Richard Leggee Email & Phone Number

Atlanta Metropolitan Area

Los Angeles, California, United States

Advised distressed clients with cash management, financial improvement, and weekly cash flow forecasting; guided clients through Chapter 11 bankruptcy process and communicated with creditors and their advisors• Facilitated successful sale of publicly traded biotech company through Chapter 11 bankruptcy while managing 13-week cash flow, assisted in developing liquidation analysis, and coordinated ad-hoc reporting• Assisted multiple venture-capital-backed companies with liquidity issues, strategized alternatives for liquidity management/preservation, and effectively communicated key developments to creditors and other stakeholders• Managed over 20 sell-side processes for venture-capital-backed companies facing liquidity issues, delivering optimal exit strategies for management and recovery for stakeholders• Implemented a robust cash forecasting model for a cannabis company, meeting C-level reporting requirements and enabling informed strategic decisions

Greater Los Angeles Area

Advised retail and real-estate companies through Covid-related liquidity shortages before, during, and after Chapter 11 bankruptcy by managing reporting and communications with creditors and their advisors• Provided CFO services to a PE-owned SaaS company with plans to acquire 5-6 additional portfolio companies in FY 2022, created models for merger analysis, developed pro-forma FY 2022 forecast and scenario analyses for merger-related cost reductions• Advised publicly traded mall REIT through Chapter 11 bankruptcy process, which resulted in successful reduction of $1.7bn of debt, communicated weekly with creditor advisors, managed 13WCF forecasting, and assisted in the development of the liquidation analysis and ad-hoc reporting• Guided fashion company through emergency cash preservation process during Covid shutdowns, led department heads with the development of temporary headcount reductions, and worked directly with IB, resulting in the successful refinancing• Managed team of six associates across multiple projects, guided associates with development of BD program that incentivized junior staff to propose distressed opportunities to MDs; program led to six opportunities that MDs ended up actively pursuing

Lake Forest, California

Reported directly to the CFO of a private equity aerospace company as it grew its platform through acquisitions, integrated reporting across four acquired entities, and oversaw development of corporate-level and consolidated reporting and forecasting • Worked alongside CFO with the acquisitions of three portfolio companies, performed financial analyses of M&A impact and proposed capital structures and cost reductions to analyze the impact on cash flow and the investment’s overall IRR • Oversaw consolidation of financials and forecasting across the four entities, analyzed variances to budget and reported results to the CEO and management during monthly finance meetings • Performed financial analysis of strategic initiatives to aid the decision-making process for management and PE owners, including analysis of outsourcing specific production to Mexicali and its impact on profitability

Greater Atlanta Area

- Constructed and reviewed valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses (DCF)- Performed valuations of debt, equity and structured securities (including complex businesses, securities, and transaction structures) held by hedge funds, private equity funds, and business development companies- Presented analyses and conclusions internally to review committees and externally to the senior management and boards of directors of clients and to fiduciaries- Performed financial statement, industry and other quantitative and qualitative assessments; attended due diligence meetings; communicated with client personnel and assisted with sales and marketing initiatives- Reviewed client investment memoranda, board of directors presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed

Greater Atlanta Area

-Executed due diligence, created client deliverables and target lists for M&A deals for travel, hospitality, and technology industries-Performed valuation and created reports for over 10 businesses in all industries for fairness opinions, exit planning, litigations and business separation purposes

-Assisted clients with mergers and acquisitions process-Supported managing director with process of deals including due diligence, publishing of memoranda, teaser letters and marketing materials, and creation of buyers’ lists-Performed extensive financial valuation and review, company analysis and market industry research-Assisted in growth and development of Geo Strategy Partners' Mergers & Acquisitions department

Atlanta, Georgia, United States

-Supported managing directors in execution of eight sell-side, buy-side and recapitalization transactions-Used financial modeling to value six businesses and transactions-Created pitch books, buyer’s lists, and managed client relationships and meetings-Published quarterly middle-market industry reports

Bachelor Of Business Administration (Bba), Finance

Education record

Education record