出版
全家福——家族理财室指南
http://wlmqn.946543.com/finance/private-equity-consultants/family-office
格雷格 is 可用 租用
雇佣 格雷格格雷格 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.
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 ~$1.5 billion through direct investment in venture, 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, a $160 million 包装消费品 (CPG) company, 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 & beverage, and construction services, 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, including a $4 million mobile development platform, 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, on behalf of numerous public and private companies.
- 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)
其他的经验
教育
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
认证
2020年11月至今
Chartered Alternative Investment Analyst (CAIA)
CAIA协会
2019年9月至今
特许金融分析师(CFA)
CFA协会
有效的合作
如何使用Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
分享你的需求
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
选择你的才能
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
开始你的无风险人才试验
Work with your chosen talent on a trial basis for up to two weeks. 只有当你决定雇佣他们时才付钱.
对顶尖人才的需求很大.
开始招聘