Analyst, Private & public Equities

William Kidston

Investment Analyst with extensive experience in identifying, analyzing, modeling and investing in undervalued public and private equities. Areas of excellence include:

• Differentiated Investment Sourcing

• Financial Modeling

• Due Diligence

• Valuation Analysis

• Mergers & Acquisitions

• Forecasting

INVESTMENT EXPERIENCE

North & Webster – Boston, MA (2011 – Present)

Analyst & Partner (June 2014 – Present)

Special Situations Group

• Sourcing, analyzing and transacting public and private control investments

• Responsible for M&A due diligence and deal-specific modeling

• Assist in identifying and engaging financing sources

Select Engagement:

• Advised industrial conglomerate on potential hostile take private transaction

• Conducted extensive due diligence on target and developed: Acquisition strategy, Acquisition model, and Negotiation strategy

Investment Associate (July 2013 – January 2016)

Sport Haley Holdings, Inc. – Affiliate of North & Webster

• Managed M&A pipeline

• M&A due diligence including financial modeling and forecasting

• Operational analysis, refinement, and related execution

• Strategy formulation and implementation

Select Transaction:

• Public to private leveraged buyout

• Successfully executed contested transaction

Equity Analyst (January 2011 – March 2014)

Value Opportunities Fund

• Researched and analyzed equity securities for inclusion in fund portfolio through a bottom up, value driven approach

• Industry Focus: Upstream and mid-stream energy, Financial services (banks and insurance)

• Interviewed senior management to understand areas of opportunity and risk

• Advised portfolio manager on macroeconomic conditions

• Responsible for index arbitrage portfolio

Analyst Intern (January 2007 – June 2007)

Value Opportunities Fund

• Comprehensive training on the fundamentals of value investing

• Research and analyze securities for possible portfolio inclusion (industry agnostic)

• Administrative duties: managed research databases, ran screens, investor relations activities and managed external third party relationships (Fund administration, Audit)

EDUCATION

Washington & Jefferson College

Washington, PA

B.A. History, 2010

The Northfield Mount Hermon School

Northfield, MA

Diploma, 2005

Dean's List

PROFESSIONAL AFFILIATIONS

• Affiliate Member, Boston Security Analysts Society

• Member, National Association of Petroleum Investment Analysts

• Member, Young Professionals of Energy

SKILLS

• Microsoft Office (Excel, Word, Outlook, PowerPoint), Morningstar Database, CRMs, Multiple ERP systems (Microsoft Dynamics, MTMS, Oracle), Report Writers (Crystal Reports, Sana, Jet Reports)

• Mergers & Acquisitions (Sourcing, negotiating, structuring, financing & closing transactions)

• Financial modeling including revenue forecasting, cash flow forecasting and debt forecasting

• Valuation analysis including discounted cash flow, comparable transactions and related techniques

• Synergy identification and analysis

• Operational analysis and formulation of procedures to implement identified improvements

• Corporate strategy development and execution

• Boardroom and C-Suite communication skills

LEADERSHIP EXPERIENCE & ATHLETICS

• Eagle Scout

• Hartford & Chicago Marathon Finisher

• Beta Theta Pi (Gamma Chapter Executive Committee Member)

• Student Athletic Advisory Committee, Washington & Jefferson College

• Captain & MVP, Northfield Mount Hermon Varsity Swim Team & Varsity Water Polo Team

All-New England (2004, 2005)

• Varsity Water Polo & Varsity Swimming, Washington & Jefferson College

First Team, All-Tournament Division III Water Polo Championships (2009)

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