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I run Heritage Financial Staffing, an on-demand financial analyst practice. I can be engaged on a project-by-project or contract basis for short term assignments such as forecasting, budgeting, financial statement projection, investment research, assistance with deal diligence, and other financial undertakings. My clients range from start-up entrepreneurs putting together business plans to multi-million dollar investment funds.
I have spent the last 6 years of my career in the investment management industry and am very well-versed in financial methods. Previously, I worked as an equity analyst at a diversified investment firm with $1.5 billion of AUM. The firm invested in direct public equities, real estate,
and venture capital. The Direct Public Equities Group used a value-oriented, bottoms-up strategy to find mispriced securities.
I was responsible for:
• Conducting research on investment ideas, monitoring positions in portfolio, drafting investment memorandums, and interacting with information sources
• Running investment processes from start to finish: initial investment diligence, thesis construction, first stage analysis, full-scale research, diligence calls with executive management of subject companies, financial modeling & forecasting, follow up diligence, and ongoing monitoring
• I have an Industry focus on the oil and gas sector, particularly E&P (“exploration & production”) and offshore drilling companies. I also have an Industry focus on payment processing and merchant acquiring.
• I have extensive experience constructing complex valuation and operating models including DCF, sum-of-the-parts, EVA, liquidation, IRR, NAV, acquisition multiple, comp benchmarking, and unit economic analyses
Independent / boutique research firm analyst.
Dividend stock ideas & income, ETFs, Energy stocks, REITs, Stocks - long, Stocks - short
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