Sam Mcquade

Sam Mcquade Email and Phone Number

Founder and CEO @ Panterra Finance
United States
Sam Mcquade's Location
United States, United States
Sam Mcquade's Contact Details
About Sam Mcquade

"Internationalized American”, raised in Arizona, based in New York City and Switzerland for two decades, I’ve been on a long journey with my passions and experience focused on startup and business activities around the globe. I’ve helped develop startup operations for US and global companies expanding to many emerging markets such as Central and Eastern Europe (CEE), Africa, Middle East, India, China, and Brazil. I've led over 500 entities with public and private equity ownership, hired and trained partners with the Big 4 for accounting, audits and M&A transactions. As Founder/CEO of Panterra Finance, my passion is to help guide businesses to achieve success through thoughtful strategic financial collaboration. Panterra Finance 🤝 Your Go-to Financial Solution Partner. 📊 What we do: ➤ We provide fractional CFO services and Mergers & Acquisitions (M&A) services for leadership and special project support. We help you scale up your business and optimize your tax and cash positions, along with providing financial models, valuations, second opinions on existing valuations, M&A deal structuring, and due diligence. 💰 Financing: ➤ We create, update, and review financial models and pitch decks to help with debt and equity fundraising processes and relationships. We have many relationships and can make special introductions, but we do not work as a broker, we provide consulting services to partner with you beyond a simple financing transaction. 🚀 For whom are we creating value: ➤ We help leaders, Founders, and executives with robust financial forecasting, fractional CFO services, and Mergers and Acquisitions (M&A), whether you are a startup, medium size business, or Fortune 500, we help at all stages with optionality. ➤ We are sector agnostic but have a lot of experience with technology, SaaS, medical devices, MedTech, healthcare, private clinics, doctors, energy, construction, engineering, renewables, financial services, insurance, P&C, risk management, professional services, fintech, consumer goods, venture capital, and private equity. 📈 Our process: ➤ We start with understanding your vision and collaborate for a long-term relationship. First, we align with you to build or review your existing cashflow and multi-year financial models. Secondly, we offer our CFO services for monthly and long-term relationships as well as special one-time M&A projects. 📧 Let's Connect: We would love to work with you to help you achieve your goals. Let's discuss further steps. My contact details are below. Email me at sam@PanterraFinance.com

