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Bryan Y. Status: Offline
Orlando, United States
100% Job Success
Top Rated Plus

Financial Modeling Expert | M&A | CFO | Fundraising | MBA at Berkeley

👑 Top Rated Upwork freelancer 👑 M&A expert with mega fund experience 👑 Over 13 years experiences across M&A, FP&A, Private Equity, Venture Capital and Entrepreneurship, as a result providing a unique perspective on company lifecycles from early-stage, growth and mature companies. Dynamic and seasoned professional with experience in and helping clients with: M&A I have track record of helping clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling, due diligence and deal structuring. CFO Services I have acted as interim CFO for several startups, providing funding raising support, determining valuation and cash burn, building financial budgets and projections. and analyzing and summarizing large datasets. Capital Raising Helping startups, Investment Banks, Venture Capital and Private Equity firms raise capital by leveraging a proprietary investor database and AI/automation. Private Equity Helped build out the M&A function at a Carlyle (Mega PE) PortCo, while closing 4 acquisitions, divesting 2 business units, and exiting the PortCo at a $4 billion purchase price. Currently helping PE clients with fund formation, fund financial modeling & reporting, diligence & deal execution, and investor cap table & waterfall distributions. Venture Capital I spend over 5 years leading deal execution related to corporate venture investing and portfolio management at HERE Technologies. Currently a Venture Partner at NextGen who invests in early staged B2B SaaS startups. I was a Venture Partner at Esya, a startup-studio and venture builder that focuses on Blockchain, Web3, Future of Work and Prop-tech projects. I helped screen, evaluate and source early-stage investments, and provide strategic support to portfolio companies. I have experience supporting portfolio companies strategic advisory, financial analysis and CFO services. Key Skills: - Financial Modeling in Excel: Scenario Analysis, DCF, LBO, Sum of All Parts - Comparable Companies Analysis (Trading / Peer Comps) - Precedent Transaction Analysis (Transaction Comps) - Precedent Funding Analysis - Financial Projections and proforma statement with Industry Specific KPIs / Levers - Cap Table Modeling - Early Stage Startup Modeling - M&A Strategy Development - M&A Pipeline Development - Business Plan Development - Competitor / Target Screening & Profiling - Pitch, Investor and Private Equity Fund Decks - Board Level Presentations - Updating / Automating / Maintaining Existing Business and Financial Models - Investment Memos - Business model optimization - Monetization strategy - Market Sizing Analysis - Industry Research Reports Industry Knowledge: Locations services, mapping, manufacturing of industrial goods, warehouse automation and technology, software as a service (SaaS) for professionals, e-commerce, retail and consulting / professional services.
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