特拉维斯 is 可用 租用
雇佣 特拉维斯特拉维斯波登
验证专家 in 金融
金融专家
位置
波士顿，马萨诸塞州，美国
至今成员总数
2017年9月5日
特拉维斯是莫里斯公司创始团队的一员 & Co., a $2.50亿的全球投资银行, and has 18 years of experience advising clients on $40+ billion of M&A、融资和重组交易. In 2015, 他创立了一家对社会负责的咨询公司, 基恩顾问, 被评为2017-2019年度“世界最佳. 特拉维斯 joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.
案例研究
工作经验
创始人|总裁
2015年至今
基恩顾问
- 成立基恩顾问, a socially responsible investment bank and consulting firm based in Boston that specializes in providing strategic and financial advice on capital raising and M&A transactions as well as on other strategic and financial matters.
- Led teams of purpose-driven employees on advisory engagements for private and family-owned, 风险投资支持, 非上市, 以及上市公司.
- Consulted on over 75 client engagements with clients ranging from startups to Fortune 50 companies, 私募股权公司, 风险投资公司, 还有家族办公室.
- Advised a 风险投资支持 agtech company on a bridge capital raise. 职责包括开发财务模型, 营销材料, 并介绍投资者.
- Counseled a 风险投资支持 food company on the sale to a competitor. 职责包括开发财务模型 and 营销材料, 联系潜在买家, 管理整个销售过程.
- Gave guidance to a privately-owned software company on strategic alternatives, 包括业务重组.
- Supported a $1 billion private equity-backed company in the development of a comprehensive M&一个策略.
- Delivered expert recommendations to a $10+ billion publicly-traded medical device company in connection with the formation of an international joint venture; responsibilities included structuring and valuation.
- 于2015年注册成立基恩顾问，作为一家福利公司, earned B corporation certification in 2016 and was named "Best for the World" 2017, 2018, 2019年由非营利机构B Lab发布.
- 被《欧博体育app下载》评为40- 40岁以下杰出人士.
重点领域:&A模型，尽职调查，资本配置，M&A(买方)，公司销售 & 资产剥离, 汇总, 收购, 再融资, 资本重组, 信用分析, 银行债务增加, 重组, 金融建模, 资金成本, 融资, 增长股票, 创业融资, 影响投资, 有意识的资本主义, 社会企业, 私募股权估值, 私人股本, 早期风险投资, 风险投资, 增长型融资, 金融市场营销, 业务规划, 金融概述, 资本结构分析, 资本市场, 资本结构, 杠杆收购模型, 合并 & 收购(M&A)
高级副总裁
2007 - 2015
莫里斯 & 公司
- 加入莫里斯 & 公司，2美元.5 billion publicly traded global investment bank (NYSE:MC), as part of the founding team.
- 协助莫里斯公司成功启动的各个方面 & 公司, as well as its growth to over 500 bankers, and a successful IPO in just seven years.
- Led teams of investment bankers on mergers and acquisitions and restructuring advisory assignments, including over 30 transactions totaling over $15 billion in value.
- Raised over $3 billion of debt and equity capital for clients in support of over ten refinancing, 增长的资本, 重组交易.
- 就Wyle Laboratories的出售或合并提供法律意见, TYBRIN公司, 统治家庭, Townsquare媒体, 约克资本的住宅房地产投资组合, 和奥尔良家园, 等.
- Gave input on the divestitures of 联会's government services business, Stock Building Supply的Universal Supply子公司, 以及自由通讯公司的电视广播电台, 等.
- Advised bidders in connection with the acquisitions of American Safety Razor, 陶氏化学的Stryon分部, 布拉德利制药, HM学院出版, 多边形的家园, 和WRECO, 等.
- Consulted on the restructuring of Aleris International, the Olson 公司, Engineering Solutions & 产品，和年轻的广播，等等.
- Advised in the connection with the IPO of TRI Pointe Group (NYSE:TPH), Woodside Homes的配股, a private investment in public equity (PIPE) for AV Homes (Nasdaq:AVHI), 以及Meritage Homes (NYSE:MTH)的后续发行, 威廉里昂住宅公司(纽约证券交易所代码:WLH), Beazer Homes(纽约证券交易所代码:BZH), 和劲量(NYSE:ENR).
- Provided input on the connection with debt and convertible debt capital raises for Aleris International, 艾什顿森林, Beazer Homes(纽约证券交易所代码:BZH), 联会, 威廉里昂住宅公司, 和Woodside Homes, 等.
- Co-led 莫里斯’ homebuilding and government services advisory and capital markets practices; responsible for the origination and execution of client transactions.
- 管理莫里斯公司的日常运营 & 公司’s Boston office, including recruiting, staffing, training, and mentoring.
Focus areas: 金融建模, 投资者的演讲, 投资备忘录, 增长股票, M&A建模，资本配置，私募股权，企业销售 & 资产剥离, 企业融资, 杠杆收购模型, 财务重组, 债务重组, 融资, 合并 & 收购(M&A)
董事会成员
2011 - 2014
瓦瓦
- 曾在瓦瓦的董事会任职, a private company operating more than 650 retail stores and generating over $10 billion of revenue annually.
