Chad Davis Email & Phone Number

United States

United States

New York, Ny, Us

- Evaluate and execute strategic alternatives for founder-led B2B SaaS, Data, and Analytics companies, including M&A, capital raises, and recapitalizations- Manage teams of junior bankers through end-to-end execution of 3-5 simultaneous engagements while also creating an environment of support and development- Develop detailed financial analyses to inform strategic decision-making and support company valuation, including historical P&L trends, financial projections, cross-sell and up-sell whitespace, and market sizing- Formulate key KPI analyses from disparate client data, including revenue retention, CAC / LTV ratios, and customer churn - Foster rapport with C-suite client executives and cross-functional stakeholders to ensure alignment on strategic objectives and drive successful initiative execution- Craft internal client board presentations and external marketing materials outlining the client and transaction to potential investors- Cultivate relationships with strategic acquirers and private equity firms to curate investor outreach and sharpen market insight- Oversee due diligence efforts across legal, operations, technology, and finance workstreams, coordinating client and third-party advisors

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

- Prepared M&A and capital markets materials for buy-side and sell-side clients, including pro forma merger analysis models, projected cash flows, transaction proposals, comparable transaction analysis, and pricing parameters- Created internal memos analyzing rationales of transactions, fairness opinions of provided financial advice, and compliance with independence conflict regulations- Drafted legal documents, including letters of interests and definitive agreements, and facilitated due diligence proceedings with involved transaction parties- Received top-tier ranking in analyst class across all offices

London, Gb

-Coordinated the simultaneous development and implementation of 70+ technology solutions to satisfy liquidity risk regulations and federal audits regarding securities reference data as Project Manager at a top 5 U.S. bank. Such regulations included the Net Stable Funding Ratio (NSFR) requirements, Liquidity Coverage Ratio (LCR), US High Quality Liquid Asset (HQLA), EU HQLA, EBA Delegated Act, and US 5G requirements.-Built out the control reporting environment for the federal flood insurance regulatory compliance control reporting efforts of the global wholesale banking unit for a top 5 U.S. bank. Authored procedural documents, enhanced reporting efficiencies, and documented controls which were used to train analysts and served as evidence of compliance during federal regulatory review. Performed large scale data reconciliation of historical reporting results to identify and escalate potential regulatory violations of federal flood insurance requirements-Supported the examination of a top 5 U.S. bank’s banking book for compliance with Volcker Rule capital regulations. Established a streamlined process to consolidate and monitor over 10,000 positions held by 90 general ledger groups for continued monitoring efforts.-Performed independent testing of LOB controls for Volcker Rule regulations at a top 5 U.S. bank and developed Compliance Activity Reports detailing control comprehensiveness and areas for improvement.

London, Gb

-Member of a team tasked with developing a streamlined process to test compliance with Fair Lending Policies at a top 5 U.S. bank-Owned the design and maintenance of testing mechanism which drove the functionality of the client-facing user interface used to test policy compliance. Collaborated with team in India to test the functionality and accuracy of the interface and underlying testing mechanism. -Advised client directly on areas to improve the comprehensiveness of the testing mechanism

-Organized and maintained archive of client accounts and invoices-Balanced and verified the checking account of invoices received from and issued to clients-Created spreadsheets of received and expected interest payments from clients’ invoices*Internship conducted in Spanish