Gilberto Tonello
New York Metro,USA
Summary
Dynamic professional with extensive expertise in asset management, mergers and acquisitions (M&A), joint ventures (JVs)/partnerships, deal structuring, intricate financial modeling, strategic planning, investor relations, and in-depth industry competitive analysis.
With over a decade of experience orchestrating deals and investments in the Americas and Europe, I excel in leveraging quantitative methods and analyzing large datasets to derive actionable insights for strategic decision-making.
My leadership style is characterized by charisma and resilience, underpinned by a proactive approach, unwavering accountability, transparency, and the ability to thrive in high-pressure environments.
Overview
15
15
years of professional experience
Work History
Director of Corporate Development
Proximo Spirits, Inc
New York Metro , USA
2023.06 - Current
- M&A Strategy: Implement and adapt comprehensive M&A methodology to align with company's growth objectives. Analyze local government market, identify targets, assess strategic fit, and evaluate associated risks and opportunities.
- Due Diligence: Conduct thorough due diligence on potential targets, collaborating with cross-functional teams to assess financial, technological, operational, and legal aspects. Identify synergies and risks.
- Valuation and Financial Analysis: Lead valuation process, assessing financial performance and projections. Conduct financial modeling to determine fair value and evaluate financing options for deals.
- Market Intelligence: Gather and analyze intelligence on spirits market, as well as economic indicators on consumer data.
Finance Director
Proximo Spirits, Inc.
New York Metro , USA
2021.11 - 2023.06
- Managed the entire financial planning and ongoing reporting processes including the annual budget (
- Provided monthly and quarterly analysis of business unit financial performance, aiding management to identify important trends and opportunities for profit improvement
- Led the transaction execution activities including the creation of detailed financial and operating models, and valuation, returns and credit analyses for potential transactions and investment opportunities
- Quarterback the transaction due diligence process through coordination with cross-functional teams, and respond to investor and bank diligence requests, as applicable, to support the financing of investment opportunities
- Collaborated on the development and negotiation of transaction terms and deal documentation, including NDAs, term sheets, credit agreements, letters of intent and definitive agreements, amongst others, in conjunction with Legal
- Supported the evaluation of strategic alternatives, acquisition targets, and investment opportunities that have potentially significant financial and strategic implications
- Assess the credit and structuring implications of potential transactions.
Head of Business Development
Becle SAB de CV
Mexico City , Mexico
2019.01 - 2021.10
- Responsible for the establishment of Business Development Area
- Mainly focusing on inorganic, organic and margin enhancement projects
- Focus on developing execution of transactions from end to end
- Establishing partnerships through joint ventures and venture capital deals
- Successfully acquired and developed IMCs in Spain and China
- Closed an acquisition of a 29% stake in Eire Born Spirits for US$58 million
- Lead the analysis
- Leading the preparation of valuation models following the business’ M&A standards and performing Key Performance Indicators (KPI) and analysis such as discounted cash flow, multiple of comparative company and recent transaction, accretion and dilution, synergies
- Serve as an integral member of company’s strategic planning effort to identify, assess, and prioritize growth opportunities and conduct company´s long term forecast
- Conduct COGS assessment to recommend gross margin enhancements
- Developed a model to evaluate improvements in Supply Chain to reduce costs
- (Reduction of US$30 million per year).
M&A and Investor Relations Associate Director
Becle SAB de CV
Mexico City , Mexico
2017.06 - 2018.12
- M&A: Execution of M&A buyside transactions from end to end, including deal sourcing, financial modelling, due diligence and integration of the business
- Experience conducting transactions in North America and Europe in both sell and buy side
- Over US$500 million in deals closed
- Led financial analysis of green field transactions and close overview of future results
- Key player in the establishment of JV with Eire Born Spirits
- IR: Responsible for setting up the IR department from scratch
- Development of procedures and the way of business
- Key responsible for developing communication strategy of the Company
- Increased the coverage of banks covering by three times
- Maintenance of relationship with financial market through NDRs, industry conferences, conference calls and meetings.
Associate Portfolio Manager
Grupo Bursatil Mexicano (GBM)
Mexico City , Mexico
2016.01 - 2017.05
- Managed a portfolio of Latam equities for mutual fund clients
- Responsible for fundamental bottom-up equity analysis across Latam markets, with a particular focus on Peru, Chile, Colombia, Argentina, Brazil and Mexico
- In depth analysis of toll roads, utilities, mining, Oil & Gas and retail companies and sectors
- Responsible for forecasting commodities such as Brent, Base Metals and Precious Metals
- Successfully developed strategies with options to add additional return to the fund.
Senior Equity Research Analyst (Sell Side)
Grupo Bursatil Mexicano (GBM)
Sao Paulo , Brazil
2012.01 - 2015.12
- In charge of research team covering 13 stocks in Banking and Financial non-banking sectors, besides having a soft coverage on several other companies to keep a track of peers and competitors
- Initiated covered of all companies in the sector
- Conduct in-depth qualitative and quantitative utility industry research into trends, state of the industry
- Independently write quarterly earnings update and thematic research reports and generated trading ideas to institutional investors
- Present investment views, risks and sector outlook to sales-traders team in morning meetings
- Research recommendations ranked as 1st in Bloomberg raking for several times.
Financial Risk Analyst
Votorantim Asset Management
Sao Paulo , Brazil
2009.08 - 2011.12
- Developed and analyzed risk reports in order to monitor hedge funds´ risk
- Conducted the pricing of several assets, including CMBS, ABS, debentures, swaps and option contracts to reach the NAV for the funds managed
- Generated reports to calculate the profit & losses of the funds and compare to their risks
- Actively supported in the implementation of the new model of market risk.
Education
Chartered Financial Analyst -
CFA Institute
01.2015
Bachelor in Business Administration -
Mackenzie University
01.2010
Skills
- New Market Research
- Strategic Planning
- Deal Structuring
- Valuation
- Strategic Thinking
- Negotiation Skills
- Leadership
- Financial Acumen
Residency
Mexican Permanent Resident
Nationalities
- Brazilian
- Italian
Activities
Volunteer Music Teacher
Hobbies and Interests
- Brazilian Jiu Jitsu (Competitor)
- Music
Timeline
Director of Corporate Development
Proximo Spirits, Inc
2023.06 - Current
Finance Director
Proximo Spirits, Inc.
2021.11 - 2023.06
Head of Business Development
Becle SAB de CV
2019.01 - 2021.10
M&A and Investor Relations Associate Director
Becle SAB de CV
2017.06 - 2018.12
Associate Portfolio Manager
Grupo Bursatil Mexicano (GBM)
2016.01 - 2017.05
Senior Equity Research Analyst (Sell Side)
Grupo Bursatil Mexicano (GBM)
2012.01 - 2015.12
Financial Risk Analyst
Votorantim Asset Management
2009.08 - 2011.12
Chartered Financial Analyst -
CFA Institute
Bachelor in Business Administration -
Mackenzie University
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