James Babka Email & Phone Number

Aliso Viejo, CA, US

Implementing financial and strategic day-to-day operations at EPSG. Focusing on creating value, optimizing financial & operational efficiencies, and strengthening financial performance.CUTTING EDGE SOLUTIONSWORLD CLASS SERVICEEPSG is revolutionizing how Sales Partners and Merchants experience payments processing.

• Advise and direct private equity, venture capital, hedge funds, institutional investors and companies on complex and dynamic business opportunities, including financial metrics analysis, strategic rationale, go to.
• Consultations revolve around agreed to client requests so I can properly research and communicate work product in an efficient and timely manner.

• Developed and implemented best-in-class Corporate Development processes and procedures for a newly public company (June 2021).
• Created “playbooks” to establish the full-cycle M&A process from pipeline development through integration.
• Led cross-functional teams to support due-diligence with a focus on successful post-merger integration.

• Led initial due diligence of Hempire New York a licensed grower and processor of industrial hemp in New York State.
• Created and maintained all models regarding financials including budgeting, forecasting, P&L and valuation.
• Created reports and presentations for CEO and Lead Investor.
• Led and advised on operations, growth opportunities and strategies in the CBD space.

• Executed the restructuring of the Business Development process to improve margins and standardize pricing.
• Led new growth opportunities in the commercial card business of major and mid-tier fuel companies in North America.
• Collaborated with our SMEs to gather and compile responses for RFPs so they are delivered with “one voice”.
• Our group was responsible for pricing the product offering which was based on my financial modeling and scenario analysis.

Portland, Maine Area

• Conducted analysis, due diligence, and financial modeling that enabled effective investment decisions by the Executive Leadership Team on acquisition and divestiture transactions ranging in size from $20M to $1.5B (the.
• Led and supported both M&A and corporate development initiatives through industry research, analysis of target financials and development of comprehensive financial models and presentations for the Executive Leadership.
• Drove the day-to-day execution of the M&A process: pipeline development, valuation analysis, due diligence, negotiation and closing.
• Led cross-functional and support teams both on-site and remotely for due-diligence and integration.Strategic Business Analyst (3 years, concurrent with Sr. M&A Analyst):
• Supported the development of the five-year strategic plan by partnering with business units to identify and prioritize strategic gaps, evaluating build/buy/partner options and collaborating on target selection criteria.
• Led cross-functional teams to model and develop strategic business opportunities to grow overall revenue by 15% and improve operating margins.

Greater Denver Area

• Provided consulting services specializing in the creation and analysis of financial statements so clients could better understand revenue drivers and opportunities to improve margins.

Greater Denver Area

• Created, maintained and updated financial models on followed companies using company provided information and internal estimates on 25 public companies ranging in market cap from $200M to $50B to generate buy, sell.
• Communicated findings and opinions on our followed companies as well as the macro economy through both written reports and oral presentations to an audience that included the general investing public as well as.

Greater Denver Area

• Responsible for maintaining and updating both financial models on followed companies and macro information – 10 public companies ranging in market cap from $6 billion to $50 billion
• Compiled data and information from energy team for the creation of daily morning note
• Point of contact for retail brokers on covered companies and macro information

Master'S, Finance

Bachelor Of Science (Bs), Finance, General