Ryan Phalen Add Value to Your Business

Negotiation and documentation of new deals, follow-on investments, and amendments. Development and presentation of investment memorandums outlining highlights, risks, and associated mitigants to investors, co-investors and board members. Develop flexible complex financial models for underwriting and to analyze IRR and cash-on-cash returns for up-side and down-side scenarios. Lead in-depth operational and financial due diligence on all investment opportunities. Screen investment opportunities and evaluate optimal capital structures. Develop budgets, financial statement packages, and KPIs for/with portfolio companies. Develop presentations leading to successful debt and equity capital raises to finance transformative acquisitions, tuck-in acquisitions, restructurings, shareholder buyouts, and greenfield expansions. Participation at board level of over 40 companies across various industries in development of strategy, execution, and long-term planning. Strong post-closing experience including leading negotiation with all stakeholders (bank, co-investors, equity sponsor/owners, others) for follow-on investments, amendments, conversions, restructurings, maturity extensions, secured party sales, and bankruptcies. Ad hoc portfolio company resource for projects including accounting system conversion, quality of earnings diligence, and leading filing of $10+ million rep/warranty insurance claim. Robust contacts in banking, investment banking, and private equity.

In addition to my experience in private equity building businesses, I started my own "side hustle" business where I marketed trips to away college football games. Learn how to market your product, setup a website, segregate expenses from your personal accounts for tax purposes and ensure compliance with laws while protecting your personal assets.