Based in Dallas, TX. Eagle Scout and CFA charterholder. I have been a strategic finance/investments exec for 10Y+ at blue chip firms in VC/PE/investment management where I sourced ideas/companies, helped build businesses/new products, led due diligence, and did transactions among others. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same on each project in the past (100's of times). I worked for 2 billionaires & one of the top small cap investors in the US. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago.
why I'm different: "investor grade" & "owner-ready"
I help investors & start-ups find, grow & scale $1B+ businesses (value, scale, & pitch them)
I create world-class pitches/models/GTM/valuation for each project so I can help on yours
I honed skills working with clients up to $500B+ & pitching 100's of times to tier 1 investors
former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and more
recent projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuations $5B+
former recommendations include: firm's that IPO'd recently (2021)
why you may love working with me:
clients love me most when facing tight deadlines, complex issues, and/or high impact
clients love how I simplify the difficult, tell a great story and see what they miss
clients love how I deliver turnkey, practical and/or audit-ready work timely & done well
*ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others)
In the Words of My Clients:
"great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital
“Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A)
“Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch)
“Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project)
“Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare)
“Great work” – former CIO of Wellcare (M&A project; potential deal partner)
“Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO)
“Thank you so much” – Senior director of VC fund (C-suite transition, modeling training)
“This is great” – CEO of healthcare tech (raising $5-10M)
“This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch)
“Excellent” – CEO of seed fintech (pitch deck, business plan)
"[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors
Capabilities:
.....pitch decks, financial models, valuations, GTM/growth, advisory.....
VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM
PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A)
FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations
M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos
industries:
consumer - e-commerce/CPG/tier 1 suppliers
tech - SaaS/software/AI/ML/blockchain/big data
industrials - hardware technology, manufacturing
HC - drugs/devices/therapeutics/precision medicine
RE - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter)
additional projects:
capital raising / fundraising (plan, pitch decks, models, valuation, memos)
growth consulting (GTM, growth hacking, pricing, market research)
fractional CFO
valuations for startups (409A)
valuations for funds (820)