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. 他通过咨询来结识有吸引力的投资者, 经理, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
案例研究
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, 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, 分析, 并成功执行数字医疗领域的潜在收购, 医疗实践, 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, 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.
- 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, 战略, 财务分析, 建模, 估值达到了1美元,500,000.
股东兼财务和业务发展副总裁
4个人产品
- 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.
- 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, 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, 并优化了产品列表，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.
投资分析师
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.
- 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, 包括Oceanografia, 地质公园, 太平洋茜草目, ICA, 和Oi, 等.
联系
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, 吸积/稀释, 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 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.
- 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, 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
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
认证
特许金融分析师(CFA)
CFA协会
Skills
金融
财务建模，投资备忘录，预测，收入 & 费用预测, 特许金融分析师(CFA), 估值, 估值建模, DCF估值, 信用分析, 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, 尽职调查, 企业融资, 价值投资, 贴现现金流(DCF), 加权平均资金成本(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), 交易结构, 夹层, 风险投资, 风险的债务, 资本结构, 债务重组, 财务重组, 私人股本, 首席财务官, 杠杆收购模型, 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(买方)，会计，财务规划 & 分析(FP&A), 股权研究分析, 信贷投资, 私人信贷, 市场研究, 信贷/债务, 五年的预测, Three-statement建模, 种子筹款
输出的软件
微软Excel，微软Word，微软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, 债务资本市场, 零售 & 批发，电信，医疗保健，飞机 & Airlines, Industrials, 风险资本, New 业务 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
其他
Pitch Deck顾问, 投标书, 沥青制备, 节演讲, 商业计划咨询, 业务规划, 融资顾问, 业务建模, 商业模式, 尽职调查顾问, 投资, 清算分析, 事务比较数据, 财务报表, 竞争对手分析 & 分析，困境/特殊情况，新业务发展，S&P资本智商, 财务比率分析, 私募备忘录, 固定收益, 投资银行, 协议采购, 收益分析, 行业分析, 竞争战略, 金融, 融资, 年度报告, 贴现现金流量分析, 贴现率分析, 利用分析, 首次公开募股, 业务, 研究, 债务融资, 股本, 球场上甲板, Excel建模, 幻灯片模板, 西班牙语英语翻译, 财务分析, 软件即服务(SaaS), 医疗保健服务, 临时首席财务官, 创业公司, SaaS, 市场, 吸积/稀释分析, 微软365, Fintech, 杠杆融资, 早期风险投资, 盈余质量, 共同基金, 对冲基金, 杠杆收购(LBO), 投资意向书谈判, 资产购买协议, 股东行动主义, 市场, 股票, 交易, 贷款, 公司发展, 买家列表, 项目组合管理, 基础设施, 鑫元鸿, 和解, 业务发展, 数字营销, 综合管理, 投资, 执行, 企业重组, 新兴市场, 不良资产, DCF模型, SWOT分析, 运行基准测试, 股权投资, 相对估值, 制造业, 流动性, 复杂的账户对账
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