Stephen Shaffer Email & Phone Number

United States

Oo

Colon, Colon, Pa

Long Beach, California, Us

Provided operational and strategic advisory services to commercial operators and financial sponsors.Areas of focus include:- Strategic planning- Business plan development and validation- Capital restructuring support- Loan syndication support- Marine terminal operations, capex and operations modeling- M&A due diligence- Asset performance tracking and benchmarking- Mark-to-market valuation support- Greenfield and brownfield project evaluation- Macroeconomic forecasting

New York, Ny, Us

Engagement activities included:• Pre- and post-acquisition support for private equity clients aiming to identify additional value through operational and structural improvements.• Engaged in procurement improvement, capital and operation cost reduction project for a leading transit system. • Development of improved internal procedures and analytical techniques, and revamping supplier sourcing strategy.• Market validation in support of financial sponsor's investment in marine terminal assets.• Life cycle cost analyses of major transit rail capital investment programsSectors of focus included:- Automotive- Shipping- Marine terminals- Logistics- Rail

• Established start-up advisory firm with focus on investments in transportation infrastructure. • Provided M&A transaction services (commercial due diligence), valuation, forecasting and asset management support services for commercial operators, private equity groups and hedge funds. • Other services offered included financial analysis, strategic planning, container and non-container terminal operations/capacity modeling, market analysis, mark-to-market valuations, evaluation of roll-up and distressed asset opportunities, industry and macro economic forecasts.

New York, New York, Us

• Member of a team responsible for managing the performance of a $6.5 billion infrastructure fund’s investments in port, toll road, utility and airport infrastructure. • Project manager of redesign of portfolio company’s financial, operating and capex forecast model with a view to introducing greater flexibility and improved control mechanisms required for audits and covenant testing.• Regularly assessed the operating performance of portfolio companies. • Performed quarterly mark-to-market valuations, covenant tests, analyses of debt refinancing and restructuring alternatives.• Evaluated operating and capex budgets of portfolio companies. Developed full operating models of expansion opportunities and developed new analytical tools for evaluating impact of rail and ocean carrier rates on regional port market shares. • Worked with portfolio company management to develop and improve volume and forecasting infrastructure. • Produced forecasts and comprehensive industry analyses for portfolio company management and co-investor teams. • Provided sector expertise when evaluating M&A opportunities as stand-alone opportunities or for existing platform assets.

Long Beach, California, Us

• Strong modeling skills including terminal operations/capacity analysis, economic impact analysis (input-output modeling), vessel voyage cost modeling, truck and rail cost modeling using PCMiler/PCRail and USRail Desktop software. • Worked closely with internal engineering and planning divisions and built fully integrated model and technical analyses of capex programs that impacted asset valuations of greenfield and brownfield assets. • Developed financial master plans in conjunction with capex development programs of up to $2 billion• Produced independent consultant reports for bond underwriting documents• Extensive due diligence experience requiring construction of proprietary terminal operations models evaluating day-to-day operations, civil and equipment capex requirements in granular detail; models were integrated into financial clients’ valuation models.• Master planning efforts throughout the Americas for brownfield and greenfield developments

M.P.P., Economics

Ma, Near Eastern Studies

Ba, History

Education record

Education record