威廉 is 可用 租用
雇佣 威廉威廉·格伦
验证专家 in 金融
金融专家
位置
亚特兰大，佐治亚州，美国
至今成员总数
2019年12月3日
比尔已经执行了几十个风险投资，增长，资本重组，和M&一个交易. 他在投资银行工作(雷蒙德詹姆斯), 企业发展(Aderant, 纽约证交所股票代码:ROP), 和私募股权(Fulcrum equity Partners). He enjoys freelancing to help clients develop and operationalize their growth plan and consider all funding options across capital raising, 企业融资, 和M&为了推动增长和实现价值最大化.
工作经验
主要
2018 - 2019
成为好奇的伙伴
- Led a $2 million Series Seed II round for Good Buy Gear (a disruptive eCommerce business for baby gear), 包括所有阶段的尽职调查和交易谈判, 随后进入了董事会. Coordinated the round with highly reputable participating venture funds including Relay Ventures and Access Venture Partners.
- Mapped the $46 billion "new mom" economy to eight investment categories of interest and implemented a rigorous opportunity screening and deal development process.
- Built and managed all back-office responsibilities for management company spanning tax and accounting, LP报告, 法律, 以及所有其他供应商.
- 与四家投资组合公司建立增值咨询关系, 包括一个董事会席位和三个董事会观察员角色. 每月或每两周提供战略规划方面的建议, 财务预测, 单位经济, 团队建设, 产品开发, 和筹款.
- Prepared and presented comprehensive portfolio and management company updates to the advisory board on a quarterly basis.
重点领域:财务预测, 投资备忘录, 金融建模, CRM系统, 业务咨询, 供应商管理, 董事会报告, 业务发展, 报告, 有限合伙, 董事会, 风险资本, 创业公司, 早期的创业公司, 市场策
战略项目总监
2016 - 2018
Aderant(纽约证券交易所:ROP子公司)
- Led tuck-in acquisitions of Handshake (30-employee provider of knowledge management software) and BillBlast (six-employee provider of 法律 billing software). 对于这两个, 建立详细的投影模型(包括协同分析), 这两种模式构成了未来预算的基础. 除了, 管理所有方面的业务，包括销售和市场营销, 专业服务, 支持, 金融, 技术(内部和第三方). 领导了在90天内完成的成功集成.
- 实施并领导战略部署流程, 一个驱动发展的程序, 执行, and monitoring of a comprehensive set of action plans and KPIs rolling up to an annual strategic plan geared to achieve stretch goals.
- 建设和维护全面, five-year business projection for presentation to operating board of corporate parent Roper (NYSE: ROP). 建立产品线P&L forecast model (encompassing six product suites) with scenarios based on a wide set of business triggers.
- 为公司第一款基于云的产品建立了一个自下而上的预测模型. Worked with the product GM to size the market and develop comprehensive assumptions by customer size, 地区, 并以产品模块决策驱动模型. 目标是在24个月内从0美元快速增长到500万美元的ARR.
- Created and led the committee to provide official governance for pricing changes as well as a forum for strategic decision-making around pricing. Built and maintained the company's first comprehensive price catalog encompassing six product suites and hundreds of modules. Ran quarterly meetings and administered all other facets of the committee (minutes, 甲板, 价格变动情景分析).
- 为第三方执行伙伴设计参与方案. De facto point of contact for all existing and potential partners in the ecosystem.
重点领域:尽职调查、软件即服务(SaaS)、战略规划 & 执行, 合作伙伴关系, 定价策略, 金融建模, 公司发展, 财务规划 & 分析(FP&一)、合并 & 收购(M&A)进入市场策略
高级副
2012 - 2016
支点股权投资公司
- 执行CarePlus的多数资本重组, a provider of market-leading anesthesia management and recruitment for amubulatory surgery centers. Represented lead equity fund in a $10 million equity group and secured $20 million in unitranche debt. 与共同保荐人协调尽职调查工作, 撰写投资委员会备忘录, 维护杠杆收购模式/向潜在的债务和股权合作伙伴介绍, 进行内部QOE分析, 并审查了虚拟数据室.
- Executed two tuck-in acquisitions of home health and hospice providers (each in the $6 – 10 million enterprise value range) in coordination with portfolio company Five Points Healthcare. 对于这两个, 建立了杠杆收购模型, 参与现场调研, 起草并提交出借人书, 确定最优资本结构, 参与QOE评审过程, 并参与了文件的谈判.
- Executed $5 million in Series A financing for Prevalent, a provider of cybersecurity solutions. 进行初步审查, 参与投资意向书谈判, 投资委员会备忘录, 帮助构建修改的参与优先证券, 协调勤奋工作(现场/客户/技术), 评审虚拟数据室, 并参与了文档的编写.
