Nick Fookes,英国伦敦金融专家
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Nick Fookes

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Location
英国伦敦
Toptal Member Since
August 26, 2021

Nick是一名CFA,在40多个国家拥有28年的从业记录&答:财务、战略和政策. 他支持过60个高风险项目的行政决策,包括M&一笔交易(460亿美元),无线电频谱拍卖和交易(3亿美元).5 billion), 公共政策倡导, 政府合约投标(价值10亿美元), 营销策略, 以及为小型股和科技初创公司融资. 自2001年独立以来,尼克喜欢在不同的市场,部门和文化中工作.

Career Highlights

Director
不可征服战略协会
国际企业发展商
英国电信公司
财务分析师|客户经理
MeesPierson Bank NV

教育强调

Master's Degree
代尔夫特理工大学

认证了

Case Studies

Work Experience

Director

2017 - PRESENT
不可征服战略协会
  • 在维珍传媒(Virgin Media)与Telefónica UK (O2)价值310亿英镑的合并中担任Liberty Global的法律顾问. 包括根据5G频谱拍卖结果对均衡支付的调整,以及对O2从竞争对手英国电信(BT)手中获得的频谱许可证的估值.
  • 指导一家小型电信设备供应商为颠覆性产品R融资500万英镑&D和营运资金需求. 提供一个灵活的财务模型来评估选择和支持加薪, 投资危险信号审查, 以及投资者推介文件.
  • 向巴林和阿曼的电信监管机构就无线电频谱许可证的估值以及与到期使用权续期和增量5G频率块分配相关的公共政策提供咨询.
  • 帮助开发策略和推介平台,获得2美元.来自Y Combinator的100万美元, Samsung Next, 以及其他投资者作为Sitenna的创始股东, 一个连接移动网络运营商和房地产业主的英国SaaS市场.
  • Advised an international IoT platform-solutions provider on their EU market entry; this included a review of relevant telecoms regulations and how they might affect operations and influence its value proposition.
  • 指导爱尔兰一家创新型小型天线制造商的全球市场战略. 对市场进行评估,并使用加权分数对机会进行排名, 从而有针对性地推动国际市场营销.
关注领域:合并 & Acquisitions (M&A), Asset Valuation, Special Assets, Public Policy, Strategy, Market Entry, Financial Modeling, High-tech Startups, Small Caps, Regulatory Affairs, Term Sheets, Term Sheet Advisory, 投资意向书谈判, 创造性地解决问题, 定量金融学, Corporate Finance, Analysis, Risk Analysis, 关系管理, Microsoft Excel, 微软演示文稿, Startups, Leadership, Negotiation, Policy, Small & 中型企业(SME), 公司治理, Market Sizing, Forecasting, Market Sector, 敏感性分析, Scenario Analysis, P&L Forecasting, Balance Sheets, Cash Flow, Cash Flow Modeling, Cash Flow Analysis, Fundraising, Cost of Capital, Capital Raising, 投资资本回报率(ROIC), Digital Economy, Game Theory, Simulations, 现金流量预测, Revenue Analysis, DCF Valuation, 贴现现金流(DCF), Benchmarking, 金融基准测试, Entrepreneurship, Excel VBA, Demand Sizing & 分割,三陈述模型,管制分析,管制产业,P&L Analysis, DCF Modeling, 贴现现金流量分析, Residual Cash Flows, Projected Cash Flow, Advocacy, Financial Analysis, M&A(买方),行业4.0, Mobile, M&建模,实物期权推理,商业模型,市场研究,竞争对手分析 & Profiling, 欧博体育app下载, 按需管理顾问, Market Research, Pitch Decks, Revenue & Expense Projections, 商业计划咨询, 业务发展, Modeling, SaaS, Series A, Valuation, 财务报表, Operating Models, 财务预测, Profit & Loss (P&L), Presentations, Board Presentations, Strategy Consulting, Excel Expert, Enterprise SaaS, Investment Analysis, Excel 365, Deal Structuring, Valuation Modeling, Financial Advisory, Marketplaces, 软件即服务(SaaS), Middle East, B2B, Platforms, Pitch Deck顾问, Clean Energy, Energy, Financials, Value at Risk, 早期风险投资, Spreadsheets, 增长型融资, Data Analysis, 投资委员会谘询, 商业对政府(B2G), M&A Valuation (DCF), United Kingdom, Business Strategy, Pricing, 融资顾问, Growth Equity, 投资者的演讲, IRR, Public Companies, Finance, Venture Capital, 私募股权估值, Profit Optimization, Decision Support, Decision Analysis, United States, Climate Change, 减缓气候风险, Investment Banking, 平台即服务(PaaS), 市场平台, Manufacturing, 客户演示, M&A Strategy, M&A(卖方),特许金融分析师(CFA),投资回报率

