Pro Business Plans understands that every part of the plan requires the unique expertise of a specialist. That is why a diverse team of experts collaborate across all business functions including marketing, research, finance, and writing. You will be assigned a business plan writer to assist with your plan prior to ordering so you will know who you will be working with.
Chase has seven years of executive level experience in the investment banking and management consulting industry. He previously started a business intelligence company, Kaizen Solutions, that sold to a foreign acquirer in 2013. Afterwards, Chase worked in Beijing, China at a technology focused venture capital fund and assisted in the formation of a cross border M&A advisory platform. Chase has been engaged in over $3.0 B worth of transactions while at Pro Business Plans across sixty industries in thirty countries He is presently running, EquityUp, a platform geared towards helping companies raise capital by providing a platform for them to interface with accredited investors.
Steven is an investment banker with over eleven years of experience, ranging from Startups to blue chip corporations, on mergers, acquisitions, disposals, takeover defenses, financing, leveraged buy-outs and IPOs, fundraising, business plan, and Startup creation. He formerly worked at UBS in the investment banking division as a director for over six years, then later forming an independent consulting firm and working with Pro Business Plans. He received his MSc from the Universita Commerciale in Finance and his BSc in International Economics. Steven excels in business valuation, financial analysis, forecasting, and financial modeling for mergers, acquisitions, and leveraged buyouts.
Nathan has over ten years of experience working as a financial analyst including four years at BNY Mellon bank and two years as a consultant at PwC. During this period, he worked with many companies engaged in raising capital through debt and other financial instruments, focusing on emerging growth companies.
He also supported UNICEF Foundation as a fundraising coordinator, where he actively assisted in capital donations to support emerging nations. Nathan received his BSc from the University of Florida and MSc from Florida College in finance. Nathan excels in financial analysis and developing financial models, in addition to preparing business plans to acquire bank financing.
Lindsay has over fifteen years of experience working with many public and private companies specializing in international business and strategic partnerships She has spent the last five years as an independent consultant where she worked on several projects focused around strategic partnerships and marketing research.
Lindsay holds her MBA from the NYU Stern school of management and focuses on market research and joint ventures. Among her experience at Pro Business Plans, she has been engaged in several projects including proposals to partner with Fortune 50 companies, government entities, and capital raises exceeding $50 M.
Eric has over twelve years of experience working in senior advisory roles after a career as a financial analyst at a private family office, where he managed buy-side activity on behalf of a private fund managing $2 billion is assets.
Eric was formerly a director of advisory at Ernst & Young, where he was responsible for providing financial advisory for mid-cap clients in the Northeast. He received his BA in Economics from the University of Madison and is a chartered financial analyst holder. Eric also owns a private practice consulting firm focused on providing buy-side advisory and fund strategy for boutique investment funds.
Andrew has over four years of experience working as a financial analyst, his most recent role as at a venture capital group, where he was responsible for screening potential companies for the portfolio. Andrew was responsible for sourcing, screening, and approving potential deals in the technology and media industries.
Prior to that, Andrew was a management consultant at a big four accounting firm. Andrew received his BSc from the University of Maryland where he graduated with honors. Andrew works with early stage companies to prepare financial models, set projections, and identify opportunities for growth.
Margaret received her J.D. from the Mitchell Hamline School of Law, later working as an attorney for Thomson Reuters before working with early stage and venture transactions, which have included due diligence and contract analaysis.
Margaret's experience has included intellectual property, acquisitions and partial exits, business registrations, private placements, and SEC registration for early stage companies.