photo de profil d'un membre

Anderson

Anderson Montagner - MBA-CFA

Résumé

"SUMMARY

Professional with a broad range of capabilities including achievements in segments such as corporate finance, investments (Big4 and Investment banking) and private equity & venture capital. Proficient in Portuguese, English, French and Spanish. Extensive international exposure (USA, France, Switzerland, Argentine and Canada). Dual Citizenship (Brazilian / Italian)

MAIN CAPABILITIES: investment analysis (qualitative/quantitative), equity research, corporate finance, business modeling and planning, business restructuring, valuation, M&A, strategic thinking, performance improvement, consultative selling, project management and IT.

EDUCATION

HEC Paris School of Management, Paris, France Jan/2009 – Sept/2010
Master in Business Administration (Fulltime MBA) - (GPA 3.6 out of 4)
Winner of HEC Excellence and HEC Foundation Scholarships;
Top 5% in the Gmat's math section; and
7 times - #1 Business School in Europe – source: Financial Times(2006 to 2013); The Economist(2014, 2015).

Fundação Getúlio Vargas, São Paulo, Brazil Apr/2007 – Oct/2008
Master in Corporate Finance - (GPA 9.5 out of 10).

CFA (Chartered Financial Analyst) program (Passed level 2).

WORK EXPERIENCE

FTI Consulting
Director – Financial/Strategy Advisory and Restructuring Brazil, 2014 – current
- Monitored companies operational and financial performances, and developed financial and strategic analyses to Banks/Private Equity/Private Investors;
- Sourced and led/co-led M&A, assets sales, capital raising, turnaround/financial restructuring and business consulting engagements in targeted sectors;
- Crafted pitches, management presentations and oversaw preparation of teasers, books and memorandums for a variety of industries (Oil&Gas, Retail, Technology, Cement, Steel, Energy and Mining); and
- Produced researches and support material to base recommendations and sales initiatives.

DGF Investments
Sr. Associate – Private Equity & Venture Capital Brazil, 2011 – 2014
- Identified and analyzed potential investments, developing valuation models, writing investment thesis and leading due diligences (increased pipeline of companies by 7x);
- Led/co-led acquisition and exit transactions, crafting and negotiating support documents (IOI, LOI and Term Sheets);
- Developed analyses on markets/industries/segments to support investment recommendations (e.g. data mining, clustering, pattern recognition and market segmention analyses); and
- Monitored investees through intense interaction with top executives and participation in board meetings.
Reason to leave: Company was unable to raise capital for a new fund.

Deloitte Touche Tohmatsu
Manager – Corporate Finance (Restructuring/Valuation/M&A) Brazil, 2010 – 2011
- Co-responsible for the turnaround of one of the major Brazilian bookstore’s chain; Searched sources of debt’s refinancing and discussed covenants; and Co-managed the M&A processes.
- Member of the team responsible for the largest Deloitte’s M&A transaction in Brazil, R$ 1.2 billion(US$ 750 million);
- Created and presented business plans and financial/economic models to support “roll up” strategy into energy(biofuel) and agribusiness segments; and
- Designed financial models and forecasts, based on statistical tools, for industries and companies.
Reason to leave: Better career opportunity at DGF.

Progress Software
- Service Solution Manager (Financial Markets - Equity and Commodities Trading) Brazil, 2007 – 2009
- Developed automated algorithm for equity, fixed income, commodities and derivatives to the main financial institutions in Brazil (Itaú, Reuters, Ágora, among others);
- Responsible for team coordination, forecast and competitive intelligence to the service segment, reporting directly to the country manager; and
- Performed findings and prototypes presentations to clients and several internal levels.
Reason to leave: Moved to France to start at the HEC MBA Program

ADDITIONAL INFORMATION

Academic Activities:
Indicated to the book “the best thesis of FGV in 2008”, for the work “the impact of IFRS to Brazilian companies' financial reports”;
Developed an academic study, based on statistical analyses, called “Different forces that impact firms’ expansion choices over time”, focused on growth based on M&A strategies;
Compared levels of M&A diversification in different segments and geographies;
Considered merger effects on profit, cost of equity and firm value;
Third position in the “Business Plan” competition; built a detailed business plan in the segment of cancer pain killers based on spider venoms; and
Developed a one-year marketing plan for a renewable energy company called Energie 21.

Languages: Portuguese (N), English (F), French (A) and Spanish (I)
International Experience:
New York City, USA / Toronto, Canada / Lausanne-Geneva, Switzerland / Paris, France

Relevant Courses:
Preparatory to the PMI Exam (Project Management Institute);
Technical Analysis - Financial Markets (Enfoque Financial Informations – São Paulo); and
Derivatives, Future and Options Markets (BM&F Bovespa – São Paulo).

IT Skills:
CapitalIQ, Bloomberg, Thomson Reuters, CRM, ERP, BPM (Business Process Management), System Integration, SAP, MS Office, MS Project, Minitab Statistical Software, SPSS, Matlab, Oracle Crystal Ball, BigData, databases and programming languages.
"

Parcours officiels

HEC – MBA HEC

Langues

Anglais - Courant

Espagnol - Technique

Français - Courant

Portugais - Langue maternelle

Compétences

CFA
MBA
Restructuring
M&A
Strategy
Equity Research
corporate finance
TMT
Technology
Finance
Performance Improvement
Consultative Selling
Investment Analysis (Qualit / Quant )

Centres d'intérêt

  • Strategy
  • Private Equity
  • Venture Capital
  • Investment Analysis (Qualitative / Quantitative)
  • Corporate Finance
  • M&A
  • Restructuring and Technology