财务、战略和政策顾问

2004 - PRESENT
Cogent Strategy Limited(自由职业)
  • 创建了专有的无线电频谱估值模型和集成拍卖模拟, tracking, 以及决策支持工具包,支持3美元.在19个国家的31次频谱拍卖、奖励和交易中投资了50亿美元.
  • 就亚洲和西欧市场移动运营商之间数十亿美元的资产共享交易提供法律意见——利用相互保密的数据建立共同的财务和运营模式,并在团队精简的基础上促进谈判.
  • 建立财务模型和投资案例,支持PoLTE公司300万美元的a轮融资. 并实现其用于低成本资产跟踪器的高精度室内和室外定位技术的开发和商业化.
  • 开发了融资模型,为一家初创公司的飞机租赁基金筹集了2亿美元的股权和3.5亿美元的仓库债务融资.
  • 就尼日利亚向移动运营商授予数字红利频谱的潜在拍卖收入,以及利用拍卖收益为模拟-数字电视转换提供资金的范围,向尼日利亚广播委员会提供指导.
  • Valued mobile licenses in Iraq and advised Ooredoo on auction bid strategy during the 2007 license award; valued Ooredoo's and its rivals' existing mobile assets in Iraq and assessed strategic M&在无法获得许可证时的一个选项.
  • 领导Meditel潜在收购的商业尽职调查和投资评估, 摩洛哥第二大移动网络运营商.
  • 代表一家拉丁美洲移动运营商倡导合并控制——起草一份专家报告并提出理由, 得到了跨国研究的支持, 这种整合将促进行业的可持续性,并改善零售市场的结果.
  • 提倡在阿联酋降低年度频谱许可费, generating $210 million in savings for mobile operator "du"; challenged the regulator's spectrum-price benchmarking exercise and invoked broader public interest considerations.
  • 领导一个多学科专家团队,制定MTN的市场进入战略、市场规模和收入预测,以进行许可证估值,并制作投标书,支持其在沙特阿拉伯的第二和第三个移动许可证的投标.
关注领域:合并 & Acquisitions (M&A), Financial Modeling, Asset Valuation, Corporate Finance, Business Planning, Negotiation, Market Entry, Strategy, Public Policy, Special Assets, Financial Planning & Analysis (FP&A), Forecasting, P&L Forecasting, Balance Sheets, Cash Flow, Cash Flow Modeling, Cash Flow Analysis, Market Sizing, Market Sector, Fundraising, Seed Fundraising, Cost of Capital, Capital Raising, 投资资本回报率(ROIC), Economics, Digital Economy, Game Theory, Simulations, Simulations & Wargames, 现金流量预测, Revenue Analysis, 可比公司分析, DCF Valuation, 贴现现金流(DCF), Benchmarking, 金融基准测试, Price Analysis, Price Positioning, 企业对企业(B2B), 企业对消费者(B2C), Market Segmentation, Demand Sizing & Segmentation, Three-statement建模, Regulatory Analysis, Regulatory Affairs, Regulated Industries, Econometrics, Economic Analysis, 加权平均资金成本(WACC), 创造性地解决问题, Financial Reporting, 定量金融学, Statistical Modeling, Analysis, Risk Analysis, Tender, Microsoft Excel, 微软演示文稿, Python 3, Startups, Policy, High-tech Startups, 公司治理, 敏感性分析, Scenario Analysis, Entry Strategy, Excel VBA, P&L Analysis, Cost Benchmarking, DCF Modeling, 贴现现金流量分析, 事务比较数据, Residual Cash Flows, Projected Cash Flow, Advocacy, Financial Analysis, 总潜在市场(TAM), Due Diligence, 尽职调查顾问, M&A(买方),行业4.0, Mobile, M&A建模,实物期权推理,市场研究,竞争对手分析 & Profiling, 欧博体育app下载, 按需管理顾问, Market Research, Pitch Decks, Revenue & 费用预测,商业计划咨询,市场调研 & Analysis, Modeling, Series A, Valuation, 财务报表, Operating Models, 财务预测, Profit & Loss (P&L), Presentations, Board Presentations, Strategy Consulting, Excel Expert, Enterprise SaaS, Investment Analysis, Excel 365, Valuation Modeling, Financial Advisory, Budgeting, Small & 中型企业(SME), Accounting, 软件即服务(SaaS), Financing, Middle East, Pitch Deck顾问, Infrastructure, Python, Futures & Options, Financials, Spreadsheets, 蒙特卡罗模拟, Private Equity, eCommerce, 增长型融资, Data Analysis, 直接对消费者(D2C), Subscriptions, Logistics & Supply Chain, M&A Valuation (DCF), M&A尽职调查(财务), United Kingdom, Utility Tokens, Asset Tokenization, Pricing, Business Strategy, 杠杆收购模型, US GAAP, 投资回报情景分析, Asia, Asia-Pacific (APAC), Growth Equity, Structured Finance, 信息备忘录, 投资者的演讲, IRR, Public Companies, Finance, Forex Analysis, 私募股权估值, Buyouts, 融资策略, Portfolio Templates, Profit Optimization, Decision Support, Decision Analysis, United States, Investment Banking, 平台即服务(PaaS), 市场平台, Media, 盈利能力分析, 拉丁美洲(LATAM), M&A Strategy, M&A(卖方),特许金融分析师(CFA),股票研究,投资回报率

