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Investment Banking
Menu135 experts in Investment Banking topic
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MSMike Scanlinearly stage VC at Mistral Venture Partners • Las VegasPartner at two billion $ VC funds (Battery Ventures and Sierra Ventures). Investment banker before that. I've read over 15,000 executive summaries. I can be helpful in all aspects of fundraising or preparing for fundraising, including: reviewing/editing exec summary, investor slides, and financial model; as well as VC introductions (if I like what you're working on and you have a decent team). Currently a VC at Mistral Venture Partners (http://www.mistralvp.com).Investment Banking • Entrepreneurship • angel investing • Start-ups • Venture Capital • Private Placements • Options • Seed Capital •$3.33/min per minute5.0 69 30
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BDBill DAlessandroE-Commerce Pro. CEO @ Elements Brands. • Charlotte, NCI started with one product and have grown to 150+ products across 9 brands. Heavily focused on e-commerce and automation. In addition to launching our own brands, we acquire other e-commerce companies and scale them to the next level by focusing on digital marketing (Adwords/FB/Insta/email) and business automation. I love to teach people how to stop working IN their business and start working ON their business. I can help with product sourcing, team building, and digital marketing questions for those wanting to create branded products (private label and contract manufacturing). I have experience outsourced fulfillment, customer service, production, marketing, and more. I also can help you with a deep dive into your financial statements to pull out metrics you should be monitoring to increase your profits and squeeze more cash out of your existing business.Investment Banking • Digital Marketing • Start-ups • Consumer Products • E-commerce • Due diligence • Financial Modeling • Sourcing • Process Automation • Fulfillment Services •$16.67/min per minute5.0 69 37
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STSid TrivediPartner at Foundation Capital • San Francisco, CAPartner at Foundation Capital (early-stage VC firm with $3.5B AUM and 25+ year history). Foundation was an early investor in Netflix, TubeMogul, LendingClub, MobileIron, Chegg, and ForgeRock, amongst others. Previously worked as a VC/Growth Investor at Omidyar Technology Ventures (investment fund of Pierre Omidyar, founder of eBay), PE professional at Symphony Technology Group (enterprise software focused PE firm with $3B in AUM) and as an investment banker at Barclays Capital in New York (Technology, Media and Telecom - M&A, IPOs, debt).Investment Banking • Technology • Private Equity • Venture Capital • SaaS • Enterprise Software • Telecommunications • New Media • Mergers & Acquisitions •$8.33/min per minute5.0 45 19
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NHNick HarrissCorporate & International Finance Adviser • London, United KingdomCareer corporate financier and banker, specialist in advising on equity and mezzanine fundraising in London (including public markets, particularly AIM and AQSE), private equity/venture capital, trade finance, asset based lending and the developing areas of crowdfunding/peer-2-peer/ICO. Experience of most industries, including technology, natural resources, services and manufacturing. Skilled in putting together creative solutions to difficult situations, including restructuring under creditor pressure and difficult jurisdictions. Advised on numerous transactions over more than 30 years, including IPOs, reverse mergers, secondary offerings, restructurings, working capital refinancing and long-term debt.Investment Banking • Private Equity • Venture Capital • Capital Markets • Mergers • Corporate Finance • Restructuring • Equities • IPO • Structuring •$2.50/min per minute5.0 34 15
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RKRyan KuhnManaging Director at Westbury Group • Menlo Park, CATech industry investment banker. Harvard Business School grad. I help clients grow or cash out by finding them the right investors or acquisition targets. Also help them grow and/or save money by tweaking their business model, uncovering hidden value, optimizing balance sheet. Former head of M&A for McGraw-Hill, equity investor for PE firm GTCR, turned around and sold two tech companies. Commercial bank board member.Investment Banking • Raising capital • M&A • Business Strategy • Due diligence • Valuation • Mergers • M&A experience • Equities • Debt •$2.50/min per minute5.0 31 15
