Matthew Beljan

• Created comprehensive financial models for evaluating potential acquisitions, mergers, and other strategic opportunities, which were presented to the C-suite for decision-making.
• Developed and implemented strategic plans aimed at optimizing the company's organizational performance and profitability.
• Designed and maintained dashboards for tracking key performance indicators (KPIs) across 20+ strategic initiatives.
• Co-led eight major strategic initiatives across EMEA, providing monthly progress updates to the executive leadership team, ensuring alignment and timely execution of objectives.

• Structured detailed client valuation models, including internal and management case financial models, to meet diverse client needs.
• Analyzed historical and projected financial statements to assess investment performance, forecast outcomes, and provide strategic recommendations.
• Led communication efforts with top clients and investors throughout all stages of transaction processes, ensuring clarity and efficiency.
• Select Deal / Transaction / Project Experience:

- Exclusive financial advisor to a leading healthcare client, facilitating significant transaction deals.

- Advisor to a top Casino & Gaming App company, contributing to their strategic growth.

- Sell-side advisor for a regional Oil & Gas company (deal pending).

- Sell-side advisor for a Financial Technology company (deal pending).

• Conducted in-depth industry and market research to support financial analysis and strategic planning.
• Developed detailed financial analysis reports and presentations for C-suite executives, aiding in critical business decisions.
• Select Deal / Transaction / Project Experience:

- Advisor for an Aerospace & Defense SaaS contractor, assisting in their growth strategy.

- Sell-side advisor for a Semiconductor manufacturer, leading to a successful transaction.

- Sell-side advisor for a Renewable Energy firm, contributing to their market expansion.

• Performed in-depth analysis to help solve diverse problems with program implementation and operations.
• Utilized knowledge of data modeling and statistical analysis to note trends and draw conclusions.
• Evaluated internal systems and prepared training initiatives to mitigate ongoing problems.