Private equity, Modelling and Financial Analysis professional
Finance professional with leadership experience in Private Equity and M&A transaction services. Specialized in SaaS businesses.
Profile
Summary
As an Investment Manager at HoriZen Capital, I source leads, engage with business owners and execute investment operations on the SaaS space.
As a Transaction Services Consultant at PwC, I have contributed to the completion of over 30 transactions across Europe and Australia, specializing in the retail, SaaS, and technology spaces.
I helped entrepreneurs, CEOs, and CFOs make investment decisions via the delivery of comprehensive financial analyses and detailed operating models.
As a freelancer, I’ve specialized in financial modelling, PE investment and advising my clients on their fundraising challenges.
Phone: +336.95.51.33.53
Email: pa.heurtebize@gmail.com
https://www.eloquens.com/channel/pierre-alexandre-heurtebize
Skills
- Financial & Business Analysis
- Financial Modelling
- Communication
- Deal Structuring and Execution
- Management & Leadership
Professional Experiences
Investment Manager – Deal sourcing and execution
HoriZen Capital – North America (Remote) – July-19 to current
HoriZen specializes in the acquisition and advisory of small caps SaaS businesses. Managing a team of two I lead deal flow generation and deal structuring and execution
▶︎ Identified over 1 000 leads, started over 100 conversations and structured 10 offers
▶︎ Built SOP and model including Scorecard and financial models
Senior Consultant – M&A Transaction Services
PwC – Paris / Sydney – Sep-14 to Mar-19
Delivered over 30 exhaustive Financial Due Diligence reports on Small to Mid-Cap companies on the european and australian markets.
▶︎ Managed different teams of junior associates and new managers
▶︎ Conducted full Financial Due Diligence on over 30 transactions over 5 years
Services Investment Associate
ForPurposeCo – Sydney – Jul-18 to Oct-18 (secondment)
Built a full business plan, cash flow model and fundraising structure and helped launch a new Orange Juice Vending Machine venture for Australia’s leading food rescue charity
▶︎ Modeled feasibility and profitability of multiple scenarios for the new venture
▶︎ Advised the board on capital structures and fundraising strategy
Investment Associate
Isatis Capital – Paris – Jun-13 to Jun-14
Executed 5 small cap deals, leading financial modelling, valuation and market research, creating one-pagers, cap tables, full investment memorandum and LOIs.
▶︎ Modelled LBO, capital raise structures, cap tables and exit waterfalls
▶︎ Engaged with senior stakeholders including lawyers, partners and CEOs
Abilities
Education
► MBA – Specialized in Corporate finance
Essec Business School – 2014
► Bsc in Economics & Management
Essec Business School – 2010
Additional courses and certifications
► AMF Certification
Professional certification from French equivalent of SEC – 2019
► Certificate Full Stack Data Sciences
Jedha Machine learning & AI Full time Bootcamp – 2019