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Freelancer M&A / Corporate Finance

offline
  • 150‐250€/Stunde
  • 8700 Küsnacht (ZH)
  • Weltweit
  • de  |  en
  • 06.06.2022
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Kurzvorstellung

Highly motivated professional with a strong background in a range of financial institutions, including family offices, consulting firms, investment banks, asset managers, and private equity firms.

Qualifikationen

  • Asset management
  • Controlling
  • Corporate Finance
  • Due Diligence
  • Financial Modeling
  • Management Präsentationen
  • Mergers / Acquisitions
  • Projektmanagement
  • Unternehmensbewertung
  • Unternehmensstrategie

Projekt‐ & Berufserfahrung

Independent M&A Consultant
Kundenname anonymisiert, Zürich
3/2021 – 12/2021 (10 Monate)
Fertigungsindustrie
Tätigkeitszeitraum

3/2021 – 12/2021

Tätigkeitsbeschreibung

Projects include:
- PMO Manager for an American private equity firm on its acquisition of a packaging producer
- Fairness Opinion in the packaging industry

Eingesetzte Qualifikationen

Controlling, Mergers / Acquisitions, Unternehmensbewertung

Investment Associate (Festanstellung)
Jacobs Holding, Zürich
3/2020 – 2/2021 (1 Jahr)
Finanzdienstleister
Tätigkeitszeitraum

3/2020 – 2/2021

Tätigkeitsbeschreibung

♦ Performed extensive market- and industry-specific research to source various investment opportunities, including direct investments in the retail industry and funds across multiple asset classes
♦ Conducted due diligence, deal structuring, negotiation of term sheets, and purchase and lending agreements
♦ Collaborated closely with lawyers and counterparties of advisors and negotiated with banks and other providers on fees and T&Cs

Eingesetzte Qualifikationen

Mergers / Acquisitions, Unternehmensbewertung

Senior Consultant (Festanstellung)
Ernst & Young, Zürich
10/2016 – 2/2020 (3 Jahre, 5 Monate)
Dienstleistungsbranche
Tätigkeitszeitraum

10/2016 – 2/2020

Tätigkeitsbeschreibung

♦ Involved in origination and execution of sell- and buy-side M&A transactions across different industries
♦ Supported multiple sell-sides for RUAG as a temporary member of the M&A team, e.g., sale of MRO business and production of the Dornier 228 to General Atomics; successful closing in 2021
♦ Contributed to the sale of alcosuisse to Thommen-Furler; successful closing in 2018
♦ Worked on multiple successful buy-sides for Swiss Post, such as Klara Business and notime
♦ Performed multiple valuation analyses, including DCF and Comparable Company analysis, of assets in transactional contexts
♦ Built and reviewed financial models

Eingesetzte Qualifikationen

Mergers / Acquisitions, Unternehmensbewertung

Ausbildung

Accounting and Finance
Master of Arts (HSG)
2015
St. Gallen
Bachelor of Science
Finance & Accounting
2013
Johann Wolfgang Goethe-Universität Frankfurt am Ma

Über mich

Highly motivated professional with a strong background in a range of financial institutions, including family offices, consulting firms, investment banks, asset managers, and private equity firms.

Experienced in executing various-industry sell-side deals and conducting valuation analyses and building financial models to identify and evaluate potential buy-side investment opportunities.

Equipped with a vast interpersonal skillset, allowing effective communication and collaboration with clients, team members, and senior management.

Keywords:
Mergers and Acquisitions (M&A) | Private Equity | Family Office | Management Consulting | Strategy | Corporate Finance | Investment Management | Professional Service | Independent Advice
Sell-Side Services | Project Management | PMO | Preparation of Financial data | Teaser | Company Profiles | Confidential Information Memorandum | Investor Identification and Contacting | Due Diligence Coordination (Information Request List, Data Room Structuring, Managing Q&A Process) | Data Room Advice, Preparation and (Q&A) Management | Management and Board Presentations | Valuations (DCF, Trading/Transaction Multiples) | Business Plans | Integrated Financial Models | Pitch Decks
Buy-Side Services | (Add-on) Acquisitions | Review of Strategic Options | Market, Industry and Competition Analyses | Acquisition Target Search, Screening, Assessment and Contacting | Financial Model Review | Financial Due Diligence | Commercial Due Diligence | Financial Analyses | Day 1 Readiness | Transformation | Carve Out | Spin Off | Fairness Opinion

Weitere Kenntnisse

Sell-Side Services:
M&A project management
Preparation of financial data

Teaser / anonymous company profile preparation

Confidential Information Memorandum (CIM) preparation

Identifying and contacting potential investors

Due diligence coordination (information request list, data-room structuring, managing Q&A process)

Data room advice, preparation and (Q&A) management

Management presentation preparation

Coordination and conducting site visits

Valuation model (DCF, trading/transaction multiples) preparation

Business plan preparation

Preparing integrated financial models

Financial model review

Investor Pitch Deck preparation


Buy-Side Services:
M&A project management / (Add-on) acquisitions
Review of strategic options

Market, industry and competition analyses

Acquisition target search, screening, assessment and contacting

Valuation model (DCF, trading/transaction multiples) preparation

Preparing integrated financial models

Financial model review

Financial due diligence assistance

Commercial due diligence assistance

Financial analyses

Project Management Office Services

Day 1 readiness support

Persönliche Daten

Sprache
  • Deutsch (Muttersprache)
  • Englisch (Fließend)
Reisebereitschaft
Weltweit
Arbeitserlaubnis
  • Europäische Union
  • Schweiz
Profilaufrufe
413
Alter
35
Berufserfahrung
7 Jahre und 6 Monate (seit 10/2016)
Projektleitung
1 Jahr

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