United States
Focused on providing market-leading decision support services in the context of transactions (M&A, refinancing, strategic alliances, etc.) and business planning (models to help forecast profitability and liquidity movements for planning purposes, business cases , and considering strategic options) - Assisted CFO and FP&A of large Company in development of forecast and prepared presentation to the Board of Directors - Preparation of M&A buy-side deal model of a $500m SaaS Company - Built a GAAP ready model in context of private equity sale of +$10bn Tech portfolio Company - Built 13-weeks Cash-flow models to improve visibility of client’s cash planning, better align with their strategic planning forecasts, automate existing processes, and improve scenario and sensitivity capabilities - Valuation of a target sports Team and market research of Franchised sports teams in North America - Managed large volumes of data using SQL integrated solutions
Technology/Media/Entertainment - Audited large SaaS Fintech acquisition (+$20bn LBO) – Reviewed valuation model of acquired company (DCF, relief from royalty, challenged business assumptions such as sustainability of revenue growth, discount rate used in coordination with valuation team, etc.) , and other technical areas including ASC 606 revenue recognition standards for SAAS revenue. - Managed the audit of a leading live entertainment/media public company comprised of iconic venues; sports and entertainment networks; in the context of SEC Reporting (including forms 10-K and 10-Q) Accounting advisory: - Designed the goodwill impairment test of a large publicly traded tech company specialized in AI robotic process automation. Performed the supporting technical research and analysis of external and internal indicators and wrote their accompanying accounting memo and support files - Other various advisory projects - Going concern assessment, lease impairment, determination of appropriateness of non-GAAP adjustments to EBITDA Knowledge of US GAAP, IFRS and UK GAAP. CPA licensed and ACA qualified (first passes)
PMSI is a strategy consulting firm specialising in M&A commercial due diligence (CDD) • CDD for the €250m sale of a leading private higher education provider, working with private equity firm to assess the company’s strategic direction • Identified potential targets and prepared school-level business plan assessment through forecasting and analysing market attractiveness. prepared client-ready analysis of the results
• Successfully pitched targets resulting in growth from 0 to 20 publishers (20 million unique users)