Warren McCarthy
Topsfield,MA
Summary
Results-driven corporate development professional offering 10 years of experience leading or driving cross-functional teams and delivering exceptional outcomes. Skilled in identifying growth opportunities, conducting due diligence, negotiating deals, and integrating acquired companies. Strong ability to develop and execute strategic plans aligned with business objectives. Adept at building and maintaining relationships with key stakeholders at all levels.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Director, Corporate Development
Corvus Insurance
Boston, MA
03.2022 - Current
- Conducted thorough financial analysis, due diligence, and valuation assessments to evaluate potential acquisition targets and strategic opportunities.
- Established and maintained relationships with investment bankers, private equity firms, and industry executives to stay informed of market trends and identify potential strategic opportunities.
- Identified and led business case development for strategic partnership opportunities.
- Led 25-person internal team and managed external advisors during Corvus's 2023 acquisition by Travelers Insurance.
- Executed divestiture of Corvus' Smart Cargo Insurance book of business to H.W. Kaufman Group.
Senior Manager, Corporate Development
Datto
Boston, MA, MA
01.2020 - 03.2022
- Established the Corporate Development function as initial member, leading a team of three direct reports to devise operational strategies, frameworks, and processes leading to its successful integration within company's framework.
- Collaborated closely with executive leadership, legal counsel, finance, and other cross-functional teams to ensure smooth deal execution and integration.
- Developed and implemented integration plans for acquired companies, overseeing post-merger integration activities to achieve synergies, streamline operations, and maximize value creation.
- Prepared and presented comprehensive reports, financial models, and investment proposals to senior management and board of directors.
- Key contributor to Datto's October 2020 IPO.
- Sourced and led Datto's acquisitions of Infocyte, an Austin, TX based threat detection and response company, BitDam, an Israeli cyber threat detection company, and Gluh, an Australian B2B software company.
- Key contributor on Datto's 2022 take-private acquisition by Kaseya, a provider of unified IT management and security software for MSPs and SMBs.
Manager, Commercial Analytics
Datto
Boston, MA
09.2018 - 01.2020
- Partnered with leadership and led team-based project teams delivering on key analysis that influenced and corporate strategy.
- Monitored KPIs and financial metrics to assess the company's financial health and identify areas for improvement.
- Built and maintained product-level cohort analyses for each used to identify trends and GTM opportunities.
- Led cross-functional team to establish pricing strategy for the release of Datto's next generation SIRIS 5 BCDR product
- Conducted unit economic analyses for each product line to identify opportunities for efficiencies, resulting in 3% margin expansion to the largest product line.
- Developed 2019 global sales forecast and commission plan.
Investment Banking & Venture Capital Associate
Progress Partners
Boston, MA
04.2017 - 09.2018
- Collaborated with senior bankers on executing M&A through pitch book preparation and leading due diligence processes, including managing data rooms and coordinating with legal and financial teams to ensure smooth deal execution.
- Assisted in deal sourcing, investment opportunity evaluation, networking, and quarterly fund reporting to LPs for firms venture arm.
Senior Associate, Mergers & Acquisitions Tax
KPMG International
Boston, MA
10.2015 - 03.2017
- Led M&A tax due diligence engagements, analyzing tax implications and identifying risks/opportunities for clients across diverse industries.
Associate, Federal Income Tax
KPMG International
Boston, MA
06.2013 - 09.2015
- Conducted comprehensive business tax compliance reviews, preparing and filing federal, state, and local tax returns for corporate clients, ensuring accuracy and regulatory compliance.
Education
Bachelor of Science - Business Administration
University of New Hampshire
Durham, NH05.2013
Skills
- Financial Analysis
- Market Analysis & Research
- Pipeline Development
- M&A Execution
- Negotiation
- Integration Planning & Execution
- Leadership
- Cross-Functional Team Management
- Communication & Presentation
- Strategic Partnerships
- Risk Assessment & Management
- Strategic Planning
Certification
Certified Public Accountant (CPA)
May 2017
Massachusetts Board of Public Accountancy
Timeline
Director, Corporate Development
Corvus Insurance
03.2022 - Current
Senior Manager, Corporate Development
Datto
01.2020 - 03.2022
Manager, Commercial Analytics
Datto
09.2018 - 01.2020
Investment Banking & Venture Capital Associate
Progress Partners
04.2017 - 09.2018
Senior Associate, Mergers & Acquisitions Tax
KPMG International
10.2015 - 03.2017
Associate, Federal Income Tax
KPMG International
06.2013 - 09.2015
Bachelor of Science - Business Administration
University of New Hampshire
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