机会成本建模专家

2023 - 2023
MIJAN, LLC
  • 在Excel中为Mijan开发了一个参与跟踪和决策支持工具, 专业营销咨询公司.
  • 结合标准化的定性和定量标准来创建用户粘性分数, 告知去和不去的决定,并考虑机会成本.
  • 为预测和跟踪目的设计了一个简单的财务和操作模板, 无论是在个人业务层面还是在投资组合的基础上.
  • 创建功能,允许Mijan在任何费用组合中优化其拟议的薪酬结构, 绩效奖金, and/or equity, 从而显著改善了Mijan的谈判进程.
  • 引入了输出计划,从客户和Mijan的角度提供了360度的性能和ROI视图, 每个项目和客户的投资组合.
重点领域:财务建模,预测,收益 & Expense Projections, Portfolio Templates, Portfolio Analysis, Profit Optimization, Decision Support, Decision Analysis, Small & 中型企业,盈利能力分析,特许金融分析师,投资回报率

英国国家应急服务网络合同投标的财务主管

2014 - 2017
EE Ltd (Contract)
  • Built the financial model for EE's bid for a £700-million contract to provide the UK's Emergency Services Network until 2022; it was also used to support internal investment appraisal, 公司管治流程, 以及生活合同管理.
  • 就最优定价结构提供建议, taking account of the impact of pricing on: (a) the total bid price (under the tender assumptions); (b) returns in downside scenarios; and (c) the scope to maximize actual returns under EE's projected volumes.
  • 作为EE合同谈判团队的一员,为与英国政府的谈判策略提供建议,帮助获得更有利的条款, 例如不那么繁重的sla和惩罚以及定价灵活性,以解决成本不确定性.
重点领域:公开招标,公司治理,谈判,财务规划 & Analysis (FP&A), 创造性地解决问题, Financial Reporting, Corporate Finance, Analysis, Risk Analysis, Microsoft Excel, 微软演示文稿, Financial Modeling, Business Planning, Strategy, 敏感性分析, Scenario Analysis, P&L Forecasting, Balance Sheets, Cash Flow, Cash Flow Modeling, Cash Flow Analysis, 合同谈判, 现金流量预测, Revenue Analysis, DCF Valuation, 贴现现金流(DCF), Three-statement建模, P&L Analysis, DCF Modeling, 贴现现金流量分析, Residual Cash Flows, Projected Cash Flow, Financial Analysis, Mobile, 按需管理顾问, Revenue & Expense Projections, 商业计划咨询, Modeling, Valuation, 财务报表, 财务预测, Profit & Loss (P&L), Presentations, Board Presentations, Excel Expert, Investment Analysis, Excel 365, Valuation Modeling, Budgeting, Accounting, Infrastructure, Financials, Value at Risk, Spreadsheets, Data Analysis, 投资委员会谘询, 商业对政府(B2G), Subscriptions, United Kingdom, Pricing, IRR, Finance, Profit Optimization, 盈利能力分析, ROI

