卡洛斯 Barrozzi, 金融专家 in Miami, FL, 美国
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卡洛斯 Barrozzi

Verified Expert  in 金融

金融专家

位置
Miami, FL, 美国
Toptal Member Since
November 8, 2019

卡洛斯, a CFA Charterholder, 在美国银行-美林和弹性资本拥有丰富的投资银行和本金投资经验. 他在北美和新兴市场为超过40亿美元的股票和信贷投资提供咨询和投资. He consults to meet fascinating investors, 经理, 同时利用他的金融专业知识在各种独特的商业问题上推动价值.

Pitch Deck ConsultantBusiness Plan ConsultingInvestment Banking尽职调查 Consultant固定收益Financial Modeling收入 & Expense Projections估值Corporate 金融Equity 研究Business AdvisoryFinancial Reporting尽职调查Credit AnalysisComparable Company AnalysisIPO咨询Financial Benchmarking ConsultingFinancial Analysis行业P&L咨询Account 和解

Career Highlights

Managing Principal
Resiliens Capital
Investment Analyst
Bank of America Merrill Lynch
联系
Bank of America Merrill Lynch

教育 Highlights

Master of Business Administration (MBA) Degree
Darden Graduate School of Business, University of Virginia
Bachelor's Degree
University of Miami

Certification Highlights

Chartered Financial Analyst (CFA)
CFA协会

案例研究

Work Experience

Managing Principal

2017年至今
Resiliens Capital
  • 根据对全球宏观经济状况的研究，撰写了建议购买GOL无担保债券的投资分析报告, the 巴西ian aviation industry, 以及它们对GOL财务业绩和偿还巨额债务能力的影响. 在基本情况下，无担保债务的恢复价值为45-50%，而市场预期的市场价格为30 -50%, protracted restructuring.
  • 为一家由受人尊敬的前财富500强高管领导的风险投资公司制定投资备忘录, engaging in five engagements over a year.
  • Retained by a publicly-traded digital healthcare firm to originate, 分析, 并成功执行数字医疗领域的潜在收购, medical practices, and accountable care organizations markets (2 acquisitions, 1 under exclusive LOI/due diligence).
  • Advised a small Salesforce.组织咨询和发展合作伙伴作为其考虑的战略选择.
  • 在对全球铜业进行深入研究的基础上，撰写投资分析报告，推荐购买FCX普通股, 黄金, 钼市场以及金属和采矿业的结构和竞争动态. 构建并维护了一个财务模型，以预测估值的现金流，量化了证券的错误定价，并提供了30%的安全边际.
  • Advised a startup in the agricultural technology ("agtech") sector, with operations in emerging markets, 战略, financial analysis, 建模, and valuation resulting in a total raise of $1,500,000.
Focus areas: Seed 筹款, Investment Memoranda, 尽职调查 Consultant, 医疗保健 Services, 医疗保健, Market 研究, Venture Capital, 私人信贷, Private Equity, 筹款, Credit Analysis, Credit 投资, Equity 研究 Analysis, Equity 研究, Financial Statements, Financial Modeling, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Three-statement Modeling, 合并 & Acquisitions (M&A), 美国

Shareholder and Vice President of 金融 and Business Development

2015 - 2017
4人 Products
  • Developed financial projections to support the budget and business plan, 确定浴室卫生设备的投资要求和潜在的现金流.
  • 研究和评估潜在的中国制造商，并与供应商谈判制造合同，建立价格参数, 质量, 和体积.
  • 通过与亚马逊资深买家的入站和出站沟通，建立新的线上和实体销售渠道, 目标, 和沃尔玛, resulting in strong sales performance.
  • Modernized financial and accounting reporting, 利用软件提高管理层对公司财务业绩的了解.
  • Coordinated inventory storage and logistics, developed digital marketing campaigns, and optimized product listings to drive $250,000+ in annual revenue from Amazon, one of the company's most important sales channels.
Focus areas: Three-statement Modeling, Seed 筹款, 创业公司, General Management, 物流, Digital Marketing, Business Development, Financial Planning & 分析(FP&A), 会计, 鑫元鸿, QuickBooks Online, Complex Account 和解s, 和解, 美国

Investment Analyst

2014 - 2015
Bank of America Merrill Lynch
  • 牵头发起1.7亿美元的A期和B期银行贷款，用于收购一项具有战略价值的电信资产，并负责制定一份投资备忘录，供银行信贷委员会批准, 监督现场尽职调查，建立来自新兴市场信贷基金的超额认购订单.
  • 协助监督20多亿美元公司和主权贷款组合的投资业绩.
  • 采购, 有价值的, 并为一家重要的秘鲁医疗保健公司谈判了7,000万美元的过渡设施，该公司由一家著名的地区私募股权赞助商拥有.
  • 通过与投资级运营商签订合同，为塔基础设施领域的一家公司开发了一项价值3000万美元的创新融资解决方案，为成功部署提供了足够的余地，同时在中期保持类似股权的回报.
  • 对不良信贷证券进行投资分析，并向投资委员会提出投资建议, including Oceanografia, 地质公园, Pacific Rubiales, ICA, 和Oi, 等.
Focus areas: Distressed/Special Situations, Three-statement Modeling, Investment Memoranda, 巴西, 尽职调查 Consultant, 投资, Debt Capital Markets, 固定收益 Analysis, 行业 Analysis, Competitor Analysis & 分析, Market 研究, Financial Modeling, 估值, Credit Analysis, 信贷/债务, 美国

联系

2011 - 2013
Bank of America Merrill Lynch
  • Worked on ten deals, including sell-side and buy-side M&A and capital market financings; prepared valuation analyses, accretion/dilution, merger and LBO models and client pitches and presentations.
  • Served as the primary execution banker on the first attempted Latin American IPO of a private equity sponsor's general partner interests 有价值的 at $600 million and was responsible for financial 建模; valuation; due diligence on portfolio companies in the DIY retail, building materials, 媒体, 教育, and fishing sectors; creating marketing and regulatory documents as well as memorandums for presentation to Bank of America's Capital Commitments Committee.
  • Served as the lead associate on Bank of America's $1.为麦格理墨西哥房地产投资信托基金(REIT)提供10亿美元的IPO承销业务, the largest in Mexico's history. 起草内部备忘录以及管理和研究分析报告, 并创建并陪同高级管理层进行IPO路演，拜访北美主要房地产和新兴市场股票投资者.
  • Helped lead the sale of a major Colombian textile company, evaluating potential national and international acquirers, building the financial model, valuing the company, 进行现场尽职调查和行业研究，以评估最佳的财务和战略合作伙伴.
  • 向一家化肥行业的初级矿商提供战略选择方面的建议, 包括确保对一项重大非洲资产的6亿美元投资或向一家大型战略投资者出售，并负责评估一项可行性研究, 金融模型的创建和估值以及对分析师工作的监督.
Focus areas: Three-statement Modeling, 尽职调查 Consultant, Accretion/Dilution Analysis, 投标书, 球场上甲板, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Latin America (LATAM), Emerging Markets, Corporate Restructuring, Private Equity, Competitive Strategy, Competitor Analysis & 分析, 行业 Analysis, Comparable Company Analysis, Debt Capital Markets, Equity Capital, 执行, 尽职调查, 估值, Financial Modeling, 合并 & Acquisitions (M&A), 美国
2009 - 2011

Master of Business Administration (MBA) Degree in General Management

达顿商学院，弗吉尼亚大学-夏洛茨维尔，弗吉尼亚州

1999 - 2003

Bachelor's Degree in Industrial Engineering

University of Miami - Miami, Florida

AUGUST 2014 - PRESENT

Chartered Financial Analyst (CFA)

CFA协会

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