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Finly Capital, a PeopleOps Company
- Senior Associate, Private Equity and Mergers & Acquisitions
2015 - maintenant
Finly Capital is the buy-side Corporate Development and M&A intermediary arm of PeopleOps Consulting. Finly Capital invests and advises companies on M&A and Private Equity deals. We participate with relevant, actionable deal flow from 3,800+ investment banks and M&A advisory firms worldwide.
Investment criteria:
$2 million to $100 million in revenue
$1 million to $20 million in EBITDA
My days are never the same and depending on a project, I spend my time on:
- Buy-side M&A and CorpDev deal sourcing
- Relationship building with investment funds and C-level executives
- Financing intermediary
- Merger Integration Strategies
- Operation and Strategy development
- Financial analysis and modeling
- Investments and Industry Research
- Marketing deliverables
Website: www.finlycapital.com
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PeoplOps Consulting LLC.
- Senior Associate, Management Consulting
2015 - maintenant
PeopleOps Consulting is a boutique but emerging global brand that is behind the curtains of the world’s best companies of all sizes. We are excited for the next chapter of PeopleOps, as we emerge from a boutique sourcing firm to a hyper-growth solutions and consulting firm with a focus on the following areas:
Candidate Sourcing
Retained Search
Corporate Development
Private Equity
Procurement
E-Commerce
Seller and Strategic Consulting Services
Website: www.peopleops.com
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Contract Consultant
- Contract Consultant
2015 - 2015
IAG LLC. Dallas, TX
July 2015 - August 2015
Sell-side M&A data collection, financial modeling, and investment teasers on companies with $500K-$1.5MM in revenue.
Aaron Allen & Associates LLC. Orlando, FL
July 2015
Built a 3-financial statement model and DCF analysis on a $5MM Mexican restaurant concept to be introduced in California.
Created an user-friendly dilution and share issuance model relevant to $2MM in funding series.
Provided assistance to the firm's analyst in calculating sweat equity distribution using a NPV valuation.
Noah Capital LLC. Boston, MA
April 2015 - July 2015
Created financial models and marketing deliverable on a real estate investment (38 Ventures) targeting Chinese nationals.
Conducted comparative market analysis on maritime and real estate industries.
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Greenstalk Capital
- Intern, Private Equity
2014 - 2014
Greenstalk Capital is a private equity firm engaging in selective investments ranging from $1 - $25 million in a wide array of asset classes and neglected market opportunities.
Duties: Due diligence, market analysis, financial operating models and DCF analysis, and power point presentations. Participation in investor conferences and investment reports.
Projects:
o Fairfield Inn & Suites Mt Vernon IL
o Arcade Bar
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Regal Point Capital Management
- Analyst, Hedge Fund
2014 - 2015
Regal Point Capital Management is a boutique Hedge fund focusing on Long/Short, Special Situations, and Growth/Momentum investment strategies.
Duties: Due diligence and comparative market analysis. 3 statement models, discounted cash-flow models, break-even analysis models, and presentations. Portfolio management and analysis for long and short investment ideas.
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NewGate Capital Partners
- Spring Associate, Mergers & Acquisitions
2014 - 2014
NewGate Capital Partners targets strategic buyers or merger partners for businesses with over $1 million in EBITDA and annual revenues exceeding $5 million.
Duties: BPAs and executive summaries of Pre-Revenue Startups acquisitions. Financial modeling/analysis and due diligence on acquisition companies. Participation in investor and C-level executives presentations and conferences.
Projects:
o VTrack ID
o Tender Watch
o SignaTouch,
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Ly Enterprises Holdings
- Managing Partner
2012 - maintenant
Long-term investments in small family owned businesses with revenue between $150K to $750K
Our investment strategies involve full acquisition, strategic and equity partnerships between 15% - 25%.
Current Investments:
o SOLAR ARMOUR: Innovative UV protective clothing designer in Dallas TX for the sports & outdoors, construction safety, and medical clothing industries. Duties/Position: Owner, Investor, and Vice President & Co-founder.
www.solararmourinc.com
o YOSHI SUSHI BAR: New sushi and Japanese cuisine concept in Ocoee FL. Turnaround project. Duties/Position: Owner, Investor, and General Manager.
www.yoshisushibar.com
Exited Investments:
o Limited service Best Western hotel with 96 spacious guest rooms and suites that offer quality accommodations, including free hot breakfast buffet with over $2MM in sales. Equity partnership exited in 2013 with 35% ROI after restructuring and turning around the asset. Exited at $5MM, $300K over appraised value.
Duties/Position: Owner, Investor, Managing Partner - Finance and Operations
www.bwairport.com
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Best Western Inn & Suites Orlando Airport
- Partner & Director of Finance, Hospitality Private Equity
2012 - 2013
Partner streamlining the Operation & Finance divisions. Tax and financial analysis. Turnaround and strategic procedures, acquisitions and comparative market analysis.
Acquisition Projects:
o Baymont Inn & Suites Gallup, NM
o Holliday Inn Cartersville, GA
o Quality Inn FT Benning, AL
o Motel 6 Calhoun, GA
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Full Sail University
- Associate Course Director, Finance & Economics
2010 - 2012
Curriculum development in basic Accounting, Statistics, Economics, and Finance.
96% in students’ satisfaction score in teaching and instructing curriculum
