Jesse P. Email & Phone Number

Kansas City, MO, US

Chicago, IL, US

• Advised on over 280 purchase agreements for deals ranging from under $10 million to over $2 billion
• Reviewed definitive purchase agreement accounting-related concepts including closing mechanisms, warranties and representations, earn-outs, dispute resolution clauses, disclosure schedules, and definitions of Cash, Net.
• Created and/or redlined Accounting Principles schedules which include specific policies to guide calculations of purchase price components at Closing. These specific policies encapsulate into the definitive agreement.
• Prepared working capital and net debt schedules from buyer versus seller perspective to conceptualize purchase price
• Performed post-Closing review of Closing Statements and underlying calculations of closing accounts
• Supported post-Closing dispute resolution including preparation of potential arguments and relevant justifications

Chicago, IL, US

Mission, Kansas, US

• Directly led buyside transaction engagements deals ranging from under $2 to over $10 million in enterprise value
• Assisted buyers with development of acquisition strategy including industry selection, identification of target firm selection criteria, market and industry analysis, creation of personal or company profiles, and.
• Managed targeted seller list creation, search campaigns including letter, email, and call outreach, and was the direct point of contact for business owners and executives throughout the transaction process
• Performed due diligence activities including business valuations of acquisition targets, financial modeling for investors and financiers, creation of diligence reports, and assessment of key functional and.

Richardson, Texas, US

• Led valuation engagements as point-of-contact for sell-side clients of various sizes, stages, and industries including technology, healthcare, manufacturing, oil & gas, professional services, construction, restaurants.
• Prepared valuation appraisals of up to $175 million enterprise value for over 160 middle market clients using market, asset, income, and venture capital approaches
• Performed sell-side due diligence including analysis of cash flows, quality of assets and earnings, working capital, key value drivers, and internal/external risk factors
• Authored Confidential Information Memorandum (CIM) marketing reports, blind-profiles (teasers), and targeted buyer lists in preparation of competitive auction campaigns
• Assisted the collection and management of buyer due diligence requests and data rooms
• Advised sell-side clients on strategic decisions to improve their salability in the middle market and increase overall firm valuation

Richardson, Texas, US

Boston, Massachusetts, US

• Provided analysis and guidance to the executive team on top-level strategy decisions
• Analyzed financial information and performance metrics to ascertain and convey true firm performance to stakeholders
• Championed the development of a top-notch team tasked with aggressive growth targets

• Performed bookkeeping, payroll, accounting services, and financial reporting in accordance with GAAP and other accounting standards for business, non-profit, and governmental organizations
• Configured integrations of Bill.com, GetLinked, and other software platforms for clients to simplify workflows and accounting processes
• Implemented software implementations of QuickBooks, Intacct, and Thomson Reuter's CSA
• Prepared tax returns and tax planning for individuals, corporations, and non-profits

Lawrence, KS, US

• Evaluated the external environment, industry, and competition of clients to capture opportunities and avoid risks
• Analyzed the processes, products, strategies, structures, and objectives to assess business alignment and congruence
• Created incremental growth alternatives for clients within the constraints of company resources, capabilities, and appetite-for-risk

• Established a cell phone repair business and achieved six-figure revenue target in first year
• Served four employees, facilitating their training, development, ideas, and every need
• Expanded the business by opening another location within sixteen months of creation
• Facilitated an environment where there was no fear to take action, be engaged, or contribute ideas

Master Of Science - Ms, Accounting

Bachelor Of Science - Bs, Accounting