Lori Moser
Verified Expert in Management Consulting
Management Consulting Expert
St. Louis, MO, United States
Toptal member since February 25, 2022
Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
Career Highlights
Case Studies
Business Plan Template
Pitch Deck for Sell-side Carve-out
DCF Valuation
Expertise
- Corporate Development
- Financial Analysis
- Financial Modeling
- M&A (Sell-side)
- Mergers & Acquisitions (M&A)
- Negotiation
- Pitch Decks
- Strategy
Work Experience
Vice President of Strategy, Mergers, and Acquisitions
Lexicon
- Led the strategy and the process for buy and sell-side opportunities for a SaaS/services startup platform. Developed creative approaches to investment and funding opportunities.
- Oversaw strategic partnerships with complementary businesses driving organic growth.
- Developed the overall strategy for the startup's short and long-term goals.
Director | Investment Banking
R.L Hulett
- Took responsibility for both buy and sell-side transactions.
- Spearheaded business development, including identifying potential clients and building relationships.
- Built key relationships with private equity and family office partners.
Vice President | GM, Transportation, and Corporate Development
Emerson Electric
- Divested several non-core complex businesses and carve-outs to align with the corporate strategy. Identified and executed strategic initiatives ranging from growth opportunities to acquisitions.
- Handled P&L responsibility for a new business platform. Initiated and led the development program as a tier-one supplier, with $15+ million revenue. Implemented cost reductions of over over 30%. Negotiated complex R&D and production agreements.
- Developed the strategy and business plan for a robotics program and partnership.
Vice President, Acquisitions and Corporate Development | Industrial Automation Platform
Emerson Electric
- Identified and led acquisitions and divestitures for four separate businesses within the platform.
- Developed base and synergy financial plans; conducted due diligence; prepared and delivered management and sell-side presentations; and negotiated definitive agreements.
- Identified potential acquisition targets, conducting market research.
Director and Vice President | Various Emerson Business Units and Corporate Office
Emerson Electric
- Developed the business strategy, identified and led acquisitions and divestitures. Successfully acquired and divested businesses, obtaining fair pricing and terms while building a solid rapport with all parties involved.
- Handled sales and marketing responsibility to grow the business at multiple retail entities. Launched a new product line into new distribution channels, creating a comprehensive sales and marketing plan for placement at top retailers.
- Managed marketing and merchandising, including graphics, point of sale, promotions, and social media. Conducted various marketing research ranging from ethnography, surveys, interviews, focus groups, and competitive assessments.
Skills
Finance
M&A (Sell-side), Mergers & Acquisitions (M&A), M&A (Buy-side), Financial Modeling, Valuation, Market Research, Forecasting, Pricing, Revenue & Expense Projections, Due Diligence, Three-statement Modeling, Private Equity, DCF Valuation, M&A Modeling
Output Software
Microsoft Excel, Microsoft PowerPoint
Other
Corporate Development, Pitch Presentations, Finance, Creative Problem Solving, Business Plan Consulting, Investment Banking, Business Strategy, Pitch Deck Consultant, Contract Negotiation, Financial Analysis, M&A Pipeline Management, Strategy, Partnerships, General Management, Sales, Marketing, Deal Closure, Pitch Decks, Leadership, Negotiation, Deal Flow Origination, Data Analytics, Financial Data Analytics, Marketing Research & Analysis, Market Research & Analysis, Exit Strategy, Term Sheet Negotiations, M&A Strategy, Business Planning, CIM
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