Stephen Bate Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

• Achieved company goal of rapidly growing the Jonas Software Asia Pacific business via acquisition.
• Successfully closed two acquisitions in Australia including a successful $21M off-market takeover bid of Shortcuts Software Ltd.
• Achieved capital deployment target while exceeding company’s hurdle rates on investments.
• Integrated newly acquired businesses into the group ensuring investment memorandum business objectives were achieved.

Toronto, Canada Area

• Successfully completed 16 acquisitions during 2011/2012
• Analyzed and structured financing alternatives including equity and debt funding
• Created presentations and recommendations for executive management and Board of Directors regarding potential transactions
• Interacted effectively with business leaders, team members, cross-functional due diligence leaders and senior management to update project progression, determine optimal transaction structure and to perform contract.
• Networked with industry contacts, lawyers and other advisors to source business opportunities and ensure seamless deal execution
• Built complex financial & valuation models and pro-forma analysis for potential transactions

Toronto, Canada Area

• Valuation Models, Due Diligence, Integration, Research, PPA's, Transfer Pricing
• Successfully completed 13 acquisitions across North America, UK and Australia.
• Researched markets & company participants to identify potential new market opportunities and acquisition targets.
• Created DCF valuations models using First Chicago method to value small to mid market M&A deals.
• Assessed and analyzed purchase structures for tax effectiveness and risk mitigation to determine optimal purchase structure.
• Performed due diligence activities including financial analysis, risk assessment, legal & contract review and customer reviews on acquisition targets.

Toronto, Canada Area

• Financial Reporting, Consolidations, Variance Analysis
• Managed daily and month-end accounting activities, including month end close, accruals, journal entries, account reconciliations and audit binders.
• Prepared financial reporting, including the review and audit of financial results.
• Liaison with internal and external auditors on audit requests.
• Performed budgeting, forecasting and variance analysis.
• Monthly settlement and reconciliation of inter-company balances.

Toronto, Canada Area

• Financial Modeling, KPI Reporting, Ad-Hoc Analysis
• Took on initiative to streamline existing budget/forecast models, including creating a new headcount model to properly calculate payroll taxes and allocation splits
• Created a reporting tool in excel for senior management to review financial performance.
• Earned an Outstanding Achievement Award related to effort and results for these initiatives.

Co-op

Co-op

Co-op (Internet Channel)

Co-op (Internet Channel)

Internship

Cma

Bba, Bsc