Laura Sandstrom Asa Email & Phone Number

Cincinnati, OH, US

• Developed robust key infrastructure for reviewing, analyzing and underwriting equity investments ($1M-$50M)
• Procured tool and created valuation methodology for M&A and growth equity pillars; includes dynamic risk rating system and qualitative --> quantitative risk assessment tool
• Create custom models for Accelerator clients ($1M-$15M); devise growth strategy playbook and create KPI targets and recommend monthly reporting package; create forecast and cash burn tool
• Maintain and cultivate relationships to source deals
• Established fund tracker infrastructure for capital calls

Columbus, Ohio, US

Fractional CFO for a variety of companies ranging in size from start-ups to $25M. Conducted pre M&A due diligence, created sophisticated models for build vs. buy (from the US or Canada), prepared monthly and annual cash flow forecasts. Stepped in to help a SaaS investment provider move potential investments through the diligence phase and created new.

Cincinnati, OH, US

• Belcan Corporation is an engineering consulting and staffing firm headquartered in Cincinnati, Ohio that serves the Aerospace and Defense industries. PE firm sold to Cognizant in 2024 for $1.3B.
• Acquisition M&A – Point person for PE team at portfolio company for deal modeling on acquisitions, carve outs and dispositions. Manage diligence, synergies, QOE, on-site interviews etc.
• Acquisition Dashboards – Devised acquisition dashboard one-page summaries to be referenced prior to entering into a deal and to check status post-close; includes payback period, IRR, NPV etc.
• Integration PMO – Led integration of four acquisitions for all non-IT workstreams; Chief Communication Officer. Cutovers occurred on-time without incident; received accolades for "advocacy through complexity."
• Valuation – Manage external valuation provider for all financial reporting valuation work (annual goodwill tests). Internally perform purchase price allocation (ASC 805)work for small deals; provided retroactive.
• KPI – Created standardized KPI reporting for each business unit to be referenced in the monthly President meetings. Prepare attrition, DSO, aging and credit health report monthly for distribution to FP&A team.

Covington, Kentucky, US

Connetic Ventures is a digital venture capital firm that leverages an AI analyst to remove bias during the capital raising process; they invest in pre-seed and seed stage startups.

Cincinnati, OH, US

• Elected to help direct Strategic Initiative within two (2) months of being hired. Participated in decision making path for the company with Executive Team; worked directly with CFO.
• Teamed up with LOB lead to assist in complex LMS Reseller analysis; results of the analysis completely changed the terms of the negotiations/pricing.
• Created comprehensive Economic, Competitive and Internal Historical Review Factbook for Strategy Team.
• Developed a competitive intelligence database from scratch, including competitive trading metrics.
• Led discussions with Investment Banking teams regarding financials and outlook.
• Prepared Board of Director and Executive Committee meeting decks.

San Diego, CA, US

• Acted as liaison for business owners to Venture Capital (VC) and Private Equity (PE) Investors.
• Assisted over 200 Start-Ups with financial and valuation projects; many on the West Coast and in Silicon Valley.
• Conducted and led due diligence discussions for over 150 IRC409a valuation projects in two years.
• Created custom valuation models for various life science companies (rNPV, carve out).
• Experienced at guiding C-suite professionals and Board of Director members through complex financial issues.
• Led over 200 projects, managing one domestic analyst and an offshore team of 5-10.

Chicago, IL, US

• Provided valuation and advisory services to middle market companies.
• Received high client service marks for project management skills.

Worldwide, OO

• Acted as project lead for 5-15 person multi disciplinary teams (Real Property, Personal Property, Intangibles); also managed the offshore team that supported domestic projects.
• Advised Executive Management teams on synergistic value drivers prior to entering into a joint venture.
• Conducted due diligence and managed interviews with C-Suite Executives.
• Consulted with clients on various topics prior to structuring a deal/transaction.
• Led large scale one-year valuation project for global tax reorganization efforts of a worldwide spirits producer.
• Managed valuation projects for both Financial Reporting (ASC 805, 350, 360) and Tax Compliance ((IRC §338, IRC §351, IRC §367(d), § IRC 409a, IRC §936(h)), Discount Studies, Gift & Estate Taxes, GRAT, IC-DISC).

• Assisted clients in meeting their Financial Reporting requirements related to Business Combinations (ASC 805) and Goodwill Impairment testing (ASC 350).
• Led large scale valuation project for billion dollar company emerging from Chapter 11 reorganization.
• Prepared appraisals of Intellectual Property and Intangible Assets for lending purposes.
• Provided valuation services to PEG and Hedge Funds to assist them in meeting FAS 157 Fair Value Reporting Requirements.

New York, NY, US

• Calculated restricted stock and blockage discounts.
• Prepared valuations for Gift & Estate Tax Planning and Financial Reporting purposes (SFAS 141).
• Performed discount studies for family limited partnerships.

• Created valuation models for many locally owned privately-held companies.
• Prepared valuations for Foreign Interest Allocations, Tax Management, Restructuring, Buy/Sell Agreements and Litigation Purposes.
• Utilized Black Scholes Option Pricing Model to calculate equity option values.

Cincinnati, OH, US

• Identified short-term and long-term option investment opportunities for the Director of Trading.
• Produced real-time commentary and content for the website, and for distribution to media contacts (WSJ).

Cincinnati, Ohio, US

• Assisted management in performing sound credit recommendations; prepared decks for Credit Committee.
• Assumed role as Structured Finance Analyst.
• Identified lease and loan syndications for commercial equipment ranging from $1.0MM to $25.0MM, based on fluctating bond market conditions.
• Performed discounted cash flow analyses and created economic pricing models to evaluate the profitability of various lease structures.

Mini Mba Graduate Coursework In Strategy, Leadership, Marketing, Finance, "Best Overall Valuation And Conclusions."

Leadership & Management Training Program

Bsba, Cum Laude, Double Major: Finance & Marketing