Bertie Mahe r bertiemaher100@gmail.com | +44 7525 013765 EDUCATION London School of Economics London , UK Master of Science in Management ; Focus in Finance September 2020 – July 2021 • Grade : Distinction | 4.0 /4.0 GPA equivalent | 95 th percentile. • Relevant Modules : Corporate Finance , Entrepreneurial Finance , Financial Accounting , Business Analysis , Managerial Economics. • Leadership Roles : Venture Head , Entrepreneurs Society ( covers 9 ventures, incl. Kickstart ) ; Vice President, AIBE Summit ( world’s largest non - profit AI conference , democ ratis ing AI e ducation & et hics ) ; Head of Corporate Relations, Venture Capital Society • Awards & Honours : Winner of Impact Investing Pitch Competition, led by Dhiraj Mukherjee (Co - Founder, Shazam); Received LSE’s ” best sub - committee“ award ( AIBE Summit ) ; ranked 2 nd of 120 (& 1 st for start - up p itch) in Entrepreneurial Finance (93%) University of Manchester Manchester, UK Bachelor of Arts (Hons) in Politics & Philosophy September 2016 – July 2019 • Grade : Upper Second - Class Honours | 3.7 /4.0 GPA equivalent. Others : CFA Institute, IMC | Harvard Business School, Leading w ith Finance | Wall Street Prep , Advanced Modelling & Valuation WORK EXPERIENCE SellerX London, UK Senior Investment Analyst, Tech & Consumer M&A October 202 1 – present • S ellerX is a buy - and - build M&A platform focussed on h i g h - growth t ech & e - commerce businesses R aised >$1bn from blue - chip investors ( L Catterton, Sofina , Blackrock), and are Europe’s fastest profitable company to reach unicorn status (14 months) • Ranked top 5% in team; received early promotion; assessed > $3bn of qualifying investments in $10 - 350m + range (incl. Software) • Led entire end - to - end M&A / LB O process & due diligence for 7+ post - LOI deals, conducting extensive ( a ) financial modelling (3 - statement , complex revenue builds, cohort analysis ) ; ( b ) valuation (LBOs, DCF s , Comps); ( c ) detailed CDD , FDD & market mapping ; ( d ) drafting of investment memo s ; ( e ) deal sourcing , structuring, negotiation & legal document drafting (APAs/SPAs, IOIs/ LOIs); ( f ) strategic business planning, value creation & PMI ; as well as ( g ) portfolio management & regular investor reporting. • Closed highly competitive deal in $50 - 75m range ; led several $2 5 0m+; and co - authored multiple template financial models ** * See page 2 for greater detail on select transaction history and investment / technical experience *** Capita Scaling Partner London, UK Summer VC & Growth Analyst , B2B SaaS July 2021 – October 2021 • Executed multiple DD processes for B2B SaaS leads at VC & Growth stage; and assisted with a n M&A bolt - on / roll - up strategy. • P artnered with 2 growth portfolio companies, develop ing their go - to - market strategies and generat ing lead s totalling c. £180k Secret Cinema London, UK Strategic Finance & FP&A Analyst September 2019 – August 2020 • Analysed project spending an d optimised all departmental budgets , saving c. £500k across 3 highly successful £10m+ projects. • M anaged FP&A , working capital , supplier relationships and account reconciliation , improv ing cash conversion cycle by c. 15 days Ernst & Young ( EY ) Singa pore Summer Strategy Consultant, NextGen Academy June 2018 – July 2018 • Developed winning business plan and digital strategy for TWG Tea’s $90m a year brand, which they subsequently implemented. • Awarded by V3 Group CEO/Board of Directors for producing best digital business plan out of 15 teams, in front of 200 delegates. Sarasin & Partners London, UK Spring Equity Research Analyst March 2018 – April 2018 • Executed investment research project ( on the US - China trade war ) and identified high risk equities across the core portfolio s • Corresponded findings and analysis as lead team speaker to partners and portfolio managers , targeting the weakest holdings 17Capita l ( part of Oaktree Capital) London, UK Summer Investment Analyst, Private Equity June 2017 – September 2017 • Sourced and analysed 30+ potential GP fund investment opportunities , which became focus of firm’s 4 th fund (€1.2bn). • Crafted PPMs, DDQs and memo’s for LPs and prospective investors on firm’s capabilities, track record, valuation, and strategy. Others : Sales & Business Development Executive @ Freddie’s Flowers , bringing in 150+ customers and c.£1 80 k of A RR ; one of first hires. LEADERSHIP ACTIVITIES Initiator VC , Co - Head of Investment s & Advisor October 202 2 – present • Initiator VC is a software - focussed Pre - Seed/Seed fund and accelerator that advise s and invests in student - led start - ups. • Co - lead Pre - Seed fund, so far analys ing > 100 investment s. Also led term - sheet templating whilst managing a team of Analysts. AI in Business & Ethics (AIBE) Summit , Vice President June 2020 – July 2021 • Sourced collab orations with leaders from McKinsey, Google, PwC & UK Govt. across 6 events ; presented to > 3 ,000 attendees. Others : Angel Investor ( e.g. , Bolt , Oddbox, Puresport , Odi n , Rain Neuromorphics [co - invest w/ Sam Altman of OpenAI] ) | Student mentor ADDITIONAL Languages : Native English; Conversational French; Basic Spanish | Interest s : Tech , Software, Music , Travel, Cooking, Writing , Skiing. Bertie Mahe r bertiemaher100@gmail.com | +44 7525 013765 ***References available on request – please find list here *** SELLERX EXPERIENCE IN DETAIL Select Transaction Experience: • Acquisition of Global Consumer Tech Business w/ 5 Brands (Health, Wellness & Home) for c.