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Valuation Associate

Location:
New York City, NY
Posted:
July 08, 2020

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Resume:

Travis D Clark

*** * **** ******, *** *F New York, NY 10017 818-***-**** adefp1@r.postjobfree.com WORK EXPERIENCE

KPMG – Alternative Investments Valuations Group New York, NY Associate July 2018 – Present

• Valuation Professional focused on delivering full-service valuation reports of equity investments in private equity and hedge fund clients across TMT, Healthcare, and Consumer & Retail industries.

• Work part-time on the Complex Securities team, focusing on valuation of non-generic investments such as swaps, options, other corporate derivatives, and structured products.

• Transferred from the Dallas based team, where I focused on 3rd party valuation services for M&A transactions of regional and multinational companies ranging from $25 million to $35 billion in enterprise value. Responsibilities:

• Perform detailed financial analyses including comparable company, precedent transaction, discounted cash flow, leveraged buyout, and equity allocation modeling.

• Prepare skilled and knowledgeable reports for clients that require extensive research and a comprehensive understanding of industry dynamics, business operations, and corporate strategies.

• Involved in all aspects of the engagement process including initial engagement materials, serving as a liaison to our team and the asset manager, conducting due diligence, valuation modelling, and preparing final valuation reports and presentations for 12 clients across 40 investments. Notable Engagements:

Hellman & Friedman LLC, Portfolio Valuation

• Responsible for due diligence, market research, and ad hoc requests behind 5 portfolio companies.

• Built DCF, market multiple, LBO, and equity allocation models to find the fair value of each investment.

• Discuss performance and business operations with the investment team to understand strategy and key indicators for quarterly valuations.

Athyrium Capital Partners (Part of Neuberger Berman), $3.7B Investment Valuation

• Performed DCF and equity waterfall models to value complex debt and equity positions in development stage pharmaceutical and healthcare companies.

• Worked with client valuation and investment team to validate projections and key risk areas in order to meet fair value standards and deliver high-quality reports to investors. CenturyLink, $25.6 billion acquisition of Level3

• Built DCF, 3-statement, trading comparable, and transaction comparable models for target and buyer.

• Held meetings with management to discuss synergies and regulations in global reporting units and Level3. Hudson Way Capital Management LLC Dallas, TX

Concentrated Equity Long/Short Fund July 2017 – April 2018 Equity Research Intern

• Compile data from company conference calls, sell-side equity reports, and macro-economic research.

• Assisted analysts with due diligence and modeling on existing and prospective investments.

• Participated in meetings with analysts and the portfolio manager to discuss the investment decision-making process.

• Focused on research in the consumer retail and content creation industry. Past Work Experience

• Q Investments, LP ($1.4b Multi-Strategy fund) – Credit Analyst Intern August 2016-July 2017

• Tom Clark Confections, Inc. (Food Manufacturer) – Financial Planning and Analysis Intern Summer 2016 EDUCATION

Texas Christian University Fort Worth, TX

Neeley School of Business Bachelor of Business Administration May 2018 Majors: Finance and Accounting GPA: 3.5/4.0

Honors: Academic Scholarship, John V Roach Honors College, Dean’s List Campus: Lambda Chi Alpha Fraternity: Treasurer, Financial Management Association: Member, Private Calculus tutor INTERESTS & SKILLS

Interests: Golf, Tennis, Scuba diving, Cooking, Travel backpacking, Fishing, Skiing Hometown: Los Angeles Skills: Excel (VBA), FMVA, Bloomberg, Word, PowerPoint, Capital IQ, @Risk, Crystalball



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