I have a strong background in Financial Modeling, Business Valuations, Pitch Deck creation, and Private Equity transactions, gained through my work at both large banks and boutique advisory firms. My experience spans Investment Banking, Private Equity, and Venture Capital.
One of my key strengths is developing highly flexible financial models. These models allow users to modify assumptions and instantly see how these changes impact various aspects of the model, including revenue, profit margins, sales, pricing, operating expenses, fixed assets, equity investments, debt, and valuation. This enables users, whether they are investors or bankers, to conduct extensive testing, sensitivity analysis, or break-even analysis in real-time.
My recent projects encompass a wide range of financial activities:
Certified Business Valuations for purposes such as business sales, acquisitions, capital raising, and financial reporting.
Deal Structuring involving buyouts, acquisitions, mergers, divestitures, company sales, and financing using both equity and debt.
Deal Negotiations for business sales, acquisitions, and financing transactions.
Financial due diligence for acquisition deals.
Creating Financial Models and Operational Models, particularly for investments using methods like Discounted Cash Flow (DCF) and Multiples valuation. This includes acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing, and portfolio analysis.
Developing Business Plans, Investor Presentations, Private Placement Memorandums (PPMs), Investor Memorandums, and Prospectuses.
Crafting business and financial plans tailored for private equity investment firms.
Conducting business valuations for various industries, including publishing and pre-IPO companies.
Creating financial models for startup companies and performing financial due diligence in the Food & Beverage sector.
Industry experience includes:
Healthcare Services
Medical Devices, Products and Equipment
Pharmaceuticals
Financial Services
Food & Beverages
Consumer packaged goods
Financial services
Automotive
Agribusiness
Micro finance
Tech/FinTech
I can assist you with tasks ranging from revenue modeling and business plan development to cash flow management and Excel spreadsheet optimization. My availability varies depending on project scope and duration, so feel free to reach out with any inquiries or for a casual chat about how I can support your needs.
I'm proficient in English and eager to connect with you. Looking forward to the opportunity!
Thanks
Financial Modeling
Due Diligence
Pitch Deck
Private Equity
Investment Banking
Chartered Financial Analyst
SaaS
Data Analysis
Data Visualization
Financial Projection
Financial Analysis
Business Valuation
Business Plan
Budget Management
Microsoft Excel