Founder | CEO

2001 - 2003
InfoTerrier Limited
  • 在增强的商业搜索领域创立并领导了一家多媒体创业公司, 被认为是在线商业目录领域挑战者的市场进入工具.g.(外国黄页运营商).
  • Raised £200,000 in seed funding, 包括45英镑的奖金,英国贸易和工业部的SMART创新基金,以及90英镑,从IT/软件开发合作伙伴处获得供应商融资.
  • Mobilized a team, 跨平台开发人员, 数据管理专家, 以及品牌和营销专家.
  • Managed the R&D程序从概念到平台原型,并监督公司缩写自由文本解释技术的专利申请.
  • 与数据提供商和领先的电话目录运营商(一个关键的初始分销渠道)建立商业联盟.
关注领域:创业公司, Seed Fundraising, Entry Strategy, 业务发展, Leadership, Product Development, 知识产权, 创新管理, R&D, 企业对企业(B2B), 企业对消费者(B2C), Entrepreneurship, 网络创业, 创造性地解决问题, 关系管理, 微软演示文稿, Business Planning, Negotiation, Strategy, High-tech Startups, Market Sizing, Market Sector, Fundraising, Capital Raising, 总潜在市场(TAM), Business Models, Market Studies, Competitor Analysis & 分析,市场研究,推销平台,收入 & 费用预测,商业计划咨询,市场调研 & 分析,建模,系列A,财务报表,经营模式,财务预测,利润 & Loss (P&L), Presentations, Investment Analysis, Excel 365, Valuation Modeling, Budgeting, Marketplaces, Financing, B2B, Platforms, Pitch Deck顾问, 早期风险投资, Spreadsheets, 增长型融资, Data Analysis, United Kingdom, Business Strategy, 投资者的演讲, IRR, Finance, Venture Capital, 融资策略, Controller, Advertising, 客户演示, ROI

