Functional Skills

Financial Modeling
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Investor Relations
Finance Transformation

Software Skills

Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Google Sheets
Quickbooks

Sector Experience

Healthcare
Manufacturing
Technology
Life Sciences & Pharma
Real Estate

Languages

English
1
hour

Avg Response Time

41
jobs

Jobs Completed

600
hours

Total Hours Logged

13
years

Years of Experience

Experience

 
 
Finance
Transaction Advisor: M&A | Venture Funding | Real Estate - Deal & Strategy Advisor
02/2014 - Present
Brad provides deal execution and CFO services across industries. Clients hire him to raise capital, value M&A targets and real estate assets, and establish rigor around their FP&A.

His specialty is delivering objective, fact-based advice in support of mission critical transactions and preparing institutional investor-grade deal materials: models, teasers, investor decks, and due diligence support.

 
Finance
KEB Investment Banking / Ravinia Capital LLC - Managing Director
10/2011 - 02/2014
Sourced and executed M&A and corporate finance transactions for middle market companies in specific Manufacturing and Business Services sectors, including Packaging.

 
Corporate Strategy & Development
Alcan Packaging - Director, Strategy & Business Development
06/2007 - 03/2010
Developed and executed M&A and corporate strategy initiatives for a $1.6 billion global Packaging business. Also led cross-functional teams and managed a robust Strategic Planning process for six businesses, ranging in size from $15 million to $630 million in sales.