Surya Krishnan Email & Phone Number

Irvine, Ca, Us

Irvine, Ca, Us

Work From Anywhere, Remote, Oo

Provided expert and senior level advice to various clients (entertainment, strategy consulting, and healthcare companies) seeking guidance in financial, M&A, strategic planning, and capital raising matters through a reputable freelancing network.

Milwaukee, Wisconsin, Us

Directing the corporate development, ventures and transaction process (including sourcing, valuation, due diligence, deal structuring and execution) within the for-profit and innovation arm of a large mid-west healthcare company focused on wellness and consumer health, and providing guidance to corporate leadership and the category vice presidents.⇒ Spearheaded, performed due diligence and executed the following transactions: 2 acquisitions, several Series A, B and C investments, as well as fund investments.⇒ Managed and co-led the AAH Corporate Ventures quarterly portfolio review and presented to the company's VP level executives.⇒ Developed the M&A and best practices playbook for Advocate Aurora Enterprises (formerly 83 Tech Harbor).⇒ Built and led the 2023 - 2027 long range financial planning process and model for Advocate Aurora Enterprises.

Sheridan, Wyoming, Us

Brought on-board to provide expert financial and strategic advice for an early-stage media and entertainment startup, identify and evaluate strategic growth plans, develop financial models, analyze industry trends and competitive landscape, and target revenue generating opportunities.KEY CONTRIBUTIONS:⇒ Developed financial models, outlining potential revenue streams, aided in assembling the business plan, drafted marketing materials for fundraising purposes, and provided expert counsel on innovative and unique growth strategies.

Iselin, New Jersey, Us

Partnered with the US heads of the Digital and Innovations subsidiaries of an Indian mass media and entertainment company, and led their finance and strategy business efforts including financial planning and analysis, business development, special initiatives and investment opportunity evaluation, and project and vendor relationship management.

Los Angeles, Ca, Us

Directed the planning and development of finance and strategy related activities at an early-stage digital comics provider for fund raising, partnerships, and revenue generation.KEY CONTRIBUTIONS:⇒ Created a detailed business plan, rebuilt the three statement financial model, and prepared financial reporting packages for investors. ⇒ Managed and coordinated the majority of the financial tasks for the WeFunder crowdfunding campaign, successfully raising $87K.

Chatsworth, Ca, Us

Hired to lead corporate development and strategic planning at the largest private toy company in the US. Performed financial and strategic analyses for M&A, business initiatives, budgets, and forecasts, and helped improve processes and reporting to provide guidance to corporate leadership.KEY CONTRIBUTIONS:⇒ Built and maintained comprehensive operating and three statement financial models, and led due diligence for 2 buy-side M&A transactions totaling ~$155M. Performed valuations for 7 potential acquisitions and presented analyses, strategic rationale, financial impact, and key risks to CFO.⇒ Collaborated with the country heads and sales teams in developing and executing the strategicbusiness plans for the US and 2 international markets, and presented recommendations toexecutive management. ⇒ Created and co-implemented the company’s three statement financial model and 5-year forecast for budgeting and forecasting purposes.⇒ Developed 2016 and 2017 budgets for the entertainment division, reviewed results versus budget and performed variance analysis; evaluated scenarios for productions by calculating NPV of cash flows and impact to P&L.⇒ Oversaw the company pricing approval process, handling 600 requests, representing $45M, by conducting in-depth analysis for each product, utilizing a sophisticated financial model. Advised the President and CFO on the optimal selling prices to achieve the highest margins.⇒ Recognized as the point of contact for the evaluation of new business venture opportunities. Reviewed and performed detailed financial and strategic analyses for 10 new business venture opportunities, including licensing and partnerships.⇒ Implemented competitor benchmarking review process by developing detailed presentations for the executive committee.

Irvine, Ca, Us

Hired full-time at a Fortune 100 technology distribution company, following success as a Summer Manager and completion of an MBA. Collaborated with the business units in evaluating acquisitions and high-priority strategic initiatives. Built complex valuation models, performed due diligence, structured transactions, and presented transaction summaries to the C-level executives.KEY CONTRIBUTIONS:⇒ Spearheaded international acquisition opportunities for the Technology Solutions business unit (Europe and the Middle East).⇒ Supervised the initial stages of a divestiture, creating the teaser and management presentation, and identifying and liaising with 10 potential private equity buyers.⇒ Built and introduced an internal comparable company and precedent M&A transactions Excel database for the corporate development team to provide business unit leaders with up-to-date valuation metrics and marketplace intelligence.⇒ Regularly tracked external M&A opportunities sourced by investment bankers and outside parties and brought these opportunities to the attention of internal company business unit heads.

