Dieunor Michel, Cfa Email & Phone Number

Florida, United States

Jacksonville, Florida, United States

• CoreInvest is a leadership coaching community platform for investment professionals in asset management. Our mission is to foster a community that transforms leaders.
• Develop and present pitch decks to VCs and private investors, articulating the business model and growth strategy, resulting in engagement for a $500K pre-seed capital raise at a $2.5M post-money valuation.
• Recruit and lead a team of 8 employees, including 3 leadership staff and 5 executive coaches with 15–30 years of experience.Selected Project Experience:
• Execute a Go-To-Market plan, acquiring 200+ customers via social media and an affiliate program in four months.
• Introduce membership model, growing to 400 members in two months through targeted campaigns and partnerships.

Jacksonville, Florida, United States

• Breaking Barriers of Black Investors is a podcast that empowers listeners by sharing the stories of accomplished black investment professionals in asset management.
• Launched a podcast that achieved 1,000 downloads organically in three months, ranking in the top 20% of podcasts in the U.S., by leveraging social media marketing and engaging content strategies.
• Built and maintained a network of 500+ diverse asset managers and investment professionals, fostering inclusivity and expanding industry perspectives.
• Conducted over ten in-depth interviews with influential black executives in asset management, sharing powerful narratives of challenges and triumphs, leading to a 50% increase in podcast subscribers and positive.

Jacksonville, Florida, United States

• Matchbook Capital is the corporate investment arm of Swisher, a multi-billion tobacco company.
• Supported $100M in M&A transactions in adjacent tobacco industries by sourcing opportunities and conducting due diligence.
• Developed and presented business cases to executives on investment opportunities, saving $5M on unprofitable projects.
• Led product incubations from ideation to launch, increasing market penetration by 5% in the modern oral nicotine industry.Selected Transaction Experience:Acquisition of a CPG tobacco company for $80M (Pending):
• Built a 3-statement operating model with detailed revenue and COGS drivers for 12 product lines.
• Conducted detailed due diligence on the company’s strategy, operation, financial, legal, and technology.

Miami Metropolitan Area

• Lennar is the second largest homebuilder in the U.S., with $31 billion in revenue. The investment arm is LENX Venture.
• Developed DCF models to support investments in Proptech companies in SPAC IPOs with valuations exceeding $10B.
• Spearheaded a strategic partnership with ICON to develop the largest 3D-printed home community with 100 homes.Selected Transaction Experience:PIPE investment in Opendoor IPO through SPAC at $5B enterprise value (closed.
• Created a detailed cap table model to track ownership stakes, equity distributions, and investment changes.
• Reviewed legal documents and analyzed public filings to monitor investment changes.PIPE investment in Hippo IPO through SPAC at $5B enterprise value (closed Aug 2021):
• Performed due diligence, evaluating financial statements, market dynamics, and operational risks.

Miami/Fort Lauderdale Area

• Transworld Business Advisor is one of the largest business brokers in the U.S.
• Built comprehensive financial models, including DCF, LBO, and scenario analyses, to assess valuation and deal feasibility.
• Prepared presentation materials for potential investments that include market research, financial analysis, due diligence findings, and return analysis.
• Sourced and analyzed over 100 strategic buyers and private equity investors for active transactions using open-sourced data and Capital IQ.

Coral Springs, Florida, United States

• Merrill Lynch is the wealth management division of Bank of America with $2.8 trillion in AUM.
• Strategically expanded the team's assets by securing $4 million of new business through targeted client acquisition strategies, including personalized outreach and comprehensive financial planning, within an advisory.
• Developed tailored Investment Policy Statements for high-net-worth clients, aligning financial strategies with individual goals, risk profiles, and investment timelines, enhancing client satisfaction and investment.
• Implemented a comprehensive capital market expectation framework, guiding investment decisions across various asset classes such as stocks, bonds, and alternative investments.
• Evaluated investment performance in relation to clients' short-term and long-term financial goals, making strategic adjustments as necessary to optimize portfolio returns and align with their objectives, achieving a.
• Played a key role in nurturing advisory relationships with approximately 134 households, ensuring personalized service and attention to their investment needs within the practice.

Master Of Science - Ms (Executive Education), Finance, General

Activities and Societies: Teaching AssistantExecutive program

Bachelor'S Degree, Finance, General