Stephen Kelly，美国马萨诸塞州波士顿的金融专家
Stephen is available for hire
Hire Stephen

Stephen Kelly

Verified Expert  in Finance

Finance Expert

Location
Boston, MA, United States
Toptal Member Since
December 16, 2020

有20年的家族理财室工作经验, 机构和企业私募股权基金, and consulting Big Four accounting firms, 斯蒂芬对投资者心态的多样性有着独特的见解. 他自由地帮助创业公司和成熟的投资者确定理想的投资, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.

UnderwritingInvestment AnalysisInvestment StrategyInvestment BankingPitch Deck ConsultantBusiness Plan ConsultingMarket ResearchFinancial Planning & Analysis (FP&A)BudgetingValuationReal EstateCommercial Real EstateFinancial ModelingFundraisingPrivate EquityAsset Management ConsultingReal Estate Financial ModelingBusiness Plan WritingFamily Office ConsultingBusiness Proposal WritingReal State Investment

Career Highlights

Managing Director | COO
Grand Coast Capital Group, LLC
Asset Manager | Portfolio Manager
TA Realty, LLC
Senior Manager
Ernst & Young Global Limited

Education Highlights

Master of Business Administration (MBA)
Duke University - The Fuqua School of Business
Bachelor of Arts
Middlebury College

Case Studies

Work Experience

Managing Director | COO

2017 - 2020
Grand Coast Capital Group, LLC
  • 监督超过1.5亿美元的债务和股票投资组合，包括美国和爱尔兰的多种资产类别.
  • 为债务和股权投资从头开始建立资产和投资组合管理平台. Determined investment parameters, drafted property management agreements, 并对整个股票投资组合的资产估值进行建模.
  • Produced business plans, 负责零售行业的租赁谈判和资本项目, office, and multifamily equity investments. 创建贷款风险评级、资产管理流程和债务组合月度审查流程.
  • 设计不良贷款和不动产资产(REO)的处理流程和程序, 从而在整个贷款组合中节省了数百万美元.
Focus areas: United States, Pitch Decks, Forecasting, Investor Relations, Complex Transaction Agreements, Distressed/Special Situations, Business Strategy, Investment Memoranda, Deal Structuring, Valuation Modeling, Interim CFO, Investor Presentations, Portfolio Analytics, Asset Management, Fundraising, Commercial Real Estate, Private Equity, Business Plan Consulting, Real Estate, Argus, Operations, Startups, Microsoft Excel, CFO, Financial Planning & Analysis (FP&A), Budgeting

Asset Manager | Portfolio Manager

2015 - 2017
TA Realty, LLC
  • Managed leasing of 3.700万平方英尺的零售、工业和办公资产，以及1100多个多户住宅单位.
  • Developed comprehensive asset strategies, 包括雇用当地的租赁和物业管理团队，并为潜在的资本改善项目添加详细的投资回报率和财务分析, maintain, or recapture value.
  • Served as a co-portfolio manager for a $1.60亿美元的零售、工业、办公和多户资产核心基金.
  • 协助制定和执行基金的运营和投资计划, 包括采用自上而下的研究驱动的投资组合管理方法来进行市场选择和投资策略.
  • 从调整后的风险和回报的基础上，评估潜在的收购在不同的核心资产组合. Built detailed financial, market, 和子市场统计模型来预测NOI的增长和升值.
Focus areas: United States, Pitch Decks, Forecasting, Investor Relations, Distressed/Special Situations, Business Strategy, Private Equity, Investment Memoranda, Deal Structuring, Valuation Modeling, Investor Presentations, Financial Analysis, Portfolio Management, Fundraising, Asset Management, Negotiation, Real Estate, Argus, Microsoft Excel, Financial Planning & Analysis (FP&A), Budgeting

Asset Manager

2015 - 2015
REIT Management & Research, LLC
  • 领导60资产/9的租赁谈判和战略规划.600万平方英尺的办公和工业资产组合.
  • 制定并执行各项资产的业务计划. Produced returns analyses and valuations, 研究市场租赁和销售假设, and recommended detailed hold, develop, and sell strategies.
  • 选择和管理负责销售和租赁的经纪集团. Managed in-house property management, budgeted for revenues, expenses, and capital projects, 并为潜在租户进行财务评估.
Focus areas: United States, Forecasting, Distressed/Special Situations, Business Strategy, Investment Memoranda, Deal Structuring, Modeling, Business Planning, Financial Analysis, Negotiation, Commercial Real Estate, Real Estate, Argus, Microsoft Excel, Financial Planning & Analysis (FP&A), Budgeting

