Functional Skills
Business Analysis
Financial Modeling
Operational Due Diligence
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Private Equity Investing
Market Research
Venture Capital Investing
Investment Banking
Corporate Finance
Financial Statement Preparation
M&A Support
Strategy Development
Forecasting / Projections
Valuation
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Outlook
Zoom
DocuSign
Sector Experience
Business Services
Financial Services
Healthcare
Media & Entertainment
Technology
Notable Clients
$2.0B INVESTMENT AND INNOVATION FUND
HIGH-GROWTH VIDEO PRODUCTION NETWORK
PRIVATE EQUITY FUND WITH OVER $1B IN AUM
REAL ESTATE INVESTMENT FUND
VC-BACKED IOT STARTUP
Experience
TOP TIER INSTITUTIONAL INVESTORS & PORTFOLIO COMPANIES
Management Consulting
Business Strategy & Management Consultant
10/2015 - Present
Hands-on consultant for various top-tier consulting clients across diverse
industries; worked on over a dozen client engagements across all sectors,
strategies, and company lifecycle stages, earning universally positive
testimonials from all clients.
Engagements covered:
- Venture Capital and Private Equity Investing
- Market Research and Analysis
- Operational, Financial, Commercial, & Strategic Due Diligence
- Financial Modeling & Valuations
- Sell Side Advisory
- Strategic Deal Analysis and M&A
- Business & Operations Strategy
- Capital Raising
- Financial Analysis
- Startup Execution
Recent Client Testimonial:
“SMG guided the CFO and Executive team of my portfolio company in navigating a complex debt refinancing and acquisition project. They worked closely with the company and private equity teams to build a financial plan for the acquisition, analyzed and normalized adjustments to the earnings and prepared a comprehensive financial model for the execution of the project. Allen brought financial acumen and an analytical horsepower that mid-sized companies like ours need, but frequently don’t have access to. His collaborative approach was well received by the management team, who felt he was able to express their ideas and strategies in clear quantitative terms. SMG is now working with several of our portfolio companies on similar projects.”
- PRIVATE EQUITY FUND WITH OVER $1B IN AUM
industries; worked on over a dozen client engagements across all sectors,
strategies, and company lifecycle stages, earning universally positive
testimonials from all clients.
Engagements covered:
- Venture Capital and Private Equity Investing
- Market Research and Analysis
- Operational, Financial, Commercial, & Strategic Due Diligence
- Financial Modeling & Valuations
- Sell Side Advisory
- Strategic Deal Analysis and M&A
- Business & Operations Strategy
- Capital Raising
- Financial Analysis
- Startup Execution
Recent Client Testimonial:
“SMG guided the CFO and Executive team of my portfolio company in navigating a complex debt refinancing and acquisition project. They worked closely with the company and private equity teams to build a financial plan for the acquisition, analyzed and normalized adjustments to the earnings and prepared a comprehensive financial model for the execution of the project. Allen brought financial acumen and an analytical horsepower that mid-sized companies like ours need, but frequently don’t have access to. His collaborative approach was well received by the management team, who felt he was able to express their ideas and strategies in clear quantitative terms. SMG is now working with several of our portfolio companies on similar projects.”
- PRIVATE EQUITY FUND WITH OVER $1B IN AUM
Synergy Management Group
Management Consulting
CEO
1/2020 - Present
Synergy Management Group partners with institutional investors, portfolio companies and well-capitalized, growing firms to evaluate, design, execute and maximize growth opportunities across strategy, finance, and M&A.
Defining and executing the optimal business strategy across key operational, financial and organizational growth initiatives is central to SMG's advisory and management services. Strategy services are complemented with executive coaching and fractional executive staffing.
Maximizing financial performance through risk analysis, navigating and executing valuations, and actionable financial modeling are core to SMG's record of consistently delivering exceptional results. A strong focus on analysis-driven continuous improvement further strengthens the approach.
Critical to maximizing business performance, M&A is core to SMG's advisory practice and capabilities, Whether focused on raising capital, mergers, acquisitions, or buy-side and sell-side transactions, SMG's expertise and comprehensive due diligence help ensure successful strategic deal execution.
At SMG, you get highly specialized expertise and services on-demand.
Defining and executing the optimal business strategy across key operational, financial and organizational growth initiatives is central to SMG's advisory and management services. Strategy services are complemented with executive coaching and fractional executive staffing.
Maximizing financial performance through risk analysis, navigating and executing valuations, and actionable financial modeling are core to SMG's record of consistently delivering exceptional results. A strong focus on analysis-driven continuous improvement further strengthens the approach.
Critical to maximizing business performance, M&A is core to SMG's advisory practice and capabilities, Whether focused on raising capital, mergers, acquisitions, or buy-side and sell-side transactions, SMG's expertise and comprehensive due diligence help ensure successful strategic deal execution.
At SMG, you get highly specialized expertise and services on-demand.
ACHIEVE LENDING
Start-Up
Founder and Chief Executive Officer
3/2014 - 1/2016
• Founded a new education financing company that offers the first-ever student loan comparison tool at AchieveLending.com; Created and launched fully functional, profitable web application; processed over $4 million in student loans through prototype; developed partnerships with over 40 marquee lenders; built affiliate partner network of over 2,100 marketing partners; generated over 2.2 million ad impressions and thousands of loan leads for our lender partners; garnered extensive press coverage, including Forbes, Huffington Post, Fusion, Boston Globe, VentureBeat and many prominent industry publications, radio shows, and podcasts
STAR ANGEL NETWORK
Finance
Managing Director
10/2013 - 3/2014
• Managed an angel investing network composed of select professional athletes, entertainers, and related high net worth individuals
• Evaluated and lead the screening and due diligence process of all new investment opportunities, primarily in the technology domain
• Evaluated and lead the screening and due diligence process of all new investment opportunities, primarily in the technology domain
Augeo Affinity Marketing
Corporate Strategy & Development
Business Strategy and Management Consultant
7/2012 - 10/2013
• Evaluated, implemented and managed key operational and financial functions, including strategy, operations, sales & marketing, business technology, M&A, risk, corporate finance
• Coordinated and executed the operational and financial diligence processes for three acquisition opportunities resulting in highly synergistic transactions.
• Coordinated and executed the operational and financial diligence processes for three acquisition opportunities resulting in highly synergistic transactions.
Welsh, Carson, Anderson & Stowe
Finance
Associate, Private Equity
8/2010 - 7/2012
• Evaluated and executed new investment opportunities in Welsh Carson's two core industry verticals (Healthcare and Information & Business Services), in addition to actively overseeing portfolio investments by tracking performance toward financial and strategic goals Select Transaction Experience:
• $50 million add-on acquisition of Solveras, a leading provider of comprehensive merchant payment services
• Led coordination with management team and external accounting, legal and industry advisors to synthesize pro forma merger model to determine the impact of multiple transaction structures to accretion/dilution, leverage and cash flow
• $430 million final round bid submitted for one of the largest providers of financial and regulatory risk intelligence data
• Managed external advisor teams in assessment of industry dynamics, including market growth, regulatory developments and company-specific merits, and directed diligence calls with competitors and customers
• $50 million add-on acquisition of Solveras, a leading provider of comprehensive merchant payment services
• Led coordination with management team and external accounting, legal and industry advisors to synthesize pro forma merger model to determine the impact of multiple transaction structures to accretion/dilution, leverage and cash flow
• $430 million final round bid submitted for one of the largest providers of financial and regulatory risk intelligence data
• Managed external advisor teams in assessment of industry dynamics, including market growth, regulatory developments and company-specific merits, and directed diligence calls with competitors and customers
BANK OF AMERICA MERRILL LYNCH (FORMERLY MERRILL LYNCH & CO.)
Finance
Analyst, Investment Banking Division, Private Equity Directs
7/2008 - 6/2010
• Full-service private equity advisory group offering comprehensive financing solutions to corporate issuers in connection with growth equity, recapitalizations, LBOs, mergers, acquisitions and special situations across all industry verticals
• Ranked as top-tier analyst in all review periods; 1 of 3 analysts (out of 8) retained in organizational group after Bank of America merger Select Transaction Experience:
• $200 million convertible preferred issuance for a developer of smart grid infrastructure technology for utility markets
• Conducted on-site financial and operational due diligence, working directly with the firm's CFO to develop operating model, which included valuation analyses examining impact of different transaction structures
• $150 million equity raise for a premier privately-owned video game publisher/developer, in order to position the Company for long-term growth and
provide liquidity to existing shareholders
• Individually developed operating model to perform valuation and investor returns analysis, examining future cash flow generation sensitivities to assess capital requirements
• Ranked as top-tier analyst in all review periods; 1 of 3 analysts (out of 8) retained in organizational group after Bank of America merger Select Transaction Experience:
• $200 million convertible preferred issuance for a developer of smart grid infrastructure technology for utility markets
• Conducted on-site financial and operational due diligence, working directly with the firm's CFO to develop operating model, which included valuation analyses examining impact of different transaction structures
• $150 million equity raise for a premier privately-owned video game publisher/developer, in order to position the Company for long-term growth and
provide liquidity to existing shareholders
• Individually developed operating model to perform valuation and investor returns analysis, examining future cash flow generation sensitivities to assess capital requirements