- 审查和检查财务业绩, 年度预算, and employee benefit plans as a member of the finance committee of the board.
- 审查和批准重大金融交易, 包括6000多万美元的股息, $400 million of share buybacks and employee stock option plan (ESOP) tender offers, 以及由C型法团转为S型法团.
- 监督内部审计部门的运作, 评估内部会计控制, and selected and met with independent auditors as a member of the audit committee of the board.
- 协调和评估企业风险管理, 包括食品安全和信息安全, 等.
- 监督燃料业务的发展, including reviewing pricing strategies and entry into new products (natural gas, 等.)担任董事会战略燃料委员会成员.
- Engaged actively in successful CEO, COO, and 首席财务官 succession planning.
重点领域:公司财务、会计、财务战略
联系
2001 - 2007
瑞银(UBS)
- Ranked at the top of the analyst and associate class; hand-picked from among a 100-person analyst class to work with the global head of investment banking for a one-year management rotation.
- Provided buy-side and sell-side advisory services in connection with nine transactions totaling nearly $4 billion in value.
- 起源于, 结构化, 并执行了19项债务, 股权和可转换融资交易-筹集超过6美元.为公开市场和私人市场的客户提供50亿美元.
- Conducted an in-depth credit analysis on over 30 financing transactions—providing firm commitments of over $13 billion to support clients’ acquisitions, 资本重组和项目融资活动.
- 提供的米&A advice and secured financing commitments in connection with the leveraged buyouts (LBOs) of PQ Corporation, Greatwide物流, 贝克 & 泰勒，标准钢铁等公司.
- Advised the World Gold Council on the formation and IPO of StreetTracks Gold Trust (NYSE:GLD), 首个基于大宗商品的ETF, 市值超过300亿美元.
- Provided financing in connection with tender offers and dividend recapitalizations, 并为收购和增长计划提供资金, TXI工业, ILC的行业, AMS控股, 正方形的矿业, 和Temple-Inland, 等.
- Led a 20-person cross-functional team tasked with redesigning 瑞银(UBS)’ leveraged underwriting process.
Focus areas: 估值建模, 估值分析, 估值, M&A建模，财务建模，企业销售 & 资产剥离, 资产剥离, 私人股本, 首次公开募股, 杠杆融资, 融资, 合并 & 收购(M&A)
教育
1998 - 2001
金融学士学位
波士顿学院-波士顿，马萨诸塞州，美国
1997 - 1998
商业学士学位
弗吉尼亚理工大学-布莱克斯堡，弗吉尼亚州，美国
认证
2004年8月至今
系列7和系列66
北美证券管理员协会
Skills
金融
杠杆收购模型, 资本结构分析, 信用分析, 再融资, 企业融资, 投资备忘录, 估值分析, 管理层收购融资, 资产估值, 收入 & 费用预测，银行债务增加，资本成本，M&A模型，DCF估值，融资，并购 & 收购(M&A), 私募股权估值, 估值, 金融建模, 增长股票, 私人股本, 筹款, 债务结构, 债务增加, M&A(卖方)，M&A(买方)，M&A“盈利能力协议”&一个报告, 13周现金流量, 债务重组, 预测, 首席财务官, 尽职调查, 汇总, 财务规划 & 分析(FP&A), 资本结构, 金融概述, 金融市场营销, 增长型融资, 风险投资, 创业融资, 资本重组, 财务重组, 估值建模, 财务战略, 会计, 筹集资本,, 股票发行
输出的软件
Microsoft Word, Microsoft PowerPoint, Excel 2016
Data & 分析软件
Capital IQ
行业专业知识
社会企业，资本市场，便利店，航空航天 & 国防, Early-stage Startups, 商业地产, Healthcare, Retail & 批发、卫生 & Personal Care, Consumer Products, Merchant Banking, Financial Services, Building & 采购产品建筑，建材，娱乐 & 采购产品休闲，农业技术，技术，房地产，食品 & 饮料，风险投资
地理专业
美国
其他
收购, 投资者的演讲, 杠杆融资, 交易结构, 杠杆收购(LBO), 谈判, 公司发展, 卖方, Pitch Deck顾问, 节演讲, 球场上甲板, 复杂交易协议, 融资, 投资银行, 财务报表, 有意识的资本主义, 企业的销售 & 资产剥离, 资产剥离, 影响投资, 创业, B队, 私人资本市场, 债务融资, M&A管道管理, 策略, 尽职调查顾问, 医疗保健服务, 部分首席财务官, 企业重组, 不良/特殊情况, 重组顾问, 人员配备, 首次公开募股, 清洁技术, 讲故事, 业务服务, 政府合同, 公司治理, 治理, 董事会报告, 董事会, 资本配置, 业务规划, 领导, 商业策略, 早期风险投资, 重组, 早期的资金
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
与你选择的人才一起工作，试用最多两周. 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