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JOJoseph OriCommercial real estate and advisory services. • Walnut Creek, CAJOSEPH J. ORI, CPA, CFA 1449 Creekside Dr. Ste. 3044 Walnut Creek, CA 94596 415-307-2475 jori@paramountcapitalcorp.com PROFESSIONAL EXPERIENCE 2010 to Present PARAMOUNT CAPITAL CORPORATION, Walnut Creek, CA Executive Managing Director Real estate investment, financing and advisory firm that provides strategic advisory services, debt and equity capital financing, capital solutions, brokerage, corporate finance, work outs and restructurings for the commercial real estate industry. • Completed more than $100 million in advisory/consulting assignments • Advisory Services provided to private equity firms, the Big Four Accounting firms, hedge funds and management consulting firms 2008–2009 RHODES COMPANIES, LLC, Las Vegas, NV Chief Investment Officer Real estate investment, land development and homebuilder with a billion dollar portfolio of residential and commercial land and other real estate assets. • Maintained full responsibility for securing new capital, banking relationships, recapitalizing a $370 million Wall Street structured debt offering and all other finance and investment activities for the company that was in financial distress 2006-2008 LYNCH INVESTMENTS, LLC, San Francisco, CA Chief Financial Officer Real estate investment and land development firm that was developing more than four thousand acres of land in Hawaii and owns apartments and office properties. • Maintained full responsibility for recapitalizing the land development portfolio, securing bonding for infrastructure, financial statements and other capital market activities for this company that was overleveraged and in financial distress 2003-2006 ROCHDALE INVESTMENT MANAGEMENT LLC, San Francisco, CA Senior Vice President/Managing Member, Real Estate Ventures Investment management firm that provides investment management services including real estate investments to high net worth clientele. Company managed more than $2.5 billion in client assets. • As Managing Partner, originated, structured and marketed a new private placement Reg D real estate fund of $75 million 1998-2002 BDO SEIDMAN, LLP, Chicago, IL Managing Director, Real Estate Advisory Group Formed and directed the real estate advisory practice in the Chicago office for this international accounting and consulting firm. Provided real estate loan underwriting, CMBS services, general advisory, financial advisory, corporate real estate services, senior housing advisory and finance/equity transaction services to corporations, financial institutions, Wall Street, real estate owners and various other clientele. • Underwrote and analyzed more than $700 million of real estate mortgage loans for securitization • Supervised and mentored a staff of eight MBA’s and/or CPA’s • Created and advised on innovative tax structures and business models for real estate operating companies 1989-1997 PARAMOUNT SECURITIES CORPORATION, Chicago, IL Founder, President and CEO Real estate investment bank and NASD broker dealer that originated, structured, sold and placed real estate and corporate debt and equity with institutional lenders and investors. • Created innovative debt/equity and acquisition financing structures • Completed more than $125 million of real estate financings, sales and equity investments 1984-1988 SOUTHMARK CORPORATION, Dallas, TX, (NYSE and Fortune 500 Company) Senior Vice President, Financing/Acquisitions Originated real estate loans, securitizations, acquisitions and corporate financing for the captive savings bank, insurance companies and syndication group. • Key executive in generating real estate and corporate acquisitions and financings of more than $2 billion and $100 million in profits • Structured and negotiated complex loan, investment, acquisition and disposition contracts and agreements 1982-1984 VMS REALTY, INC., Chicago, IL Assistant Vice President, Acquisitions Controller Maintained responsibility for the acquisition, underwriting and due diligence of institutional real estate investments and as Controller was responsible for all accounting, tax and closings for more than fifty real estate limited partnerships. 