| Strategic Advisory |
Creating Successful Strategies
- Investor/Buyer Screening and Identification
- Competitive Position Study
- Industry and Target Market Analysis
- Value Creation Breakdown
- Execution Alignment
- Accelerate Bottom Line Performance
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- Advised large public company on strategic response to competitive product entry
- Evaluated acquisition targets for large public technology company
- Created pricing model strategy for start-up technology company
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| Investment Evaluation |
Range of Analyses to make Investment Decisions
- Investment Opportunity Discovery
- Identifying and Screening Opportunities
- Opportunity Potential Assessment
- Portfolio Fit
- Monitoring and Exit Strategies
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- Led market analysis to identify investment prospects
- Reviewed and screened hundreds of investment opportunities
- Led due-diligence efforts for numerous completed investments
- Analyzed exit strategies for private equity portfolio
- Led analysis to acquire $400 million asset platform from public company
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| Investor Materials |
Documentation for Raising a Round of Financing
- Custom Business Plans
- Private Placement Memorandums
- Pitch Books
- Financial Forecasts
- DCF and NPV Analysis
- Capitalization/Dilution Schedules
- Investor Returns Analysis
- Due-Diligence Management
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- Supervised creation of all investor materials and managed financing process for $40 million private placement for technology company
- Managed preparation of investor materials for private placement for asset management vehicle
- Prepared pitch book for $500 million asset management vehicle
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| Valuation, Merger and Acquisition |
Technology, Strategy or Business Analysis
- Buyer Screening and Identification
- Valuation for Sale, Acquisition or Merger
- Strategic Integration Assessment
- Complete Due-diligence of Target Company
- Synergy Value Analysis
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- Superised and created hundreds of valuation analyses for variety of purposes
- Supervised all due-diligence and financial analysis to advance acquisition of $50 million construction firm
- Completed all due-diligence and analysis to acquire 50% interest in general partner of private equity fund
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| Financial Consulting |
Complete Financial Management Solutions
- Budgets, Forecasts and Projections
- Detailed Financial Models (Excel)
- Charts, Tables, Exhibits and other Graphical Illustrations
- Key Value Driver Analysis and Benchmarking
- Trading Strategy Analysis
- Equity Incentive Programs
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- Supervised and created hundreds of forecasting and financial analysis models and presentations
- Instructed course for analysts on proper analysis and modeling strategies
- Served as Chief Financial Officer for technology start-up
- Created financial model to back test and analyze complex derivative trading strategy
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