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Expert is a seasoned professional in the field of mergers and acquisitions, boasting an impressive track record of successfully completing $3 billion in transactions. His strategic acumen and keen business insight have been instrumental in navigating complex deals and maximizing value for stakeholders. He is well versed in identifying lucrative opportunities, conducting thorough due diligence, and negotiating terms that align with the strategic goals of clients and employers. Expert received his BBA in Investment Finance at University of Texas, Austin, and has earned a nomination by Forbes, highlighting his impact and contributions to M&A space.

In his current role, Expert is the Head of Mergers & Acquisitions and is a Member of the Corporate Strategy Steering Committee for one of the largest live entertainment companies in the US. Here, he drives strategic initiatives and executes mergers and acquisitions within the live entertainment sector, resulting in substantial business expansion and enhanced market positioning. He's also responsible for formulating and implementing comprehensive strategies for both organic growth and inorganic expansion to achieve company objectives and capture new market opportunities.

Selected Transaction Experience:

1) $744mm acquisition of an Annuity Product Developer and Wholesaler (LBO)
• Analyzed the acquisition’s impact on managements CAP Table through an accretion / dilution model incorporating potential synergies and illustrated the pro forma company’s financials through contribution analysis.
• Helped negotiate operating covenants and Reps and Warranty Insurance to ensure operations and margins remained largely intact post-acquisition.
• Worked with a consulting firm to understand and underwrite carrier concentration risk on $5.1bn of premium within the context of the FIA & RILA market.
• Worked with consulting firm and incumbent lenders to satisfy borrowing covenants.

2) $481mm acquisition of a Wealth Management Firm (LBO)
• Worked directly with the acquisition target and internal & external advisors to analyze and negotiate capital structure alternatives to complete an accretive LBO on a $13bn AUM RIA/TAMP.
• Built bottom-up segmentation analysis to bifurcate the company’s RIA/TAMP business with downline acquisitions and platform users, determined that run-rate synergies supported planned business thrusts.
• Negotiating ongoing tuck-in investments totaling $2bn in AUM.
• Performed cash-flow analysis to understand if an LBO was supported at negotiated price, and how product cross-selling with technological implementation would maximize post-acquisition profitability given the correct business strategy.

3) $30mm platform investment in an auto financing company with M&A add-ons (LBO)
• Negotiated add-on investments produced from an LBO acquisition of an auto finance company which makes subprime auto loans to low-income individuals with strong employment records.
• Financially modeled competitive landscape to understand macro-trends that affect the current portfolio of loans as well as any M&A in the deal pipeline.

In addition to his transactional achievements, he has led two companies to successful exits. Expert has a deep understanding of market dynamics, enabling him to guide organizations through challenging phases, ensuring smooth transitions and sustainable growth.