Smith Williams Email & Phone Number

Charlottesville, Va, Us

Richmond, Va, Us

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New York, Ny, Us

Daybreak Capital Partners is a specialty investment banking firm dedicated to serving companies and investors in the middle and lower middle market.Daybreak Capital is unique within the industry in that the majority of its senior professionals have substantial prior operating experience as CEOs and Presidents of their own organizations.We believe these qualities enable us to more fully appreciate the special attributes of our clients and better present and position their businesses in the market, thereby enhancing their value and our transaction outcomes.

San Francisco, California, Us

Stealth venture-backed company with DNA in Fintech + Edtech + Impact. Sixup is an education finance marketplace for high-achieving, low-income students who get into, but can't afford, selective 4-year colleges. Through a systems-based approach, we provide outcomes-based funding and wrap-around services to low-income talent throughout the lifecycle of educational mobility: upmatching + persistence + graduation + job creation. Sixup is a for-profit, public benefit corporation based in San Francisco. Investors include: Rethink Education + Learn Capital + Collaboration Capital + Lykes Family Office (Houston) + Accelerator Ventures + Western Technology Investment + Jon Soberg (fmr. Blumberg Capital)

Focus on origination and execution of structured products using IP royalty streams as collateral - Prudent source of financing from licensed patent portfolios - Flexible and immediate access to capital with tax benefits - Improved cost of capital and balance sheet metricsDomain expertise - Team comprised of experts in patent valuation and structured finance professionals

• Started wine division (first employee) for an Anheuser Busch wholesaler. Distribution area included the entire state of Virginia, Washington, D.C. and Montgomery County, MD.• Built the company to annual revenues exceeding $6MM annually, 40 employees and more than 350 SKUs from around the world.• Managed all business functions including: sales, logistics, warehousing, delivery, HR, and accounting. Division operated completely independent of AB wholesaler.

New York, Ny, Us

• Launched London-based private label luxury brand for Saks 5th Avenue and achieved $20 million annual revenue over 2 years.• Managed budgeting, buying, markup and markdown schedule, merchandising and marketing for the brand.• Managed rollout of hard shops in New York, San Francisco, Chicago, Washington D.C., and Beverly Hills locations, and executed strategy development and implementation with the 50 stores carrying the brand.• Identified opportunities for improvement and managed challenges of operating and integrating; worked in conjunction with the designer and manufacturer to identify production changes that led to higher US sales and increased margins.

• Founded men’s high-end apparel retail store and private-label brand SMITH WILLIAMS. Voted “Best New Specialty Store” in the U.S. by DNR magazine, the leading men’s retail trade magazine. Featured in the San Francisco Chronicle as the leading designer in San Francisco.• Managed all aspects of business, including buying, inventory management, sourcing and production, strategy, finance, operations, marketing, press relations and human resources. • Designed and developed the private-label line of men’s apparel sold at the retail location. Collection included suits, shirts, pants, knits, belts and shoes. Entire collection produced in Italy.• Managed the growth of the business to annual revenues exceeding $500,000. Grew the business at 30% CAGR for three consecutive years.

• Created start-up operating budgets, instituted control procedures and monitored operating statistics to manage the financial infrastructure of a delivery service targeting high-end retailers.• Researched validity of company’s assumptions and strategies based upon analysis of the market.• Designed a targeted market rollout strategy for the company’s US expansion. • Managed VC capital raise resulting in $13 million investment.• Provided strategic direction and established strategic partnerships with retail companies. Efforts resulted in alliances with Neiman Marcus, FAO Schwarz, Curran and Shreve.

Toronto, On, Ca

• Modeled and forecasted future earnings and cash flows of companies within the specialty retail industry.• Wrote investment conclusions and research reports outlining company strategies, lines of business and fundamentals. Reports included complete financial projections and earnings models.• Created merger models consolidating merger candidates to perform dilution/accretion analysis.• Performed comparable company analysis.• Analyzed trading trends of the specialty retail industry and of companies under coverage.• Analyzed macro-economic trends and changes in accounting principles that relate to and affect covered companies.• Discussed expected financial performance and company strategy with senior management on a regular basis.• Communicated investment opinions to institutional sales people, investment bankers and buy-side clients (portfolio managers and analysts).

New York, Ny, Us

• Modeled and forecasted future earnings and cash flows of companies within the specialty retail industry.• Wrote investment conclusions and research reports outlining company strategies, lines of business and fundamentals. Reports included complete financial projections and earnings models.• Created merger models consolidating merger candidates to perform dilution/accretion analysis.• Performed comparable company analysis.• Analyzed trading trends of the specialty retail industry and of companies under coverage.• Analyzed macro-economic trends and changes in accounting principles that relate to and affect covered companies.• Discussed expected financial performance and company strategy with senior management on a regular basis.• Communicated investment opinions to institutional sales people, investment bankers and buy-side clients (portfolio managers and analysts).

• Planned and performed audits of the financial statements of large mutual funds and other investment companies for financial reporting purposes. Other audit areas were major financial services (both foreign and domestic), manufacturing, retailing and distribution, health care, and real estate clients.• Discussed with senior management the corporate strategies and risks involved with specific lines of business.• Reviewed and made assessments on client’s control environments and respective control procedures, and documented areas of potential risk.• Analyzed and valued the investment strategies of portfolio managers, and identified and assessed the potential risk involved with certain investments in the portfolios of investment companies.• Administered quality assurance testing of (1) an intercompany accounting system involving the translation gains and losses of twenty-nine foreign currencies and (2) an executive compensation information system that reports on the compensation of 250 executives worldwide.

Bachelor'S Degree, Economics

Completed Required Coursework To Take The Cpa Exam, Accounting And Finance