Jeremy Morgan Email and Phone Number
Jeremy Morgan work email
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Jeremy Morgan personal email
I have over 10 years’ experience leading finance and accounting teams and managing diverse multi-million-dollar deals. I’ve been recognized for applying financial and business acumen to guide strategy and long-term corporate growth. My colleagues refer to me as one with the ability to create financial models, lender / investor presentations, and offering memorandums in a deadline-driven environment.I consider myself to be an expert at developing and maintaining complex financial models for long-term planning and M&A processes. I’m passionate about evaluating core-business capital investment strategies and preparing supporting analyses and financials.On the weekends you’ll find me out on the golf course – a huge perk to living in Arizona means year-round golf!I’m always interested in hearing from colleagues and similar professionals, so feel free to contact me if you’d like to connect.
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Director Of FinanceSpotless Brands Oct 2024 - PresentOakbrook Terrace, Il, Us
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Senior Manager, FinanceSpotless Brands Sep 2023 - Oct 2024Oakbrook Terrace, Il, Us
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Manager, Fp&ACobblestone Auto Spa Jul 2020 - Sep 2023Scottsdale, Arizona, Us -
Senior Acquisitions AssociateProgress Residential® Mar 2020 - Apr 2020Scottsdale, Arizona, UsDirectly responsible for the capital placement of between $5-$20 million/month through the acquisition of single-family rental homes on behalf of Progress Residential. Utilizing proprietary technology to underwrite, diligence, and negotiate hundreds of properties a month through multiple acquisition channels. • Performed investment analysis and underwriting of single-family residences offered for sale via MLS, auction, bulk or new construction which met the Progress Residential’s purchase criteria and return / yield expectations• Incorporated real-time leasing performance trends into neighborhood and asset selection, by underwriting inclusive of supply-demand trends to better inform market rents and determine appropriate property valuations to achieve specified IRR and total return goals -
Managing Director - AcquisitionsStore Capital Mar 2018 - Mar 2020Scottsdale, Az, UsLed sourcing and evaluation of sale-leaseback and other real estate-related transactions across a variety of industries and uses, including QSR, pet services, furniture dealers, and niche manufacturing. Generated new business and relationships resulting in the successful deployment of the firm’s capital.• Accountable for all deal origination, structuring, and execution for the Southeast Region of the US • Prospected potential new tenants and maintained relationships with existing tenants and other firm relationships, such as Private Equity and Investment Banking advisors• Performed various financial and real estate analysis to determine deal compatibility with firm objectives• Led financial and credit analysis of each transaction to ensure strategic objectives of the Investment Committee could be achieved over the long-term relationship with the prospective tenant• Managed and led various deal teams from initial evaluation and negotiation of the LOI, to the presentation of the deal to the investment committee, to the negotiation of the PSA and Lease through to closing • Worked with the Portfolio Management team to monitor ongoing performance of existing tenants and drive favorable outcomes to STORE when challenging situations were encountered -
Vice PresidentCapital Insight, Llc Jun 2013 - Mar 2018Advised on transactions in franchise / QSR, multi-unit retail, C&G, and Real Estate, including sell-side and buy-side M&A, debt and equity financings, corporate finance and sale-leaseback financing. Managed the creation of comprehensive financial models, investor / lender presentations, and offering memorandums.• Analyzed transaction structures to meet the strategic objectives of the client, including financial analysis, capital structure scenarios, and a review of general and industry-specific market conditions• Managed transaction due diligence including the tracking and dissemination of materials passed between clients, interested parties, and other service providers• Collaborated with Regional Gas Station Operator on $83 million buy-side M&A, sale-leaseback acquisition financing• Assisted Top 30 Franchisee, $74.5 million Balance Sheet Recapitalization in execution of the SLB of land parcels and simultaneous placement of coterminous off-balance sheet financing on the corresponding building and improvements
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Senior Internal AuditorBrown & Brown Insurance Aug 2011 - Jun 2013Daytona Beach, Florida, Us• Managed team of 6 Staff Auditors • Promoted to Senior Internal Auditor from Staff Auditor within 5 months due to demonstrated proficiency and understanding of accounting and leadership skills• Led discussions and findings presentations to senior leadership throughout the organization• Conducted weekly conference calls with senior leadership to optimize audit and internal financial reporting processes, as well as mitigate risks inherently present in the operations of branch offices -
Staff Internal AuditorBrown & Brown Insurance Jan 2011 - Aug 2011Daytona Beach, Florida, Us• Responsible for reviewing and auditing key internal SOX controls for all western region offices• Collaborated with accounting executives to implement risk controls of financial operations• Increased financial reporting efficiency by providing succinct reports outlining the financial health of key offices in western region
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Financial Analyst InternFlux Energy G.S Jan 2010 - May 2010• Sole financial analyst with startup solar energy firm targeting to sell unique solar plant design to provide communities with a power supply independent of the conventional grid• Utilized MACRS depreciation schedule to determine tax and overall value implications of solar projects• Performed NPV analysis and projected cash flows for a $40mm solar power plant construction project to convey positive project returns to potential investors• Originated information memorandum overviewing and detailing the commercial viability of a solar power plant for potential clients and investors
Jeremy Morgan Skills
Jeremy Morgan Education Details
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W. P. Carey School Of Business, Arizona State UniversityFinance
Frequently Asked Questions about Jeremy Morgan
What company does Jeremy Morgan work for?
Jeremy Morgan works for Spotless Brands
What is Jeremy Morgan's role at the current company?
Jeremy Morgan's current role is Managing Director | Mergers & Acquisitions | Finance & Investment Strategist.
What is Jeremy Morgan's email address?
Jeremy Morgan's email address is jm****@****tal.com
What schools did Jeremy Morgan attend?
Jeremy Morgan attended W. P. Carey School Of Business, Arizona State University.
What are some of Jeremy Morgan's interests?
Jeremy Morgan has interest in Other Investment Banking Fields, Corporate Financing (Debt And Equity), M&a Advisory Services, Fixed Income Trading/sales.
What skills is Jeremy Morgan known for?
Jeremy Morgan has skills like Finance, Financial Reporting, Financial Analysis, Risk Management, Accounting, Leadership, Analysis, Insurance, Underwriting, Corporate Finance, Management, Microsoft Office.
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