Sam Mcquade's Current Company Details
Panterra Finance

Panterra Finance

View
Founder and CEO
United States
Employees:
4
Sam Mcquade Work Experience Details
  • Panterra Finance
    Founder And Ceo
    Panterra Finance
    United States
  • Panterra Finance
    Founder/Ceo
    Panterra Finance Aug 2012 - Present
    New York City, New York, Us
    As Founder/CEO of Panterra Finance, my passion is to help guide businesses to achieve success through thoughtful strategic financial collaboration. Panterra Finance 🤝 Your Go-to Financial Solution Partner. 📊 What we do: ➤ We provide fractional CFO services and Mergers & Acquisitions (M&A) services for leadership and special project support. We help you scale up your business and optimize your tax and cash positions, along with providing financial models, valuations, second opinions on existing valuations, M&A deal structuring, and due diligence. 💰 Financing: ➤ We create, update, and review financial models and pitch decks to help with debt and equity fundraising processes and relationships. We have many relationships and can make special introductions, but we do not work as a broker, we provide consulting services to partner with you beyond a simple financing transaction. 🚀 For whom are we creating value: ➤ We help leaders, Founders, and executives with robust financial forecasting, fractional CFO services, and Mergers and Acquisitions (M&A), whether you are a startup, medium size business, or Fortune 500, we help at all stages with optionality. ➤ We are sector agnostic but have a lot of experience with technology, SaaS, medical devices, MedTech, healthcare, private clinics, doctors, energy, construction, engineering, renewables, financial services, insurance, P&C, risk management, professional services, fintech, consumer goods, venture capital, and private equity. 📈 Our process: ➤ We start with understanding your vision and collaborate for a long-term relationship. First, we align with you to build or review your existing cashflow and multi-year financial models. Secondly, we offer our CFO services for monthly and long-term relationships as well as special one-time M&A projects.
  • Bvp
    Venture Capital Partner
    Bvp Apr 2022 - Present
    Dublin, County Dublin, Ie
    VC Partner
  • Fastercapital
    Venture Capital Partner
    Fastercapital Apr 2021 - Present
    Dubai, Ae
    VC Partner
  • Invenio Rocks
    Partner (Sustainability/Esg Impact Investing)
    Invenio Rocks Dec 2020 - Present
    Discover Disruption, Design Innovation,and Create a Bright Future @ www.Invenio.rocks Our Story:We are a team of international and passionate consultants, experts in different domains, who decided to collaborate to build something beautiful, and for helping companies like yours to take the next step to a brilliant future.Invenio is a business consulting and advisory boutique dedicated to render services to Swiss and international companies, privately owned and public.We believe in the power of people and their experience, in the sustainability of business, and in the importance of embracing the future.
  • Ventigence Private Ltd.
    Consultant
    Ventigence Private Ltd. Feb 2020 - Present
    Singapore, Singapore, Sg
    Consultant for Singapore based Ventigence, Internal Audit, Risk and Compliance Advisory ServicesVentigence has a unique value proposition to its corporate clients, through its unmatched understanding of all three lines of defense. Having 20 professional certifications along with 16 years of experience, allow us to:1, build a better relationship with our auditees based on mutual trust and respect2, propose effective and actionable risk mitigation plansAs a result, we conduct faster, deeper and broader internal audit, risk management and compliance reviews. We cover multiple sectors ranging from Fintech, Banking, Financial services all the way to Manufacturing. Ventigence has also developed a niche in: post-IPO outsourced Internal Audit services, Capital Project Audits, IT Audits, SOX 404 compliance as well as MAS compliance advisory services.
  • Travelers
    Vp, Finance-Emerging Markets International
    Travelers Mar 2011 - Aug 2012
    New York, Ny, Us
    -Based at 485 Lexington Avenue, honored to have exposure to the Travelers legends of Jay Fishman, Alan Schnitzer and Bill Heyman. -Led international finance for business development of new country operations, with focus on Brazil, India and China.-Led Emerging Markets 3 year Strategic Roadmap, annual plans, and forecast cycles. -Led the annual Brazil business plans, which were the key governance documents of the shareholders agreement for a $400 million TRV investment into Brazil, acquiring 43.4% of a J. Malucelli (JM) holding company, the leading Surety insurance business in Brazil with over 35% market share. -Co-led building of new Brazil finance team, with local Brazil CFO, restructuring shared services from Paraná Banco, and hired new FP&A, Accounting, Audit and Compliance leaders and analysts, which created a strong new team within 4 months. -Led Emerging Markets Finance for launch of 7 new Property and Casualty products introduced to the Brazilian market. Heavily involved with complex initiatives across Project Management, Actuarial, Underwriting, Claims, IT, Operations, Finance, Accounting, Tax, Legal and Reinsurance work stream activities. -Key finance leader for India rep office and market entry strategy, partner identification and business plan creation. (Intense collaborative analysis with strategy, competitors, product, distribution, potential partners, transactional aspects, term sheet, taxes, accounting, fp&a, legal, it, operations, irda and rbi regulations) -Key finance leader for China rep office and market entry strategy, early stages of hypothesis, market research, and analysis to enter the market. -Member of International Market Research Governance Council, leading Emerging Markets.
  • Gab Robins (Risk Management/Insurance Services)
    Cfo-International Operations, Avp, International Controller
    Gab Robins (Risk Management/Insurance Services) Jul 2004 - May 2009
    Rolling Meadows, Illinois, Us
    Led non-US finance operations for private equity owned professional services company (some investors include Goldman Sachs, Merrill Lynch, Citi, and Credit-Suisse) Global presence in over 130 countries with subsidiary operations in Ireland, England, France, Netherlands, Belgium, South Africa, Malaysia, China, Australia and New Zealand.-Increased revenue to $260M from $160M and tripled EBITDA, which increased shareholder value by $144M through relationship building, influencing new corporate culture and accountability for results.-Realigned Global Treasury with teams, restructuring transfer pricing, working capital, dividends, royalties, and management agreements, resulting in over $25M of additional cash generation. -Led restructuring projects in Europe, Middle East, Africa, and Asia, contributing to $10M in cost savings. Closed operations, flattened management and outsourced headcount to Mumbai, India.-Tripled cash flow by driving strong forecasting discipline, peaked in 2008 at 90% of group total. -Enhanced communication and re-engineered FP&A processes (Budget and Forecast), which reduced HQ and local bandwidth by 75% and created a “no surprises” environment. -Analyzed and rebuilt Finance Organization, promoted 3 internal finance leaders and hired 5 external candidates for the UK, Netherlands, South Africa, China, and Malaysia.-Evaluated and closed 12 acquisition proposals, executed 5, ranging from $.5M to $11M. (Net Present Value (NPV), Return on Equity (ROI), Valuation & Due Diligence)-Key leader for final M&A transaction (the private equity exit liquidity event). Worked with internal and external colleagues for the Virtual Data Room (VDR) set-up (Merrill Corporation). Interacted heavily with Credit-Suisse, KPMG, and attorneys (Skadden & Debevoise) and potential buyers.
  • Dell
    Finance Manager/Fp&A Manager
    Dell Mar 2001 - Jun 2004
    Round Rock, Texas, Us
    Promoted to integrate finance department for Dell Switzerland’s Home/Small Business (HSB) segments from Germany to Switzerland, main finance contact for HSB Switzerland. Thereafter, responsible for the FP&A function for the whole Swiss business unit (Relational & Home/Small Business (HSB), 9 P&L’s, circa $500 million annual revenue). -Gained 6% market share, with 400% revenue growth and operating expense (opex) scaling, which resulted in $85M of additional operating income.-Designed and directed planning, actuals, and outlooks for business. Worked with sales and marketing to produce daily, weekly and monthly financial reporting.-Managed bid pricing function and delivered over $40M of acquisition business on often aggressive margin deals and returned to profitability within a year.-Integrated German HSB business into Switzerland. Despite significant financial changes with reporting, operations, and treasury, successfully transitioned business within 3 months. -Enhanced visibility on month-end closing process, and reduced cycle by 25%. (Dealt with colleagues and systems such as Excel, Hyperion, Brio, Cognos, Oracle & Teradata).Initiated stronger internal controls, with control self-assessments (CSAs) and key finance contact with internal and external auditors (PWC).
  • Dell
    Financial Planning & Analysis (Fp&A) Manager
    Dell Mar 2001 - Nov 2001
    Round Rock, Texas, Us
    Responsible for the FP&A function for the Swiss Relational business (5 P&L’s), representing about 50% of the local business. Core responsibilities included the planning, daily/weekly financial reporting, and managing the bid pricing function to drive revenue growth while optimizing the balance on profitability. Played a key role in the strategy, which won over $40 million acquisition business
  • Stryker
    Entrepreneur/Consultant
    Stryker Jan 1996 - Feb 2001
    Kalamazoo, Mi, Us
    Upon MBA/MA graduation in Switzerland, I started my own businesses, consulted and worked with multinational firms, including Swiss based Nestle and US medical device firm Stryker. Main activities focused on developing American products in Switzerland and Eastern Europe. Helped create new finance operations for Stryker Central and Eastern Europe (CEE) in Poland, Czech Republic, Hungary, Croatia and Romania.