- Executed a combined merger/growth round between two sub-$10 million revenue providers of loyalty technology for SMBs. Conducted merger analysis to determine relative value of businesses and incorporated complex liquidation preference rights of existing investors.
- Drove quarterly and annual LP报告 processes for an 18-company portfolio (Fund II) and a five-company portfolio (Fund I). 对于年会, 围绕100多页幻灯片的开发实施流程改进. 对于这两个, 改进的模板, 推动编辑过程, 负责所有市场调查, 并协调投资组合公司的更新.
- Executed on a proposed $31 million buyout of an in-office medication dispensing business. 建立买断模型, 参与意向书谈判, 开发出借人资料, 并且进行了深入的管理, 第三方监管调查最终导致交易被否决.
- Performed deal pipeline management throughout the lifecycle of a $93 million private equity fund, 包括对机会的快速初步审查和分析, 编写一页纸的摘要, 介绍性的电话, 以及用于分析潜在交易和退货场景的迷你模型, 以及每周合作伙伴会议上的演讲机会.
- Supported portfolio company realizations of $65 million and $110 million enterprise values. 对于这两个, 与投资银行家联系，提供公司信息, 审核营销材料, and performed ad-hoc analyses including in-depth customer analysis and waterfall and returns.
关注领域:杠杆收购(LBO), 投资意向书谈判, 增长股票, 风险资本, 投资组合报告, 投资备忘录, 资本重组, 合并 & 收购(M&A), 项目组合管理, 分析, 金融建模, 股权融资, 交易咨询, 创业公司, 早期的创业公司, 市场策
投资银行分析师
2010 - 2012
Raymond James Financial
- Executed on the successful sale of a $50 million enterprise value wastewater treatment equipment business. 建立了详细的预测模型, 起草所有营销材料(包括执行摘要和CIM), 管理与100多个潜在买家的联系, 收集和审查LOI的填充和管理的数据室, and shepherded the deal (in concert with the managing director and management team) through the process to a successful close.
- Developed a pitch for the go-private transaction of a $2 billion specialty consumer product company. Valued the company using LBO, precedent transaction, and trading comparables methodologies. Used public filings to analyze potential refinancing of a senior credit facility and reclassification of capital stock.
- Advised a client in a formal bidding process for 146 convenience stores being divested by a multinational oil and gas corporation. Assisted the client throughout the entire bidding process, including valuation using a store-level P&L model, analysis of data room information, and drafting and submission of final-round bid documents.
- Advised a client in pursuit of acquisition targets in consumer products and services industries. Responsible for identifying and evaluating a universe of potential acquisition targets in the $100 – 150 million enterprise value range.
- 领导一所大学的分析师招聘工作. 收集简历, 进行现场访谈, 通过“超级日”进行了进一步的采访,并参与了这个竞争激烈的行业的招聘决策.
重点领域:保密信息备忘录(CIM), 财务预测, 市场研究, 金融建模, M&A (Sell-side), 尽职调查, 数据的房间, 招聘, 球场上甲板, 投资银行, 合并 & 收购(M&A)
教育
2006 - 2010
银行及金融专业本科以上学历
乔治亚大学雅典分校
认证
2012年2月- 2012年7月
系列63
美国金融业监管局
2011年12月至2012年7月
系列79
美国金融业监管局
Skills
金融
财务建模，财务规划 & 分析(FP&A), 尽职调查, 投资备忘录, 增长股票, 私人股本, 杠杆收购模型, 增长型融资, 创业融资, 资本重组, 业务咨询, 合并 & 收购(M&A)、定价策略、交易咨询、股权融资&A(卖方)，市场研究，收入模型，债务增加，价格分析
输出的软件
微软Word，微软PowerPoint，微软Excel
行业专业知识
风险资本, 软件, 技术, 早期的创业公司, 保密资料备忘录(CIM)
地理专业
美国
Data & 分析软件
Capital IQ
其他
财务报表, 收购, Excel建模, 数据的房间, 投资意向书谈判, 谈判, 公司发展, 董事会, 过程改进, 投标书, 战略规划, 资本化的表, 瀑布模型, 医疗保健服务, 业务服务, 买卖协议, 全力投入, 项目组合管理, 投资银行, 单位经济, 创业公司, 有限合伙, 报告, 业务发展, 董事会报告, CRM系统, 财务预测, 合作伙伴关系, 战略规划 & 执行, 软件即服务(SaaS), 分析, 投资组合报告, 杠杆收购(LBO), 球场上甲板, 招聘, 模型, 供应商管理, 市场策
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