Tony Compaglia Email and Phone Number
Tony Compaglia personal email
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Passionate about translating numbers into actionable insights, I bring a diverse background in financial modeling, analysis, and valuation to the table. My mission? To provide tailor-made solutions for startups and established businesses, helping them raise capital and make astute investment decisions.I've honed my skills in budgeting, forecasting, and meticulous "bottoms-up" 3-statement financial and FP&A modeling. I also find satisfaction in polishing existing financial models to derive fresh insights, and each model is built upon a deep understanding of the drivers and dynamics unique to each industry.Throughout my career, I've prided myself on my ability to identify opportunities for growth. I do this through in-depth financial analysis and channel checks, translating the data into executive-level proposals and investor deal materials.But I'm not just a numbers guy! As a small business owner, I took a novel concept and turned it into a thriving venture within a new market. I draw upon this entrepreneurial experience to guide other growing businesses in making savvy financial decisions and instilling structure in their FP&A processes.A couple of highlights from my journey so far:✅ At Bank of America Securities, I spearheaded inaugural coverage on the video game industry through comprehensive market research, development of robust financial models, and creating future-forward earnings projections and valuation models.✅ I founded BeerShop, an innovative beer café, by conducting market research, preparing financial models, establishing investor relationships, and overseeing the build-out of a physical retail space. In two years, BeerShop generated a positive return to investors and sold at 2.5X the initial investment.Need sophisticated financial models, investor-grade deal materials, or thorough market research studies? I'm your guy. If you’re looking for reliable, flexible, and assumptions-driven services that will help drive your business to new heights, I welcome you to visit my contact information section and connect with me. AREAS OF EXPERTISE: Financial Modeling & Reporting | Forecasting | Business Development | Leadership | Fundraising | Investor Presentations | Strategic Planning | Revenue Growth | Relationship Building | Stakeholder Partnerships | Executive Communications | Process Improvement | Startups | Advanced MS Excel Proficiency
Tully & Holland, Inc.
View- Website:
- tullyandholland.com
- Employees:
- 15
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Managing DirectorTully & Holland, Inc.California, United States
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Director Of Business DevelopmentTully & Holland, Inc. Apr 2024 - PresentBoston, Massachusetts, United StatesMy 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.
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Consultant, Craft Beer BreweriesCraft Caddy 2022 - May 2024Menlo Park, California, United StatesI 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. -
Founder & Director Of OperationsBeershop 2014 - 2021Oak Park, Illinois, United StatesInspired 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. -
Analyst, Private Banking & Investment GroupMerrill Lynch Bank Of America 2012 - 2014San Francisco Bay AreaDuring 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. -
Business Analyst, Private BankingCredit Suisse 2009 - 2012San Francisco Bay AreaIn 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. -
Equity Research Associate, Video Game PublishersBanc Of America Securities 2005 - 2008San Francisco Bay AreaI 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.
Tony Compaglia Skills
Tony Compaglia Education Details
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Political Science
Frequently Asked Questions about Tony Compaglia
What company does Tony Compaglia work for?
Tony Compaglia works for Tully & Holland, Inc.
What is Tony Compaglia's role at the current company?
Tony Compaglia's current role is Managing Director.
What is Tony Compaglia's email address?
Tony Compaglia's email address is co****@****ail.com
What schools did Tony Compaglia attend?
Tony Compaglia attended University Of California, Santa Barbara.
What skills is Tony Compaglia known for?
Tony Compaglia has skills like Competitive Analysis, Product Management, Financial Modeling, Relationship Management, Business Development, Strategy, Portfolio Management, Marketing, Investments, Trading, Venture Capital, Equities.
Who are Tony Compaglia's colleagues?
Tony Compaglia's colleagues are Tim Tully, Al Rossow, Duncan Sutherland, Elizabeth Richards, Griffin Keady.
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