1978-1981 LAVENTHOL AND HORWATH, CPA’S, Chicago, IL Senior Auditor Performed audits and prepared tax returns for companies in real estate, manufacturing, leisure time and wholesaling industries. EDUCATION: ADJUNCT PROFESSOR, Finance and Real Estate, Santa Clara University, 2014 HARVARD BUSINESS SCHOOL, Boston, MA, Executive Program in Financial Management, 2000 DEPAUL UNIVERSITY, Kellstadt Graduate School of Business, Chicago, IL, MBA, Finance, 1983 SOUTHERN ILLINOIS UNIVERSITY, Carbondale, IL, B.S., Accounting, 1978 PROFESSIONAL DESIGNATIONS: Real Estate Brokers License, California, 2005 Chartered Financial Analyst, CFA, 1995 Certified Public Accountant, CPA, Illinois, 1979 COMMUNICATION: Active speaker at industry seminars and publisher of a book titled, “The 50 Commandments of CRE Investment” and a monthly newsletter, View of the Market (www.paramountcapitalcorp.com) and more than seventy articles on financing, deal structuring, portfolio diversification and industry trends in leading real estate and finance periodicals including Real Estate Review, Real Estate Finance, American Banker, Seekingalpha.com and Pension World. MEMBERSHIPS: DePaul University Finance Alumni Association, Urban Land Institute, the CFA Institute, the CFA Society of San Francisco and the Association for Corporate GrowthInvestment Banking • Business Development • Commercial Real Estate • Business Strategy • Capital Raising • Capital Markets • Corporate Finance • Real Estate Investment • Investment Properties • Real Estate Financing •$8.33/min per minute5.0 17 4
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GTGeorgie ThomasExperienced sales and operations professional • Los Angeles, CaliforniaCurrently work as GM for DoorDash, former manager at Tesla and former GM at Luxe Valet, former GM at Move Loot, and associate at venture capital firm, deep background in start-ups, finance, and operations, started two small businesses - always happy to connect with like-minded folks! completed a successful crowdfunding campaign where 187% of goal was raised (https://www.kickstarter.com/projects/900522017/plug-and-feather-stone-face-watches)Investment Banking • Business Development • Entrepreneurship • Crowdfunding • Start-ups • Private Equity • Venture Capital • Financial Modeling • Strategic Partnerships • Financial Analysis •$1/min per minute4.9 19 10
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CACarl AnderssonFormer Head of SalesTrading at investment bank • CopenhagenTrading and Hedge Fund veteran that has had jobs such as CEO of hedge fund, Head of SalesTrading at an investment bank, Proprietary Trader (PropTrading) at several firms in the City. Product experience from Forex, Futures and Stocks.Investment Banking • Trading • Hedge Funds • Futures Trading • Investments • Wealth Management • Trading Systems • Investing • FX trading • Trading Strategies •$1/min per minute5.0 16 6
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DJDavid Jaffee - BestStockStrategyOptions Trader; Win Up to 98%+ of Your Trades • Miami, FLFounder of https://BestStockStrategy.com - Options trading. Stock Trading. Learn how to win up to 98% of your options trades. Be consistently profitable in ALL market environments (including market crashes). YTD 2023: https://drive.google.com/file/d/14aHPPAy2wDJ4rxS8ZwQLfI1VFYWqaRhh/view Receive $400+ of FREE training at https://BestStockStrategy.com http://Youtube.com/@BestStockStrategy?sub_confirmation=1Investment Banking • Entrepreneurship • Start-ups • Startup Consulting • Trading • Derivatives • Personal Finance • Investing • Trading Strategies • Stock Market •$10/min per minute5.0 6 4
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JOJosh Oakhurst from BigCyberGrow Your Tech Company Firm So You Can Sell It • Denver, CONow what? Grow purposefully. Automate yourself out of a job. Get proper leaders in place. Stop doing sales yourself. Do the marketing only you can do. We tune up software/digital agency/SaaS/business service shops. M&A positioning / sales / marketing / operations / cashflow. Success Stories: http://bigcyber.co/success/ Dave and I have both been operators/owners at tech services firms. Sold & delivered projects into numerous F500 businesses including IoT creations. Former consultant to Obama's cabinet.Investment Banking • Fundraising • Technology • Software Development • Venture Capital • Business Strategy • SaaS Sales • Mergers & Acquisitions • Exit Strategies • Software Sales •$1.67/min per minute5.0 6 1
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RHRobert H. HackerMiami/Fort Lauderdale AreaI built a billion dollar publicly-traded retail company in Asia in 7 years. I was also the CFO of One Laptop per Child, one of the largest social entrepreneurship ventures in the world. Author: Billion Dollar Company: An entrepreneur's guide to business models for high growth companies. I have done 15+ joint ventures, licenses and partnerships in both Asia and Latin America. I teach at Florida International University and have taught at MIT Sloan School. Speak Spanish.Investment Banking • Entrepreneurship • Strategy • Capital Raising • Telecommunications • Retail • Wireless • Turn Around Management •$5/min per minute4.5 2 3
