Carlos Barrozzi
Verified Expert in Finance
Finance Expert
Carlos, a CFA Charterholder, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. 他通过咨询来结识有吸引力的投资者, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
Career Highlights
教育强调
认证了
Case Studies
Work Experience
Managing Principal
Resiliens Capital
- Prepared an investment analysis recommending the purchase of GOL unsecured debt based on the research of global macroeconomic conditions, 巴西航空业, and their impact on GOL financial performance and ability to service its substantial debt obligations. Valued the unsecured debt at a recovery value of 45-50% in a base case scenario versus a market price the low 30s as the market anticipated a long, 旷日持久的重组.
- Developed investment memorandums for a venture capital firm led by respected former Fortune 500 executives, 一年内有五次约会.
- 由一家公开交易的数字医疗保健公司委托发起, analyze, 并成功执行数字医疗领域的潜在收购, medical practices, 负责任的医疗机构市场(2)收购, 1根据独家意向书/尽职调查).
- 建议一个小的销售团队.org consulting and development partner as it considered strategic alternatives.
- Prepared an investment analysis recommending the purchase of FCX common stock based on in-depth research of the global copper, gold, and molybdenum markets as well as the structure and competitive dynamics of the metals and mining industry. Constructed and maintained a financial model to project cash flows for a valuation that quantified that the security was mispriced and offered a 30% margin of safety.
- 为一家农业技术(“agtech”)领域的初创公司提供咨询, 在新兴市场开展业务, on strategy, financial analysis, modeling, 估值达到了1美元,500,000.
股东兼财务和业务发展副总裁
4People Products
- 制定财务预测以支持预算和业务计划, determining the investment requirements and the potential cash flow generation for suite bathroom hygiene devices.
- Researched and evaluated the universe of potential Chinese manufacturers and negotiated a manufacturing contract with a supplier establishing parameters for price, quality, and volume.
- Established new online and brick-and-mortar sales channels through inbound and outbound communications with senior buyers at Amazon, Target, and Walmart, 导致了强劲的销售业绩.
- 现代化的财务会计报告, utilizing software that increased management's understanding of the company's financial performance.
- 协调库存储存和物流, 开发数字营销活动, 并优化了欧博体育app下载，以推动250美元,每年从亚马逊获得的收入超过1000万美元, 公司最重要的销售渠道之一.
Investment Analyst
美国银行，美林证券
- Led the origination of $170 million in Term A and B bank loans for the acquisition of a strategically valuable telecom asset and was responsible for developing an investment memorandum for approval by the bank's Credit Committee, overseeing on-site due diligence and building an oversubscribed order book from emerging market credit funds.
- Helped oversee the investment performance of a $2+ billion corporate and sovereign loan portfolio.
- Sourced, valued, and negotiated a $70 million bridge facility for a significant Peruvian healthcare company owned by a prominent regional private equity sponsor.
- Developed an innovative $30 million financing solution for a company in the Tower Infrastructure sector secured by contracts with investment-grade operators and providing sufficient leeway for successful deployment while retaining equity-like returns in the medium term.
- Performed investment analyses and made investment recommendations to the Investment Committee for distressed credit securities, 包括Oceanografia, Geopark, Pacific Rubiales, ICA, and Oi, among others.
Associate
美国银行，美林证券
- 参与了十项交易，包括卖方和买方M&A and capital market financings; prepared valuation analyses, accretion/dilution, 并购和杠杆收购模型以及客户推介和演示.
- Served as the primary execution banker on the first attempted Latin American IPO of a private equity sponsor's general partner interests valued at $600 million and was responsible for financial modeling; valuation; due diligence on portfolio companies in the DIY retail, building materials, media, education, and fishing sectors; creating marketing and regulatory documents as well as memorandums for presentation to Bank of America's Capital Commitments Committee.
- 曾担任美国银行1美元的首席助理.1 billion IPO underwriting engagement for the REIT of Macquarie Mexican FIBRA, 这是墨西哥历史上最大的一次. Drafted internal memos as well as management and research analyst presentations, as well as created and accompanied senior management in the IPO roadshow visiting major North American real estate and emerging market equity investors.
