Director of Finance @ Responsible for analysis in all facets of FP&A, M&A analysis, leverage opportunities, capital raises, etc.
Extensive financial modeling experience.
Lead forecasting and analysis for DI, a premier SaaS based company serving the oil and gas industry. From February 2013 to Present (2 years 11 months) Senior Associate - Economic and Valuation Services @ Expertise in Purchase Price Allocation valuation analysis. Worked on a wide variety of high profile transactions which included clients such as Southern Union, Sunoco, AT&T.
Extensive experience in complex financial modeling. From 2011 to 2013 (2 years) Houston, Texas AreaAssociate - Investment Banking @ • Focused on community banking industry and responsible for assisting senior bankers in M&A advisory and private equity valuation services.
• Assisted on over 20 merger transactions from both the buy-side and sell-side ranging from $50 million to over $700 million in assets.
• Researched and identified potential buyers, solicited interest from prospective buyers/investors, participated in client meetings and management presentations, and assisted Management with the due diligence process.
• Performed over 200 stock valuations for a variety of purposes for financial institutions including ESOP, GRAT, FMV, S-Corp conversion, etc.
• Conducted detailed valuation and financial statement analysis - Comparable Analysis, Credit Analysis, DCF, Merger Consequence Analysis, Accretion/Dilution, LBOs. From 2007 to 2011 (4 years) Financial Manager @ • GAAP Analysis: Developed and maintained a standardized template for capturing GAAP data filed through the SEC for over 1300 publicly traded banks from which analytical financial models were developed from.
• Mergers & Acquisitions: Maintained a standardized template for capturing merger information including key pricing information on transactions involving financial institutions. From 2003 to 2007 (4 years) Austin, Texas Area
Bachelor of Science (BS), Finance @ Clemson University From 1999 to 2003 Brad Talkington is skilled in: Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Private Equity, Investment Banking, Finance, Banking, Analysis, DCF, LBO, Financial Statement Analysis, Credit Analysis, Economics, Management, GAAP