Sam Mcquade Skills

Strategy Mergers And Acquisitions Business Planning Business Strategy Start Ups Business Development Management Mergers Finance Strategic Planning Leadership Strategic Financial Planning Forecasting Due Diligence Analysis Insurance Risk Management Auditing Restructuring International Business Team Building Negotiation Business Process Improvement Corporate Finance Financial Analysis Competitive Analysis Investments Financial Reporting Financial Planning Hyperion Adaptive Insights Executive Management Outsourcing Process Improvement Private Equity Budgets Market Research Valuation Accounting Project Planning Managerial Finance Six Sigma Deltek Viewpoint Microsoft Dynamics Civil Engineering Construction Professional Services Financial Modeling Microsoft Excel Sarbanes Oxley Act Artificial Intelligence Emerging Markets U.s. Generally Accepted Accounting Principles Business Valuation Cognos Blockchain Robotic Process Automation Asset Based Lending Employee Stock Ownership Plan Part Time Cfo Services Ebitda Growth Ipo Dutch Generally Accepted Accounting Principles French Generally Accepted Accounting Principles German Generally Accepted Accounting Principles Microsoft Dynamics Gp Cryptocurrency

Sam Mcquade Education Details

  • European University-Geneva, Switzerland
    European University-Geneva, Switzerland
    Cross-Cultural Communications
  • Arizona State University
    Arizona State University
    Accounting & International Business
  • Six Sigma Green Belt Certification (Dell & Oracle)
    Six Sigma Green Belt Certification (Dell & Oracle)
  • University Of London
    University Of London
    Legal Internship With English Barrister

Frequently Asked Questions about Sam Mcquade

What company does Sam Mcquade work for?

Sam Mcquade works for Panterra Finance

What is Sam Mcquade's role at the current company?

Sam Mcquade's current role is Founder and CEO.

What is Sam Mcquade's email address?

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What is Sam Mcquade's direct phone number?

Sam Mcquade's direct phone number is +197366*****

What schools did Sam Mcquade attend?

Sam Mcquade attended European University-Geneva, Switzerland, Arizona State University, Six Sigma Green Belt Certification (Dell & Oracle), University Of London.

What skills is Sam Mcquade known for?

Sam Mcquade has skills like Strategy, Mergers And Acquisitions, Business Planning, Business Strategy, Start Ups, Business Development, Management, Mergers, Finance, Strategic Planning, Leadership, Strategic Financial Planning.

Who are Sam Mcquade's colleagues?

Sam Mcquade's colleagues are Sabina Gwiżdż.

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