Warlick杰西, 金融专家 in 丹佛，科罗拉多州，美国
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Warlick杰西

验证专家  in 金融

金融专家

位置
丹佛，科罗拉多州，美国
至今成员总数
2021年3月19日

杰西 co-founded an entertainment center business, which he grew to three locations in under two years. As VP of strategy and development at a PE-backed construction services company (now Nasdaq: BBCP), he helped the company acquire eight businesses and expand to the UK. He joined BBCP from the private equity acquisition team. He began his career in restructuring investment banking at Rothschild. 杰西 freelances to continue working on challenging finance projects while he grows his business.

会计金融建模尽职调查财务规划 & 分析(FP&A)私人股本合并 & 收购(M&A)小企业咨询

职业生涯突出

联合创始人
射箭比赛
主要
JHW咨询有限责任公司.
战略与发展副总裁
混凝土泵送公司

案例研究

工作经验

联合创始人

2018年至今
射箭比赛
  • Opened an entertainment center focused on the game of Archery Dodgeball for birthdays, 单身汉, 团队建设, 等. 租赁并开发该设施, 制定营销计划, 招聘和培训员工, 并在第一年实现盈利.
  • Acquired Archery Arena (Cincinnati, Ohio) from prior owner. Upgraded facility and repositioned the marketing strategy to increase focus on SEO.
  • Co-founded Ultimate Archery under our own brand. Leased space, completed the build out, and launched in Sterling, Virginia.
Focus areas: Startups, Small Business Management, Small Business

主要

2018年至今
JHW咨询有限责任公司.
  • Conducted due diligence and developed a financial model and investment presentation for investment into an Australian specialty forestry company. Presented findings to US-based family offices and received $100+ million of equity financial commitments.
  • Conducted due diligence and developed a financial model for investment into a European mining company. Presented due diligence to family offices and signed LOI for equity financing commitment.
  • Assisted a PE-backed company with financial due diligence and quality of earnings analysis of M&一个目标. Reconciled trial balances to management financial statements and produced a summary of key financial statement trends.
  • Prepared financial projections for a SaaS start-up for a fundraising process. Revamped the company's existing model to develop a bottoms-up financial plan based on its B2B sales team strategy and expected KPIs.
关注领域:合并 & 收购(M&A), M&(买方)

战略与发展副总裁

2015 - 2017
混凝土泵送公司
  • Grew EBITDA by ~75% through a combination of tack-on acquisitions (five domestic and three international) and organic growth initiatives, expanding the company's presence in the US southeast and into the UK.
  • Led integration of the company’s first international acquisition through a three-month secondment in the UK. Developed and implemented an integration plan in conjunction with key stakeholders.
  • Led annual budgeting and prepared 12-month cash/liquidity forecasts to facilitate capital allocation decision process. Evaluated financial risk/reward of capital allocation options including M&A, capital expenditures, and debt repayment.
  • Implemented a monthly management reporting package including new utilization and return on asset metrics by branch to better compare and maximize fleet returns.
  • Developed a monthly management reporting package and prepared Board materials. Attended and actively participated in Board meetings.
重点领域:财务规划 & 分析(FP&A), M&(买方)

联系

2013 - 2015
半岛太平洋
  • Led financial modeling for private equity targets and prepared investment committee materials. Coordinated with key stakeholders and third-party vendors to complete due diligence and expeditiously close acquisitions.
  • Acquired Brundage-Bone Concrete Pumping; merged with Eco-Pan owned by management team; issued $140 million of Senior Secured Notes and raised undrawn ABL credit facility.
  • Completed a distressed loan purchase of a metal coil coating business with four facilities throughout the eastern US; restructured loan into control equity; raised new ABL credit facility.
重点领域:&A(买方)，财务建模

联系

2011 - 2013
Aurora Resurgence管理合作伙伴
  • Built financial models and developed investment memorandum materials for prospective investments at $636 million PE fund focused on distressed or undervalued middle-market businesses. 2007年份顶级十分之一基金.
  • Acquired Paris-based collapsible aluminum packaging company with operations in Europe and Mexico. Led post-close financial budgeting and optimization planning.
  • Oversaw investment in off-airport parking real estate portfolio under Management Services Agreement with The Parking Spot. Worked closely with company management to optimize the eCommerce marketing strategy.
关注领域:合并 & 收购(M&A), M&A(买方)，尽职调查
2005 - 2009

商务学士学位

University of Virginia - Charlottesville, Virginia, USA

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