David Brode

  • David is a corporate finance and strategy consultant with expertise in financial modeling based on 25 years of experience.  He  began his consulting career with Marakon Associates where he advised a variety of clients on shareholder value creation, developing growth strategies, corporate finance (complex valuations), segment profitability analysis, and improving the efficiency of their operations.
  • In 1990, David founded Minotaur Financial, which focused on financial forecasting, analysis, and strategy for early stage businesses focused on fund raising, mergers and acquisitions, and strategic planning.  More recently he has developed stochastic analytics for private equity investment vehicles
  • Private Equity Investment Fund Analytics: Created software and delivered analytic results used to structure, market, and report on private equity-related investment vehicles.  Closed transactions include debt lines for venture lending; analytics included detailed views into portfolio company-event levels.  Secured ratings from rating agencies for these transactions.  Models for other investment products included structured products with complex waterfall provisions for multiple debt tranches, reserves, additional liquidity facilities, special rules regarding capital draws and distributions, etc.
  • Business Planning Model: Assisted telecom industry veterans in developing a strategy and creating a detailed business model for a new venture.  Subsequently developed a detailed operational plan for internal planning and investor communications supporting the $375 million capitalization effort.  Managed development of 25 megabyte model through over 300 versions.
  • Strategy, Financing, and Product Development: Worked with President and CFO of market innovator and leader in a new segment of the Hospitality Real Estate industry.  Presented to board to address concerns about strategic direction of the company.  Assisted the company in raising $275 million in capital.  Developed Excel-based integrated short- and long-range planning systems, and developed two additional products that were sold to customers.  During engagement, company grew in size from $50 million in property assets to nearly $500 million with $1.2B total assets in the development pipeline.
  • Education: David has a B.A. in Economics and Philosophy (High Honors) from the University of Michigan.
  • Publications: David’s writings on financial modeling can be found at www.brode.net/resources.

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