尼尔。 Portus | CFA, CMA
验证专家 in 金融
金融专家
尼尔。 is a 首席财务官 for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.10亿美元IPO. He was also an equity analyst at 巴克莱资本(Barclays Capital) & 雷曼兄弟(Lehman Brothers) and began his career at a boutique investment bank (M&A, 重组, debt financings). He's built his operational skills both as a startup founder and as the 首席财务官 of an East Africa-focused impact investment firm.
职业生涯突出
教育强调
案例研究
工作经验
首席财务官|顾问
定制的伙伴
- Retained by early stage and growth companies to provide 首席财务官 and financial advisory services. The core industry focus was on consumer, hospitality, retail, and tech.
- Advises companies as a 首席财务官 through their entire capital raising (equity and debt) and M&A processes: create investor presentations and financial models, 领导尽职调查工作, 谈判的条件, 完成交易.
- Leads all the financial activities of the company and manage the appropriate teams: financial planning and analysis, 定义kpi, 准备预测, 预算, 以及运营计划.
- Develops financial reporting cadence and make presentations to internal decision makers—board of directors, 管理层, 高级管理层.
- Formulates and executes on corporate development initiatives.
- Manages external relationships with strategic partners, investors, and investment banks.
- Serves as a personal vehicle to seed startups.
首席财务官
团结发展小组
- Worked for UNITY which was the consortium lead for the world-class American group of companies that was in consideration for the $4 billion Central Corridor Railroad (CCR) project in East Africa in order to provide Tanzania, 刚果民主共和国, 乌干达, 卢旺达, and Burundi with efficient market access to accelerate regional social and economic prosperity.
- Led the fundraising for a transformative railroad project in East Africa—secured interest for $340 million in equity from private funds and $1.2 billion in debt from the US Export-Import Bank.
- Acted as a strategic partner to the CEO and COO.
- Drove the firm financial planning and analysis and oversaw cash management in order to meet operational targets.
- Prepared and communicated weekly financial summary to the 管理层.
- Coordinated tax and audit filings for the US and foreign subsidiaries.
Vice President, Global Investment 研究
高盛(Goldman Sachs) & Co.
- Acted as the lead equity research analyst covering the rental car and small cap casino sectors—companies under coverage included Avis, 美元节俭, 赫兹, Ameristar赌场, 顶峰娱乐, 宾州国家博彩公司.
- 帮助领导Zipcar的$1.10亿美元IPO while covering the rental car sector.
- Handled team coverage responsibilities for the gaming, 游戏技术, 住宿, 巡航, 餐饮业.
股票研究副总裁
巴克莱资本(Barclays Capital) & 雷曼兄弟(Lehman Brothers)
- Initiated Lehman's equity research coverage of IGT (international game technology) and the 游戏技术 sector.
- Handled team coverage responsibilities for the gaming, 住宿, leisure, 巡航, and toy sectors.
- 晋升为副总裁.
投资银行助理
US Bancorp Libra | Libra Securities
- Closed 15 transactions totaling $1.3 billion; directly reporting to the managing director at a boutique investment bank founded by Drexel Burnham Lambert and Salomon Brothers veterans.
- Worked on a variety of deals spanning M&A, 破产, 重组, 公平的意见, valuation analysis as well as high yield and mezzanine financings.
- 带领买家进行尽职调查.
- 投资者材料草稿.
- 构建的杠杆收购模型.
- 晋升为助理.
教育
Certified Management Accountant (CMA) in Accounting
Institute of Management Accountants - Montvale, NJ, USA
Chartered Financial Analyst (CFA) in 金融
CFA协会 - Charlottesville, VA, USA
Master of Business Administration (MBA) in 金融
Moore School of Business at the University of South Carolina - Columbia, SC, USA
Bachelor of Science in Recording Industry Management
Middle Tennessee State University - Murfreesboro, TN, USA
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