- Found acquisition targets for a third fund, created valuation models for targets, helped in the acquisition process and negotiations, and managed portfolio properties. The client was a North American real estate PE group ($2 billion in AUM).
- Designed and implemented an "Acquisition, Activation & Retention" model to optimize the topline of a global SEO SaaS provider. From implemented methodology, LTV of users increased and CAC was significantly reduced by optimizing acquisition channels.
- Prioritized a bspin market entry strategy in Europe based on a market sizing exercise and expert interviews in the countries of interest. The client was a global SaaS provider. The client decided to go to the market in Germany first and Spain second.
- Created LBO financial models and valuations for each portfolio property and created a financial model to manage the consolidated fund including waterfalls for different LPs. The client was a NA PE focused on parking facilities ($500 million in AUM).
- Conducted due diligence on a high-tech vacation bspin rental market place for a VC. Our analysis determined that the assumptions were too aggressive and that the company managed key accounts poorly. The client decided not to invest based on our reco.
- Designed and implemented an account segmentation tool and implement it across the country for a global consumer packaged goods company. The client had 300,000+ individual accounts and had no visibility at the C-suite level.
- Implemented a market analysis of the total addressable market for a health tech company. The goal was to understand competitors in a brand bspin space, generating recommendations on pricing and understanding alternative use cases for the technology.
- Led a Series A capital raise for a London-based online travel agency and was responsible for generating a company valuation, defining the company's growth strategy, and finding strategic investors.
- Generated a bspin pricing strategy that allowed our client to increase its top line and to expand into other sectors. Our client was a human capital SaaS focused on the O&G sector wished to assess its pricing policy to expand into other sectors.
- Implemented a valuation for a pre-revenue healthtech company in the neuroimaging space for a Series B capital raise; utilizing the suggested methodology and valuation. The company raised +$10 million in capital from private investment groups.
Focus areas: Medtech, Private Equity Consultant, Management Consulting, SPACs, LTV:CAC, Market Segmentation, Relative Valuation, Equity Valuation, Pre-revenue Valuation, Pricing Models, Pricing, SaaS, Travel, Consumer Packaged Goods (CPG), Valuation, Valuation Modeling, Valuation Multiples, Market Assessment, Market Sizing, Business Strategy, Strategy, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Private Equity Valuation, Private Equity, Venture Capital, Investments, Corporate Finance, Finance Strategy, Finance Process Improvement, Finance Operation Improvements, Performance Management, Due Diligence, Market Research, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
Pricing Recommendation for New MedTech Co
Due Diligence for a Chicago VC on the Vacation Home Rental Marketplace
Top Line Optimization Framework for SaaS Companies
$20 Million Capital Raise and Valuation for a Medtech Company
SaaS Pricing Optimization Strategy for a Human Capital SaaS Provider
Go-to-market (GTM) and Pricing Benchmark for a Global SaaS Provider
Market Research of the Ratings and Reviews SaaS Space
Waterfall Model for a GP/LP Private Equity Fund
Analysis of Company Comparables and Valuation Multiples
