Nolen M. Masserman
Verified Expert in Management Consulting
Finance Expert
Denver, CO, United States
Toptal member since January 20, 2020
Nolen is an experienced finance professional who has closed over USD $1 billion in M&A and capital markets transactions during his time in investment banking and private equity. As a freelancer, he enjoys working with clients across an array of industries and geographies. His primary focus has been on MM and LMM transactions across a diverse set of verticals, however, is always interested in new opportunities to grow and expand his skillset.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Simple Leveraged Buyout Model
Presentation Slides
Industry Expertise
- Retail
- Financial Modeling
- P&L Forecasting
- Consumer Products
- Equity Markets
Other Expertise
- Due Diligence
- Financial Analysis
- Operating Models
- Pitch Presentations
- P&L Forecasting
- Presentation Design
- Valuation Modeling
Work Experience
Private Equity Associate
McNally Capital
- Served as a member of the deals team with responsibilities including sourcing and executing direct investments.
- Played a lead role in ongoing initiatives such as quarterly reporting, subsequent analyses for several of the firm’s portfolio companies, and mezzanine fund-related workstreams.
- Completed the acquisition of Re-Sourcing, LLC.
- Created all initial investment analysis and the submission of the IOI.
- Contributed to all LOI materials including the creation of a detailed 100+ slide investment presentation and a bottoms-up LBO used to drive valuation.
- Led post-LOI financial diligence efforts with significant contribution and coordination with third parties for all other relevant workstreams (e.g., legal, insurance, NWC, etc.).
Investment Banking Analyst
Robert W. Baird & Co.
- Advised NACCO (NYSE: NC) for its spinoff of Hamilton Beach Holding (NYSE: HBB).
- Led and executed all board decks and roadshow materials including the analysis (e.g., detailed IPO model) used for the ultimate approval of the spinoff.
- Advised KarpReilly on sell-side matters for its sale of EbLens to J.W. Childs Associates.
- Drafted the company confidential information presentation (CIP), operating model and was the sole contributor to all financial analyses (e.g., LBO, DCF, public comps, and precedent transactions) in addition to being the main point of contact through diligence.
- Advised Enesco on sell-side matters for its divestiture of GUND to Spin Master.
- Built the company divestiture model used for valuation, drafted highly creative and innovative materials used in marketing, and was a primary contributor to financial diligence efforts throughout the process.
Education
Bachelor's Degree (High Honors) in Finance
Michigan State University - East Lansing
Certifications
Series 79 and 63
FINRA
Skills
Finance
Discounted Cash Flow (DCF), Valuation Modeling, Investment Memoranda, Due Diligence, P&L Forecasting, Private Equity, Financial Modeling, Valuation, Private Equity Valuation, Mezzanine, Equity Financing, Mergers & Acquisitions (M&A), Forecasting
Output Software
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Data & Analysis Software
Capital IQ
Industry Expertise
Consumer Products, Retail & Wholesale
Geographic Expertise
United States
Other
Pitch Decks, Pitch Presentations, Precedent Transaction Analysis, Financial Analysis, Operating Models, Investor Presentations, Presentation Design, Board Presentations, Investment Presentations, Leveraged Buyout (LBO), Investment Banking, Equity Markets, Debt Financing, Investing, Microsoft 365, Presentations, Analysis
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