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Jeff Villwock, Finance Expert in Atlanta (Buford), United States
Jeff Villwock

Finance Expert in Atlanta (Buford), United States

Member since January 18, 2017
Jeff has had a 40-year career with 15 years in M&A investment banking and 25 years as an institutional research analyst. He was twice named to the Wall Street Journal All-Star Analyst team and has completed over $2.5 billion in transactions. Jeff started freelancing with Toptal to find assignments where his experience in advising corporate clients in attaining their objectives and in providing modeling solutions.
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Career Highlights

Education

Case studies

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Expertise

Employment

  • Trusted Advisor

    2018 - PRESENT
    Freelance Advisory Services
    • Designed the financial and operational restructuring plan for a $13-million lab company.
    • Modeled an acquisition strategy for an early-stage holding company in the new car dealership industry.
    • Modeled and carried out an affordable housing initiative to include real estate acquisition, rehabilitation, and resale.
    • Shaped and implemented a strategy to develop three senior living facilities, including procuring bond underwriting from Cain Brothers.
    • Gave advice to a former board member of a $400-million Italian-based industrial company on strategic alternatives.
    • Advised a dot-com entrepreneur on how best to expand services and advise clients on M&A activities.
    • Provided valuation and fairness opinion in the purchase of all the stock in a subsidiary not already owned by the parent company.
    Focus areas: Equity Valuation, Fairness Opinion Reports, Strategic Planning & Execution, Capital Markets, M&A (Buy-side), M&A Modeling, Three-statement Modeling, Financial Modeling, Corporate Restructuring, Financial Planning & Analysis (FP&A)

  • CEO

    2016 - PRESENT
    Lanier Securities LLC
    • Founded Lanier Securities in 2016, a FINRA member broker/dealer, primarily doing private placements of debt and equity.
    • Mentored and coached CEOs, serving as a trusted advisor, while leading related investment banking engagements.
    • Completed private placement of Series D preferred equity in investment advisory company.
    • Handled the private placement of senior debt for a craft brewing company.
    • Provided M&A advisory services on the potential sale of an investment advisory company to a hedge fund.
    Focus areas: Financial Planning & Analysis (FP&A), Three-statement Modeling, Excel Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Private Placements

  • Managing Director

    2006 - 2016
    Genesis Capital LLC
    • Completed three transactions valued at over $420 million during my last full year at Genesis Capital.
    • Advised as interim CFO, creating three-statement financial and operating models that resulted in 100% sales growth in two years.
    • Negotiated sale of a business to a strategic acquirer, successfully closing a $400 million transaction.
    • Built financial reporting package resulting in new bank lines of credit for a client.
    • Wrote offering memorandums for clients raising capital for an M&A transaction.
    • Negotiated investment by private equity into a client company.
    Focus areas: Financial Presentations, Financial Planning & Analysis (FP&A), Financial Reporting, Interim Management, Healthcare, Corporate Finance, Three-statement Modeling, Revenue & Expense Projections, Financial Modeling, Mergers & Acquisitions (M&A)

  • Founder | Managing Partner

    1999 - 2006
    Caymus Partners LLC
    • Founded an investment bank focused on the healthcare market completing 20+ merger, debt, and equity financing transactions.
    • Negotiated the purchase of IP from Harvard Medical School.
    • Advised in a proxy contest against the incumbent board of directors of Tenet Healthcare, the second-largest hospital company in the U.S. at the time, resulting in a change of governance and the replacement of the CEO and COO.
    • Advised a client's board of directors to institute a poison pill.
    • Negotiated the sale of a home healthcare company to a private equity-backed company.
    • Completed two Section 363 bankruptcy sales resulting in the full repayment of creditors.
    Focus areas: Debt Restructuring, Bankruptcy & Insolvency, Corporate Restructuring, Proxy Voting, Financial Markets, Healthcare Services, Mergers & Acquisitions (M&A), Private Placements

  • Senior Vice President — Research

    1997 - 1999
    The Robinson Humphrey Company
    • Recruited to head the healthcare research department for Robinson Humphrey, a subsidiary of Salomon Smith Barney & CitiGroup.
    • Received second Wall Street Journal All-Star Analyst designation.
    • Rebuilt the healthcare research team and completed $750+ million in transactions including the successful IPO of Province Healthcare.
    Focus areas: Investment Research, Investment Banking, Healthcare

  • Partner and Director of Research

    1991 - 1997
    Johnson Rice & Co.
    • Built a seven-person institutional investment research department as the director of research, expanding the firm's investment research to include healthcare, retailing, and restaurants.
    • Named the number-one healthcare analyst by the Wall Street Journal.
    • Designed and implemented protocols to bring Johnson Rice research to institutional clients every morning before the market opened.
    • Worked with investment banking department on several projects, including with the co-manager with Merrill Lynch on shareholder rights offering, public offerings for funeral home, and hospital management companies.
    Focus areas: Healthcare, Investment Banking, Investment Research

Education

  • Bachelor's Degree in Economics
    1972 - 1976
    Southern Methodist University - Dallas, TX, USA

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