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特拉维斯波登
验证专家 in 金融
金融专家
特拉维斯 was part of the founding team at 莫里斯 & Co., a $2.5 billion global investment bank, 拥有18年为客户提供400多亿美元资产欧博体育app下载服务的经验&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, 基恩顾问, named "Best for the World" 2017-2019. 特拉维斯加入Toptal是为了扩大他的网络,并分享他为初创公司和财富500强公司提供咨询的专业知识.
职业生涯突出
教育强调
Certification Highlights
案例研究
工作经验
创始人|总裁
基恩顾问
- Founded 基恩顾问, 这是一家总部位于波士顿的社会责任投资银行和咨询公司,专门提供融资和并购方面的战略和财务建议&A交易以及其他战略和财务事项.
- 领导以目标为导向的员工团队,为私人和家族企业提供咨询服务, 风险投资支持, 非上市, and publicly traded companies.
- 为超过75个客户提供咨询服务,客户范围从初创企业到财富50强企业, 私募股权公司, 风险投资公司, 还有家族办公室.
- 为一家获得风投支持的农业科技公司提供过桥融资建议. Responsibilities included developing a financial model, 营销材料, and introducing the investors.
- 为一家由风险投资支持的食品公司出售给竞争对手提供咨询. 职责包括开发财务模型和营销材料, contacting potential buyers, and managing the entire sale process.
- 为一家私营软件公司提供战略选择方面的指导, including the reorganization of the business.
- 支持一家价值10亿美元的私募股权投资公司开发综合性并购项目&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.
- Incorporated 基恩顾问 as a benefit corporation in 2015, 2016年获得B企业认证,2017年被评为“全球最佳”, 2018, and 2019 by the nonprofit B Lab.
- Named as a 40-under-40 honoree by the Boston Business Journal.
Senior Vice President
莫里斯 & 公司
- 加入莫里斯 & 公司,2美元.50亿美元的上市全球投资银行(纽约证券交易所代码:MC),作为创始团队的一员.
- Assisted in all aspects of the successful startup of 莫里斯 & 公司发展到500多名银行家,并在短短七年内成功上市.
- 领导投资银行家团队进行并购和重组咨询任务, including over 30 transactions totaling over $15 billion in value.
- 为客户筹集了超过30亿美元的债务和股权资本,支持十多项再融资, 增长的资本, and restructuring transactions.
- Advised on the sale or merger of Wyle Laboratories, TYBRIN公司, 统治家庭, Townsquare媒体, the residential real estate portfolio of York Capital, 和奥尔良家园, 等.
- 就分拆联会的政府服务业务提供意见, Stock Building Supply's Universal Supply subsidiary, and Freedom Communication's TV Broadcasting stations, 等.
- 就收购美国安全剃刀公司向竞标者提供法律意见, Dow Chemical's Stryon division, Bradley Pharmaceuticals, HM College Publishing, 多边形的家园, 和WRECO, 等.
- 曾就Aleris International、the Olson 公司、Engineering Solutions的重组提供咨询 & Products, and Young Broadcasting, 等.
- 就TRI Pointe Group (NYSE:TPH)首次公开募股提供法律意见。, a rights offering for Woodside Homes, 对AV Homes(纳斯达克股票代码:AVHI)的公共股权(PIPE)的私人投资, and follow-on offerings for Meritage Homes (NYSE:MTH), 威廉里昂住宅公司 (NYSE:WLH), Beazer Homes (NYSE:BZH), and Energizer (NYSE:ENR).
- 为Aleris International提供与债务和可转换债务融资相关的投入, 艾什顿森林, Beazer Homes (NYSE: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.
- Managed the day-to-day operations of 莫里斯 & 公司的波士顿办事处,包括招聘,人员配置,培训和指导.
Member of the Board of Directors
瓦瓦
- Served on the board of directors of 瓦瓦, 一家私人公司,经营着650多家零售店,年收入超过100亿美元.
- Reviewed and examined the financial performance, 年度预算, 以及作为董事会财务委员会成员的员工福利计划.
- Looked over and approved major financial transactions, including dividends of over $60 million, 4亿美元的股票回购和员工股票期权计划(ESOP)收购要约, and a conversion from a C corporation to an S corporation.
- Oversaw the operations of the internal audit department, evaluated internal accounting controls, 作为董事会审计委员会的一员,挑选并会见独立审计人员.
- Coordinated and evaluated enterprise risk management, including food safety and information security, 等.
- Provided oversight to the development of the fuel business, 包括审查定价策略和进入新产品(天然气), 等.) as a member of the board's strategic fuels committee.
- 积极参与成功的首席执行官、首席运营官和首席财务官继任计划.
联系
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.
- 为9笔交易提供买方和卖方咨询服务,总价值近40亿美元.
- 起源于, 结构化, 并执行了19项债务, equity and convertible financing transactions—raising over $6.5 billion for clients in both public and private markets.
- 对超过30笔融资交易进行了深入的信用分析,为客户的收购提供超过130亿美元的公司承诺, recapitalizations and project financing activities.
- 提供的米&就PQ公司的杠杆收购(LBOs)提供咨询和担保融资承诺, Greatwide物流, 贝克 & Taylor, and Standard Steel, 等.
- 向世界黄金协会就StreetTracks黄金信托(纽约证券交易所代码:GLD)的成立和首次公开募股提供法律意见, the first commodity-based ETF, with a market value of over $30 billion.
- 提供与收购要约和股息资本重组相关的融资, and to fund acquisitions and growth initiatives, TXI工业, ILC的行业, AMS控股, 正方形的矿业, 和Temple-Inland, 等.
- 领导一个20人的跨职能团队,负责重新设计瑞银的杠杆承销流程.
教育
学士学位 in 金融
波士顿学院 - Boston, MA, USA
学士学位 in Business
Virginia Tech - Blacksburg, VA, USA
认证
Series 7 and Series 66
North American Securities Administrators Association
Skills
金融
Leveraged Buyout Modeling, Capital Structure Analysis, 信用分析, 再融资, 企业融资, Investment Memoranda, 估值分析, Management Buyout 金融, 资产估值, 收入 & 费用预测, 银行债务增加, 资金成本, M&A Modeling, DCF 估值, 融资, 合并 & 收购(M&A), 私人股本 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 Earn-out Agreements, M&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, Growth 融资, 风险投资, Entrepreneurial 金融, 资本重组, Financial 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, Convenience Stores, 航空航天 & 采购产品国防,早期创业公司,商业房地产,医疗保健,零售 & 批发、卫生 & 采购产品个人护理,消费产品,商业银行,金融服务,建筑 & 建设, 建筑材料, Entertainment & Leisure, Agrotech, Technology, 房地产, Food & Beverage, 风险资本
地理专业
美国
其他
收购, Investor Presentations, 杠杆融资, 交易结构, Leveraged Buyout (LBO), 谈判, Corporate Development, 卖方, Pitch Deck Consultant, 节演讲, 球场上甲板, Complex Transaction Agreements, 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, Private 资本市场, 债务融资, M&A Pipeline Management, 策略, 尽职调查 Consultant, 医疗保健服务, 部分首席财务官, Corporate 重组, Distressed/Special Situations, 重组 Consultant, 人员配备, Initial Public Offerings, 清洁技术, 讲故事, 业务服务, Government Contracting, 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, Early-stage 风险资本, 重组, 早期的资金
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