Senior Manager

2011 - 2015
Ernst & Young Global Limited
  • Advised clients on underwriting, value creation, development programming and feasibility, and capital raising options. As a Boston office leader, 我扩大了现有的关系，并建立了新的关系，以产生增量业务.
  • Managed teams in performing due diligence, capital markets, 为机构投资经理提供咨询服务, REITs, banks and non-traditional lenders, SWFs, foreign entities, and local and regional municipalities.
  • Underwrote over $1 billion in retail, office, 多户住宅开发和收购是客户尽职调查的一部分, 包括中国和中东的组织, investment banks, and real estate PE fund managers.
Focus areas: United States, Pitch Deck Consultant, Pitch Decks, Forecasting, Investor Relations, Distressed/Special Situations, Business Strategy, Private Equity, Investment Memoranda, Investment Banking, Deal Structuring, Valuation Modeling, Investor Presentations, Consulting, Underwriting, Mergers & Acquisitions (M&A)房地产、阿格斯、运营、微软Excel、会计、财务规划 & Analysis (FP&A)

协理副总裁(收购及投资销售)

2008 - 2010
BlueGate Partners, LLC
  • 为高净值家族办公室提供买方指导，为机构客户提供投资销售服务.
  • 起草PPM并支持多个CMBS基金的筹资工作，这些基金的目标是被低估的aaa级债券，并利用定期资产支持证券贷款工具(TALF)。. 开发承保方法并创建投资组合管理模型.
  • 领导了3,500万美元佛罗里达房地产税证书基金的PPM准备工作. 为拍卖投标创建和建模承销方法. 管理项目组合，并为项目组合构建跟踪模块.
  • 为一家主权财富基金提供数十亿美元曼哈顿中城办公楼投资组合的融资策略建议.
  • Formulated valuation, assembled an offering memorandum (OM), managed due diligence process, 并参与了超过3亿美元交易的合同谈判.
Focus areas: United States, Pitch Deck Consultant, Pitch Decks, Forecasting, Investor Relations, Distressed/Special Situations, Mergers & Acquisitions (M&A), Private Equity, Investment Memoranda, Investment Banking, Deal Structuring, Commercial Real Estate, Commercial Mortgage-backed Securities (CMBS), Financial Analysis, Real Estate, Argus, Microsoft Excel, Financial Planning & Analysis (FP&A)

Senior Associate

2006 - 2008
RCLCO
  • 为私募股权公司提供咨询和估值服务, opportunity funds, REITs, developers, and government agencies.
  • Designed and built comparative cash flow, risk analysis, 以及为领先的酒店运营商和开发商在纽约市和华盛顿特区的两家豪华酒店物业提供估值模型, 总共超过890个酒店钥匙，价值超过5.8亿美元.
  • 建立模型来评估佛罗里达州3000英亩土地上的总体规划社区. Performed due diligence to forecast revenue, costs, 在监督一个由五人组成的外部顾问团队的职责的同时，负责项目的分阶段进行.
Focus areas: United States, Pitch Deck Consultant, Pitch Decks, Forecasting, Investor Relations, Distressed/Special Situations, Mergers & Acquisitions (M&A), Private Equity, Investment Memoranda, Financial Analysis, Real Estate Development, Urban Development, Real Estate, Microsoft Excel, Financial Planning & Analysis (FP&A)
2004 - 2006

金融、房地产工商管理硕士

杜克大学-富卡商学院-达勒姆，北卡罗来纳州

1996 - 2000

Bachelor of Arts in Economics

Middlebury College - Middlebury, VT

Finance

Discounted Cash Flow (DCF), Valuation, Fundraising, Fund Structure, Financial Modeling, Private Equity, Mergers & Acquisitions (M&A), Market Research, Valuation Modeling, Investment Memoranda, Forecasting, Capital Raising, Credit/Debt, Debt, Secured Loans, Cash Flow Modeling, Capital Formation Strategy, Financial Planning & Analysis (FP&A), Budgeting, Commercial Mortgage-backed Securities (CMBS), Capital Structuring, Evergreen Funding, Asset-based Lending, Home Lending, Revenue & 费用预测，会计，财务总监，资产评估，现金流估值

Output Software

Microsoft Excel

Industry Expertise

Real Estate, Commercial Real Estate, Asset Management, Residential Real Estate, Real Estate Development, Venture Capital

Geographic Expertise

United States

Other

Waterfall Modeling, Real Estate Investment Trust (REIT), Negotiation, Financial Analysis, Modeling, Underwriting, Investment Strategy, Investor Presentations, Deal Structuring, Financing, Investment Banking, Business Strategy, Distressed/Special Situations, Investor Relations, Pitch Decks, Pitch Deck Consultant, Excel 365, Investment Analysis, Business Plan Consulting, Investor Reporting, Family Office, Argus, Economics, Economic Analysis, Portfolio Analytics, Portfolio Management, Business Planning, Consulting, Urban Development, Interim CFO, Startups, Complex Transaction Agreements, Luxury Industry, Operations, Sensitivity Analysis

Collaboration That Works

How to Work with Toptal

在数小时内，而不是数周或数月，我们的网络将为您直接匹配全球行业专家.

1

Share your needs

在与Toptal领域专家的电话中讨论您的需求并细化您的范围.
2

Choose your talent

在24小时内获得专业匹配人才的简短列表，以进行审查，面试和选择.
3

Start your risk-free talent trial

与你选择的人才一起工作，试用最多两周. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring