Dan Sargeant, Cpa Email & Phone Number

United States

Remote

Chicago, Illinois, United States

Buy-side synergy assessment for a multi-billion-dollar proposed acquisition of a leading electronic components distributor:• Helped identify net synergy opportunities of over $150m across commercial and operational levers to assist client in their initial and confirmatory bids• Validated and estimated potential EBITDA impact of four synergy hypotheses using expert interviews and benchmarking to supplement limited access to data and Management. Key synergy areas included reductions in material spend through price arbitrage, working capital improvements through reduced inventory, gross margin lift through additional cross-selling opportunities, and lost revenues via overlapping customers opting to harmonize favorable commercial & INCO terms.Buy-side standalone-separation diligence for a $1b proposed carveout of a Fortune 250 steel manufacturer:• Participated in the development of a full standalone cost model which started from a CIM and employee census and led review of lease & supplier contracts. Analysis was primarily based on interviews with Target Management, benchmarking, and SME outputs to propose adjustments to EBITDA run-rate including both headcount & non-headcount costs and in highlighting functional entanglements.• Owned and project managed multiple workstreams over the 3-month engagement including baselining costs, comparator benchmarking, managing the Information Request List / tracker across sub-workstreams, soliciting workstream updates to create weekly progress reports, and developing client-ready insights• Participated in meetings with Target Management and led the documentation of key findings, pending questions, and action items to be shared with the internal team and Client

Champaign, Illinois, United States

• Assisted Professor Jeffrey Kurtz with leading two different practicums designed to enable juniors & seniors, serving as consultants, to apply problem solving skills to assist an actual client to identify, analyze, and present recommendations to solve an organizational problem• Developed mini curriculums customized to each team’s needs related to SEO, social media for business, leadership, and more• Hosted weekly meetings with project managers from each team to measure progress, understand team frictions, and empower leadership

Chicago, Illinois, United States

• Contributed as a researcher on the whitepaper, ‘Used Car Prices Could Crash, Will They’ a look into the causes of the unusual state of the used car market in 2021 and potential consequences to various stakeholders in the short- and medium-term (Published Jan. 2022)• Gained experience with Excel, PowerPoint, and ThinkCell for data analysis & visualization to generate insights out of raw client sales & inventory databases and 3rd-party data sources

Chicago, Il

Champaign, Illinois, United States

• Won several clients ranging from the XFL and FuboTV to smaller, local businesses including a soccer agent and a roller hockey league• Responsible for managing all client interactions including finding clients, designing projects, and creating project teams• Designed a comprehensive New Member Education program to effectively Integrate, Educate, and Prepare consultants for future projects• Re-designed project management standards with an emphasis on implementing Scrum ideals and techniques• Created an inbound lead generation system by creating a website, YouTube account, and LinkedIn page to share client success stories

Bachelor'S Degree, Accounting, High Honors / Magna Cum Laude

Activities and Societies: Illinois Sports Consulting Agency Magelli Office of Experiential Learning Zeta Beta Tau

Bachelor'S Degree, Information Technology, High Honors / Magna Cum Laude

Activities and Societies: Illinois Sports Consulting Agency Magelli Office of Experiential Learning Zeta Beta Tau