卡洛斯Barrozzi
验证专家 in 金融
金融专家
卡洛斯, CFA持证人, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens资本. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. He consults to meet fascinating investors, 经理, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
职业生涯突出
教育 Highlights
Certification Highlights
工作经验
管理主体
Resiliens资本
- Prepared an investment analysis recommending the purchase of GOL unsecured debt based on the research of global macroeconomic conditions, the 巴西ian aviation industry, 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, protracted restructuring.
- Developed investment memorandums for a venture capital firm led by respected former Fortune 500 executives, engaging in five engagements over a year.
- Retained by a publicly-traded digital healthcare firm to originate, 分析, and successfully execute prospective acquisitions across digital health, 医疗实践, and accountable care organizations markets (2 acquisitions, 1 under exclusive LOI/due diligence).
- Advised a small Salesforce.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, 黄金, 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.
- Advised a startup in the agricultural technology ("agtech") sector, with operations in emerging markets, 战略, 财务分析, 建模, and valuation resulting in a total raise of $1,500,000.
Shareholder and Vice President of 金融 and 业务 Development
4个人产品
- Developed financial projections to support the budget and business plan, determining the investment requirements and the potential cash flow generation for suite bathroom hygiene devices.
- 研究ed and evaluated the universe of potential Chinese manufacturers and negotiated a manufacturing contract with a supplier establishing parameters for price, 质量, 和体积.
- Established new online and brick-and-mortar sales channels through inbound and outbound communications with senior buyers at Amazon, 目标, 和沃尔玛, resulting in strong sales performance.
- Modernized financial and accounting reporting, utilizing software that increased management's understanding of the company's financial performance.
- 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.
投资分析师
Bank of America Merrill Lynch
- 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.
- 采购, 有价值的, 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 基础设施 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, including Oceanografia, 地质公园, 太平洋茜草目, ICA, 和Oi, 等.
联系
Bank of America Merrill Lynch
- Worked on ten deals, including sell-side and buy-side M&A and capital market financings; prepared valuation analyses, 吸积/稀释, 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, 建筑材料, 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 $1.1 billion IPO underwriting engagement for the REIT of Macquarie Mexican FIBRA, the largest in Mexico's history. 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.
- Helped lead the sale of a major Colombian textile company, evaluating potential national and international acquirers, building the financial model, 评估公司价值, 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.
教育
Master of 业务 Administration (MBA) Degree in 综合管理
Darden Graduate School of 业务, University of Virginia - Charlottesville, Virginia
学士学位 in Industrial Engineering
迈阿密大学 - Miami, Florida
认证
Chartered Financial Analyst (CFA)
CFA协会
Skills
金融
金融建模, Investment Memoranda, Forecasting, 收入 & 费用预测, Chartered Financial Analyst (CFA), 估值, 估值建模, DCF估值, 信用分析, Financial Benchmarking, Comparable Company Analysis, Pro Forma Financial Statements, 固定收益 Analysis, Investment Portfolio Management, 尽职调查, 企业融资, 价值投资, Discounted Cash Flow (DCF), Weighted Average Cost of Capital (WACC), 贷款发放, 股票研究, 股权融资, 股票估值, 业务咨询, 财务报告, 合并 & 收购(M&A), Transaction Structuring, 夹层, 风险投资, 风险的债务, 资本结构, 债务重组, Financial Restructuring, 私人股本, 首席财务官, Leveraged Buyout Modeling, 项贷款, 一个系列, B系列, 增长股票, 股权资本, 股票发行, 筹集资本,, 筹款, M&A(卖方)，M&A (Buy-side), 会计, 财务规划 & 分析(FP&A), 股票研究 Analysis, 信贷投资, 私人信贷, 市场研究, 信贷/债务, Five-year Projections, Three-statement Modeling, 种子筹款
输出的软件
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Data & 分析软件
Bloomberg, Capital IQ, QuickBooks在线
IndustryExpertise
金融服务, 金融市场, 系列7, 系列66, 资产管理, Debt Capital 市场, 零售 & Wholesale, Telecommunications, 医疗保健, Aircraft & Airlines, Industrials, 风险资本, New 业务 Ventures, Consumer Products, Real Estate, Oil & Gas, Energy, Agribusiness, Technology, CMT, 物流
Geographic 专业知识
美国, Latin America (LATAM), Venezuela, EMEA, 巴西
其他
Pitch Deck Consultant, 投标书, 沥青制备, 节演讲, 业务 Plan Consulting, 业务规划, 筹款 Consultant, 业务建模, 商业模式, 尽职调查 Consultant, 投资, Liquidation Analysis, Transaction Comparables, Financial Statements, 竞争对手分析 & 分析, Distressed/Special Situations, New 业务 Development, S&P资本智商, 财务比率分析, Private Placement Memoranda, 固定收益, 投资银行, 协议采购, 收益分析, 行业分析, Competitive Strategy, 金融, 融资, 年度报告, Discounted Cash Flow Analysis, Discount Rate Analysis, 利用分析, Initial Public Offerings, 业务, 研究, 债务融资, 股本, 球场上甲板, Excel建模, PowerPoint Templates, Spanish-English Translation, 财务分析, Software as a Service (SaaS), 医疗保健服务, 临时首席财务官, 创业公司, SaaS, 市场, Accretion/Dilution Analysis, 微软365, Fintech, 杠杆融资, Early-stage 风险资本, 盈余质量, 共同基金, 对冲基金, Leveraged Buyout (LBO), Term Sheet Negotiations, Asset Purchase Agreements, Shareholder Activism, 市场, 股票, 交易, 贷款, Corporate Development, 买家列表, Portfolio Management, 基础设施, 鑫元鸿, 和解, 业务 Development, 数字营销, 综合管理, 投资, 执行, Corporate Restructuring, 新兴市场, 不良资产, DCF模型, SWOT分析, Operational Benchmarking, 股权投资, 相对估值, 制造业, 流动性, Complex Account 和解s
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