Zachariah Heller
Tempe,AZ
Summary
Versatile professional with expertise in M&A and regulatory compliance. Results driven strategic analyst experienced in acquisitions valuations, end-to-end closing documentation and business integration. Business associate specializing in comprehensive regulatory compliance analytics, controls, and enforcement. Master's in Legal Studies, emphasizing M&A and Regulatory Compliance.
Overview
7
7
years of professional experience
Work History
Strategic Analyst
Restoration Builders Inc.
Phoenix, AZ
05.2021 - 08.2023
- Conducted strategic valuations for 15 potential targets, utilizing cash flow analysis and comparable company analysis to provide accurate assessments of their value
- Developed comprehensive due diligence reports for potential acquisition targets, analyzing financial statements, market trends, and competitive landscape to identify strategic opportunities for growth and cost savings
- Managed end-to-end closing documentation process for mergers and acquisitions, coordinating with legal teams, external advisors, and internal stakeholders satisfying all regulatory requirements and resulting in a seamless transition for the company
- Provided legal consultation to assist in the development of a Private Placement Memorandum (PPM) for headquarters, overhauled human resource Standard Operating Procedures (SOP), and crafted an enterprise revenue service and maintenance contract for the business operating units.
Business Associate
The Heller Consortium LLC.
Denver, CO
11.2017 - 05.2021
- Delivered project management, research, and presentation assignments on numerous engagements covering operational turnarounds, domestic (San Francisco and Dallas) and international (United Kingdom) acquisitions, business integrations, and company divestitures
- Participated in refining M&A operations by updating merger and acquisition playbooks, enhancing due diligence practices, and optimizing functional integration approaches
- Established marketing pitch, proposals, and basic legal documents: Statement of Work (SOW), Master Service Agreement (MSA), and Non-Disclosure Agreement
- Facilitated company formation processes, including naming rights and state registration, ensuring a solid foundation for business success.
Business Associate Intern
Credere Group
Denver, CO
05.2016 - 08.2017
- Researched and created a comprehensive regulatory compliance guide covering the Bank Secrecy Act, Anti-Money Laundering, Dodd-Frank Act, Patriot Act, and Sarbanes-Oxley Act, which was utilized by the entire company to ensure clients' adherence to regulations
- Streamlined and standardized Statement of Work (SOW) and Master Service Agreement (MSA) documents while efficiently organizing and cataloging the firm's intellectual property.
Education
Master of Legal Studies - Business Law, M&A and Regulatory Compliance
Sandra Day O’Connor College of Law
12-2021
BA Business - Business Law
W.P. Carrey School of Business (ASU)
05-2019
Study Abroad Program Summer - Commercial Contracts
London School of Economics And Political Science
07-2019
Skills
- Mergers & Acquisitions
- Due Diligence
- Financial Analysis
- Integration Planning
- Legal Compliance & Terminology
- Regulatory Compliance & Understanding
- Document Control & SOP Development
- Leadership Accountability
- Teamwork and Collaboration
- Critical Thinking & Complex Problem Solving
- Project Management Skills
- Strong Written and Verbal Communication
Timeline
Strategic Analyst
Restoration Builders Inc.
05.2021 - 08.2023
Business Associate
The Heller Consortium LLC.
11.2017 - 05.2021
Business Associate Intern
Credere Group
05.2016 - 08.2017
Master of Legal Studies - Business Law, M&A and Regulatory Compliance
Sandra Day O’Connor College of Law
BA Business - Business Law
W.P. Carrey School of Business (ASU)
Study Abroad Program Summer - Commercial Contracts
London School of Economics And Political Science
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