Irvine, Ca, Us

Identified potential acquisition targets and investment opportunities, built detailed valuation models, performed transaction due diligence, worked on high priority strategic initiatives, and presented to the C-level executives.KEY CONTRIBUTIONS:⇒ Played an instrumental role in the Armada acquisition in Turkey by performing financial due diligence, including analyzing revenue, gross margin, and vendor concentration, and benchmarking against the company’s Aptec business.⇒ Oversaw, coordinated, and structured two transactions with the Cloud business unit: one acquisition opportunity and one investment opportunity.⇒ Developed a business plan for a $75M strategic initiative within the smart building and connected office space. Evaluated the market and created the financial model, and presented recommendations to senior-level executives. Plan was approved.⇒ Created a sample trade name valuation of the company for the global corporate communications team as part of a company rebranding initiative.

Developed the business plan and financial forecast and designed marketing and transactions materials for potential clients and investors at an early-stage media and entertainment start-up focused on content aggregation and distribution and content creation services for the emerging markets.KEY CONTRIBUTIONS:⇒ Collaborated with the CEO and CFO to develop the company’s business model and financial forecast.⇒ Designed and prepared marketing and transaction materials that were circulated to potential clients and investors.⇒ Played an active role in helping build company’s business intelligence efforts by regularly researching the international content landscape with particular emphasis on films and TV series programming, and identifying market trends and drivers.⇒ Spearheaded the company’s marketing efforts to establish strategic alliances and partnerships.

Gb

Conducted business and portfolio valuations, purchase price allocations, and other valuation analyses for financial reporting purposes. Trained, mentored, and managed a staff of up to 6 on valuation techniques, client interactions, project economics, and assignment execution. KEY CONTRIBUTIONS:⇒ Promoted within 1 year of hire to senior associate level. Gained reputation as the entertainment expert and “go-to” person for private equity portfolio valuations. ⇒ Generated new revenue streams by being a key-player in the conversion of a non-audit client into an audit client and instrumental in the capture of 3 new private equity clients.⇒ Nominated for and received the PwC Transaction Services All Star Coaching Award in 2008.⇒ Provided portfolio valuation services to 14 private equity and venture capital clients. Prepared analyses and deliverables, coached the junior staff, ran technical committee calls, and delivered effective client service.⇒ Co-authored a thought leadership paper for the PwC TS Insights newsletter that addressed fair value measurement issues surrounding the allocation of value of private equity firms’ holdings in portfolio companies. This paper was circulated to private equity clients and instructed them on the framework to adhere to when performing financial reporting valuations.⇒ Technology, entertainment and gaming transactions: Google’s acquisition of Motorola Mobility ($12.4B), Access Industries' acquisition of Warner Music Group ($3.4B), RHI Entertainment's emergence from Chapter 11 bankruptcy, Warner Bros. Entertainment’s acquisition of Turbine ($84M), and Caesars Interactive Entertainment’s acquisition of Playtika ($86M).⇒ Healthcare and life sciences transactions and valuation engagements: Schering-Plough’s acquisition of Organon BioSciences NV ($16.2B), Greatbatch's acquisition of Quan Emerteq, and portfolio company valuations for 2 pharmaceuticals companies.

Built robust financial, operating, and valuation models, and assembled buyer lists, confidential memoranda, pitches, and management presentations at a boutique investment bank focused on middle-market M&A transactions. KEY CONTRIBUTIONS:⇒ Completed 3 M&A and private placement transactions ($20M – $40M) within the Industrials and Healthcare industries.⇒ Produced valuation analyses utilizing public comparables, M&A precedents, leveraged buyout (LBO), DCF, and accretion dilution models for 11 M&A transactions.⇒ Performed comprehensive valuation analysis of NWH, owner of health care payer services organization, as part of a fairness opinion for company’s sale to UnitedHealth Group, and assisted in drafting the presentation to NWH’s Board of Directors.⇒ Maintained precedent transactions and public comparables models for the aerospace and defense and business services verticals.

New York, New York, Us

Performed precedent transaction analysis at a prominent boutique investment bank while completing master’s degree.KEY CONTRIBUTIONS:⇒ Utilized financial models to calculate transaction multiples for hundreds of M&A deals for all the industry groups and numerous international offices.⇒ Conducted due diligence on public and private companies in all industries using SEC filings, research reports, online services, and external databases.⇒ Provided analysts and associates with up-to-date M&A information for Lazard presentations by skillfully compiling league and volume value tables.

Mba Class Of 2015, Finance, General

Master Of Arts - Ma, Economics

Bachelor Of Arts - Ba, Economics