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Paul Manry
Verified Expert in Management Consulting
Management Consulting Expert
Tampa, FL, United States
Toptal member since March 4, 2020
Bio
Paul provides CFO and financial advisory services to business owners, entrepreneurs in the lower-middle market, private equity groups, and strategic buyers. He has over 15 years of professional advisory experience, including nine years with KPMG and EY and four years with a global M&A firm. Paul's expertise includes executive financial leadership, mergers and acquisitions, financial planning and analysis, financial reporting and modeling, due diligence, and business valuation.
Career Highlights
Managing Director
TCI Partners
M&A Director
Benchmark International
Education Highlights
Master of Business Administration (MBA)
Northwestern University - Kellogg School of Management
Certification Highlights
Certified Public Accountant (CPA)
Florida Department of Business and Professional Regulation
Case Studies
Quality of Earnings Summary
Quality of EarningsMergers & Acquisitions (M&A)Due DiligenceM&A (Sell-side)M&A (Buy-side)Deal Advisory
Real Estate Financial Model for Townhome Development
Financial ModelingBusiness ModelsRevenue & Expense ProjectionsForecasting
Three-statement Financial Model for a Startup eCommerce
Financial ModelingThree-statement ModelingBusiness ModelsRevenue & Expense ProjectionsForecastingCash Flow+ 1 more
Expertise
- Financial Modeling
- Fractional CFO
- Investment Banking
- M&A (Buy-side)
- M&A Modeling
- M&A (Sell-side)
- Mergers & Acquisitions (M&A)
- Private Equity
Work Experience
Managing Director
2024 - PRESENT
TCI Partners
- Led a boutique advisory firm providing bespoke M&A and strategic financial services tailored to the unique needs and goals of business owners, entrepreneurs, strategic buyers, and private equity groups.
- Served as fractional CFO for expanding a professional service-based business, which required re-optimizing processes and procedures over accounting, financial reporting, FP&A, team utilization, and M&A target evaluation and integration.
- Served as a fractional CFO for a startup, which required the development of processes and procedures over accounting, financial reporting, FP&A, team recruitment and development, capital raising, and investor relations.
- Provided M&A support for a large private equity group rolling up residential home service providers, which included financial modeling and analysis of platform and tuck-in investment opportunities for over 20 targets.
Focus areas: Mergers & Acquisitions (M&A), Investment Banking, Deal Advisory, Private Equity, Financial Modeling, Three-statement Modeling, Valuation, Quality of Earnings, Healthcare, Microsoft Excel, Microsoft PowerPoint, M&A Modeling, Negotiation, M&A (Buy-side), M&A Due Diligence (Financial), Fractional CFO, Financial Reporting, Accounting, Communication, Financial Statements, Financial Analysis, Financial Planning & Analysis (FP&A), Corporate Development, Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Teasers, Cash Flow, Finance, Financials, Finance Operation Improvements, CFO, Cash Flow Modeling, Operating Expenses (OPEX), Budget Management, Expense Management, Financial Operations & Processes, Startups, Pitch Decks, Growth Strategy
M&A Director
2020 - 2024
Benchmark International
- Led the sell-side M&A team that had the highest number of deal closings at the firm, with over 50 transactions totaling over $300 million in deal value from 2021 to 2023.
- Directed a team of 8 to 14 professionals through all phases of sell-side M&A engagements—from deal preparation to marketing the business, negotiating offers, and closing the deal.
- Served as lead deal maker on two cross-border transactions under $25 million in deal value that each won deal of the year awards by the M&A Advisor in 2022 and 2023.
- Guided hundreds of business owners and founders through the M&A process covering financial analysis, marketing strategy, business valuation, negotiation, and exit strategy—from the start of an engagement to close.
Focus areas: Mergers & Acquisitions (M&A), Valuation, Due Diligence, M&A Modeling, M&A (Sell-side), Negotiation, M&A (Buy-side), M&A Due Diligence (Financial), Deal Advisory, Business Models, Revenue & Expense Projections, Forecasting, Three-statement Modeling, Quality of Earnings, Healthcare, Microsoft Excel, Microsoft PowerPoint, Investment Banking, Fractional CFO, Financial Reporting, Accounting, Communication, Financial Statements, Financial Analysis, Private Equity, Financial Planning & Analysis (FP&A), Corporate Development, Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Teasers, Cash Flow, Finance, Financials, Finance Operation Improvements, CFO, Cash Flow Modeling, Operating Expenses (OPEX), Budget Management, Expense Management, Financial Operations & Processes, Startups, Pitch Decks, Growth Strategy
M&A and Finance Consultant (via Toptal)
2017 - 2020
Freelance
- Provided M&A and business valuation services for entrepreneurs and companies across several industries.
- Performed deal sourcing and target analysis for a venture capital subsidiary of a multibillion-dollar organization. This included identifying over 800 targets within one vertical, creating target summaries, and supporting the M&A corporate team.
- Served as the interim CFO of a startup hedge fund focused on short-term capital funding for middle-market companies. Worked directly with the CEO on financial modeling, pitch deck preparation, and strategic planning.
- Performed financial modeling for a healthcare provider planning to expand its services to a new geographic area. This included building a dynamic three-statement model with exit value considerations.
Focus areas: Quality of Earnings, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), M&A Modeling, M&A (Sell-side), Negotiation, M&A (Buy-side), Cash Flow Analysis, M&A Due Diligence (Financial), Deal Advisory, Business Models, Revenue & Expense Projections, Forecasting, Three-statement Modeling, Healthcare, Microsoft Excel, Microsoft PowerPoint, Fractional CFO, Investment Banking, Financial Reporting, Accounting, Communication, Financial Statements, Private Equity, Corporate Development, Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Teasers, Cash Flow, Finance, Financials, Finance Operation Improvements, CFO, Cash Flow Modeling, Operating Expenses (OPEX), Budget Management, Expense Management, Financial Operations & Processes, Startups, Pitch Decks, Growth Strategy
Deal Advisory Manager
2015 - 2017
KPMG
- Managed the financial due diligence on M&A deals valued between $20 million and over $1 billion for strategic buyers and private equity groups, including managing global team members to meet time-sensitive deadlines.
- Directed significant aspects of a due diligence engagement, including quality of earnings, carve-out, and revenue analysis for a $1.05 billion cross-border transaction of a private company.
- Performed comprehensive financial analysis of target companies, including detailed revenue modeling, to present a normalized view of EBITDA (quality of earnings), net debt, and net working capital.
- Conducted interviews with senior management and finance teams to obtain information to support the due diligence scope of work. This included identifying unusual items, changes in accounting, or other matters that would impact the target.
Focus areas: Financial Modeling, Healthcare, Quality of Earnings, Private Equity, Due Diligence, Mergers & Acquisitions (M&A), Valuation, M&A Modeling, M&A (Sell-side), Negotiation, M&A (Buy-side), Cash Flow Analysis, M&A Due Diligence (Financial), Deal Advisory, Business Models, Revenue & Expense Projections, Forecasting, Three-statement Modeling, Microsoft Excel, Microsoft PowerPoint, Investment Banking, Fractional CFO, Financial Reporting, Accounting, Communication, Financial Statements, Financial Analysis, Financial Planning & Analysis (FP&A), Corporate Development, Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Teasers, Cash Flow, Finance, Financials, Finance Operation Improvements, CFO, Cash Flow Modeling, Operating Expenses (OPEX), Budget Management, Expense Management, Financial Operations & Processes, Startups, Pitch Decks
Education
2022 - 2024
Master of Business Administration (MBA) in Finance
Northwestern University - Kellogg School of Management - Evanston, IL, USA
Certifications
OCTOBER 2005 - PRESENT
Certified Public Accountant (CPA)
Florida Department of Business and Professional Regulation
Skills
Finance
Accounting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Financial Modeling, Valuation, Financial Reporting, Three-statement Modeling, Private Equity, Due Diligence, M&A Modeling, M&A (Sell-side), M&A (Buy-side), Deal Advisory, Revenue & Expense Projections, Forecasting, Value Creation, Cash Flow, Finance Operation Improvements, CFO, Cash Flow Modeling, Operating Expenses (OPEX)
Industry Expertise
Healthcare, Confidential Information Memorandum (CIM)
Output Software
Microsoft Excel, Microsoft PowerPoint
Other
Financial Analysis, Quality of Earnings, Financial Statements, Communication, Corporate Development, Negotiation, Cash Flow Analysis, M&A Due Diligence (Financial), Business Models, Fractional CFO, Investment Banking, Exit Strategy, CIM, Teasers, Finance, Financials, Budget Management, Expense Management, Financial Operations & Processes, Startups, Pitch Decks, Growth Strategy
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