格雷格 Barasia, CFA, 金融专家 in 纽约，纽约，美国
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格雷格 Barasia, CFA

验证专家  in 金融

金融专家

位置
纽约，纽约，美国
至今成员总数
2019年9月16日

格雷格 has executed over $20 billion of transactions from seed-stage venture investments to large corporate buyouts. His experience spans the capital structure and includes time at 拉扎德公司 and some of the top private investment firms on Wall Street. 他曾担任过兼职首席财务官&A和融资顾问，董事会成员. 格雷格 enjoys freelancing as it allows him to work with a wider variety of clients and company maturities.

业务发展金融作家全力投入Pitch Deck顾问Fintech临时首席财务官尽职调查顾问投资银行商业计划咨询欧博体育app下载创业融资房地产收入 & 费用预测股票研究企业融资事务咨询虚拟首席财务官估值M&A兼职首席财务官

职业生涯突出

私人投资策略总监
新弗农资本
副总统
GKM顾问
分析师|助理
拉扎德公司 & Co.

教育强调

工商管理硕士学位
康奈尔大学
学士学位
纽约大学

认证了

特许另类投资分析师(CAIA)
CAIA协会
特许金融分析师(CFA)
CFA协会

案例研究

工作经验

私人投资策略总监

2017年至今
新弗农资本
  • Institutionalized a private investment platform for two family offices—managing ~$1.通过风险直接投资50亿美元, growth and private equity along with co-investments and LP positions.
  • 采购, 进行尽职调查, 谈判, and 结构化 the acquisition and subsequent consolidation of a ~$15 million online retail platform and consumer electronics brand.
  • Performed due diligence and 结构化 co-investments in an $825 million private airline, 一家价值1.6亿美元的包装消费品公司, 还有一家价值1500万美元的商业服务公司.
  • Built three-statement models and operating projections for internal and external uses for companies in industries including transportation, 电子商务和金融服务, 等.
  • 构建估值模型, 杠杆收购的分析, and investor materials to facilitate capital investment for companies in industries including energy, 食物 & 饮料、建筑服务等.
重点领域:电子商务, 投资, 估值, 金融, 增长股票, 业务发展, 合并 & 收购(M&A), 资本结构优化, 风险资本, 私人股本

副总统

2015 - 2017
GKM顾问
  • Led business development efforts including direct investment, 资本结构咨询, 以及成长咨询.
  • 担任一家4000万美元公司的临时首席财务官, venture-backed SaaS CRM company as it successfully navigated a $10 million equity raise.
  • 进行尽职调查, 结构化, and arranged the financing for buyouts including $650 million hotel acquisition and $120 million oil and gas asset purchase.
  • Identified lower-middle market investment opportunities, 包括一个价值400万美元的移动开发平台, 价值500万美元的工业和贸易刊物, 一家价值两千万美元的水净化公司, 还有一家价值5000万美元的数据服务公司.
  • Developed three-statement models and operating projections for internal and external uses for companies in industries including SaaS, 消费者零售, 清洁技术也是其中之一.
  • 创建估值模型, 杠杆收购的分析, and investor materials to facilitate capital investment for companies in industries including real estate, 包装消费品, 和SaaS, 等.
关注领域:投资、硕士学位&A(卖方)，估值，合并 & 收购(M&A), 金融, 投资银行, 欧博体育app下载, 业务发展, 风险资本, 投资融资, 资本结构优化, 私人股本, 增长股票

分析师|助理

2012 - 2014
拉扎德公司 & Co.
  • Completed over $20 billion of transaction advisory including working as the sole buy-side advisor to Burger King in its $15 billion acquisition of Tim Hortons and the sole sell-side advisor to Holiday Retirement in its Canadian real estate portfolio sale to Ventas.
  • 评估战略选择, 包括收购, 资产剥离, 资本结构配置, 代表众多的公共和私人公司.
  • Assessed macroeconomic and industry trends as related to clients' positioning to qualitatively identify avenues for accretive growth.
  • 长期的发展, three-statement financial models to determine cash flow and capital structure trends.
  • Created full valuation analyses including trading comparables, 先例的事务, 股息的折扣, 各部分之和, 马克斯支付, 贴现现金流分析.
  • Analyzed capital allocation implications of client subsidiary companies to determine the ultimate leverage and earnings profile.
  • Constructed multiple merger and leverage buyout models to determine the feasibility of transactions based on targeted financial thresholds, 包括相对收益, 意识到回报, 价值增值.
  • Identified and valued optimal corporate modification strategies including subsidiary sales and business separations.
  • Prepared and delivered presentations to client senior management to review qualitative and quantitative ramifications of alternatives analyses.
  • Conducted diligence efforts to evaluate long-term viability of client and target company operating projections.
  • Interfaced directly with client senior management and potential investors to coordinate transaction processes.
重点领域:投资, 私人股本, 估值, 金融, 投资银行, 金融建模, 企业融资, 杠杆收购(LBO), M&A(买方)，M&A(卖方)，合并 & 收购(M&A)
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全家福——家族理财室指南

http://w9rl.rockmark.net/finance/private-equity-consultants/family-office
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出版

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http://w9rl.rockmark.net/finance/business-model-consultants/pipeline-business-vs-platform-business
2009 - 2011

工商管理硕士学位 in 金融

康奈尔大学-伊萨卡，纽约州，美国

2006 - 2009

工商管理学士学位

纽约大学-美国纽约州纽约

2020年11月至今

特许另类投资分析师(CAIA)

CAIA协会

2019年9月至今

特许金融分析师(CFA)

CFA协会

金融

资本结构优化&A(卖方)，M&(买方), 企业融资, 股权融资, 资产估值, 天使/种子资金, 预测, 创业融资, 筹款, 种子筹款, 收入 & 费用预测, Three-statement建模, 一个系列, 股票研究, 尽职调查, 市场研究, 财务规划 & 分析(FP&A), Pricing, Financial Reporting, Cash Flow Modeling, Return Analysis, M&A建模、合并 & 收购(M&A), 资本重组, 估值, 估值建模, 资本, 融资, 增长股票, 增长型融资, 私人股本, 杠杆收购模型, 首席财务官, 金融建模

输出的软件

Microsoft Word, Microsoft Excel, Microsoft PowerPoint

Data & 分析软件

彭博，资本智商

行业专业知识

早期创业，科技，服装 & Accessories, Institutional Investors, US Venture Funds, 房地产, Entertainment & Leisure, Fashion, 体育, 风险资本, 资本 Markets, Financial Services, 零售 & 批发

地理专业

美国，北美

其他

业务发展, 投资融资, 欧博体育app下载, 债务融资, 敏感性分析, 投资案例, 收购, 全力投入, 创业公司, 天使投资, 球场上甲板, Pitch Deck顾问, B2C, 投资, 电子商务, SaaS, 尽职调查顾问, 商业模式, 业务规划, 融资, 媒体, 早期风险投资, 投资者关系, 支付处理, 软件即服务(SaaS), 数据中心, 市场, 平安险, Excel建模, Fintech, 金融作家, 投资者的演讲, 演讲, 台湾海陆运输公司, Shopify, 商业策略, 商业咨询, 投资银行, 私人资本市场, 预算建模, 临时首席财务官, 电子商务平台, 商业计划咨询, 体育 & Athletics, 金融, 杠杆收购(LBO), Leveraged 金融

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