- 帮助领导哥伦比亚一家大型纺织公司的出售, 评估潜在的国内和国际收购者, 建立财务模型, valuing the company, conducting on-site due diligence and researching the industry to assess the optimal financial and strategic partners.
- Advised a junior miner in the fertilizer sector on strategic alternatives, including securing a $600 million investment in a significant African asset or a sale to a large strategic investor and was responsible for the evaluation of a feasibility study, the creation of the financial model and the valuation as well as the oversight of analyst work.
Education
工商管理硕士(MBA)学位，一般管理专业
达顿商学院，弗吉尼亚大学 - Charlottesville, Virginia
工业工程学士学位
迈阿密大学-迈阿密，佛罗里达州
Certifications
特许金融分析师(CFA)
CFA Institute
Skills
Finance
财务建模，投资备忘录，预测，收入 & Expense Projections, 特许金融分析师(CFA), Valuation, Valuation Modeling, DCF Valuation, Credit Analysis, 金融基准测试, 可比公司分析, 预估财务报表, 固定收益分析, 投资组合管理, Due Diligence, Corporate Finance, Value Investing, 贴现现金流(DCF), 加权平均资金成本(WACC), Loan Origination, Equity Research, Equity Financing, Equity Valuation, Business Advisory, Financial Reporting, Mergers & Acquisitions (M&A), 交易结构, Mezzanine, Venture Funding, Venture Debt, Capital Structuring, Debt Restructuring, 财务重组, Private Equity, CFO, 杠杆收购模型, Term Loans, Series A, Series B, Growth Equity, Equity Capital, Equity Offerings, Equity Raises, Fundraising, M&A (Sell-side), M&A(买方)，会计，财务规划 & Analysis (FP&A), 股权研究分析, Credit Investing, Private Credit, Market Research, Credit/Debt, 五年的预测, Three-statement建模, Seed Fundraising
Output Software
微软Excel，微软Word，微软PowerPoint
Data & Analysis Software
Bloomberg, Capital IQ, QuickBooks Online
Industry Expertise
Financial Services, Financial Markets, Series 7, Series 66, Asset Management, 债务资本市场, Retail & 批发，电信，医疗保健，飞机 & Airlines, Industrials, Venture Capital, New Business Ventures, Consumer Products, Real Estate, Oil & 天然气，能源，农业综合企业，技术，CMT，物流
地理专业
美国，拉丁美洲(LATAM)，委内瑞拉，EMEA，巴西
Other
Pitch Deck顾问, Pitch Books, Pitch Preparation, Pitch Presentations, 商业计划咨询, Business Planning, 融资顾问, Business Modeling, Business Models, 尽职调查顾问, Investments, 清算分析, 事务比较数据, 财务报表, Competitor Analysis & 分析，困境/特殊情况，新业务发展，S&P Capital IQ, Financial Ratios, 私募备忘录, Fixed Income, Investment Banking, Deal Sourcing, Earnings Analysis, Industry Analysis, 竞争战略, Finance, Financing, Annual Reports, 贴现现金流量分析, 贴现率分析, Leverage Analysis, 首次公开募股, Business, Research, Debt Financing, Equity, Pitch Decks, Excel Modeling, 幻灯片模板, 西班牙语英语翻译, Financial Analysis, 软件即服务(SaaS), Healthcare Services, Interim CFO, Startups, SaaS, Marketplaces, 吸积/稀释分析, Microsoft 365, Fintech, Leveraged Finance, 早期风险投资, Quality of Earnings, Mutual Funds, Hedge Funds, 杠杆收购(LBO), 投资意向书谈判, 资产购买协议, 股东行动主义, Markets, Equities, Trading, Loans, 公司发展, Buyer Lists, 项目组合管理, Infrastructure, Xero, Reconciliation, 业务发展, Digital Marketing, General Management, Investing, Execution, 企业重组, Emerging Markets, Distressed Assets, DCF Modeling, SWOT Analysis, 运行基准测试, Equity Investment, Relative Valuation, Manufacturing, Mobility, 复杂的账户对账
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