Bakley Smith, Cfa Email & Phone Number

Atlanta, Ga, Us

New York, Ny, Us

Source deals and lead research effort for a middle market boutique investment banking advisory firm. Provide investment banking advisory services for exceptional growth-stage and lower middle market health & wellness companies.• Source and advise on sell-side deals, including private placement capital raises and sell-side M&A in the health and wellness space; manage team of two analysts.• Specialize in nutraceuticals/VMS, and beverage M&A deals with sell-side mandates from premier beverage and nutraceutical companies throughout North America.• Lead market intelligence and financial transaction analysis effort, providing value to our clients and other stakeholders.• Contribute to sourcing process and develop relationships with CEOs and CFOs at angel and venture-backed startups and potential M&A candidates

New York, New York, Us

Founded a niche consulting and investment practice providing financial and investment expertise to new and small businesses. Practice includes partnering in Paragon Management Partners, managing Nassau Dental Park, founding Lead Agency and brokering with Transworld Business Advisors (TBA).• Create equity and debt capital raising strategies including presentations and financial forecasts.• 35 businesses sourced and marketed for sale through Transworld.• Prepare budgets aligned with GAAP while making financial models accessible for non-financial managers. • Perform bookkeeping and financial analysis for multiple clients.

Mckinney, Texas, Us

Managed strategic forecasting and financial analyses while leading two to develop strategic reporting for the website and online marketing channels. Performed bookkeeping and created financial and strategic reports.• $100,000 monthly advertising budget administered focusing on return on investment.• Forged strong investor relationships and wisely allocated capital by designing a marketing strategy, performing astute financial analysis and applying big-picture thinking to data and customer mindset.• 25% EBITDA margins and revenue growth in excess of 50% annually supported by developing revenue optimization methods, pricing strategies and cost management techniques.• Oversaw $100,000 monthly advertising budget and its execution, focusing on return on investment.• Maintained investor relationships and made strong capital allocation choices through marketing strategy and financial analysis. Used big-picture thinking and an innovative approach to data and customer mindset to deliver results.

New York City, New York, Us

Peer leader in the equity research associate pool. Performed analytical writing, modeling, data synthesis, marketing and client engagement. • Recognized with a top two ranking of 65 associates in an internal research sales poll for modeling and client communication abilities.• Generated ideas, built management relationships and conducted proprietary due diligence.• Key contributor to team achieving runner up in the Institutional Investor, All-America Team.

Charlotte, Nc, Us

Led food retailing and drugstore coverage for Institutional Investor ranked research team. Developed and maintained financial models for 12 companies.• Performed proprietary research by visiting stores, contacting congressional offices and reaching consultants to provide differentiated research for clients.• Researched on the beverage industry, driving a pricing study and other proprietary information.

Amsterdam, Nl

Analyzed and presented short-term capital solutions for multinational and Mexican corporations. • 16% boost in group revenue realized by acquiring 15 new corporate clients. • Transacted a local cash management and revolving debt facility for Tech Data with a deal value of $10 million and conducted the first receivables securitization in Mexico for local client with $2.2 billion in revenue.

Charlotte, Nc, Us

Responsible for market research, product marketing and client management. Developed research product through market data synthesis, modeling and weekly survey of 50 supermarkets nationwide.