Benjamin Westcott, Cfa Email & Phone Number

Texas, United States

Southlake, Texas, Us

Southlake, Texas, Us

Southlake, Texas, Us

Southlake, Texas, Us

MERGERS & ACQUISITIONSProvide merger and acquisition and strategic partnership analyses for clients. I assist in the valuation of common stock, preferred stock, and derivative securities of existing shareholders, as well as in determining the optimum capital structure of transactions. I also provide strategic and financial recommendations to clients during the M&A process. Key services provided during the mergers & acquisitions process include:• Business valuation• Strategic partnerships• Capital structure optimization• Market analysis• Negotiation support• Due diligenceMANAGERIAL CONSULTINGProvide managerial consulting services to companies of all sizes and across industries. During my time with ValueScope I have assisted clients with:• Market opportunity analyses• Capital structure optimization• Strategic sales initiatives• Business plan development• Pricing optimization• Long-term incentive plans• CFO servicesDERIVATIVES AND OTHER COMPLEX ASSETSExtensive experience in valuing derivative and other complex securities utilizing Black-Scholes and Monte Carlo simulation. Experience in valuing securities include:• Common stock• Preferred stock• Convertible debt• Equity warrants• Distressed debt• Employee stock options• Put/Call options• Equity swaps• Forward/futures agreementsLITIGATION SUPPORTSupport the firm partners in providing litigation support analyses. I have worked on key litigation matters including:• Economic damages• Business appraisal• Valuation disputes• Cash flow stress test analysis• Wrongful termination and related lost profits• Lost profits• Contract disputes

Fort Worth, Tx, Us

Assist CIO and Managing Director with ~$1.3B Endowment Fund• Provide due diligence on investment opportunities and managers across asset classes globally.• Conduct meetings with private equity, hedge fund, venture capital and traditional equity managers to determine investment strategy and suitability.• Created detailed financial models, utilizing excel and Bloomberg, to assess investment risk and exposure.• Built pitch book detailing venture capital positions which resulted in a more than $15M investment.

Elected by peers to serve as Chief Administrative Officer of $1.4mm student run investment fund.• Oversaw fund performance and asset allocation, and reviewed reports and recommendations of team of 20 equity analysts.• Built dynamic DCF, DDM, and Comps financial models as well as prepared comprehensive financial investment memorandums. Presented investment recommendations for investment team review.• Oversaw fund fixed income, commodity investments, and potential hedging opportunities to complement equity portion of investment book.

Selected to serve as an equity research analyst for TCU's $1.4 mm student run fund. • Constructed detailed DDM, DCF, and Comps financial models on current equity holdings.• Findings were presented through comprehensive investment memos and presentations distributed to other equity analysts.• Reviewed other analyst reports to determine investment rationale and fit within current portfolio.• Selected head of materials sector for entire fund, reviewed macro outlook for sector as a whole. Findings were presented to entire investment team, and used to determine asset weighting within sector.

Houston, Texas, Us

One of six MBA student selected to engage in an independent study under the direction of TPH's Chief Operating Officer.• Focused on gaining a broader understanding of the context and strategies within energy asset management.• Provided in depth research for Tudor, Pickering, Holt & Co. on the performance, outlook, key competitors and regulatory concerns of their MLP Hedge Fund.

Springfield, Mo, Us

• Supported controller in developing monthly budget and P&L Statements• Oversaw weekly credit report meetings with hotel sales staff and senior management• Organized pricing, payment, and billing procedures for groups up to $500,000

Master Of Business Administration (Mba), Corporate Finance

Bachelor Of Science (B.S.), Business - Finance

Education record

Education record