Jiaxi Ferrara, Cfa Email and Phone Number
As an accomplished leader, I specialize in driving high-impact mergers, acquisitions, and business expansion initiatives. My expertise lies in pinpointing and capitalizing on growth opportunities, including crafting market entry strategies and forging strategic partnerships. I am adept at performing comprehensive due diligence, financial modeling, and valuation analysis, which are crucial in facilitating informed decision-making.My proficiency extends to negotiating and closing complex deals, where I consistently secure favorable terms that enhance shareholder value. I am recognized for developing and institutionalizing effective M&A processes and frameworks, ensuring smooth integration and operational synergies post-acquisition.My leadership approach is centered around guiding cross-functional teams, nurturing a collaborative environment, and mentoring emerging leaders. Building strong relationships with stakeholders, investment bankers, and industry leaders is a cornerstone of my strategy, granting me access to essential market insights and opportunities.I am committed to driving continuous improvement in processes and adopting innovative strategies to maintain a competitive edge in the dynamic business landscape.
Ferrara It Services, Llc
View- Website:
- ferrarait.com
- Employees:
- 6
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Chief Financial OfficerFerrara It Services, LlcPhiladelphia, Pa, Us
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Sr. Director & Head Of Corporate DevelopmentDuck Creek Technologies Sep 2022 - PresentIn my role at Duck Creek Technologies, I led the corporate development team, focusing on strategy, mergers and acquisitions (M&A), and driving continuous improvement. I played a key role in guiding M&A activities and integration achievements. Collaborating closely with the product strategy team, we developed a growth strategy that enhanced market competitiveness and diversified revenue sources.Key Achievements:- Developed and executed a comprehensive M&A strategy, introducing efficient processes and enabling swift acquisition execution post-LOI.- Successfully managed the integration of a French acquisition, optimizing workstreams and renegotiating transition service agreements, resulting in completion within six months while retaining key customers and employees.- Led a 5-member team, providing strategic direction and mentorship to align with and achieve key business goals. -
Director, Corporate Development & Strategic InvestmentsIndependence Blue Cross May 2021 - Sep 2022Philadelphia, Pennsylvania, United States- Lead corporate development and strategic investing activities - Identify, analyze, recommend and execute mergers, acquisitions, strategic partnerships to optimize IHG’s financial & market strength - Lead strategic investing by identifying focus areas, sourcing, due diligence, and negotiation of potential strategic investments in early-stage healthcare startups- Support capital planning and capital allocations decisions -
Manager, Corporate Development & M&AAscensus Jan 2017 - May 2021- Core member of a small, newly formed three-member M&A team that executed over 36 deals in 34 months- Led strategic initiatives including working with outside consultants and internal teams to articulate the strategy and operationalize its execution and track performance- Advanced thought leadership by developing strategy for potential market adjacencies and product expansions- Built out and institutionalized M&A process by standardizing valuation model and due diligence requests, implementing a data room/ integration project management solution, and improved various internal processes for M&A acceleration- Responsible for all aspects of M&A including deal sourcing, valuation, LOI, due diligence, negotiations/structuring, close, and Day 1 planning - Oversaw deals database and responsible for consistent pipeline growth by attending industry conferences, sending outreach e-mails and leveraging advisor relationships- Responsible for deal approval documents and quarterly board meeting presentations -
Program Manager, Johnson Controls/ Tyco IntegrationTyco Apr 2016 - Jan 2017Princeton, Nj- Selected to be part of the integration management office (IMO) responsible for real estate integration of Johnson Controls and Tyco International (combined revenue of $30 billion)- Developed of three-year real estate strategic roadmap for merger with Johnson Controls with ~2,000 locations globally- Oversaw various work streams and held weekly meetings to ensure initiatives are on track and issues are resolved quickly- Built model for analyzing consolidation options, synergy estimates and P&L impact for integration and restructuring costs- Worked closely with HR, legal, marketing, IT, finance, compliance, manufacturing distribution, and tax to identify and resolve interdependencies- Led global initiative of rebranding ~50,000 Tyco employee ID/access badges to Johnson Controls standards -
Senior Analyst, Mergers & AcquisitionsTyco Nov 2014 - Jan 2017- Performed financial analysis and modeling of potential acquisitions and strategic divestituresEvaluated strategic fit and identify risks, opportunities, revenue, and cost synergies/ dis-synergies- Performed sensitivity analysis, scenario analysis, and various return metrics including IRR, cash-on-cash, accretion/dilution- Evaluated and completed acquisitions and divestitures in U.S., Middle East, South America, and APAC - Worked closely with legal, accounting, tax, HR, and external advisors on due diligence activities and post-acquisition integration planning- Created presentation and approval packages for executive team and quarterly Board of Directors meeting
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Senior Associate, Valuation & Corporate DevelopmentKpmg Feb 2013 - Nov 2014Greater Philadelphia Area- Performed financial modeling and analysis of KPMG LLP’s potential acquisition targets- Worked with target’s management team, Executive Team, Corporate Development Team, and Finance and Accounting Team to develop various valuation inputs and assumptions- Developed presentation for review by the acquisition committee - Performed valuation of companies for ASC 805 Business Combinations in relation to M&A - Responsible for writing valuation reports, review memorandums and final client deliverables- Reviewed various companies’ valuation models and third party appraisals for fair value measurement -
Commercial Real Estate AppraiserWilliam Yetke Real Estate Consultants & Appraisers Sep 2011 - Feb 2013Greater Philadelphia Area- Valued retail, office, industrial, land, and special purpose properties for financing, investment decisions, litigation, risk analysis, portfolio allocation, tax appeal, and lease negotiations- Utilized Income Approach, Sales Comparison Approach, and Cost Approach- Wrote Uniform Standard of Professional Appraisal Practice (USPAP) compliant appraisal reports- Involved in business development, writing bid proposals, and managing client relationships -
Investment Team Co-OpHamilton Lane Mar 2011 - Sep 2011Greater Philadelphia Area- Screened and wrote investment memorandums of over 100 private equity investment funds including buyout, real estate, venture, debt, energy and infrastructure - Regularly attended meetings with General Partners for screening and portfolio monitoring- Conducted qualitative and performance analysis using financial models, internal databases and benchmarking tools -
Private Equity Research Co-OpHirtle, Callaghan & Co. Sep 2010 - Mar 2011Greater Philadelphia Area- Screened and performed due diligence on over 70 private equity funds- Analyzed industry trends using business publications, annual reports and financial filings- Monitored portfolios through investor calls, quarterly reports and annual meetings -
Business Development Co-OpBlackrock Sep 2008 - Mar 2009Greater Philadelphia Area- Supported portfolio management group, cash management group and equity traders on various projects- Generated Liquidity Projection reports and Top Ten Most and Least Profitable Positions report to assist senior management in managing liquidity risk
Jiaxi Ferrara, Cfa Education Details
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Finance; Minor In Mathematics
Frequently Asked Questions about Jiaxi Ferrara, Cfa
What company does Jiaxi Ferrara, Cfa work for?
Jiaxi Ferrara, Cfa works for Ferrara It Services, Llc
What is Jiaxi Ferrara, Cfa's role at the current company?
Jiaxi Ferrara, Cfa's current role is Chief Financial Officer.
What schools did Jiaxi Ferrara, Cfa attend?
Jiaxi Ferrara, Cfa attended Drexel University.
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