Jeff LaTulippe, Management Consultant in Washington, DC, United States
Jeff is available for hire
Hire Jeff

Jeff LaTulippe

Verified Expert  in Management Consulting

Finance Expert

Washington, DC, United States

Toptal member since April 15, 2020

Expertise
Growth StrategyFP&APrivate EquityVenture CapitalFundraisingValuationsDue Diligence
Bio

A Wharton graduate, Jeff spent eight years in banking and private equity, executing nine transactions with a cumulative deal value of $1+ billion. Passionate about multi-unit restaurants, he founded a fast-casual concept, raising several million dollars to open multiple locations in two metro markets, and winning several entrepreneurial awards. He enjoys working with clients across industries, leveraging his entrepreneurial and financial skills.

Career Highlights

Founder | CEO
DIRT
Senior Investment Associate
Harren Equity Partners
Investment Banking Analyst
UBS Investment Bank

Education Highlights

Bachelor's Degree
The Wharton School, University of Pennsylvania

Case Studies

Industry Expertise

  • Venture Capital & Private Equity
  • Restaurants
  • Building Materials
  • Food & Beverage
  • Retail
  • Branding
  • Financial Modeling
  • Consumer Products

Other Expertise

  • Data Analytics
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Fundraising
  • Private Equity

Work Experience

Head of Enterprise Growth Strategy and Analytics

2020 - PRESENT
Stealth Startup
  • Oversaw strategy and growth initiatives for a team of seven account managers interacting with five internal departments, a team of five regional general managers operating 32 live facilities, and four sister companies.
  • Developed direct relationships with the enterprise tenants’ C-suites, including CFOs and FP&A teams, to close transactions for prospective operators, and drove operational changes for existing tenants.
  • Created detailed pro forma models to demonstrate the financial viability of a unique operating model focusing on generating 10%+ EBITDA margins and 100% ROIC within 12-18 months.
  • Built the profitability potential analysis for existing tenants via third-party platforms, drove D2C penetration and developed other revenue channels; optimized labor and operating hours and improved the effectiveness of promotions.
  • Created financial statement tutorials and training materials, co-authored account management's playbook, launched checklist and led post-launch of a diagnostic tool used to facilitate sales growth, and created company-wide benchmarking metrics.
  • Built an analytics dashboard to track tenant performance and reported weekly to senior leadership, including the CEO and founder.
Focus areas: Financial Modeling, Due Diligence, Data Analytics, Sales Strategy, Food & Beverage

Founder | CEO

2015 - 2019
DIRT
  • Developed a fast-casual restaurant concept from scratch, raising over $5 million from high net-worth individuals and family offices, opening four locations in two markets. Created the sources and uses, detailed monthly and annual projections for each site, unit build-out, and pre-opening expense budgets, returns analysis, valuation analysis, prospective investor presentations, and private placement memoranda in support of the capital raise.
  • Managed a team of ~75 employees across locations with total annual revenues of ~$5 million.
  • Oversaw all finance, accounting, and data analytics functions.
  • Implemented the point-of-sale systems and all third-party delivery services and integrations.
  • Authored all marketing copy and collateral, designed the company website, and created and managed all social media.
  • Recruited corporate and managerial staff, including the director of operations and general managers; authored the employee handbook and conditions of employment.
  • Identified potential locations and performed diligence, including traffic studies, to assess the viability of the best store locations; reviewed and directly negotiated leases for all sites.
  • Created various multi-unit budgeting and forecasting models for inclusion in the fundraising materials and to share with investors post-fundraising.
Focus areas: Data Analytics, Industry Analysis, Financial Planning & Analysis (FP&A), Fundraising, Venture Capital

Senior Investment Associate

2010 - 2015
Harren Equity Partners
  • Worked as an associate and was promoted to senior associate at a generalist, operationally-focused, middle-market private equity firm with $450 million under management.
  • Managed all aspects of investment processes, including industry research, in-depth business due diligence, valuation analysis, the composition of investment committee materials, confidential information memoranda, lender presentations, and board presentations.
  • Collaborated with management teams to execute strategic plans focusing on various operational enhancements, such as improving supply chain efficiencies, adjusting pricing strategies, maximizing sales rep performance, and enhancing operational reporting.
  • Interacted with portfolio company presidents, CFOs, and other executive-level managers daily.
  • Earned promotion to senior associate (post-MBA equivalent), and was one of two associates promoted to the position in the preceding ten years of firm operations.
  • Created various financial models and analyses for investment committees, as well as lender and board presentations.
Focus areas: Presentations, Lending, Confidential Information Memorandum (CIM), Valuation, Company Research, Recruiting, Industry Analysis, Financial Modeling, Private Equity

Investment Banking Analyst

2007 - 2010
UBS Investment Bank
  • Analyzed and executed high-yield and restructuring transactions; conducted due diligence, composed credit memoranda, and developed comprehensive models focused on analyzing profitability, equity returns, credit risk, debt capacity, and cash flows of targets.
  • Worked directly with senior bankers, industry coverage and debt capital markets teams, internal credit officers, research and ratings advisory representatives, and executive management to develop optimal capital structures for leveraged transactions.
  • Completed six transactions for bonds, term loans, and revolving credit facilities for clients across a wide range of industries.
  • Created detailed financial models for a variety of debt and equity structures across several industries, including healthcare, building products, consumer products, and private equity portfolios.
Focus areas: Valuation, Presentations, Microsoft PowerPoint, Financial Modeling, Consumer Products

Education

2003 - 2007

Bachelor's Degree in Economics, International Studies and Political Science

The Wharton School, University of Pennsylvania - Philadelphia, PA, USA

Skills

Finance

Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Fundraising, Private Equity, Private Equity Valuation, Private Equity Secondaries, Private Company Valuation, Valuation, Lending, Comparable Company Analysis, Three-statement Modeling, Due Diligence

Output Software

Microsoft Excel, Microsoft PowerPoint

Industry Expertise

Restaurants & Dining, Consumer Products, Retail & Wholesale, Food & Beverage, Leases, Venture Capital, Confidential Information Memorandum (CIM), Building Materials

Geographic Expertise

United States

Other

Data Analytics, Point of Sale, Financial Analysis, Scenario Analysis, Company Research, Model Validation, Business Planning, Business Models, Branding, Operational Control, Early-stage Venture Capital, Investor Presentations, Private Placement Marketing, Microsoft 365, Growth Strategy, Presentations, Industry Analysis, Recruiting, Research Analysis, Sales Strategy

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring