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Kevin Roberts
Verified Expert in Management Consulting
Management Consulting Expert
Dallas, TX, United States
Toptal member since June 27, 2022
Expertise
Investment AnalysisFinancial AnalysisBusiness Analysis ConsultingBusiness ModelingExcelExit StrategyFinancial ForecastingGrowth StrategyBusiness DevelopmentBusiness ConsultantFundraisingDue DiligencePitch Deck ConsultingPrivate EquityPart-time CFOCash ManagementQuickbooksCFO ConsultantFractional CFOsInvestment Thesis ConsultingFractional COOsM&A
Bio
Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.
Career Highlights
Managing Director
Fidelitas Capital Partners
Fractional CFO
Industry-focused Social Media Startup
Fractional CFO
Multi-location Restaurant Company
Education Highlights
MBA
The Wharton School
Bachelor's Degree
Spears School of Business – Oklahoma State University
Case Studies
Fundraising Presentation for a SaaS Company Buyout and Growth Financing
Investment AnalysisFinancial ModelingIRRFundraisingForecastingRevenue & Expense Projections+ 33 more
Transaction Model for the Merger of Two Multi-business Unit Private Companies
Cash Flow ModelingRevenue & Expense ProjectionsTransaction ModelingThree-statement ModelingSpreadsheetsIndustrials+ 19 more
Due Diligence Drill-down into Financial and Operating Performance
Due DiligenceFinancial AnalysisAnalysisCustomer AnalysisGross MarginsFinancial Planning & Analysis (FP&A)+ 22 more
Expertise
- CFO
- Entrepreneurial Finance
- Investment Analysis
- Leveraged Buyout (LBO)
- M&A (Buy-side)
- Private Equity
- Three-statement Modeling
- Valuation
Work Experience
Managing Director
2012 - PRESENT
Fidelitas Capital Partners
- Leveraged my significant experience and continuing activity in private equity investing. Helped clients achieve their corporate growth strategies via mergers and acquisitions (M&A) and other strategic financial alternatives.
- Closed nine acquisition and growth capital transactions. Represented $200 million in transaction value and $25 million of capital raised. Completed other projects involving interim CFO services, modeling, and transaction capability development.
- Co-sponsored the buyout of an early growth-stage SaaS customer engagement solutions provider. Led the financial due diligence and collaborated on fundraising, raising eight million dollars of equity to finance the buyout and fund growth strategy.
- Advised an industrial automation distributor on its merger with an industry peer to form a robust Rockwell Automation channel partner worth $240 million. Guided the client to a more profitable transaction structure and significant ownership stake.
- Advised a one billion dollar network deployment company on a $35 million acquisition while entering the fast-growing in-building wireless networking market. Identified irregularities in inter-company accounting that systematically understated EBITDA.
- Advised a free-standing emergency and urgent care services provider on the capital needed for an organic facility expansion strategy. Helped the client gain scale more quickly through an M&A strategy, closing two ten-million dollar acquisitions.
- Acted as interim CFO of a free-standing emergency and urgent care services provider. Managed severe cash issues arising out of post-acquisition integration missteps. Tightly worked cash flow to ensure patient safety and conserve cash for payroll.
- Acted as the interim CFO managing the wind-up of a private equity firm's troubled portfolio company. Held weekly cash forecasts, oversaw remaining customer collections, settled unsecured creditor claims at a discount, and repaid the secured lender.
- Built a cash flow model for an $82 million cogeneration project providing 56 megawatts of outsourced, on-site power and heat. Allowed a refinery to sidestep costly CAPEX to replace aging steam boilers. Eliminated open flaring of excess process gas.
- Advised a family office seeking to become an active private equity investor. Endowed the family office investment team with investment and due diligence playbooks and critical analytical tools.
Focus areas: M&A (Buy-side), Leveraged Buyout (LBO), Private Equity, Deal Sourcing, Deal Structuring, Term Sheet Negotiations, Letters of Intent, Due Diligence, Asset Purchase Agreements, Valuation, Corporate Governance, Investment Strategy, Value Creation, Advisory, Transaction Advisory, Consulting, Transition Service Agreement (TSA), 13-week Cash Flow, Fundraising Consultant, Board Decks, Interim CFO, Financial Modeling, Investments, M&A Modeling, Deal Review, Term Sheet Advisory, M&A Earn-out Agreements, Pitch Decks, Mergers & Acquisitions (M&A), Operating Models, Financing, Cash Flow Management, Cap Tables, Business Analysis, Financial Reporting, Startups, P&L Analysis, Cash Flow, Profit & Loss (P&L), Pitch Deck Consultant, Business Modeling, Business Models, Business Strategy, Live Entertainment, Reporting, Excel 2016, Spreadsheets, Monte Carlo Simulations, Energy, Infrastructure, Project Finance, Private Equity Consultant, Limited Partnerships, Due Diligence Consultant, Deal Analysis, Industrials, Finance, Loans & Lending, Debt Financing, Business Plan Consulting, Power Generation, Credit Analysis, Underwriting, Waterfall Modeling, Valuation Modeling, Excel 365, Private Equity Valuation, SaaS, Business Services, Excel Expert, Scenario Analysis, United States, Accounting, IRR, Cash Flow Modeling, Investment Return Scenario Analysis, ROI, Manufacturing, Working Capital Management, Exit Strategy, Acquisitions, M&A Due Diligence (Financial), Partnerships, Residential Real Estate, Real Estate, Cash Flow Forecasting, Financial Analysis, Small & Medium-sized Enterprises (SME), Business Loans, Financial Forecasting, Fund Structure, Structuring of Funds, Growth Equity, SME/SMB Financing, Credit/Debt, Capability Build-out, Early-stage Startups, Seed Fundraising, Startup Funding, Data Analysis, Excel Modeling, Investment Thesis, CFO, Subscription Pricing, Entertainment & Leisure, Software as a Service (SaaS), B2B, Enterprise SaaS, US GAAP, Part-time CFO, Equity Offerings, Small Business Management, Sales Purchase Agreements, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Entrepreneurial Finance, Competitive Strategy, Leveraged Finance, Investor Agreements, Financial Accounting, Transactions, Relationship Building, Relationship Management, Investment Analysis, Term Sheets, Investment Research, DCF Valuation, Intuit QuickBooks, Fundraising, Revenue & Expense Projections, Transaction Modeling, Three-statement Modeling, Analysis, Customer Analysis, Gross Margins, Financial Planning & Analysis (FP&A), Forecasting, Modeling, Logistics & Warehousing, Investment Committee Advisory, QuickBooks Online, Revenue Analysis, Financial Statements, Cash Management, Carve-out Planning, Capital, Integration, Accounting System Migrations, Employee Stock Options, Strategy, Fractional CFO, Capitalization Tables, Business Evaluation, Business Partnerships, Capital Structure Optimization, Capital Structure Analysis, M&A Analysis, M&A Strategy, NetSuite, Smartsheet, Executive Consulting, Exit Planning, Finance Strategy, Revenue Recognition, Profitability Analysis, Cash Flow Analysis, Internal Financial Reporting, Month-end Processes, Business Advisory, Growth, Growth Strategy, Corporate Finance, Financial Ratios, Lending, Telecommunications, Rollups, Taxation, Business Taxation, Corporate Structure, Fundraising Strategy, P&L Management, Intercompany Accounting, Consolidation, Accounts Payable, Accounts Receivable, Bookkeeping, Business Planning, Business Development, Commercial Real Estate, Commercial Lending, Revenue Modeling, Business Consulting, Executive Coaching, Inventory Management, Supply Chain, Series A, Budgeting, Equity Investment, Financial Advisory, Board Presentations, Performance Analysis, P&L Forecasting, Data Analytics, Investor Relations, Investor Reporting, Pricing Models, Break-even Analysis
Corporate Structuring and Taxation Expert (via Toptal)
2024 - 2024
Australian Family Trust Acquiring U.S.-Based eCommerce Company
- Advised the trustee of an Australian family trust on the US and cross-border tax ramifications of acquiring a US-based eCommerce company.
- Planned a US-based investment holding company structure to accommodate current and future investing activities and minimize tax burden on a global basis.
- Reviewed the proposed definitive purchase agreement for the eCommerce acquisition and assisted the client in negotiating improvements in the representations and warranties, indemnification, and remedies benefiting the buyer.
Focus areas: Taxation, Business Taxation, Accounting, Corporate Structure, International Taxation, Financial Advisory
Finance Advisor
2024 - 2024
Automotive-focused SaaS Company
- Advised the founder on the M&A and tax aspects of prospective transaction structures to re-domicile an operational German GmbH entity and parent company into the United States for the purposes of capital raising.
- Assisted with decisions regarding and practical aspects of configuring and capitalizing a Delaware C corporation, as well as go-forward equity incentive compensation structures.
- Redrafted the bylaws and initial board resolutions to remedy prior decisions that were suboptimal.
Focus areas: Startups, Startup Funding, Fundraising, Valuation, Cap Tables, Capital Structure Optimization, Capital Structure Analysis, Early-stage Startups, Executive Consulting, Finance Strategy, Month-end Processes, Business Advisory, Corporate Finance, Taxation, Business Taxation, Corporate Structure, International Taxation, Fundraising Strategy, P&L Management, Business Planning, Business Consulting, Equity Investment, Financial Advisory
Fractional CFO
2023 - 2024
Industry-focused Social Media Startup
- Advised the company founders on fundraising strategy, valuation, offering structure, and their investor pitch.
- Resolved open issues in the ownership structure, strengthened the company's accounting processes, and reclassed historical financial results to better facilitate long-range forecasting and due diligence by prospective investors.
- Assisted the founders in launching a $1.5 million equity capital raise.
Focus areas: SaaS, CFO, Interim CFO, Part-time CFO, Fractional CFO, Startups, Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Early-stage Startups, Finance Strategy, Profitability Analysis, Cash Flow Analysis, Internal Financial Reporting, Month-end Processes, Business Advisory, Growth, Growth Strategy, Corporate Finance, Corporate Structure, Fundraising Strategy, Accounts Payable, Accounts Receivable, Bookkeeping, Business Planning, Business Development, Revenue Modeling, Business Consulting, Executive Coaching, Series A, Equity Investment, Financial Advisory, Performance Analysis, P&L Forecasting, Data Analytics, Pricing Models, Break-even Analysis
Fractional CFO
2023 - 2023
Multi-location Restaurant Company
- Completed a stalled transition of seven distinct accounting entities to QuickBooks Online.
- Corrected and reconciled P&L and balance sheet accounts and transactions dating back to 2021.
- Identified nearly $70,000 in missing cash collections and vendor overpayments–able to collect $60,000 where discovery was still timely.
- Supervised an accounting team of three as I rebuilt the company's accounting processes to be scalable and time-efficient as well as to produce reliably correct financial results; trained the team in best practices to ensure reliable accounting data.
- Reported consolidating and consolidated financial statements for 2022 and YTD June 2023 and restarted regular monthly financial statement reporting.
- Coordinated with the company's external CPA firm in filing extensions on the company's 2022 tax returns while the accounting system transition and reconciliation project was ongoing.
- Improved the decision-making power of the company's financial statements by selectively augmenting the chart of accounts, as well as designing more insightful FP&A analytics.
- Assisted the client with other finance and operational projects, including the renewal of a key facility lease and quarterbacking a transition to improve health, dental, and vision benefit coverages.
Focus areas: CFO, Accounting, Accounting Consolidation, QuickBooks Online, Complex Account Reconciliations, Revenue Analysis, Advisory, Financial Statements, Process Design, Team Building, Team Mentoring, Cash Management, Financial Planning & Analysis (FP&A), Accounting System Migrations, US GAAP, Part-time CFO, Small Business Management, Financial Accounting, Consulting, Interim CFO, Intuit QuickBooks, Gross Margins, Cash Flow Management, Business Analysis, Financial Reporting, P&L Analysis, Cash Flow, Profit & Loss (P&L), Reporting, Excel 2016, Spreadsheets, United States, Working Capital Management, Small & Medium-sized Enterprises (SME), Data Analysis, Excel Modeling, Fractional CFO, Retail & Wholesale, Exit Planning, Finance Strategy, Business Process Analysis, Revenue Recognition, Stripe, Stripe Payments, Profitability Analysis, Cash Flow Analysis, Internal Financial Reporting, Key Performance Indicators (KPIs), Financial Reporting Dashboards, Business Advisory, Growth, Growth Strategy, Financial Ratios, Corporate Structure, P&L Management, Intercompany Accounting, Consolidation, Accounts Payable, Accounts Receivable, Bookkeeping, Business Planning, Business Development, Commercial Real Estate, Business Consulting, Inventory Management, Supply Chain, Performance Analysis, P&L Forecasting, Payroll & Benefits, Data Analytics
M&A Buy-side Expert
2022 - 2022
Market Research Company
- Advised the client in its carve-out and acquisition of the predictive markets business unit of the seller.
- Executed a preliminary due diligence program and negotiated a letter of intent with consideration comprised of 50% cash at closing and 50% in two successive one-year earnouts.
- Led a due diligence team comprised of client staff from the finance, HR, and IT functions, as well as external accounting due diligence subject matter experts.
- Identified accounting irregularities that led to a 42% decrease in TTM-adjusted EBITDA and re-negotiated a letter of intent with a $500,000 decrease in cash at closing.
- Assisted the finance workstream with financial due diligence and led the negotiation of a net working capital mechanism in the purchase agreement.
- Oversaw the legal drafting process and assisted the client in planning day 1 post-closing integration action items.
Focus areas: Mergers & Acquisitions (M&A), Valuation, M&A Earn-out Agreements, Carve-out Planning, M&A (Buy-side), Due Diligence, Letters of Intent, Term Sheet Negotiations, Capital, Asset Purchase Agreements, Integration, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Financial Accounting, Advisory, Transaction Advisory, Consulting, Transactions, Financial Modeling, Term Sheets, DCF Valuation, Revenue & Expense Projections, Transaction Modeling, Three-statement Modeling, Analysis, Gross Margins, Forecasting, M&A Modeling, Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Business Modeling, Excel 2016, Spreadsheets, Due Diligence Consultant, Modeling, Deal Analysis, Credit Analysis, Business Services, Scenario Analysis, United States, Investment Return Scenario Analysis, ROI, Working Capital Management, Acquisitions, M&A Due Diligence (Financial), Cash Flow Forecasting, Small & Medium-sized Enterprises (SME), Data Analysis, Excel Modeling, Revenue Analysis, Financial Statements, B2B, Business Evaluation, M&A Analysis, M&A Strategy, Executive Consulting, Profitability Analysis, Cash Flow Analysis, Growth, Growth Strategy, Corporate Structure, Revenue Modeling, Performance Analysis
Principal
2018 - 2019
Strait Lane Capital Partners
- Led the expansion of the firm's deal sourcing activity, relationships, and messaging strategy. Established new relationships with more than 2,000 deal professionals at more than 300 top-tier middle-market firms and regional M&A advisors.
- Accelerated the firm's deal flow dramatically, with nearly 50% of deal flow coming from relationships new to the firm.
- Acted as the firm's initial point of contact for new investment opportunities. Instituted a more responsive deal triage process characterized by candid, thoughtful feedback to promote strengthened deal sourcing relationships.
Focus areas: Private Equity, Deal Sourcing, Relationship Building, Relationship Management, Investment Analysis, Competitive Strategy, Financial Modeling, Deal Structuring, Term Sheets, Letters of Intent, Investments, M&A Modeling, Deal Review, Investment Strategy, M&A Earn-out Agreements, Mergers & Acquisitions (M&A), Business Analysis, P&L Analysis, Business Models, Business Strategy, Excel 2016, Spreadsheets, Deal Analysis, Industrials, Finance, Underwriting, Valuation Modeling, Excel 365, Private Equity Valuation, Business Services, Excel Expert, United States, Accounting, IRR, Cash Flow Modeling, Investment Return Scenario Analysis, ROI, Manufacturing, Working Capital Management, Exit Strategy, Acquisitions, M&A Due Diligence (Financial), Cash Flow Forecasting, Financial Analysis, Small & Medium-sized Enterprises (SME), Business Loans, Financial Forecasting, Data Analysis, Excel Modeling, Investment Thesis, Pricing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Financial Accounting, M&A (Buy-side), Leveraged Buyout (LBO), Valuation, Transactions, Investment Research, DCF Valuation, Revenue & Expense Projections, Transaction Modeling, Three-statement Modeling, Analysis, Customer Analysis, Gross Margins, Forecasting, Cap Tables, Cash Flow, Profit & Loss (P&L), Business Modeling, Modeling, Loans & Lending, Debt Financing, Credit Analysis, Scenario Analysis, SME/SMB Financing, Revenue Analysis, Financial Statements, Capital, B2B, Employee Stock Options, Strategy, Institutional Investors, Capitalization Tables, Business Evaluation, Business Partnerships, Capital Structure Optimization, Capital Structure Analysis, M&A Analysis, M&A Strategy, Profitability Analysis, Cash Flow Analysis, Growth Strategy, Financial Ratios, Rollups, Corporate Structure, P&L Management, Consolidation, Commercial Lending, Inventory Management, Supply Chain, Equity Investment, Performance Analysis, Break-even Analysis
Director
2009 - 2012
Cotton Creek Capital
- Managed this $80 million investment fund, overseeing fund-level management and decision-making, as well as directing the efforts of the investment team.
- Assembled and led a team of five investment professionals and implemented the firm's investment decision-making processes.
- Spearheaded investment teams that negotiated, structured, handled due diligence, and closed eight platform and add-on investment transactions, deploying $18 million of capital in transactions with an aggregate value totaling $33 million.
- Led the firm's investment in a $35 million aerospace chemicals distribution and supply chain services company. Launched value-creation initiatives, including M&A growth, as a board member, negotiated a larger credit line and recruited a stronger CFO.
- Oversaw an investment in a consolidator of north Texas' portable sanitation market. Provided board-level oversight for six add-on acquisitions with an aggregate value of $8.5 million at a blended purchase multiple of around 4.5 times EBITDA.
- Built and maintained a fund-level cash flow model for planning and decision-making regarding the timing of capital calls, expense budgeting, expected future investments and exits, the consequent impact on cash management, and net returns to the LPs.
Focus areas: Private Equity, Deal Sourcing, Term Sheets, Letters of Intent, Valuation, Deal Structuring, Due Diligence, Asset Purchase Agreements, Board of Directors, Investments, M&A Modeling, Shareholders' Agreement (JVA), Deal Review, Investment Strategy, M&A Earn-out Agreements, Mergers & Acquisitions (M&A), Financing, Cap Tables, Business Analysis, P&L Analysis, Business Models, Business Strategy, Excel 2016, Spreadsheets, Limited Partnerships, Modeling, Deal Analysis, Industrials, Finance, Loans & Lending, Debt Financing, Credit Analysis, Underwriting, Waterfall Modeling, Valuation Modeling, Excel 365, Private Equity Valuation, Business Services, Excel Expert, Scenario Analysis, United States, Accounting, IRR, Cash Flow Modeling, Investment Return Scenario Analysis, ROI, Manufacturing, Working Capital Management, Exit Strategy, Acquisitions, M&A Due Diligence (Financial), Partnerships, Cash Flow Forecasting, Financial Analysis, Small & Medium-sized Enterprises (SME), Business Loans, Financial Forecasting, Fund Structure, Structuring of Funds, SME/SMB Financing, Credit/Debt, Logistics & Warehousing, Investment Memoranda, Investment Committee Advisory, Data Analysis, Excel Modeling, Investment Thesis, US GAAP, Employee Stock Options, Equity Offerings, Small Business Management, Sales Purchase Agreements, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Competitive Strategy, Leveraged Finance, Investor Agreements, Financial Accounting, M&A (Buy-side), Leveraged Buyout (LBO), Term Sheet Negotiations, Corporate Governance, Transactions, Financial Modeling, Relationship Building, Relationship Management, Investment Analysis, Investment Research, DCF Valuation, Value Creation, Revenue & Expense Projections, Transaction Modeling, Three-statement Modeling, Analysis, Customer Analysis, Gross Margins, Forecasting, Cash Flow, Profit & Loss (P&L), Business Modeling, Revenue Analysis, Financial Statements, Capital, B2B, Strategy, Institutional Investors, Capitalization Tables, Fund Management, Business Evaluation, Business Partnerships, Capital Structure Optimization, Capital Structure Analysis, M&A Analysis, M&A Strategy, Exit Planning, Profitability Analysis, Cash Flow Analysis, Franchises, Key Performance Indicators (KPIs), Financial Reporting Dashboards, Growth, Growth Strategy, Financial Ratios, Lending, Rollups, Taxation, Business Taxation, Corporate Structure, Intercompany Accounting, Consolidation, Business Development, Commercial Real Estate, Commercial Lending, Revenue Modeling, Executive Coaching, Inventory Management, Supply Chain, Equity Investment, Board Presentations, Performance Analysis, P&L Forecasting, Data Analytics, Investor Relations, Investor Reporting, Break-even Analysis
Principal
1999 - 2008
Trinity Hunt Partners | Hunt Capital Group
- Led the sponsor team on two UK-based add-on acquisitions by the firm's platform company in specialty fasteners, gaskets, and machined parts, creating a global organization and growing the company from $6 to $38 million in EBITDA in just two years.
- Directed the due diligence effort on the firm's carve-out from a law firm of a $72 million provider of default, administrative foreclosure, and bankruptcy case management services for residential mortgage servicers.
- Executed and closed $13 million in equity investments at an early-stage provider of custom data centers that returned 3x MOI on exit. Maintained a complex liquidation waterfall across multiple investment rounds and co-investors while on the board.
Focus areas: Private Equity, Growth Equity, Leveraged Buyout (LBO), Deal Sourcing, Investment Research, Valuation, DCF Valuation, Financial Modeling, Term Sheet Negotiations, Letters of Intent, Due Diligence, Value Creation, Investments, M&A Modeling, Deal Review, Investment Strategy, M&A Earn-out Agreements, Venture Capital, Mergers & Acquisitions (M&A), Financing, Cap Tables, Business Analysis, P&L Analysis, Business Models, Business Strategy, Excel 2016, Spreadsheets, Limited Partnerships, Deal Analysis, Industrials, Finance, Loans & Lending, Debt Financing, Credit Analysis, Underwriting, Waterfall Modeling, Valuation Modeling, Excel 365, Private