José Santos
Finance & Strategy Advisor
Experience
Jan 2022 - Present
2 years 5 months Portugal
Independent Consultant
Have been collaborating closely with the Founders and CEOs in addressing complex financial and strategic issues - spanning from acting as a trusted advisor to CEO, to assuming a transactional-focused role in M&A and capital raising projects. Most relevant projects included:
- Managed a team of former Bain and Roland Berger consultants (Senior Associate and Associate level) in a project for a $5B group, leading the design and implementation of the holding company’s governance model and consolidated business plan
- Acted as a sparring partner to the founder of multiple SMEs, driving and executing several transformational initiatives across portfolio companies, resulting in a 16 p.p. margin expansion post-execution
- Involved in several non-recurring projects ranging from budgeting, forecasting, and business planning to M&A live deal support
May 2021 - Jun 2022
1 year 2 months Portugal
Finance & Strategy PMO
Stunning Capacity
Consulting boutique formed by a former BCG. During this experience, I worked alongside the founder on a multitude of projects including:
- Acted as a trusted advisor to the founder of a PE-backed firm, also a former BCG, having promoted and implemented several revenue expansion and cost optimization initiatives, resulting in 15 p.p. enhancement post-execution. Most relevant initiatives included: (1) Designed and executed a streamlined procurement operating model (2) Led the annual budgeting process across the firm (3) Created a comprehensive dashboard to assess and monitor the performance of the different business units across the organization
- Steered and executed several go/no-go investment cases in the context of Venture Building
- Led and executed a healthcare project, building a comprehensive diagnosis dashboard
Jan 2020 - Feb 2021
1 year 2 months Portugal
Manager
LGG Advisors
As a member of the Management Team at LGG Advisors, I was responsible for:
- Leading teams consisting of Project Managers, Associates, and Analysts
- Engaging, coordinating, and executing multiple high-profile projects on behalf of the Private Equity funds and PE-backed clients. Most relevant projects included: (1) Performed a PMO role on a transformational project for a portfolio company of a leading European Private Equity (2) Played a strategic finance partner role for a US-based PE-backed firm (3) Coordinated consulting teams on several projects for a leading UK-based Advisory firm
- Steering and executing strategic initiatives across the organization. Initiatives helped to retain three key clients and engage with nine new clients, contributing approximately to €1.5 million in additional revenues and a 20 p.p. increase in margin.
- Coordinating recruitment and training across the firm
Sep 2017 - Jan 2020
2 years 5 months Portugal
Project Manager
LGG Advisors
As one of the first hires at LGG Advisors, I collaborated alongside the Founder, also a former VP at Barclays Investment Bank in London. During this experience, I was responsible for:
- Leading and executing M&A, capital raising, and finance & strategy projects on behalf of the Private Equity and Venture Capital clients. Most relevant projects included: (1) Full IM and financial modelling for £600 million equity and debt capital raising for a multi-billion-dollar investment firm (2) Full IM and financial modelling for $250 million equity and debt capital for a leading Israeli-based Investment Bank (3) Coordination and execution of a buy-side financial and commercial due diligence for an European Venture Capital (4) Execution of a buy-side commercial due diligence for a leading European Private Equity (5) Financial Planning and Analysis for a US-based private equity portfolio company (6) LBO modelling for a leading Israeli investment bank in the context of a take-private US publicly listed company
- Sourcing and engaging with Private Equity and Venture Capital clients
- Supervising teams of Associates and Analysts
- Coordinating the recruitment and L&D across the firm
Sep 2016 - Mar 2017
7 months Portugal
Financial Analyst Intern
Inter-Risco
- Responsible for highlighting the Portuguese macroeconomic key drivers, and both the domestic corporate landscape and entrepreneurial environment
- Delineated a survey with the most relevant European Placement Agents regarding the 3rd fund's fundraising
- Presented a set of Portuguese private equity key metrics based on domestic private equity annual reports
Summary
Independent consultant with 7+ years’ experience in advising leading mid-market Private Equity firms and their portfolio companies – ranging from €100 million to €1 billion AUM.
Led and executed end-to-end projects with different levels of complexity – spanning from M&A and capital raising projects to performing a dual role as a strategic finance partner and chief of staff in several PE- and VC-backed companies.
Was also responsible for sourcing and engaging with Private Equity and Venture Capital clients, as well as coordinating teams comprised of Project Managers, Associates, and Analysts.
Core competencies include Project Management, Change Management, Value Creation Planning and Execution, Financial Modelling, Business Planning, Budgeting and Forecasting, Investor Presentations, Valuation, Market and Industry Research, Competitive Landscape, Benchmarking Analysis, Design Thinking, Team Management, and Business Development.
Languages
Portuguese
Native
English
Advanced
Education
Oct 2015 - Jun 2017
Católica Porto Business School
Finance · Porto, Portugal
Oct 2010 - Jun 2015
Porto University Economics and Management
Business Administration · Porto, Portugal
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