Maurice C.

Levin
Maurice C. Levin
Financial Professional: Transaction-Tested Valuation Analyst

Professional Background
Experienced finance and operations professional. Fifteen years experience valuing assets and businesses in both acquisition and sale transactions., financial modeling, corporate finance, financial research, reports and presentations. Accustomed to working with and for sophisticated colleagues and clients, and producing excellent work product. Thrive in demanding environments. Collaborative work ethic, detail focus and work well with all levels of management and personnel.

Skills and Experience

Business Valuation Merger & Acquisition Transactions Equity Valuation and Underwriting Financial Analysis and Structuring Financial Solution Implementation Consultant to Senior Management Financial Forecasting/Modeling Strategic Planning Business Development

Principal Practice Areas

Financial/business analysis, valuations, transaction structuring, advising senior management, and interacting with financial professionals. Problem-solver/ trouble-shooter, profitability analysis, financial research, report and presentation preparation.

Project Experience
15+ Years Background Valuing Businesses Produced sale, acquisition and purchase transactions totaling over $600 million by preparing accurate business valuations for both sellers and acquirers Increased likelihood of these transactions by customizing valuations based on business types and presenting analyses cogently and understandably Transaction Background: Merger/Acquisition/Sale as Both Intermediary & Principal Enhanced value to sellers and buyers by evaluating relative financial benefits of each sale/merger/partnership alternative Delivered the best value to clients, based on their buyer or seller position Created effective documentation/presentations to promote and conclude sale Know management needs from first-hand experience; able to advise sellers on common pitfalls, how to maximize their time and not leave unrealized value on the table Financial Modeling/ Analysis--Combine software (Excel, etc.) skill set with understanding of management, business quality and often overlooked intangibles Created credible valuations via financial projections, working with data and management Enabled management to make the best choice by preparing multiple financial projections Gauged value accurately by identifying the most inherent and important revenue sources Delivered Timely Results to Client, Coherently and Professionally, Enabling Action Analyzed and transformed complex data into easily understandable concise findings, presented in a visually appealing clear manner Prepared professional marketing/selling materials, tailored specifically for each separate audience, resulting in a high-quality presentation on which they could take action

Industry Experience
Financial Services E-Commerce Business Services Manufacturing Investment Banking Investment Management Securities (Equity) Analysis Early Stage Businesses Specialty Retail/Wholesale

Computer Applications
MS Excel MS PowerPoint MS Word Photoshop QuickBooks Quicken Inventory Software HTML Website Creation/Management
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Education/Qualifications
Harvard MBA, 2 Year Honors Harvard AB, magna cum laude thesis Conversational French, Spanish Experienced in Corporate and Small/Medium-Sized Businesses

Valuation Experience/Transactions
Privately-Owned Financial Services and Advisory Firm--Market Value $60 Million Initial Public Offering (IPO) for 7 year old service firm Establish market credibility and value by performing de-novo financial analysis, resulting in investor acceptance and positive market reception Participated in all aspects of due diligence, document preparation and review, resulting in professionally prepared prospectus that gave the selling company market credibility Assisted in road show and supporting marketing materials, resulting in successful IPO Privately-Owned Bath Accessories/ Plumbing Specialties Manufacturer Exclusive Sale of a Family-Owned manufacturer for Stock valued at $125 million Management contracts secured for all key personnel Identified and arranged contact with numerous prospective acquirers Prepared all necessary documentation, valuations and presented these successfully Publicly Owned Financial/Computer Services, Payment Processing Company $100 Million Convertible Debenture Offering for $11 Billion (Sales) Company Valued both stock and debt to maximize value for company Performed due diligence, prepared marketing materials and assured transaction closure Publicly Banking/Financial Services Company--Equity Stake Purchase with Warrants $25 million Strategic Investment in financial services entity, Market Value $250 million Valued both stock and attached warrants to deliver blended investment value Worked closely with client (acquirer) to deliver timely, accurate and insightful materials

9560 Gloaming Drive, Beverly Hills, CA 90210 Home Office: (310) 276-0137, Fax: (310) 859-0137, Mobile: (310) 293-6703 maurice@cycads.com -- http://www.mauricelevin.com

Maurice C. Levin

9560 Gloaming Drive, Beverly Hills, CA 90210 Home Office: (310) 276-0137, Fax: (310) 859-0137, Mobile: (310) 293-6703 maurice@cycads.com -- http://www.mauricelevin.com