Corporate Development and Financial Advisor
2019 - 2023
Freelance Clients
- Advised and implemented spin-out strategies to form two new ventures, one in logistics and the second in sustainability, built around the primary fresh produce distribution business.
- Led the acquisition, financing, and redevelopment of two cold storage warehouse facilities totaling $15 million in asset value.
- Managed the fundraising process resulting in $22+ million in capital investments while leading internal financial returns analysis of 10+ investment and financing opportunities.
- Provided guidance and oversaw the implementation of a standalone finance function for the logistics division with $20 million in annual sales, including staffing and ERP system implementation.
Focus areas: Fundraising, Growth Strategy, Partnerships, Debt Raises, Venture Funding, Financing, Manufacturing, Investment Banking, Financial Forecasting, Mergers & Acquisitions (M&A), Fund Structure, Deal Flow Origination, Agribusiness, M&A Due Diligence (Financial), Investments, Deal Sourcing, Agrotech, Deal Closure, CIO, Market Intelligence
PaulJoseph&Co
- Oversaw the fund formation process, including jurisdiction, licensing, drafting operating agreements, and fund offering documents while reducing setup costs by over 50%.
- Implemented systems for monthly performance reporting and verification, along with investor communication and marketing.
- Negotiated and implemented agreements for fund administration, compliance, reporting, legal, and third-party marketing to provide services to hedge fund operations.
Focus areas: Fund Formation, Investor Relations
MIND Media
- Built a detailed financial model for internal projections and external fundraising efforts.
- Structured and managed three fundraising rounds, securing $6 million in outside investment.
- Led all of the aspects of the fundraising process; managed and developed relationships with investment firms, prepared investor materials, negotiated, and drafted deal documentation.
- Sourced and structured key supplier and distribution partnerships in North America, Europe, and Asia.
- Acted as a project manager for successfully rebuilding the software platform and associated tech hardware.
Focus areas: CFO, Investment Memoranda, Startup Funding, Venture Funding, Business Planning, Financial Planning & Analysis (FP&A), Fundraising, Financing, Manufacturing, Financial Forecasting, Mergers & Acquisitions (M&A), Deal Flow Origination, M&A Due Diligence (Financial), Investments, Deal Sourcing, Deal Closure, CIO, Market Intelligence
Financial Analyst
2013 - 2017
Equity Hedge Fund (Confidential)
- Built detailed financial models to evaluate investments in publicly traded equities.
- Reviewed public documents and analyst reports building a multiple-scenario analysis for future revenue and profitability.
- Worked on a contract basis directly for a portfolio manager with $50 million of equity invested in a long/short emerging market strategy.
Focus areas: Stock Price Analysis, Investment Monitoring, Investment Thesis, Equity Valuation, Valuation Analysis, Five-year Projections, Fundraising, Financing, Financial Forecasting, Mergers & Acquisitions (M&A), Fund Structure, Fund Analysis, Deal Flow Origination, Investments, Deal Closure, CIO, Market Intelligence
Moelis & Company
- Joined as the first analyst to start at the firm's inception and earned an early promotion to associate after 2.5 years in the analyst program.
- Advised clients in the media, gaming, and telecommunications sectors; evaluated principal investment opportunities for Moelis Capital Partners.
- Led the development of a merger model for Univar's (NYSE:UNVR) $1.2 billion acquisition of Basic Chemical Solutions and drafted investment memorandum for the associated debt financing.
- Analyzed financial recoveries to key debt and equity stakeholders and viability of restructuring proposals under various operating scenarios as part of Citadel Broadcasting's $2.4 billion Chapter 11 restructuring.
- Managed the transaction process, drafted investment memorandum, and built a financial model for The Gores Group's $345 million sale of portfolio company Global Tel Link to Veritas Capital and Goldman Sachs.
- Closed over ten transactions with an aggregate value in excess of $10 billion.
- Executed numerous transactions in the healthcare industry sector, including facilities, insurance, and IT clients.
Focus areas: Three-statement Modeling, Capital Structuring, M&A (Sell-side), Leveraged Buyout Modeling, M&A (Buy-side), Private Equity, Investment Memoranda, Debt Raises, Equity Financing, Financial Restructuring, Mergers & Acquisitions (M&A), Fundraising, Financing, Investment Banking, Financial Forecasting, Fund Structure, Fund Analysis, Deal Flow Origination, Agribusiness, M&A Due Diligence (Financial), Investments, Deal Sourcing, Agrotech, Deal Closure, Market Intelligence
Junior Analyst
2006 - 2007
UBS Investment Bank
- Built financial models to evaluate the credit worthiness of leveraged buyouts and investor returns for private equity funds.
- Conducted company and market research to support business development and pitch processes.
- Developed a quarterly review of activist hedge fund activity distributed to all of the global managing directors across the bank.
- Received an early promotion after one year of a two-year program at the position.
Focus areas: Debt Structuring, Leveraged Buyout Modeling, Private Equity, Mergers & Acquisitions (M&A), Fundraising, Financing, Investment Banking, Financial Forecasting, Fund Structure, Fund Analysis, Deal Flow Origination, M&A Due Diligence (Financial), Investments, Deal Sourcing, Deal Closure, Market Intelligence
Fund Administration
2005 - 2006
The Gores Group
- Worked with fund operations team to draft quarterly investor letters to limited partners of the private equity fund.
- Assisted with fund accounting and capital calls for new investments.
- Supported the investment team with the valuation of the portfolio for quarterly reporting, including an analysis of public comps and precedent transactions.
- Maintained the operational accounting systems for general partner and operational improvement groups.
Focus areas: Comparable Company Analysis, Financial Planning & Analysis (FP&A), Valuation Analysis, Accounting Systems, Accounting, Capital Raising, Private Company Valuation, Private Equity, Operational Finance, Fundraising, Financing, Financial Forecasting, Fund Structure, Fund Analysis, Deal Flow Origination, M&A Due Diligence (Financial), Investments, Deal Closure, Market Intelligence