Olivia Passoni
Verified Expert in Management Consulting
Management Consulting Expert
Vienna, Austria
Toptal member since December 9, 2017
Olivia has over a decade of advisory experience, specializing in valuation, financial and business planning, M&A, capital raising, and due diligence. She has advised business owners globally on financial planning and strategy optimization during the fundraising and exit process. Olivia also works with investors for portfolio valuation work, the development of fund models, and due diligence. She is a Certified Valuation Analyst and is specialized in early-stage valuations.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
SaaS Financial Projections
Business Plan/Investment Overview
Ratio and Performance Analysis
Financial Projections for Beauty Accessories Company
Real Estate Leisure Complex Financial Plan and Valuation
SME Financial Plan
SME Valuation
Industry Expertise
- Debt Collection
- HR & Staffing
- Advertising & Marketing
- Construction
- Architecture, Engineering & Design
- Car & Truck Rental
- Cleaning Services
- Weight & Health Management
Other Expertise
- Capital Raising
- Exit Strategy
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fintech
- Market Sizing
- Startup Consulting
- Valuation
Work Experience
Independent Financial and Valuation Consultant
Valithea OÜ
- Prepared the financial models and documents for an architecture company looking to raise funds for a hotel project in the Middle East; also prepped them for management meetings.
- Gave a fundraising and valuation workshop for Korean tech startups and mentored them individually to help them understand the value of their company; prepared briefs on their potential as investments.
- Advised on valuation and negotiations for the ongoing potential acquisition of a sports media company in the UK.
- Built detailed financial models for numerous early-stage businesses globally to help them assess the feasibility of their projects and adjust their strategies accordingly. Prepared valuations, pitch decks, business plans, and valuation reports.
- Researched legal capital requirements in different countries for a fintech startup to efficiently structure the company and estimate the funds needed to establish a business.
- Collaborated with an engineering company to quantify the financial profitability of energy efficiency measures for a stadium.
- Valued the startup holdings of a venture capital portfolio and advised on the most promising companies. Created a financial model for a new venture's capital fund.
- Carried out the due diligence of a car parts manufacturing company in Germany, including financial planning and preparing documents and consolidated financial statements for the acquisition's bank financing.
- Advised on the fundraising of a hardware company in Sub-Saharan Africa, prepared their investor-ready documentation, and approached and set up calls with investors.
- Conducted a market feasibility study, including market sizing, competition analysis, and customer projections, for a healthcare software startup.
Senior Consultant | M&A
TJP Advisory & Management
- Carried out liquidity planning and prepared documents as part of NPL restructuring assignments for small businesses in Southeastern Europe on behalf of the World Bank.
- Handled the sale of a PV solar park to a specialized buyer.
- Advised on restructuring a diversified natural resources and mining group, prepared a list of investors and approached investors, as well as documentation for negotiations. Also provided input on the right timing for the disposal of its assets.
- Prepared the financial forecasting, valuation, and project financing model for a large solar company in Eastern Europe.
- Completed the valuation of an alternative investment fund with subsidiaries in different countries for the preparation of group financial statements.
- Carried out the valuation of part of a food processing company and advised on the exit strategy and potential stock exchange delisting for the sale of the division.
- Prepared the valuation of an IT services business for the introduction of new shareholders.
- Carried out the liquidity planning for an insolvent natural resources group during the restructuring process.
Senior Assistant Valuation
Grant Thornton Austria
- Managed international due diligence process of a target group of companies and carried out due diligence of the local subsidiary on behalf of a potential acquirer in the paper industry.
- Developed valuation assignment methods and processes for the company's internal quality assurance directives.
- Advised a software company on target requirements for different stock exchanges.
- Carried out a joint venture valuation of various subsidiaries of two food processing companies with global subsidiaries to assess the joint venture share split.
- Conducted the valuation of a de-listed aviation company after a takeover to evaluate compensation for the squeezed-out shareholders.
- Completed the intellectual property valuation for a group of companies in the publishing industry.
- Carried out the real estate valuation of some commercial properties for tax reporting purposes.
- Conducted the valuation for a local biofuel company.