Equity Valuation, Business Services, Excel Expert, Scenario Analysis, United States, Accounting, IRR, Cash Flow Modeling, Investment Return Scenario Analysis, ROI, Manufacturing, Working Capital Management, Cross-border M&A, Exit Strategy, Acquisitions, M&A Due Diligence (Financial), Partnerships, Cash Flow Forecasting, Financial Analysis, Small & Medium-sized Enterprises (SME), Business Loans, Financial Forecasting, Fund Structure, Structuring of Funds, SME/SMB Financing, Credit/Debt, Early-stage Startups, Investment Memoranda, Investment Committee Advisory, Data Analysis, Excel Modeling, Investment Thesis, US GAAP, Convertible Notes, Employee Stock Options, Equity Offerings, Small Business Management, Sales Purchase Agreements, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Entrepreneurial Finance, Competitive Strategy, Leveraged Finance, Investor Agreements, Early-stage Venture Capital, Financial Accounting, M&A (Buy-side), Corporate Governance, Transactions, Relationship Building, Relationship Management, Investment Analysis, Term Sheets, Board of Directors, Revenue & Expense Projections, Transaction Modeling, Three-statement Modeling, Analysis, Customer Analysis, Gross Margins, Forecasting, Shareholders' Agreement (JVA), Startups, Cash Flow, Profit & Loss (P&L), Business Modeling, Modeling, Startup Funding, Revenue Analysis, Financial Statements, Carve-out Planning, Capital, B2B, Strategy, Institutional Investors, Capitalization Tables, Business Evaluation, Business Partnerships, Capital Structure Optimization, Capital Structure Analysis, M&A Analysis, M&A Strategy, Exit Planning, Finance Strategy, Profitability Analysis, Cash Flow Analysis, Key Performance Indicators (KPIs), Financial Reporting Dashboards, Growth, Growth Strategy, Financial Ratios, Lending, Rollups, Taxation, Business Taxation, Corporate Structure, International Taxation, Intercompany Accounting, Consolidation, Business Development, Commercial Real Estate, Commercial Lending, Revenue Modeling, Series A, Equity Investment, Board Presentations, Performance Analysis, P&L Forecasting, Data Analytics, Investor Relations, Investor Reporting, Break-even Analysis
Analyst
1994 - 1997
NationsBanc Capital Markets
- Advised clients on the successful closing of four sell-side transactions across a wide variety of industries, including industrial manufacturing, homebuilding, building materials manufacturing and distribution, and long-term care.
- Completed two fairness opinion engagements in support of buy-side and sell-side M&A transactions.
- Advised a family-owned construction equipment dealer on the execution of an acquisition growth strategy seeking to diversify the business into related equipment lines.
Focus areas: Mergers & Acquisitions (M&A), M&A (Sell-side), M&A (Buy-side), Corporate Finance, Fairness Opinion Reports, Precedent Transaction Analysis, Comparable Company Analysis, Transaction Modeling, Deal Analysis, Deal Structuring, Letters of Intent, Due Diligence, Data Rooms, Business Evaluation, Capital Structure Optimization, Capital Structure Analysis, Investment Banking, M&A Analysis, M&A Strategy, Profitability Analysis, Cash Flow Analysis, Financial Ratios, Corporate Structure, Consolidation, Business Development, Commercial Lending, Revenue Modeling, Financial Advisory, Performance Analysis, Data Analytics, Break-even Analysis
Education
1997 - 1999
MBA in Finance and Entrepreneurial Management
The Wharton School - Philadelphia, PA, USA
1989 - 1994
Bachelor's Degree in Finance and Economics
Spears School of Business – Oklahoma State University - Stillwater, OK, USA
Skills
Finance
Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Entrepreneurial Finance, M&A (Buy-side), Private Equity, Due Diligence, Valuation, 13-week Cash Flow, Financial Modeling, Growth Equity, DCF Valuation, Value Creation, M&A (Sell-side), Fundraising, Cash Flow Modeling, Revenue & Expense Projections, Transaction Modeling, Three-statement Modeling, Financial Planning & Analysis (FP&A), Forecasting, M&A Modeling, Mergers & Acquisitions (M&A), Financial Reporting, Cash Flow, Profit & Loss (P&L), Deal Analysis, Credit Analysis, Valuation Modeling, Private Equity Valuation, Accounting, Investment Return Scenario Analysis, ROI, Working Capital Management, Cash Flow Forecasting, Fund Structure, Structuring of Funds, Credit/Debt, Seed Fundraising, Startup Funding, Investment Memoranda, Data Analysis, Investment Thesis, CFO, Cash Management, Capital, Convertible Notes, Equity Offerings, Pricing, Fund Management, Corporate Finance, Capital Structure Optimization, Capital Structure Analysis, Finance Strategy, Profitability Analysis, Internal Financial Reporting, Business Advisory, Lending, Rollups, Taxation, Business Taxation, Intercompany Accounting, Revenue Modeling, Series A, Budgeting, Financial Advisory, P&L Forecasting, Accounting Consolidation, Financial Accounting, M&A Earn-out Agreements, Project Finance, Cross-border M&A, International Taxation, Fairness Opinion Reports, Comparable Company Analysis
Output Software
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Excel 2016, Stripe Payments, Microsoft Project, Smartsheet
Data & Analysis Software
QuickBooks Online, Intuit QuickBooks, Microsoft Access, NetSuite
Industry Expertise
Venture Capital, Industrials, Real Estate, Early-stage Startups, Entertainment & Leisure, Institutional Investors, Retail & Wholesale, Franchises, Telecommunications, Corporate Structure, Commercial Real Estate, Energy, Residential Real Estate
Geographic Expertise
United States
Other
Leveraged Finance, Leveraged Buyout (LBO), Deal Sourcing, Deal Structuring, Term Sheet Negotiations, Letters of Intent, Investment Strategy, Transaction Advisory, Transactions, Fundraising Consultant, Board Decks, Investment Analysis, Term Sheets, Investment Research, IRR, Financial Analysis, Customer Analysis, Gross Margins, Investments, Shareholders' Agreement (JVA), Deal Review, Term Sheet Advisory, Pitch Decks, Operating Models, Financing, Cash Flow Management, Cap Tables, Business Analysis, Startups, P&L Analysis, Pitch Deck Consultant, Business Modeling, Business Models, Business Strategy, Reporting, Spreadsheets, Private Equity Consultant, Due Diligence Consultant, Modeling, Loans & Lending, Debt Financing, Business Plan Consulting, Underwriting, Waterfall Modeling, Excel 365, SaaS, Business Services, Excel Expert, Scenario Analysis, Manufacturing, Exit Strategy, Acquisitions, M&A Due Diligence (Financial), Partnerships, Small & Medium-sized Enterprises (SME), Business Loans, Financial Forecasting, SME/SMB Financing, Logistics & Warehousing, Investment Committee Advisory, Excel Modeling, Advisory, Consulting, Complex Account Reconciliations, Revenue Analysis, Financial Statements, Carve-out Planning, Subscription Pricing, Software as a Service (SaaS), B2B, Enterprise SaaS, Part-time CFO, Employee Stock Options, Small Business Management, Sales Purchase Agreements, Strategy, Fractional CFO, Capitalization Tables, Business Evaluation, Business Partnerships, Investment Banking, M&A Analysis, M&A Strategy, Executive Consulting, Exit Planning, Business Process Analysis, Revenue Recognition, Stripe, Cash Flow Analysis, Month-end Processes, Key Performance Indicators (KPIs), Financial Reporting Dashboards, Growth, Growth Strategy, Financial Ratios, Fundraising Strategy, P&L Management, Consolidation, Accounts Payable, Accounts Receivable, Bookkeeping, Business Planning, Business Development, Commercial Lending, Business Consulting, Executive Coaching, Inventory Management, Supply Chain, Equity Investment, Board Presentations, Performance Analysis, Payroll & Benefits, Data Analytics, Investor Relations, Investor Reporting, Pricing Models, Break-even Analysis, Competitive Strategy, Asset Purchase Agreements, Early-stage Venture Capital, Economics, Finance, Corporate Governance, Transition Service Agreement (TSA), Interim CFO, Relationship Building, Relationship Management, Board of Directors, Microsoft Teams, Analysis, Live Entertainment, Monte Carlo Simulations, Infrastructure, Limited Partnerships, Capability Build-out, Process Design, Team Building, Team Mentoring, Integration, Accounting System Migrations, US GAAP, Investor Agreements, Power Generation, Precedent Transaction Analysis, Data Rooms
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