$ 50 - 75 m : (Closed March 2022) - Co - led all initial negotiations and deal structuring conversations with seller and M&A advisor at pre - LOI stage - Constructed a bespoke monthly 3 - statement standalone operating model with detailed revenue, COGS, and variable cost drivers for over 200 product lines across the US, UK, Europe, and Japan ; and collaborated with internal teams to develop a five - year pro - forma business plan. Also incorporated a f reight s ensitivity a nalysis to stress - test margins - B uil t dynamic LBO Model with multiple operating and pro - forma capital structure scenarios to determine a ffordability of the investment and stress - test IRR against forecast ed FCF / earnings assumptions. - Conducted all CDD analysis (incl. analysing the Business Model & Product, the Market [size, growth, trends, growth drivers], Competitive Landscape, Pricing, Profitability, Margin Defensibility & Unit Economics Sensitivity, Customer Satisfaction & Stickiness), as well as supporting on select FDD (e.g., COGS verification). - Drafted & presented Investment Memo, business plan and deal rationale to internal and external investment committees ( which includes participation from L Catterton, Felix Capital, Sofina & 83North ). • Acquisition of Tech - Enabled US Home Brand & ERP for c.$ 250 - 300 m: ( On Hold August 2022) - Sourced lead through strategic partnership with boutique Growth Equity fund & M&A advisor based in the US. - Conducted 10+ due diligence calls with company management, M&A advisor, and internal expert teams to discern strategic viability of the deal and validate the business model , as well as the bespoke ERP infrastructure - Built (1) a highly detai led Cohort Analysis to track unit economic (LTV /CAC) and retention trends over time; an d (2) a product launching batch analysis model to uncover the on - going success of new product launches (a key driver of growth for this business) . This appeared to suggest that launches we re becoming less successful, whilst also contributing to a higher proportion of overall (though declining) growth. - Calculated risk exposure to expected regulation changes in the US across 4,000 product lines, and planned negotiat ion for the pro - forma re - va luation of the business, discounting the non - core, at - risk business unit. Select Investment / Project Experience: • Undertook extensive deal sourcing and origination work to drive new business development / M&A opportunities: - Personally sourced > 50 0 direct outreach leads, 1 5 % of which (c.75) passed Lead Qualification to pre - LOI stage of review - Managed relationships with c. 5 0 investment banks, strategic partners & M&A advisors across the US, UK & Europe. - Attended numerous industry networking events to expand reach and drive lead generation • Led DD and negotiation for >$ 3 bn of prospective deals (incl. full post - LOI process for 7 + deals [often simultaneously] ), conducting: - Complex d eal structuring, term negotiation & legal document drafting/review (NDAs, LOIs, APAs, SPAs) - Detailed financial modelling (3 - statement, operating) & v aluation (LBOs, Trading Comps, Transaction Comps) - Commercial due diligence , which goes into extreme detail, given that we look to continue operating our acq uired businesses ( business model /product ; market & competition ; customer analysis ; expansion potential ). - F inancial due diligence ( financial statement analysis, COGS verification etc. ) - Project management of all internal/external DD teams (incl. supply chain, marketing, compliance, legal, finance, tax, expansion, brand management and integration etc.) - Investment memo & business plan curation, as well as investment committee presentation (internal & external) • Optimised internal due diligence processes by co - authoring official templates for investment team use, including: - A multi - scenario operating model, 5Y business plan forecast, & dynamic LBO with multiple sensitivities. - A unit economics / freight sensitivity model , to track margin d efensibility against freight increases / pricing pressure etc. - A c ohort analysis model for Software and/or pure - DTC (i.e., non - marketplace) brands , which primarily tracked LTV & CAC trends over time to stress test brand health , stickiness , and unit economic trends - A product launching batch analysis, to track historical product expansion successes over time – by category & region. - A sales - drivers model, to uncover historical drivers of business growth. - A CDD excel support file template , as well as a pitch deck template to drive conversion at LOI stage. • Drove Value Creation & Post - Acquisition Organic Growth through: - Detailed strategic business planning & value creation initiatives during the post - LOI DD process , in collaboration with internal/external commercial and expansion teams - On - going p ost - integration portfolio management , board meeting slide preparation and investor reporting , as well as ad - hoc support projects such as company audit and inventory valuation