Jack Cartwright Email & Phone Number

Denver, CO, US

Englewood, Colorado, US

Denver, Colorado, US

- Conducted comprehensive financial due diligence for mergers, acquisitions, and product carve-outs. Analyzed monthly financial statements, key balance sheet accounts (accruals, prepaids, deferred revenue, etc.), accounting processes including changes and estimates, revenue recognition, payroll detail, proofs of revenue and expense, and detailed.

Saint Louis, MO, US

Provide consulting services within the Valuation, Private Equity, Litigation, and Bankruptcy groups of our Business Advisory Services.Valuation Services - We work closely with mid-sized private and closely-held businesses. Our services range from estate and gift tax valuation to purchase price allocations for recent acquisitions in the M&A space.Private.

Westlake, Texas, US

• Worked on a team of internal sales associates who were client facing with independent advisors.
• Salesforce Maintenanceo Updated Client/Prospect information, confirmed integrity of a new registrant data and added to system.o Distributed new leads to appropriate sales channels.
• Utilized Zephyr and Excel for Comparative Analysis – Zephyr is investment analysis software.o Compared Schwab funds to funds used by independent advisors.o Produced detailed analysis for sales associates in order to.
• Accessed BrightScope Data – Comprehensive database of retirement plan ratings and investment analytics.o Canvassed 500 metropolitan cities across the United States for retirement funds. o Produced reports significant.
• Read, analyzed, and summarized industry reports.o Provided the sales team with industry information to incorporate in their conversations with advisors.
• Engaged in a Business Summit amongst the entire intern class: Topic - Expectations of new generations entering the workforce.

Greenwood Village, Colorado, US

• Worked on a team of analysts on 15+ deals that encompassed sell-side and buy-side M&A processes as well as exit optimizations that incorporated debt/equity capital raises.
• Collaborated with a team of managing directors on pitches/reports, valuation, industry/company research, buyer research/outreach, and constructed marketing materials specific to the company pitch/report.
• Operated extensively on marketing materials and producing final decks to be used as guidelines for future pitches/reports.
• Constructed financial models used for the valuation piece. These valuations included comparable companies, past transactions in the space, discount cash flow analysis, and merger and LBO modeling.

Denver, US

• Constructed Historical Analysis sheets of asset, liability, and equity data dating back 11 years.
• Built Historical WIPS report data of previous job costs.
• Executed the production of Job Cost reports pertinent to future costs.
• Discussed relevant strategies to analyzing data to determine future earnings, job costs, and proper budgeting for the company as well as specific jobs.
• Traveled to multiple job sites overseeing production at the sites and communicating with superintendents regarding progress and current risks.

Bachelor Of Science - Bs, Finance, General

Education record

Education record