Caleb Shafer

Caleb Shafer Email and Phone Number

Director of Business Development @ EdgePoint
Austin, TX, US
Caleb Shafer's Location
Austin, Texas, United States, United States
Caleb Shafer's Contact Details

Caleb Shafer work email

Caleb Shafer personal email

n/a
About Caleb Shafer

Owner and Principal of Main Street Business Advisors, where I utilize my M&A and management consulting experiences for publicly listed companies to support other small businesses. Active clients include a PE-backed short-term rental management company, a commercial and industrial cleaning business, as well as a last mile logistics provider.Prior to my return to entrepreneurship, I lead and integrated $1b+ of transactions in the distribution industry, which were primarily driven by geographic expansion (both domestic and international) and broadening value chain exposure. My expertise lies in end-to-end transaction execution, from deal origination and sourcing, to due diligence and financial modeling, and through to purchase agreement and working capital negotiations, regulatory filings, and integration executionIn addition to my corporate experience, I founded and scaled a successful landscaping business, which I sold after building it to over $100k in ARR while balancing a full-time student workload. I attribute the foundation of my business acumen to this early entrepreneurial experience.With strong financial modeling skills, a strategic mindset, and fluency in English and Spanish, I’m passionate about creating value through thoughtful and strategic operational consulting, M&A execution and post-merger integration.

