Tony Compaglia Email & Phone Number

California, United States

California, United States

Boston, Massachusetts, United States

My responsibilities include developing a pipeline of clients for advisory work, capital raises and M&A with a focus on sectors including food and beverage, retail and consumer discretionary. Additionally, I am publishing industry white papers and topical reports that identify key trends and opportunities, that are tailored for both Sell Side and Buy Side audiences. Finally, I am performing Sell Side advisory work for clients that includes financial modeling, business valuations and operational insights to boost business performance.

Menlo Park, California, United States

I identified an opportunity to serve a niche market by establishing a business that provides a monthly subscription service featuring a curated assortment of specialty craft beers from various breweries. I serve as an advisor to local craft breweries that specialize in new drop product launches and direct-to-consumer sales.To launch the business, I developed a minimum viable product (MVP) by conducting market and consumer research, created and executed an ad hoc analysis of operational commercial projects, and built executive-level slide deck presentations and proposals for an audience of investors and clients.

Oak Park, Illinois, United States

Inspired by West coast trends, I founded an innovative craft beer tap room in Illinois that provided guests with options for onsite or offsite beverage consumption. Spearheading the launch of the business, I selected a physical site and oversaw buildout of 1100 square foot space; hired and led staff; and partnered with 30+ vendors, subcontractors, and regulatory authorities. I consistently reported financial results to key stakeholders, including investors, and developed financial tools and processes to establish and maintain smooth operations.

San Francisco Bay Area

During my tenure, I raised $10M+ in managed assets by identifying a pipeline of buy-side prospects, building trust-based partnerships, providing key financial insights to investors, and designing compelling proposals and slide deck presentations. I also served as a liaison between internal team members and high net worth clients while serving as portfolio steward.

San Francisco Bay Area

In this position, I selected equity investments and made capital allocation recommendations for private client portfolios, returning 5% annualized in 2011 versus S&P return of 0% and average hedge fund performance of -5% during same time period. I also analyzed and reported investment performance to private banking and institutional clients while executing and settling equity, fixed income, and option trading.

San Francisco Bay Area

I was hired to launch inaugural coverage of the video game sector by researching companies, maintaining financial models, and developing earnings projections and valuation models. Collaborating with senior analysts, I wrote research reports and communicated ideas to a diverse audience of clients and sales teams. I also conducted channel research of the leisure industry via surveys, phone interviews, dealer and store visits, industry conferences, and established industry experts.