Greg Barasia, CFA，美国纽约金融专家
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Greg Barasia, CFA

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
September 16, 2019

格雷格已经执行了超过200亿美元的交易，从种子期风险投资到大型企业收购. 他的经验跨越了资本结构，包括在Lazard frires和华尔街一些顶级私人投资公司的时间. He has worked as as a fractional CFO, M&A and financing advisor, and board member. 格雷格喜欢自由职业，因为这让他可以与各种各样的客户和公司合作.

Business DevelopmentFinancial WriterPost-merger IntegrationPitch Deck ConsultantFintechInterim CFODue Diligence ConsultantInvestment BankingBusiness Plan ConsultingManagement ConsultingStartup FundingReal EstateRevenue & Expense ProjectionsEquity ResearchCorporate FinanceTransaction AdvisoryVirtual CFOValuationM&APart-time CFO

Career Highlights

Director, Private Investment Strategies
New Vernon Capital
Vice President
GKM Advisors
Analyst | Associate
Lazard Frères & Co.

Education Highlights

工商管理硕士学位
Cornell University
Bachelor's Degree
New York University

Certification Highlights

特许另类投资分析师(CAIA)
CAIA Association
Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

Director, Private Investment Strategies

2017 - PRESENT
New Vernon Capital
  • 将两个家族办公室的私人投资平台制度化，管理约1美元.5 billion through direct investment in venture, 增长和私募股权以及共同投资和有限合伙人职位.
  • Sourced, conducted due diligence, negotiated, 他还组织了对一个价值约1500万美元的在线零售平台和消费电子品牌的收购和随后的整合.
  • 对一家价值8.25亿美元的私人航空公司进行尽职调查并组织共同投资, 一家价值1.6亿美元的包装消费品公司, and a $15 million business services company.
  • 为运输等行业的公司建立内外部使用的三语句模型和运营预测, eCommerce and financial services, among others.
  • Constructed valuation models, LBO analyses, 以及为能源等行业的公司提供资本投资便利的投资者材料, food & 饮料、建筑服务等.
Focus areas: eCommerce, Investments, Valuation, Finance, Growth Equity, Business Development, Mergers & Acquisitions (M&A)、资本结构优化、风险投资、私募股权

Vice President

2015 - 2017
GKM Advisors
  • 领导业务发展工作，包括直接投资, capital structure advisory, and growth consulting.
  • Served as the interim CFO of a $40 million, 这家由风投支持的SaaS CRM公司成功完成了1000万美元的股权融资.
  • Conducted due diligence on, structured, 并安排了收购融资，包括6.5亿美元的酒店收购和1.2亿美元的油气资产收购.
  • 识别中低端市场的投资机会, 包括一个价值400万美元的移动开发平台, a $5 million industry and trade publication, a $20 million water purification company, and a $50 million data services company.
  • 为包括SaaS在内的行业的公司开发了三句话模型和运营预测, consumer retail, and cleantech among others.
  • Created valuation models, LBO analyses, 和投资者的材料，以方便资本投资的公司在行业，包括房地产, consumer packaged goods, and SaaS, among others.
Focus areas: Investments, M&A (Sell-side), Valuation, Mergers & Acquisitions (M&A), Finance, Investment Banking, Management Consulting, Business Development, Venture Capital, Investment Capital Raising, Capital Structure Optimization, Private Equity, Growth Equity

Analyst | Associate

2012 - 2014
Lazard Frères & Co.
  • 完成超过200亿美元的交易咨询，包括担任汉堡王以150亿美元收购Tim Hortons的唯一买方顾问，以及Holiday Retirement向Ventas出售加拿大房地产投资组合的唯一卖方顾问.
  • Evaluated strategic alternatives, including acquisitions, divestitures, and capital structure allocation, 代表众多的公共和私人公司.
  • 评估与客户定位相关的宏观经济和行业趋势，定性地确定增加增长的途径.
  • Developed long-term, 三报表财务模型，以确定现金流量和资本结构的趋势.
  • 创建完整的估值分析，包括交易可比性, precedent transactions, dividend discounts, sum of the parts, max pay, and discounted cash flow analyses.
  • 分析客户子公司的资本配置影响，以确定最终杠杆和盈利状况.
  • 构建多个并购和杠杆收购模型，根据目标财务阈值确定交易的可行性, including relative earnings, realized returns, and value accretion.
  • 识别和评估最优的公司调整策略，包括子公司销售和业务分离.
  • 准备并向客户高级管理层提交报告，以回顾可选方案分析的定性和定量结果.
  • 进行尽职调查，评估客户和目标公司的长期生存能力.
  • 直接与客户高层管理人员和潜在投资者沟通，协调交易流程.
Focus areas: Investments, Private Equity, Valuation, Finance, Investment Banking, Financial Modeling, Corporate Finance, Leveraged Buyout (LBO), M&A (Buy-side), M&A (Sell-side), Mergers & Acquisitions (M&A)
《全家同享-家族办公室指南》刊物图片
Publication

All in the Family - A Guide to Family Offices

http://jkfm.iamcovered.net/finance/private-equity-consultants/family-office
《揭开品牌价值之谜》刊物形象
Publication

Unwrapping the Mysteries of Brand Valuation

http://jkfm.iamcovered.net/finance/valuation/brand-valuation
Image of Platform Business vs. 管道业务:如何利用你的网络出版物
Publication

Platform Business vs. 管道业务:如何利用你的网络

http://jkfm.iamcovered.net/finance/business-model-consultants/pipeline-business-vs-platform-business
2009 - 2011

工商管理硕士(MBA)学位，金融学

Cornell University - Ithaca, NY, USA

2006 - 2009

Bachelor's Degree in Business Management

New York University - New York, NY, USA

NOVEMBER 2020 - PRESENT

特许另类投资分析师(CAIA)

CAIA Association

SEPTEMBER 2019 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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