国际企业发展商

1997 - 2001
英国电信公司
  • Developed financial, (DCF) valuation, and operational models supporting acquisitions and bids for mobile licenses in overseas markets; supported investment appraisal through comparative multiples benchmarking and assessed group synergies.
  • 以英国电信1英镑的价格评估移动资产——突出了日本电信分散的区域网络和组织以及NTT的市场主导地位所带来的挑战.20亿美元与AT联合收购&日本烟草30%的股份(现为软银所有).
  • Facilitated the $1.30亿美元收购Maxis Cellular 33%的股份, Malaysia, 通过评估移动资产(DCF和可比倍数)并考虑合理的行业整合方案.
  • 制定了支撑Telfort的商业计划, 荷兰(BT合资企业), bid for a mobile license and key radio-spectrum assets; initiated and led a study into fixed-mobile synergies, 证明赢得2.5亿欧元的拍卖出价是合理的.
  • Valued mobile operators in Brazil during the privatization of Telebras; advised against acquisition on the grounds that the benefits of control didn't justify the premium (i.e.例如,英国电信的股东最好购买自由流通股或美国存托凭证)。.
  • 对香港一家移动运营商进行商业尽职调查,评估市场整合带来的股东价值创造上行空间.
  • Developed the financial model and business plan supporting BT's bid for the 3rd mobile license in the Czech Republic and co-wrote the bid book; used the model to value the license and assess the total market-entry investment.
  • 准备董事会文件和简报并提交,成功为M&A和许可证,加上市场进入投资建议,在英国电信执行委员会层面.
  • 代表英国电信出席Airtel(现为沃达丰西班牙公司)股东大会,就公司治理和股东战略与电信共同股东保持联系.
  • 招聘、培训和管理三名财务和战略专业人员.
关注领域:合并 & Acquisitions (M&A), Market Entry, Financial Modeling, Asset Valuation, Corporate Finance, Business Planning, Forecasting, 敏感性分析, Scenario Analysis, 公司治理, Financial Reporting, Analysis, Risk Analysis, Tender, 关系管理, Microsoft Excel, 微软演示文稿, Leadership, Market Sizing, Market Sector, P&L Forecasting, Balance Sheets, Cash Flow, Cash Flow Modeling, Cash Flow Analysis, Cost of Capital, 现金流量预测, Revenue Analysis, DCF Valuation, 可比公司分析, 贴现现金流(DCF), Benchmarking, 金融基准测试, Demand Sizing & 分割,三语句模型,管制行业,P&L Analysis, Cost Benchmarking, DCF Modeling, 贴现现金流量分析, 事务比较数据, Residual Cash Flows, Projected Cash Flow, Financial Analysis, Due Diligence, 尽职调查顾问, M&A(买方),跨境M&A, Mobile, M&A建模,实物期权推理,市场研究,竞争对手分析 & 分析,市场研究,收入 & 费用预测,商业计划咨询,市场调研 & 分析,建模,估值,财务报表,财务预测,利润 & Loss (P&L), Presentations, Board Presentations, Excel Expert, Investment Analysis, Excel 365, Deal Structuring, Valuation Modeling, Accounting, Financing, Middle East, B2B, Financials, Spreadsheets, Investor Reporting, Data Analysis, 投资委员会谘询, 投资备忘录, Subscriptions, M&A Valuation (DCF), M&A尽职调查(财务), United Kingdom, Investments, 投资回报情景分析, Asia, Asia-Pacific (APAC), Hong Kong, 信息备忘录, 投资者的演讲, IRR, Public Companies, Finance, Forex Analysis, 私募股权估值, Buyouts, Profit Optimization, United States, Investment Banking, 盈利能力分析, Controller, 拉丁美洲(LATAM), M&A Strategy, ROI

财务分析师|客户经理

1994 - 1997
MeesPierson Bank NV
  • 开发现金流模型,以评估移动通信行业(当时尚处于萌芽阶段)、有线电视和付费电视行业的无追索权融资建议. 使用这些模型将风险的关键要素集中起来.
  • 管理与现有客户和银行集团的关系,并开发新的前景, 阿姆斯特丹有线电视网络和法国地区有线电视运营商的潜在收购者.
  • 在信贷委员会层面提出并成功地为1000 - 1亿美元的基础设施融资提案辩护.
重点领域:项目融资、市场调研 & Analysis, 关系管理, Risk Analysis, 业务发展, Fixed Income, Financial Planning & Analysis (FP&A), Market Sizing, Market Sector, Term Sheets, 投资意向书谈判, Financial Reporting, Analysis, Microsoft Excel, Financial Modeling, Business Planning, 敏感性分析, Scenario Analysis, Cash Flow, Cash Flow Modeling, Cash Flow Analysis, 现金流量预测, Revenue Analysis, Three-statement建模, Projected Cash Flow, Financial Analysis, Due Diligence, 尽职调查顾问, Mobile, Revenue & Expense Projections, 商业计划咨询, Modeling, 财务报表, 财务预测, Profit & Loss (P&L), Presentations, Board Presentations, Excel Expert, Investment Analysis, Excel 365, Deal Structuring, Financing, Infrastructure, Financials, Value at Risk, Spreadsheets, Data Analysis, United Kingdom, 杠杆收购(LBO), 杠杆收购模型, US GAAP, Structured Finance, 信息备忘录, IRR, Finance, United States, Investment Banking, Debt Financing, Media, 盈利能力分析, 客户演示, ROI
1987 - 1993

电气与电子工程专业硕士学位

代尔夫特理工大学-代尔夫特,荷兰

JUNE 2019 - PRESENT

特许金融分析师(CFA)

CFA Institute

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