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BJBoyd JonesCross-border Business & Corporate Development • San Francisco Bay AreaAngel Investor (FreedomPop, etc.); VC - Buy- & Sell-side; XR, Supply Chain Management, Greater China; Market-entry Consulting; Technical Due Diligence.Investment Banking • Startup Consulting • Private Equity • Venture Capital • Corporate Development • Investments • Corporate Finance • Mandarin • Market Entry • Asset Management •$2/min per minute5.0 3 1
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GSGregory SimonBlockchain Accounting & Technology Advisor • New York, NYCEO and Co-Founder of Ribbit.me, blockchain solutions for the loyalty and rewards industry. President and Founding member of the Bitcoin Association. Columbia University MBA, CPA, CBP (Certified Blockchain Professional). Business fluent in Japanese.Investment Banking • Finance • Social Entrepreneurship • Bitcoin • Accounting • Critical Thinking • Start-up Ventures • Loyalty Programs • Distributed Team Management • Rewards Programs •$1/min per minute5.0 1 1
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CTCHINTAN THAKKAREx VP Goldman SachsYears of Experience - 10 years of Software Engineering. Profession - Goldman Sachs alumni. Degrees - Masters of Computer Science at Georgia Institute of Technology, 2006. I worked as Vice President in technology division at Goldman Sachs. At Goldman I was head of New York Interest Rates derivatives frontline team, responsible for strategizing, designing and consulting sales & trading desk, on leading edge technology solutions. Instrumental in identifying business opportunities and communicating complex technical terms with trading MD’s & Partners.Investment Banking • Agile Methodologies • Sybase • Derivatives • Fixed Income • Equities • Trading Systems • Electronic Trading • Equity Derivatives • Market Data •$8.33/min per minute5.0 2 0
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JWJames WallaceChair, DIGTL • TorontoFounder, DIGTL, Exponential Ventures, tribe | digital securities | Bitcoin | lean practitioner | social change agent | perpetual traveller | wallace.vcInvestment Banking • Business Development • Finance • Lean Startups • Venture Capital • Agile Development • Bitcoin • Stock Trading • Securities •$2/min per minute5.0 14 1
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CCCarina ColemanLondon, United KingdomExperienced Investment banker turned Entrepreneur and now mentoring high potential start-ups on fundraising. Founded start-up Beautimeter.com, a digital platform that provided personalised beauty product recommendations. Former CEO of skincare brand Elemental Herbology. 20+ years investment banking expertise (M&A and capital raising) across a variety of sectors.Investment Banking • Raising Venture Capital • Private Equity • Funding • Business Coaching • Valuation • Mergers • Corporate Finance • Launching Start-ups • Beauty •$8.33/min per minute5.0 7 3
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PDPatrick DonohueFinance Strategist • Greater Minneapolis-St. Paul AreaAdvised several private and public companies on financial modeling, valuation, finance and growth strategies. Specialize in providing efficient access to capital and financial independence.Investment Banking • Raising capital • Start-ups • Social Media • New Business Development • Financial Modeling • Investments • Corporate Finance • Excel • Financial Analysis •$1/min per minute5.0 3 24
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NLNic LimFounder of 8capita and 8common (8CO:ASX) • SingaporeExecutive Chairman and Founder of 8common Limited (listed on the Australia Securities Exchange 8CO:ASX). Founder of 8capita. Start-up & High Growth Investments based in Singapore. Co-Founder of Catcha.com which has evolved and spawned 3 tech IPO's. Iproperty.com (IPP:ASX), Catcha Media (CHM:MAL), iCARAsia (ICQ:ASX). Also hung-out at Morgan Stanley, Credit-Suisse + UBSInvestment Banking • Entrepreneurship • Start-ups • Private Equity • Venture Capital • Financial Modeling • Portfolio Management • Investments • Fixed Income • Equities •$1.67/min per minute5.0 1 1
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MSMichael SilvermanCommerce Expert • New York, NYCo-founder and COO of Raden (stealth startup). Co-founder and COO of Fancy, one of the largest social commerce platforms, with over 10 years of industry experience. Areas of expertise inlcude: capital raising, investor relations, financial modeling, business development, wholesale operations, e-commerce logistics, customer service, marketing, public relations, and human resources.Investment Banking • Start-ups • Private Equity • Venture Capital • Valuation • Corporate Development • Financial Modeling • Mergers & Acquisitions •$6.67/min per minute5.0 3 1