Caleb Shafer's Current Company Details
EdgePoint

Edgepoint

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Director of Business Development
Austin, TX, US
Website:
edgepoint.com
Employees:
41
Caleb Shafer Work Experience Details
  • Edgepoint
    Director Of Business Development
    Edgepoint
    Austin, Tx, Us
  • Main Street Business Advisors
    Principal
    Main Street Business Advisors Sep 2024 - Present
    As the principal of my consulting firm Main Street Business Advisors, I Wall street level expertise to the main street businesses of Austin to drive growth, streamline operations, and improve profitability. I provide tailored advisory services, including transaction advisory and brokerage, financial analysis, strategic planning, and operational improvements. My goal is to help entrepreneurs and business owners overcome challenges, achieve their visions of success, and maximize their competitive positioning, with large corporations and other small businesses alike. I take a hands-on approach to each engagement, ensuring customized solutions that align with my clients' unique goals and market positioning.
  • Rexel Usa
    Senior Financial Analyst M&A
    Rexel Usa Jun 2023 - Aug 2024
    Dallas, Tx, Us
    • Co-leading end-to-end due diligence efforts to execute multiple simultaneous buyside M&A transactions• Working closely with legal, accounting, tax, IT and HR advisors to address complex issues and optimize deal structures• Assisting with preparation of regulatory filings and disclosure schedules required for M&A transactions• Collaborating on robust corporate development plans, including novel “diagonal integration” strategic growth thesisSelected Transaction Experience:• Talley Inc., $360m in sales (US, signed) – Managed due diligence across all workstreams & advisors, supported deal model
  • Rs Group Plc
    Corporate Development Associate
    Rs Group Plc Apr 2022 - May 2023
    King'S Cross, England, Gb
    • Managed Americas M&A Pipeline of 450+ total targets, cradle-to-grave• Assembled & maintained network of 20+ investment banks to increase pipeline throughput• Involved in all aspects of transactions including initial due diligence, modeling, presentations• Coordinated Group-level processes & systems across Investments, Partnerships, VC & M&A functionsSelected Transaction & Project Experience:• $275m Transaction for Risoul y Cia S.A. de C.V. (MX, closed) – Supported due diligence, SPA negotiation & post-merger integration planning• Lean Six Sigma Project for Americas M&A Pipeline (complete) - Reduced M&A target rejection rate by 20%+ & wastes of $53k/year, equal to 280 hours/year of executives’ time
  • Rs Group Plc
    Corporate Development Analyst
    Rs Group Plc Oct 2021 - Apr 2022
    King'S Cross, England, Gb
    • Industrialized Group’s M&A pipeline process• Created 60+ profiles for M&A targets, inclusive of financial, strategic & integration considerations• Assembled a team of executives across the Group to increase throughput & quality of M&A targets• Supported Commercial Due Diligence, Post-Merger Integration (PMI) Business Models & transaction rationale papers
  • Rs Group Plc
    Imo Lead
    Rs Group Plc Jun 2021 - Oct 2021
    King'S Cross, England, Gb
    • Coordinated PMI activities between workflow leaders in 7 global companies• Developed numerous integration-related tools that improved efficiency & collaboration• Started & maintained the Group's North & South American M&A pipelineSelected Transaction Experience:• Integration of Synovos (USA), Needlers (England), Liscombe (Wales) - Ensured on-time, in-full delivery of $67m in synergies & $6m in CTAs for 3 international deals with total value of $203m
  • Allied Electronics & Automation
    Corporate Strategy & Development Intern
    Allied Electronics & Automation May 2020 - Jun 2021
    Fort Worth, Texas, Us
    Performed the following for Allied Electronics & Automation, an RS Group plc subsidiary:• Assisted VPs & C-Suite execs with end-to-end M&A activity of multiple targets• Created & presented competitor, market analyses and M&A target profilesSelected Project Experience:• Value Added Solutions Investment – Submitted $7m Investment Plan with $69m ROI for creation of 6 new solution offerings, inclusive of 5-year, 3-phase financial models and detailed launch & commercialization plans• Self-Assigned Analysis Project – Took initiative & presented analysis of customer database & market research that influenced short-term M&A strategy & long-term corporate strategy
  • Texas A&M Talent Incubator Program
    Undergraduate Student Researcher
    Texas A&M Talent Incubator Program Aug 2019 - May 2020
    Performed the following for an RS Group plc subsidiary, RS Innovation:• Developed conceptual expansion plan for RS Group’s recent acquisition of IIoT 4.0 provider, Monition ($4.25m)• Conducted market, ideal customer profile, & competitive analyses• Investigated other revenue sources such as data monetization & inventory management• Deployed Voice of Customer project for a potential industrial service marketplace solution
  • Double C Landscape Llc
    Co-Owner
    Double C Landscape Llc Apr 2015 - Jan 2017
    • Acquired 350+ properties & $100k+ ARR in less than 6 months while full-time student & working additional part-time job• Created strategic growth plans & formed partnerships that doubled customer base in 3 months• Hired & managed 4 full-time & 6 part-time employees• Negotiated sale of the company & ensured successful integration to buyer• Youngest Chamber of Commerce member in Denton County history• Directed all administrative tasks including payroll, scheduling, & field supervising up to 10 employeesA self-funded and organically grown registered LLC with 4 employees. After only 6 months of operation, the business grew to $100k+/year gross revenue with 24 residential and 6 commercial contracts. My company partner and I divided the labor according to our strengths and I ran this company with him while taking classes full-time and working a separate 20-hour-per-week job. While we found success very early on and the future seemed bright, I prioritized leaving for my mission trip over this business endeavor and ultimately sold the company for a healthy profit. It was a fantastic learning and growing experience and was worth every sacrifice. It was sold for a cash price on January 28, 2017.

Caleb Shafer Education Details

  • Texas A&M University
    Texas A&M University
    Industrial Distribution

Frequently Asked Questions about Caleb Shafer

What company does Caleb Shafer work for?

Caleb Shafer works for Edgepoint

What is Caleb Shafer's role at the current company?

Caleb Shafer's current role is Director of Business Development.

What is Caleb Shafer's email address?

Caleb Shafer's email address is ca****@****usa.com

What schools did Caleb Shafer attend?

Caleb Shafer attended Texas A&m University.

Who are Caleb Shafer's colleagues?

Caleb Shafer's colleagues are Brendan Hallinan, Matt Bodenstedt, Dane Mcnulty, Rafizal Osman, Patrick Berry, Paul Chameli, Gary Dagres.

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