University of Florida

University of South Florida

Global M&A  -  Strategic Planning  -  Corporate Development  -  Finance

Skills: Corporate FP&A · New Market Growth · Planning Budgeting & Forecasting · PE-backed · Leadership · Growth Strategies · Market Analysis · Mergers & Acquisitions

Accelerated Learning Solutions

Director of Finance

Skills: Analytical Skills · Business Insights · Financial Results · Leadership · Financial Reporting · Cross-functional Team Leadership · Operating Budgets · Microsoft Office · Forecasting · Market Analysis · Financial Goals · Financial Planning · Financial Operations · Business Planning

Foundation Partners Group

Manager, M&A/FP&A

Skills: Analytical Skills · Business Insights · Financial Results · Leadership · Financial Reporting · Cross-functional Team Leadership · Operating Budgets · Microsoft Office · Forecasting · Market Analysis · Financial Goals · Annual Budgeting · Financial Planning · Financial Operations · Business Planning

Lockheed Martin

Strategic Planning & M&A Lead

•	Promoted to “Senior” last year, I work with various leaders throughout the organization to source and execute on acquisitions. I have also worked on business unit divestitures.  
•      Completed our internal Senior Financial Leadership Development Workshop - 1 of 16 selected in the entire organization.
•	I've Represented the organization at multiple industry events and trips to prospective sellers and brokers; I’m able to articulate our value proposition and connect with sellers to understand potential drivers for a sale of their business.
•	Prepared various materials for the Board including presentations on departmental statistics and return analysis on key acquisitions.

Brown & Brown Insurance

Senior Acquisition Associate

Skills: Analytical Skills · Business Insights · Financial Reporting · Cross-functional Team Leadership · Microsoft Office · Forecasting · Market Analysis · Financial Goals · Financial Planning

Acquisition Associate

Senior Associate for closely held Private Equity firm. I assist the partners with strategic decision-making regarding portfolio companies, real estate holdings, and new potential investments. Additionally, I perform various tasks for Prometheus' charity the Armed Forces Family Foundation (AFFF).

Select Portfolio Company Work:
	Created a comparative analysis between 2016 actuals, draft 2017 budget, and final 2017 budget for company leaders’ understanding of impact to operations;
	Created an ROI analysis on capital expenditures from prior years to help guide CAPEX plans for future years – reported monthly;
	Completed a year/year market share analysis to see trend amongst various DMAs (Designated Market Areas);
	Assisted in sourcing/vetting new real estate investment opportunities, specifically freestanding triple-net leased commercial properties throughout the southeast US,

Prometheus Partners

Senior Associate

Business/Financial Analyst for an Insurance & Employee Benefits Agency. I worked directly with our President and CFO, respectively, on matters such as M&A execution and strategy, and internal strategic initiatives and reporting.

EXPERIENCE AREAS:

M&A Work
- Closed acquisitions in various insurance industries, adding to EBITDA growth;
- Created multiple marketing documents for various audiences such as potential target shareholders, internal investment committee, and prospective investors (Lead to a successful capital raise to fuel additional acquisitions).
- Built an LBO acquisition model from the ground up leading to quicker return analysis and quicker LOI turnaround;
- Vetted various CRM Deal Databases then implemented best option leading to better data retention and a more sophisticated proprietary target pipeline.

Corporate Strategy and Reporting
- Led two annual budget seasons working with various Business Segment Leaders to budget six business units;
- Participated in implementation of new accounting system and helped create the framework for a new budgeting process going forward.
- Developed various monthly operation reports from the ground up including KPI reporting (key performance indicators), business unit profitability, and monthly new revenue reporting;
- Created various ad-hoc models including new hire analysis, various what-if analysis and sales/production reports;
- Learned industry ERP system including new programming language to effectively pull data from the system to drive reporting and increase executive team’s understanding of the business.

Baldwin Krystyn Sherman Partners

Business Analyst

I was an analyst for Skyway Capital Partners, a Private Equity/Investment Banking firm. I assisted my team with preparing quantitative an qualitative analysis for potential investment targets. Additionally I worked on various projects that assisted with fundraising for the firms initial fund such as marketing collateral and creating investor lists.

PROJECT EXAMPLES:

Valuation of Select Portfolio Companies
- Spearheaded effort to value four portfolio companies to present to auditor for an attestation of  
  unrealized returns;
- Used market comparable and intrinsic valuation analysis to find value;
- Created basis for discount rates and forecast projections used;
- Wrote explanations of analysis summary report.

Analysis of Business Services Company
- Analyzed business model and company value drivers;
- Performed industry research to create basis for company growth expectations;
- Performed preliminary valuation of company;
- Analyzed potential buyout returns for the business through various LBO scenario.

Skyway Capital Partners

Analyst

I was a financial analyst for Aberdeen Advisors, a generalist, sell-side, M&A advisory firm. Some of my responsibilities included:

-Valuation and financial analysis including: 
     -DCF Analysis
     -Adjusted EBITDA Analysis
     -Working Capital Analysis 
     -Seller Proceeds Analysis

-Working directly with clients to prepare for a deal process (client engagement & management)
-Assisting in the creation of potential buyer lists
-Creating various marketing collateral for deals including teasers, prospect letters, and 
 Confidential Memorandums

Additionally I've also::
-Created templates for Aberdeen's deal collateral including teasers, CMs, and presentations
-Implemented a new email system 
-Implemented a new proprietary CRM database

Aberdeen Advisors, Inc.

Investment Banking Analyst

I was in charge of the industry research at Crosstree Capital Partners. While my main job consisted of producing Crosstree's quarterly research reports, I had a hand in projects across different job functions on an as-needed basis. Some of the different responsibilities I oversaw during my tenure included:

-Creating a proprietary database of over 9,000 life science industry transactions
-Generating weekly reports on relevant industry transactions
-Performing Analysis/Valuation on prospective clients
-Assisting with conference marketing efforts
-Managing fall and spring interns.
-Maintaining Crosstree's proprietary deal database and news aggregate system

Crosstree Capital Partners, Inc.

Market Research Associate

Handled large sums of money 
Used banking equipment (MPS and Coin Machine)
Balanced cash & credit transactions
Audited transactions in all areas within the park 
Handled and processed all cash and credit transactions that go on in the park.

Daniel Sterni