8040 Needwood Road Unit #103 Rockville, MD 20855 (240) 533 5384
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FRANTZ CASSEUS 8040 Needwood Road Unit #103 Rockville, MD 20855 (240) 533–5384 [email protected]
PROFESSIONAL EXPERIENCE CITIGROUP GLOBAL MARKETS Washington, D.C. Associate – Middle Market M&A Group 2006 – Present Originate and execute growth initiative transactions including mergers, acquisitions, divestitures and equity investments for private and public clients in multiple industries, including aerospace and defense, technology, industrials, and healthcare. Build detailed discounted cash flow, merger, recapitalization, comparable company, precedent transaction and leveraged buyout financial modeling. Develop and audit complex financial statements (income statement, balance sheet, statement of cash flows). Conduct due diligence and strategy discussions with management of business clients and manage preparation of industry and market research and competitive analysis for deal evaluation. Write information memorandums and roadshow presentations for business clients. Contact potential investors for equity financing, potential acquirers or targets for business clients seeking acquisition or divestiture of assets. Prepare and communicate recommendations to senior management, including C-level management interaction. Develop marketing materials for senior investment bankers to obtain new merger and acquisition, equity financing, and debt financing transactions. Hire and train new associates and analysts and mentor them through their transaction-related work. Selected Strategic Advisory Experience: . Sell-side advisor – Represented Federal IT systems integrator ProLogic, Inc. on its sale to Ultra Electronics Holdings plc (LSE:ULE) . Sell-side advisor – Represented building materials manufacturer Hohmann & Barnard, Inc. on its sale to MiTek Industries, Inc., (a Berkshire Hathaway Company – NYSE:BRK.A) . Sell-side advisor – Representing a IT systems integrator to the Federal Government, on exploring its strategic alternatives (Pending) . Sell-side advisor – Representing a single-chip acoustic system developer, on exploring its strategic alternatives (Pending) CLARIS CAPITAL, LLC Washington, D.C. Associate (2005-2006), Senior Analyst (2004-2005) 2004 – 2006 Acquired specific expertise in LBO and DCF transaction modeling; development of detailed operational models; precedent transaction and comparable company analyses. Conduct detailed accounting and commercial due diligence; composition of information memoranda; development of management presentation and team-oriented deal execution. Selected Strategic Advisory Experience . Sell-side advisor – Greenwich Technology Partners on its sale to Acumen Solutions, Inc. . Sell-side advisor – MobileTech Solutions, Inc., on its sale to Trimble (NASDAQ:TRMB) . Sell-side advisor – ProAssurance (NYSE:PRA) on its sale of ConsiCare to HCI-EB
ELLIN & TUCKER, CHARTERED Washington, D.C. Financial Analyst – Strategic Advisory Group 2003 – 2004 Developed a comprehensive knowledge of GAAP accounting and business valuation techniques. Exercised significant responsibility as member of a four-person engagement origination and execution business valuation team. Generated approximately 75 business valuations for a wide-range of corporate events including, ESOPs and M&A. EDUCATION ROBERT H. SMITH SCHOOL OF BUSINESS - UNIVERSITY OF MARYLAND College Park, MD Bachelor of Business Administration 1998 – 2002 Concentrations: Finance and Management Science Dean’s List Honors (1998-2002), National Society of Collegiate Scholars (1999–2002) ADDITIONAL INFORMATION CERTIFICATIONS: NASD Series 7, ASA (BV 201–203N), Citi Investment Banking Associate training program PROFICIENCIES: Capital IQ, SNL, DataSource, OneSource, DoneDeals, MergerStat, Conversant in French & Spanish MEMBERSHIP: Northern Virginia Technology Counsel (Private Equity Board Member), Street Wise Partners (Tutor) INTERESTS: Enthusiastic about traveling, cycling, and tennis. Classically trained trumpet and baritone player