Publication
Why Music Royalties Are an Attractive Asset Class
https://www.toptal.com/management-consultants/market-research-analysts/music-royalty-investing
Jimmy is available for hire
Hire JimmyJimmy Stone
Verified Expert in Management Consulting
Management Consulting Expert
New Orleans, LA, United States
Toptal member since May 23, 2019
Bio
Jimmy has evaluated and supported transaction execution across a variety of industries and transaction types at the investment bank J.P. Morgan, the private equity firm Warwick Group, and as an independent consultant. He's consulted with businesses ranging from pre-revenue startups to $1+ billion public companies in various industries. Jimmy holds an MBA with honors from Wharton. He joined Toptal to help clients create tangible value while learning about new business models.
Career Highlights
Associate
JP Morgan
Education Highlights
Master of Business Administration (MBA) Degree
The Wharton School at the University of Pennsylvania
Bachelor's Degree
Williams College
Industry Expertise
- Investment Banking
- Venture Capital & Private Equity
- Financial Modeling
Other Expertise
- Equity Research
- Family Office
- Financial Modeling
- Private Equity
- Valuation
- Video Games
Work Experience
Managing Partner
2014 - PRESENT
Alderbrook Companies LLC
- Advised the executive team of a private midstream firm on debt-financing alternatives to construct a new crude oil pipeline in the Gulf of Mexico, resulting in five term sheets to finance the requested amount.
- Advised the chairman of the board and senior management of a $1+ billion publicly listed energy company on shareholder returns policies, which resulted in a deliverable to be presented at the board of directors' meeting.
- Consulted with the portfolio manager of a family office regarding investments in various asset classes, which has led to 100+ deals being evaluated and 7+ investments being closed to date.
Focus areas: Investments, Finance Strategy, Financial Planning & Analysis (FP&A), Valuation Modeling, Equity Financing, Bank Debt Raises, Market Research, Mergers & Acquisitions (M&A), Video Games, Blockchain, Private Equity, Due Diligence, Excel Expert, Spreadsheets, Customer Service, Market Sizing, Interviews, Growth Analysis, Risk
Private Equity Senior Associate
2015 - 2015
Warwick Group
- Supported senior investment professionals in the origination, evaluation, and portfolio management of oil and gas upstream investments.
- Evaluated an around $150 million corporate acquisition and the marketing of a $25 million asset divestiture.
- Created a corporate model for two portfolio companies used for planning and scenario analysis to aid senior management.
- Managed two associates who assisted in preparing presentations and in maintaining portfolio company operating models.
Focus areas: Private Equity, Debt Raises, Bank Debt Raises, Equity Capital, Financial Modeling, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Due Diligence, Excel Expert, Spreadsheets, Interviews, Growth Analysis, Risk
Associate
2008 - 2011
JP Morgan
- Served as a member of a 40-person fixed-income research team that was ranked #1 by Institutional Investor magazine in 2010 and 2011.
- Supported the debt capital markets team during the new issuance process by conducting calls with institutional investors.
- Performed credit analyses, including building financial models and reviewing debt agreements (bond indentures and credit agreements), and made recommendations to institutional investors.
Focus areas: Fixed Income Analysis, Financial Modeling, Credit Investing, Debt Raises, Capital Raising, Due Diligence, Excel Expert, Spreadsheets, Customer Service, Market Sizing, Interviews, Growth Analysis, Risk
Other Experience
Education
2012 - 2014
Master of Business Administration (MBA) Degree in Finance
The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA
2004 - 2008
Bachelor's Degree in Economics
Williams College - Williamstown, MA, USA
Skills
Finance
Financial Planning & Analysis (FP&A), Financial Modeling, Leveraged Buyout Modeling, Equity Raises, Bank Debt Raises, Three-statement Modeling, Private Equity, Valuation, Valuation Modeling, DCF Valuation, Comparable Company Analysis, Equity Research, Fundraising, Due Diligence, Risk, Mergers & Acquisitions (M&A), Credit Analysis, Market Research, Blockchain, Capital Raising, Debt Raises, Credit Investing, Fixed Income Analysis, Equity Capital, Equity Financing, Finance Strategy, Forecasting
Output Software
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Data & Analysis Software
Bloomberg, Capital IQ
Industry Expertise
Energy, Oil & Gas, Music, Video Gaming, Entertainment & Leisure, Venture Capital, Agriculture, Software, Technology
Geographic Expertise
United States
Other
Transaction Comparables, Family Office, Strategy, Leveraged Finance, Pitch Books, Excel Expert, Spreadsheets, Customer Service, Market Sizing, Growth Analysis, Gaming, Esports, Video Games, Interviews, Investments, Market Research & Analysis, Discounted Cash Flow Analysis, Precedent Transaction Analysis, Hedge Funds, SaaS
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