Becca Tessin
Seattle,WA
Summary
Seasoned executive with 25 years of leadership in growth-stage companies. Co-founder of a $2 billion boutique investment management firm, served as COO, Chief Compliance Officer, and CFO. Former investment banker in technology, driving capital raises and M&A transactions. Recently directed investor relations for a publicly traded asset management firm, managing earnings communications and institutional investor relationships.
Overview
32
32
years of professional experience
Work History
Head of Investor Relations
GQG PARTNERS, LLC
Seattle, WA
03.2024 - 03.2026
- Led a robust investor relations program for a $4.0 billion market cap US-based asset management firm listed on the Australian exchange (ASX).
- Implemented standardized reporting processes, planned and managed semi-annual investor roadshows, maintained investor contacts in Salesforce, and created investor marketing materials, including website and earnings presentations.
- Supported CFO with new initiatives and developed materials for financial updates presented to Executive Committee and Board of Directors.
Director of Finance, Chief Financial Officer
ACUITAS INVESTMENTS, LLC
Seattle, WA
03.2017 - 09.2024
- Directed financial planning and analysis to support investment strategies.
- Oversaw budgeting processes to align with organizational goals.
- Managed cash flow forecasting to ensure liquidity for operations.
- Managed firm finances, created annual budget, administered client invoicing and vendor payments using Quickbooks, ensured professional insurance coverage, and maintained relationships with capital investors to support financial stability.
- Oversaw human resources functions, launched and funded retirement plan, implemented new hire training, and developed company human resources policies to enhance employee engagement and compliance.
Chief Operating Officer, Chief Compliance Officer
ACUITAS INVESTMENTS, LLC
Seattle, WA
01.2011 - 03.2017
- Co-founded investment management firm managing $2.0 billion in AUM.
- Developed and managed comprehensive compliance program that supported growth and facilitated acquisition of assets from major institutional investors in the US.
- Directed operational functions of investment firm from inception to profitability, obtaining business licenses, filing regulatory documents, implementing bookkeeping and HR systems, and managing registration with Securities Exchange Commission (SEC).
Vice President, Head of the Education Investment Banking Practice
LUMINARY CAPITAL LLC
New York, NY
03.2002 - 08.2003
- Led the firms’ Education Investment Banking effort by sourcing and executing several transactions with education companies in a difficult investment banking environment.
- Sourced and managed largest firm relationship, evaluating management buy-out offer, advising on debt restructurings, managing asset sales, and delivering comprehensive fairness opinion.
- Created and delivered complex fairness opinion to assess value of client’s primary asset before completion, considering market receptivity and pending litigation outcomes.
- Implemented business development strategy to identify, contact, and evaluate businesses for emerging education companies.
Associate, Investment Banking, Telecommunications, Media & Technology Group
JP MORGAN CHASE
New York, NY
05.1999 - 02.2002
- Expanded Education Services practice into leading Wall Street team, executing five transactions in 2001 and totaling 18 equity and M&A transactions.
- Performed valuation and merger analyses including comprehensive merger models, LBO models, DCF analysis and comparable company analysis.
- Wrote prospectuses, selling memos, private placement memorandums, fairness committee memos, and internal equity committee memos to support fundraising and transaction processes.
- Managed associate recruiting effort, developed analyst and associate mentoring programs, conducted equity training sessions, and participated in company-wide analyst review committee.
Associate, Investment Banking, Media & Communications Group
DEUTSCHE BANC ALEX. BROWN
New York, NY
09.1998 - 05.1999
- Participated in two sell-side M&A transactions, led IPO for Internet investment fund, and managed high yield offering for television broadcasting company.
- Conducted combination analysis for potential merger of two large telecommunications firms and evaluated tracking stock and subsidiary IPO alternatives to monetize large media company’s Internet asset.
Financial Analyst, New Business Development
CROWN NORTHCORP, INC.
Washington, DC
05.1994 - 08.1996
- Analyzed and priced loan portfolios to support financial services company in acquiring, resolving, and servicing sub-performing real estate debt.
Associate Property Manager
PRENTISS PROPERTIES LTD., INC.
Washington, DC
10.1993 - 05.1994
- Co-managed 218,000 square foot class “A” landmark office building and 350,000 square foot industrial project, ensuring operational efficiency and tenant satisfaction.
Education
MBA - Finance
COLUMBIA BUSINESS SCHOOL
New York05-1998
BA - Political Science, Communication
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
Santa Barbara, CA06-1993
Skills
- Investor relations
- Financial reporting and compliance
- Regulatory compliance
- Financial modeling and forecasting
- Market analysis
- Analytical decision-making
- Stakeholder engagement
Timeline
Head of Investor Relations
GQG PARTNERS, LLC
03.2024 - 03.2026
Director of Finance, Chief Financial Officer
ACUITAS INVESTMENTS, LLC
03.2017 - 09.2024
Chief Operating Officer, Chief Compliance Officer
ACUITAS INVESTMENTS, LLC
01.2011 - 03.2017
Vice President, Head of the Education Investment Banking Practice
LUMINARY CAPITAL LLC
03.2002 - 08.2003
Associate, Investment Banking, Telecommunications, Media & Technology Group
JP MORGAN CHASE
05.1999 - 02.2002
Associate, Investment Banking, Media & Communications Group
DEUTSCHE BANC ALEX. BROWN
09.1998 - 05.1999
Financial Analyst, New Business Development
CROWN NORTHCORP, INC.
05.1994 - 08.1996
Associate Property Manager
PRENTISS PROPERTIES LTD., INC.
10.1993 - 05.1994
MBA - Finance
COLUMBIA BUSINESS SCHOOL
BA - Political Science, Communication
UNIVERSITY OF CALIFORNIA, SANTA BARBARA