VP of Finance @ Responsible for corporate-level planning and forecasting, strategic analysis, financial reporting and treasury management
● Enhance business performance by providing insight on strategic direction, resource allocation, key business drivers, industry trends
● Enable a better understanding of where the business is today and where it should head—and why
● Monitor performance using key metrics
VP of Finance @ Responsible for corporate-level planning and forecasting, strategic analysis, financial reporting and treasury management
● Enhance business performance by providing insight on strategic direction, resource allocation, key business drivers, industry trends
● Enable a better understanding of where the business is today and where it should head—and why
● Monitor performance using key metrics and reporting that link to strategic goals and financial plans
● Communicate business strategy and financial results internally to executive management, Board and investors From September 2015 to Present (4 months) Vice President, Investment Banking Division @ ● Advised consumer products and retail companies on:
— Corporate strategy and finance topics including capital allocation, capital structure and financing alternatives, market valuation, activism and corporate raid defense
— Strategic sales, acquisitions, initial public offerings, debt financings and spin-offs
● Met with company management teams on a regular basis to discuss corporate strategy and finance topics
● Led and managed work flow of client and transaction teams
● Clients include CEOs, CFOs, heads of business development and Directors
Selected Transaction Experience:
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● Del Taco – $550 million Sale to Levy Acquisition Corp
● Nordstrom – Sale of Credit Card Portfolio
● Grocery Outlet – $1.1 billion Sale to Hellman & Friedman
● Sportsman’s Warehouse – $120 million IPO
● Safeway – $10.7 billion Merger with Albertsons
● Safeway – Spin-Off of Blackhawk Network
● Boise Cascade – $263 million IPO and $270 million Secondary Offering
● Sara Lee – Spin-Off of DE Master Blenders 1753
● Tilly’s – $125 million IPO
● Gymboree – $1.8 billion Sale to Bain Capital From July 2008 to Present (7 years 6 months) Senior Analyst @ Cornerstone Research provides economic and financial consulting services in complex commercial litigation. From October 2003 to June 2006 (2 years 9 months) Associate Consultant @ CAST (Center for Applied Strategy) provides management consulting services to companies in the financial services industry. From November 2002 to October 2003 (1 year)
MBA @ Stanford University Graduate School of Business From 2006 to 2008 BA, Economics with Honors @ University of California, Berkeley From 1998 to 2002 Karsten Loose is skilled in: Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, IPO, Capital Structure, Equity Capital Markets, Corporate Finance, Cross-functional Team Leadership, Strategic Analysis, Financial Analysis, Economics, Private Equity, Hedge Funds, Management Consulting, Business Strategy
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