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AGAdrian GarciaFounding Partner at Carao Ventures • San José, Costa RicaDad, entrepreneur @CaraoV, education and conservation advocate, @MIT and @UTAustin alum, @AspenAGLN @BMWFoundation fellow - email: ag@caraov.comInvestment Banking • Entrepreneurship • angel investing • Startups • Venture Capital • Innovation • Business Strategy • Financial Modeling • Financial Analysis • Corporate Social Responsibility •$1/min per minute5.0 1 0
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BJBrian JueVenture Capital, Investment Banking, Public CEOManaging Partner -Venture Partners USA, have raised and invested millions of dollars for Early Stage, Emerging Growth, Small to Middle Market, and Publicly Traded Companies. Have been CEO of multiple private and public companies, and boutique investment bank. Have been on/a member/served as BOD's, Advisory Boards, Angel Groups, Incubators, Turnaround Teams, and Management Consultant for companies from seed stage to $20m annual revenue. I have the unique perspective of all aspects of the financial markets, am an out of the box thinker, and place an emphasis on financial compliance.Investment Banking • Business Development • Entrepreneurship • Raising Venture Capital • Crowdfunding • Start-ups • Venture Capital • Business Strategy • Mergers & Acquisitions • IPO •$2/min per minute5.0 2 0
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SLSang LeeCEO & Founder of Return on Change • Greater New York City AreaCEO and Founder at Return on Change, funding platform for critical problem solving startups. Recovering Investment Banker. Crowdfunding expert. Finance Nerd. CookInvestment Banking • Entrepreneurship • Crowdfunding • angel investing • Start-ups • Venture Capital • Cleantech • Start-up Ventures • Biotechnology • Structured Finance •$2/min per minute— — 0
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TTThanishka TillekeratneFmr. Assistant. Manager - SEC • AustraliaCapital Market Regulation specialist with over a decade of experience working for the Securities and Exchange Commission of Sri Lanka (SEC) specialising in the fields of Compliance and Investor Relations. Please contact me to leverage on my knowledge and experience to obtain clear and concise answers to related problems you face.Investment Banking • Fundraising • Investor Relations • Capital Markets • Portfolio Management • Investments • Mergers & Acquisitions • Investment Strategies • IPO • Regulatory Compliance •$4.17/min per minute— — 0
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RLRICHARD LUCASStrategic Business Development Director • Manila , PhilippinesPRESIDENT/CEO With a comprehensive understanding of the intricacies involved in developing and executing renewable energy initiatives, my knowledge spans the entire project lifecycle—from feasibility assessments and permitting to construction oversight and commissioning. Leveraging my experience in the renewable energy sector, I am well-equipped to contribute to the success and growth of your organization's sustainable energy endeavors.Investment Banking • Renewable Energy • Solar • Investments • Global Business Development • Solar Energy •$1/min per minute— — 0
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MOMohammad OsamaInvestment Banker • Karachi PakistanMSc International Business and Management, The University of Manchester, (Upper 2.1) 2019 – 2020 Modules include: Dissertation (66%), International Business Analytics and Research Skills (66%), Comparative Business and Management (Distinction) and Managing across culture (Distinction). BA (Hons) Business Management, Manchester Metropolitan University, (Upper 2.1) 2017 – 2019 Modules include: Global Strategy (Upper 2.1), Project Management (Upper 2.1) and Entrepreneurial Practice (Upper 2.1) International Year One, Accounting and Finance, INTO Manchester 2016 – 2017 Modules include: Business Economics, Financial Reporting, Organizational Behaviour, Business Finance, Business Skills, Business Statistics, Financial Accounting and Management AccountingInvestment Banking • Business Development • Real Estate Investing • Business Strategy • Real Estate Development • International Business • Investment Advisory • Real Estate Investment •$1/min per minute— — 0
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