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jobs
Technology M&A Investment Banking Professional
Philip M. O'Keeffe
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
I offer tailor-made solutions in the areas of mergers & acquisitions (sell and buy-side), fundraising and market research. Below you will find a range of selected services:
Sell-side & Buy-side advisory:
- Company valuation (DCF, multiples analysis, etc.)
- Preparation of process documentation (e.g. teaser, information memorandum)
- Identification and approach of potential buyers
- Targeted research into active investors
- Identification and approach to potential targets
- Precise research into current market trends and players
Fundraising
- Support in the development of a well structured and defensive business plan
- Guidance in determining investment amount and prepare valuation
- Targeted research into current commercial and technological landscape
- Identify and approach potential investors
Market Research
- Analysis of a selected market according to client’s needs
- Preparation of in-depth reports
- Identifying market trends to help clients
- Constant contact with potential buyers and investors through research solutions
- Consultancy projects
- Reports and presentations to boards of clients
I have been involved in over a dozen cross-border Technology M&A projects advising clients on both sell- and buy-side and fundraises. Extensive experience with investors from DACH, UK, Europe, Japan, North & South America, Asia and Asia-Pacific. M.S in Corporate Finance from New York University. Prior experience from McKinsey & Company.
Sell-side & Buy-side advisory:
- Company valuation (DCF, multiples analysis, etc.)
- Preparation of process documentation (e.g. teaser, information memorandum)
- Identification and approach of potential buyers
- Targeted research into active investors
- Identification and approach to potential targets
- Precise research into current market trends and players
Fundraising
- Support in the development of a well structured and defensive business plan
- Guidance in determining investment amount and prepare valuation
- Targeted research into current commercial and technological landscape
- Identify and approach potential investors
Market Research
- Analysis of a selected market according to client’s needs
- Preparation of in-depth reports
- Identifying market trends to help clients
- Constant contact with potential buyers and investors through research solutions
- Consultancy projects
- Reports and presentations to boards of clients
I have been involved in over a dozen cross-border Technology M&A projects advising clients on both sell- and buy-side and fundraises. Extensive experience with investors from DACH, UK, Europe, Japan, North & South America, Asia and Asia-Pacific. M.S in Corporate Finance from New York University. Prior experience from McKinsey & Company.
Markets
United States
United Kingdom
France
Germany
Lithuania
Denmark
Norway
Sweden
Finland
Links for more
Once you have created a company account and a job, you can access the profiles links.
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - ?
job
Investment Banking Analyst - Technology M&A & Corporate Finance
Hampleton Partners.
• Worked on 4 completed sell-side M&A transactions (total value of ~$150m) and acted as the financial advisor on several corporate development consultancy projects covering clients in the Autotech, Enterprise Software, E-Commerce, Fintech and Insurtech spaces
• Currently participating in 2 live sell-side M&A transactions (total value of ~$100m), acting as Lead Analyst on one, performing tasks such as:
- Build and evaluate internal and client-prepared financial models, determining companies optimal operating performance scenarios to support valuation (i.e., using public company comparables, precedent transactions and DCF) analysis to arrive at an advised asking price
- Setting up the sell-side process which includes positioning company and creating marketing materials (e.g., teasers, investment memorandums, valuations, targeted buyer list and synergy analysis), tracking buyer outreach and attending physical meetings and performing extensive due diligence to support negotiation between client and prospective buyers up to the signing of the SPA
• Origination and business development: Pitched to ~20 potential M&A candidates formulating lists of buyers, preparing valuations and crafting pitchbooks to support negotiations to win new business. Contribute to the sourcing process by marketing to new prospective clients and developing relationships with CEOs and CFOs at over 100 venture-backed startups
• Currently participating in 2 live sell-side M&A transactions (total value of ~$100m), acting as Lead Analyst on one, performing tasks such as:
- Build and evaluate internal and client-prepared financial models, determining companies optimal operating performance scenarios to support valuation (i.e., using public company comparables, precedent transactions and DCF) analysis to arrive at an advised asking price
- Setting up the sell-side process which includes positioning company and creating marketing materials (e.g., teasers, investment memorandums, valuations, targeted buyer list and synergy analysis), tracking buyer outreach and attending physical meetings and performing extensive due diligence to support negotiation between client and prospective buyers up to the signing of the SPA
• Origination and business development: Pitched to ~20 potential M&A candidates formulating lists of buyers, preparing valuations and crafting pitchbooks to support negotiations to win new business. Contribute to the sourcing process by marketing to new prospective clients and developing relationships with CEOs and CFOs at over 100 venture-backed startups
Fintech, UP, Spa, Performing, Enterprise, Software, Development, Analyst, Support, Growth, It, Banking, Marketing, Sourcing, Technology, Management, Finance, Due Diligence, M&A, Saas, E-commerce, Startups, Business development
2018 - 2019
job
Investment Banking Analyst - Industrials & FIG
The Ivy Group.
office operating in a small team environment, receiving frequent exposure to clients and senior bankers from the Dublin and Connecticut offices, where I was relied upon by group heads to perform tasks typically beyond the role of an Analyst, which included:
- Communication flow with management teams, putting together presentation decks, and building and analysing operational models
- Participating in live-deal client meetings and assisting in marketing to prospective clients in trips across North America
• Participated in an Analyst training program in NY where I gained skills in Microsoft Office, Bloomberg, S&P Capital IQ, accounting, valuation (e.g., DCF, transaction and trading comps) and financial modelling
- Communication flow with management teams, putting together presentation decks, and building and analysing operational models
- Participating in live-deal client meetings and assisting in marketing to prospective clients in trips across North America
• Participated in an Analyst training program in NY where I gained skills in Microsoft Office, Bloomberg, S&P Capital IQ, accounting, valuation (e.g., DCF, transaction and trading comps) and financial modelling
Marketing, Training, Due Diligence, Management, Banking, Shipping, Analyst, Regulatory, Maritime, Office
2017 - 2017
job
Research Analyst
McKinsey & Company.
• Worked on 10 projects, including sell-side and buy-side M&A, investments and business development covering key global clients across Industrials, Telecommunications, Media, Technology, Healthcare and Financial Institutions
• Leveraged consulting frameworks and advanced analytics to analyse sub-industry trends, identify disruptions and provide assessment of attractive acquisition or partnership targets (e.g., advised Volkswagen to incorporate battery technology into their business model through acquisition. Partner study Identified 70 VC backed acquisition targets)
• Lead Research Analyst of the development team of McKinsey's proprietary Startup Investment Landscape Analytics (SILA) tool. Leveraged data from PE, VC and M&A databases and used big data algorithms and semantic analytics to codify findings into a platform interface
- Tool globally leveraged on multinational clients (e.g., Microsoft, Daimler and Siemens) to identify future disruptive technology trends, recommend M&A and investment opportunities and define exit strategy and timing
• Leveraged consulting frameworks and advanced analytics to analyse sub-industry trends, identify disruptions and provide assessment of attractive acquisition or partnership targets (e.g., advised Volkswagen to incorporate battery technology into their business model through acquisition. Partner study Identified 70 VC backed acquisition targets)
• Lead Research Analyst of the development team of McKinsey's proprietary Startup Investment Landscape Analytics (SILA) tool. Leveraged data from PE, VC and M&A databases and used big data algorithms and semantic analytics to codify findings into a platform interface
- Tool globally leveraged on multinational clients (e.g., Microsoft, Daimler and Siemens) to identify future disruptive technology trends, recommend M&A and investment opportunities and define exit strategy and timing
Business development, Research, Big Data, M&A, Consulting, Analytics, Algorithms, Technology, Advanced Analytics, Analyst, Assessment, Development
My education
2016
-
2018
New York University
MSc, Global Economics & Corporate Finance
MSc, Global Economics & Corporate Finance
2012
-
2015
University College Dublin
Bachelors, Politics & Economics
Bachelors, Politics & Economics
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