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Summary
This M&A Execution & Corp Dev Expert is an M&A leader with 20+ years of buy-side and sell-side execution across fintech, financial services, SaaS, AI and industrial sectors. Repeatedly stood up high-velocity M&A programs from zero for public and PE-backed companies.Closed20+transactions totaling >$1.2B in enterprise value while consistently delivering 10%+ inorganic revenue growth and full synergy capture.
Highlights
- LBO modeling
- Accretion/dilution
- Synergy modeling
- Football fields
- PMI playbooks
- RWI insurance
- Board & IR presentations
- Generative AI for deal screening
- Pitchbook
- Capital IQ
- Salesforce
- Power BI
- Embedded finance platforms
- Data analytics
Relevant Accomplishments
- Built and scaled the company’s first formal M&A program aligned with the 5-year corporate strategy; sourced 100+targets and closed 3 strategic acquisitions with a lean 2-person team.
- Achieved 10% annual growth for a $500M business unit through successful acquisition execution and integration.
- Identified and closed a syndicated lending platform acquisition that recovered $6M ARR and retained 100% of clients post-close.
- Recognized over $100M AI/data monetization pipeline through ecosystem partnerships, enhancing strategic offerings and paving the way for increased revenue opportunities
- Advised financial services clients on10+ technology M&A transactions.
- Designed integration playbooks that eliminated 90%+ of typical operational risk during platform migrations
- Led the launch a new advisory unit focused on family-owned business sales and intergenerational transitions.
- Built valuation models linked to cash-flow tools enabling clients to assess and enhance enterprise value.
- Created university research partnerships to analyze client segmentation, which led to the development of new personas and GTM strategies, improving targeted marketing efforts.
- Graduate of FNBO’s Leadership Development Program focused on innovation, strategy, and executive coaching
- Advised clients on M&A Transaction Liability insurance, generating $2M+ in sales on a $500K target.
- Leveraged Aon’s analytics tools to deliver insights that drove cost savings and improved risk management
- Negotiated an 18x EBITDA valuation—double industry norms—during a transaction disrupted by a mid-process hailstorm requiring renegotiation.
- Managed a $20M sale generating $2M in fees and $4M in follow-on revenue from a PE roll-up engagement.
- Led and mentored a team of five analysts and associates.
- Built detailed valuation, accretion/dilution, and financial models across industries.
- Developed market expansion strategies leveraging competitive intelligence, increasing client market share
- Transformed legacy telecom business into SaaS leader via targeted acquisitions.
- Built repeatable LBO and acquisition models adopted company-wide, streamlining processes and enhancing valuation accuracy
- Established a solar energy division and developed two of the world’s largest solar sites, generating $200M in revenue.
- Managed M&A activities for a $2B PE fund and helped secure a $1B credit facility for gas trading expansion.
- Directed $400M+ in solar development and secured $500M in financing for a 130MW project.
- Closed $174M cross-border acquisition of Fuji Fire & Marine’s Japan division–cemented #1 market share in segment
- Executed $30M divestiture of Peru life insurance business during global financial crisis.
- Collaborated with the Federal Reserve on strategic review initiatives during AIG’s restructuring period
- Supported a $26M PIPE transaction for Akeena Solar.
- Created IPO valuation analyses, revenue forecasts, capex projections, and operating models.
- Developed CIMs and M&A materials for multiple transactions.
- Designed a real-time quoting interface that increased new business by 20%, generating $8M in consulting revenue.
- Managed business requirements and system testing for post-acquisition integrations at Fortune 500 clients, supporting synergy realization and product integration.
Roles
- Vice President
- Senior Director
- Senior Associate
- Manager
- Director
- Consultant
Request Expert / Similar Expert
Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs
To apply for this job email your details to haleymmagnani@gmail.com
