Rob Trippe Email & Phone Number

New York, Ny, Us

2017 - CurrentI have recently consulted to firms requiring tangible and immediate, top shelf financial statement analysis, forecasting, M&A and valuation experience on a short and intermediate term basis. Many of my projects exceed six months in duration, some are recurring.I am Hyperion, SAP and Excel based, with power tools.1. Recently provided strategy and planning financial modeling for privately-held worldwide market leading manufacturing firm. Focused on model development for recurring FP&A projects and rolling forecasts.2. Ongoing advisor to an Irish partnership, on potential M&A transactions, providing valuation / deal structure advisory. Partnership holdings valued at approx. $130M. Partnership revenues include perpetuity incomes, advisory service revenues and investment income. Firm operates and invests worldwide in energy and infrastructure public-private partnerships (PPPs) and advises to an oligarch-backed private equity firm that was and remains the largest private equity firm in Russia.3. Developed and maintained an acquisition model for a fast growing and acquisitive home healthcare company located in the Northeast.4. Data and analytics modeling for an International hospitality chain.5. Pitch deck and financial modeling for an MIT based biotechnology capital raise.6. Cost savings identification for a renewable energy roll up.I am also teamed up with Cognitio Analytics as their Vice President, Project Management. Cognitio is a leading data strategy, governance & management firm focused on data management initiatives such as storage, security, cataloging, and analytics. Cognitio takes a disciplined capital budgeting approach to data and analytics projects which includes ROI and NPV hurdles based upon probability weighted discounting of costs and benefits. Cognitio blends finance and statistical expertise with broad data engineering capabilities. Languages include Python, R, SAS, and SQL.

Short Hills, Nj , Us

 Vice President of Data and Analytics for Cognitio Analytics, a leading data strategy, model governance & management firm. On-site project leader for data management initiatives such as storage, security, cataloging, analytics, model governance and model risk management Cognitio takes a disciplined capital budgeting approach to data and analytics projects which includes ROI and NPV hurdles based upon probability weighted discounting of costs and benefits. Cognitio blends finance and statistical expertise with broad data engineering capabilities. Cognitio can assist your firm in developing a strong model governance and model risk management program utilizing career long corporate finance professionals, statisticians and data engineers.Languages include Python, R, SAS, and SQL.

Norwalk, Ct, Us

GE Capital - Energy Financial Services, Assisted GE's private equity division in the development and documentation of financial models for investments, acquisitions and capital planning. Requires strong deal structure and valuation knowledge, understanding of capital adequacy and stress test requirements, knowledge and experience with model methodologies (DCF, IRR, regression, comps, VaR) and validation analysis (sensitivity, performance metrics, benchmarking, and outcomes analysis). Basel I - II elements, SR 11-7 guidance. Repeated contract extensions. Authored over a dozen SIFI, CCAR related documents. I was retained by GE through the professional services firm Resources Global which was founded in 1996 as a consulting arm to Deloitte & Touche. RGP provides staffing and expertise for internal initiatives. This department was disbanded by GE in January, 2017.

Representative FP&A and Corporate Finance Consulting Projects (Approx. 12 total):1. Risk Management. Financial Services.Developed credit exposure model.2. Financial Modeling. Energy. Assisted a North American business unit in model development.3. M&A. Energy. Reviewed/valued several acquisition opportunities for private equity.4. M&A. Telecom. Identified and assessed worldwide acquisition opportunities for a global firm.5. M&A. Manufacturing/Retail. Due diligence member for a $40MM retail acquisition. Closed.6. Capital Raise. Internet Distribution.Advisor to $3MM capital raise for convertible, preferred equity.7. Capital Raise. Retail. Prepared forecast and valuation analysis. $5MM Capital raise closed.

Director of planning/strategy at the largest rental car and second largest equipment rental company worldwide, Substantial CEO/CFO contact under prior executive management. Forecasting: Monthly and annual monitoring/forecasting of $20 billion consolidated balance sheet and $600MM in net free cash flow. Personally developed Hyperion cash flow build-up model and analysis presented in quarterly SEC filings, press releases, and utilized by senior management.Hertz Buyout - IPO: Hertz was acquired from Ford Motors by a private equity club led by CD&R. At the time, it was the second largest LBO in history. Subsequent IPO. Key role in the development of financial presentations submitted to private equity buyers/S-1 registration/road show. Developed valuation of buyout ($5.5 billion MVE) and proposed sale of $1 billion MVIC segment for CFO. Assigned by CFO to conduct private equity buyer profiles for C management.Valuation: Developed global valuation models including cost of capital/hurdle rates for primary business units, accretive/dilutive and returns analysis, comparable transaction analysis, purchase price allocation, relevant discounts and premiums, goodwill impairment (ASC 350, 805, 820), asset allocation.Acquisitions / DTG: Ongoing valuation and acquisition analyses of several public company acquisition targets including Dollar Thrifty Group (NYSE: DTG), a proposed $1 billion MVIC acquisition at that time. Developed first DTG investment value model, post-business combination analysis, HH anti-trust analysis, and authored acquisition presentation for C level management.M&A: Participated in over 30 potential acquisitions at the corporate level, with varying responsibilities including; the review of valuation analyses/investment summaries, advising business units on financial/valuation analysis and due diligence; developing valuations of public competitors and “corporate” acquisitions, preparing term sheets, expressions of interest and letters of intent.

“Deal quarterback” on acquisitions and divestitures during the highly competitive equipment rental industry roll-up, managing engagements from initial indication of interest to close. Responsibilities included recast financial and valuation analysis, leading due diligence, directing negotiations.Managerial Duties: Assisted in the delegation of workflow to analysts, defining scope of work and valuation approaches.

Rochelle Park, Nj, Us

M&A and valuation for a boutique investment banking firm in the NYC area.

Lead partner for coveted minor league sports franchise. Raised $1MM through private equity. Managed all investment activities.

Los Angeles, Ca, Us

Reported directly to National Director of Valuation Services and Houlihan Lokey Board member. Valued professional sport teams such as the Colorado Rockies, The Philadelphia Eagles, and the Miami Dolphins.

Mba, Finance

Bachelor'S Degree, Business Administration And Management, General

Education record

Ava, Accredited Valuation Analyst