Juan Luna
Verified Expert in Management Consulting
Finance Expert
Bogotá - Bogota, Colombia
Toptal member since June 3, 2020
Currently pursuing his MBA at Columbia Business School, Juan has executed $500+ million of sell and buy-side cross-border M&A deals. He has 6+ years of investment banking experience across the consumer goods, retail, healthcare, financial, and real estate sectors, working throughout all stages of transactions, including financial modeling and valuation, brokerage, due diligence, and negotiations. He enjoys freelancing because it allows him to work for a diverse client base.
Education Highlights
Case Studies
Investment Decision Analysis
Debt Analysis/Capital Structure
Expertise
- Capital Structure Analysis
- DCF Valuation
- Financial Modeling
- Forecasting
- Mergers & Acquisitions (M&A)
- Negotiation
- Return Analysis
- Three-statement Modeling
Work Experience
Project Manager
Estrategias Corporativas
- Led negotiations of SPA and SHA in a $300 million transaction of a dairy company for a leading boutique investment bank with responsibilities that included directing a team of lawyers drafting and executing the deal’s binding documents.
- Designed and established a framework that assessed the debt-capacity of a commodity-driven business with $550+ million in revenues.
- Produced the investment and four-year financial model that forecasted the opening of 150+ pharmacies in for a retail company. To date, 30 pharmacies have opened.
- Performed the financial analysis for a $300 million international capital raise for a leading real estate vehicle; accompanied the asset manager of the vehicle in recurrent capital raising processes with local investors.
- Supervised eight associates and coordinated staffing; led the recruiting process for associates and interns.
Associate
Estrategias Corporativas - Leading Boutique IB in the Andean Region
- Led a team of associates in developing and presenting a fairness opinion used for the transaction of $150+ million in the dairy sector.
- Conducted financial and valuation analysis of the acquisition of a distressed company with revenues of $35+ million. Participated in negotiations of legal and binding documents.
- Designed and proposed the creation of a consumer credit platform for a local retailer with revenues of $140+ million and the potential reach to over 400,000 people in the region; the model was implemented by the company.
- Produced financial models and return analyses for companies in 10+ different industries; conducted exhaustive due diligence processes and preparation of origination documents for firm’s clients.
Education
Master of Business Administration (MBA) in Business and Finance
Columbia Business School - New York, New York, USA
Bachelor's Degree in Economics
Universidad de los Andes - Bogota, Colombia
Bachelor's Degree in Engineering
Universidad de los Andes - Bogota, Colombia
Diploma in Business
Monash University - Melbourne, Australia
Skills
Finance
Financial Modeling, M&A Modeling, Cross-border M&A, Three-statement Modeling, Financial Planning & Analysis (FP&A), P&L Forecasting, M&A (Sell-side), Mergers & Acquisitions (M&A), Return Analysis, Valuation, Private Company Valuation, DCF Valuation, Equity Valuation, Forecasting, Financial Advisory, Revenue Modeling, Revenue & Expense Projections, Due Diligence, Capital Structure Analysis, Consumer Loans, Investment Summaries, Value Creation, Investment Decision-making, Profitability Analysis, Cash Flow, Debt Analysis
Geographic Expertise
Colombia, Latin America (LATAM)
Industry Expertise
Healthcare, Retail & Wholesale, Consumer Products, Financial Services, Food Production, Consumer Finance, Real Estate, Hotels & Lodging
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
Capital IQ, Thomson Reuters, Bloomberg
Other
Cash Flow Analysis, Sales Forecasting, Financial Analysis, Negotiation, Critical Thinking, Board Decks, Target Screening, Cap Tables, Project Management, Return on Invested Capital (ROIC), Team Management, Investment Banking, Pitch Decks, Business Services, Financing, Startups, DCF Modeling, IRR, Project Analysis, Leverage Analysis
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