Research Analyst
Grant Thornton International
- Managed the communication exchange and distributed investment teasers to global M&A departments.
- Conducted research for global corporate finance departments and advised on databases and information management.
- Prepared thought leadership publications on global capital markets.
Education
Certified Valuation Analyst (CVA) in Valuation
National Association of Certified Valuators and Analysts - Germany
Bachelor's Degree in German and Management Studies
University of Leeds - Leeds, United Kingdom
Certifications
Certified Valuation Analyst (CVA)
NACVA
Skills
Finance
Fundraising, Valuation Analysis, Financial Planning & Analysis (FP&A), Due Diligence, DCF Valuation, Profit & Loss (P&L), Revenue Modeling, Forecasting, Valuation, Equity Valuation, Certified Valuation Analyst, Cash Flow Forecasting, Revenue & Expense Projections, Funding Strategy, Cash Flow, Adjusted Present Value (APV), Cash Flow Modeling, Budgeting, Financial Modeling, Discounted Cash Flow (DCF), Three-statement Modeling, Asset Valuation, Financial Benchmarking, Risk Analysis, Seed Fundraising, Funding Process, Mergers & Acquisitions (M&A), Venture Funding, Capital Raising, Growth Capital Raising, Junior Capital, Equity Financing, Contribution Margin Analysis, Investment Memoranda, Valuation Modeling, Valuation Multiples, Corporate Finance, Project Finance, Finance Strategy, P&L Forecasting, Pricing Strategy, Private Equity Valuation, Contingent Valuation Method, Entrepreneurial Finance, Equity Research, Pro Forma Financial Statements, Liquidity Coverage Ratio (LCR), Investment Summaries, Budget Controls, Risk, Financial Asset Impairment Models, Intellectual Property Valuation, Market Research, Data Analysis, Transaction Modeling, Ratio Analysis, Crowdfunding, 409A Valuation, Mezzanine, Startup Funding, Capital Investment Appraisals, Investment Briefs, M&A (Buy-side), Deal Analysis, M&A Earn-out Agreements, Private Equity
Output Software
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Data & Analysis Software
Thomson Reuters, Capital IQ, Financial Data, Bloomberg
Industry Expertise
Technology, Early-stage Startups, Energy, Consumer Products, Electronics, Real Estate, Building & Construction, Renewable Energy, Banking & Finance, Venture Capital, Capital Markets, Residential Real Estate, Hotels & Lodging, Hospitality, Education Technology (Edtech), Food & Beverage
Geographic Expertise
United Kingdom, Africa, Europe, Southeast Asia, United States, Middle East, United Arab Emirates, Dubai, Asia-Pacific (APAC)
Other
Pitch Decks, Consumer Marketplaces, Strategy Planning, Modeling, DCF Modeling, Exit Strategy, Funding Presentations, Relative Valuation, Exit Planning, Financials, Market Sizing, Market Risk, Startups, Financial Forecasting, Finance, Energy Sector Expert, Business Plan Consulting, Manufacturing, PowerPoint Design, Scenario Analysis, Business Modeling, Renewables, Software as a Service (SaaS), Fintech, Restructuring, Investor Reporting, Growth Strategy, eCommerce, Internet of Things (IoT), Media, mCommerce, Marketplaces, Online Business, Advisory, SaaS, Energy Efficiency, SME/SMB Financing, Financing, Presentations, Cap Tables, Business Planning, Equity Investment, Early-stage Venture Capital, Digital Health, Business Models, Startup Consulting, Due Diligence Consultant, Business Strategy, eCommerce Platforms, Cryptocurrency, Investments, Strategy, Pitch Deck Consultant, Fundraising Strategy, Data Rooms, Market Research Analyst, Subscriptions, Market Research & Analysis, Feasibility Studies, Investor Relations, Investor Presentations, Evaluation, Audits, Management, Revenue Analysis, Financial Statements, Key Performance Metrics, Industry Analysis, Benchmarking, Information Memoranda, Big Data, Risk Management, Fashion & Beauty, Amazon Marketplace, Edtech Design, Term Sheet Advisory, Joint Ventures, Luxury Industry, Annual Planning, Waterfall Modeling, Music Streaming, Bloomberg Terminal
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