Benjamin C.

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Buying a business, preparing for a sale, or raising capital? I help business owners and investors understand value, evaluate opportunities, and present a clear financial case. I’m a CFA charterholder and Managing Partner at 20/20 Capital Advisory Group. My background includes investment banking at Cross Keys Capital, valuation consulting at Deloitte, equity research at Raymond James, and private equity at Florida Capital Partners. On Upwork, I’m Top Rated with more than 60 completed contracts. **How I can help** • Business valuation: DCF and market-based valuation analyses for acquisitions, business sales, shareholder buyouts, and fundraising. • M&A support: Acquisition analysis, transaction models, buyer and target research, and financial materials that support deal evaluation. • Financial modeling: Excel-based operating forecasts, cash flow projections, DCF models, LBO models, and scenario analysis. • Investor and transaction presentations: Pitch decks, investment memoranda, and financial narratives that explain the business and its opportunity. • Investment research: Company, industry, and competitive analysis to support investment decisions. Whether you need a focused valuation, a financial model, or support across a transaction, we can define a scope around your decision, available information, and deadline. Send me a brief description of your business or target company, what you need to accomplish, and your timeline. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word