
- Managed virtual data room and buyer/seller communication for a $30 million M&A transaction in the SaaS video technology sector. Seller exceeded year-end revenue goal while going through an active due diligence process.
- Built internal systems as a fractional CFO for a $10 million beverage import and distribution company positioned to double revenue in 12 months.
- Built financial model for a recruitment technology startup, which resulted in $250,000 seed funding and enabled product launch.
Director of International Markets
HF Marketing Inc.
- Built an investment teaser and longer-form presentation and participated in investor (family office) outreach and a $22 million capital raise to launch a UCITS vehicle on behalf of a US-based hedge fund executing an option-related strategy.
- Developed an investment teaser and longer-form presentation and participated in investor (family office) outreach for a hybrid private and public long equity hedge fund focusing on the Mekong region.
- Participated in investor (family office) outreach for a hedge fund focusing on private debt in Brazil.
Director of Operations
PKF Advisory (Thailand) Ltd.
- Performed a valuation and supported negotiations for a $450 million cross-border (Japan and Thailand) joint-venture unwind in the textiles sector.
- Prepared a purchase price allocation and valuation for a $200 million cross-border (United Kingdom, Singapore, and Thailand) transaction in the dentistry sector.
- Performed due diligence that facilitated a $20 million cross-border (Thailand and Japan) investment in an electric vehicle company.
Senior Research Analyst
Tractus Asia
- Facilitated tax-efficient corporate structuring in nine countries and a company valuation for an $80 million freight forwarding company headquartered in the United States and Asia for the purposes of an M&A transaction.
- Performed the valuation component and supported negotiations for a $50 million cross-border (Australia and Thailand) transaction between two companies in the architecture, engineering, and design sectors.
- Produced the financial model and valuation component and created the pitch material that resulted in a $10 million investment by a China-based investor into a medical device company based in the United States.
Investment Banking Analyst
I V Global Securities Plc
- Built the financial model and valuation for multiple hotels and resorts and an apartment building as part of a $300 million transaction between major listed companies in Thailand.
- Developed a financial model and valuation to facilitate a $290 million cross-border solar power plant deal.
- Built a financial model that resulted in a $4 million seed funding round for a video-on-demand startup.
Researcher
Prescient Investment Management
- Developed quantitative models to test long-only equity strategies based on price momentum for African markets. The models considered five portfolios, tested the effects of employing a long/short strategy, and were based on monthly rebalancing.
- Built quantitative models to test long-only equity strategies based on valuation (P/B and PER) factors in Africa. The models considered five portfolios, tested the effects of employing a long/short strategy, and were based on monthly rebalancing.
- Made extensive use of a Bloomberg terminal to support the fund manager in researching and testing different equities for inclusion in an award-winning Africa equity portfolio.
Education
Bachelor's Degree in Finance & Accounting
University of Cape Town - Cape Town, South Africa
Certifications
CFA
CFA Institute
Skills
Finance
Financial Modeling, Valuation, Corporate Finance, DCF Valuation, Chartered Financial Analyst (CFA), Data Analysis, Discounted Cash Flow (DCF), Revenue & Expense Projections, Cash Flow Modeling, Forecasting, Depreciation, Three-statement Modeling, Investment Briefs, Market Research, Valuation Modeling, Investment Return Scenario Analysis, Equity Research, Budgeting, Comparable Company Analysis, Financial Reporting, Equity Valuation, Private Equity Valuation, Debt Analysis, Mergers & Acquisitions (M&A), Fundraising, Startup Funding, Due Diligence, Capital Structuring, Cross-border M&A, Weighted Average Cost of Capital (WACC), Financial Planning & Analysis (FP&A), Funding Process, Balance Sheets, Five-year Projections, P&L Forecasting, Cash Flow Forecasting, Seed Fundraising, M&A (Sell-side), M&A (Buy-side), Taxation, Derivative Pricing, Portfolio Analysis, Fixed Income Analysis, Management Accounting, Capital Raising, Growth Capital Raising, Accounting, Working Capital Management, Angel/Seed Funding, M&A Modeling
Output Software
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Data & Analysis Software
Bloomberg
Industry Expertise
Asset Management, Institutional Investors
Geographic Expertise
Southeast Asia, European Union (EU), Australia, United States, United Kingdom, China, South Korea, Africa, South Africa
Other
Financial Analysis, Company Analysis, Pitch Presentations, Discounted Cash Flow Analysis, Sensitivity Analysis, Model Validation, Sales Analysis, DCF Modeling, Pitch Decks, Teasers, Pitch Deck Consultant, Pitch Books, Investments, Investment Presentations, Investment Analysis, Startup Consulting, Analysis, Research, Financial Writer, Expense Management, Evernote, Google, S&P Capital IQ, Bloomberg Terminal, Financial Ratios, Alternative Investments, Economic Analysis, Business Strategy, Business Plan Consulting, Feasibility Studies, Strategic Planning, Cross-border Projects, Startups, Leadership, Optimization, Standard Operating Procedures Development, Team Mentoring, Team Management, Team Leadership, Conflict Resolution, Culture Development, Cross-cultural Management, Cross-country Profiling, Data Engineering, Process Flows, Project Management, Income Statements, Revenue Projections, Sales Forecasting, Financial Forecasting, Due Diligence Consultant, Transaction Comparables, Market Research & Analysis, CAPEX, Pitch Preparation, Business Planning, Hedge Funds, UCITS Funds, Equity, Quantitative Analysis, Quantitative Modeling, Backtesting Trading Strategies, COO, Fundraising Consultant, Investment Banking, Financing, Business Models, Virtual CFO, Fractional CFO, Technology Subscriptions, Marketplaces, Recruitment, Mobile Apps, Enterprise SaaS, Slack, Trello, Business Law, Economics, Equity Investment, Management Consulting, International Development & Economics, Market Entry, Deal Structuring, Company Screening, Company Profiles, Process Design, Data Processing, Information Memoranda, Business Validation, Target Screening, Reports, Negotiation, Strategic Partnerships, Exit Strategy, IP Valuation, Corporate Restructuring, Early-stage Funding, Resource Management, Operational Flow, Operational Risk, Options, Operations, Loans, Family Office, Business Technology
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