Hugo Baena Pastor

• Serve as sell-side and buy-side advisor for acquisition and capital raises– 1 closed transactions, 2 to be announced, 3 in process
• Converted internship into an analyst position
• Develop valuation frameworks and conduct comparative, pro forma and precedent transaction analyses
• Train junior analysts to develop financial models, perform comparable and precedent transaction valuations, and provide comprehensive overviews of their work.
• Build financial models, client analyses, whitespace analyses and marketing materials to support critical components of M&A transaction positioning
• Manage financial, customer and market due diligence by coordinating with clients and multiple counterparties to reinforce confidence in the narrative outlined by financial model and supporting analyses
• Maintain and expand coverage of the Application Software and Front Office Software sectors by building and refining market maps, maintaining databases of comparable and recent transaction activity, creating a database of 3,000 potential clients in France, and developing qualifications positioning to drive new business development and expand the prospect universe.
Selected Transaction Experience:
• Financial advisor to Nautilus Consulting on acquisition by Accenture, (September 2023)
o Drafted the CIM, Teaser, and Financial Model (including a DCF and Financial Statement Model).
o Collaborated with Nautilus Consulting’s management to refine the positioning and value proposition. Emphasized the company’s capabilities and strategic fit for Accenture. Facilitated an efficient due diligence process, coordinating with multiple stakeholders to ensure timely completion and alignment with Accenture’s strategic objectives.
• Financial advisor to a software consulting company on acquisition by a strategic (June 2024)
o Collaborated with management and sponsor to refine positioning that emphasized product-centric business model and mission-critical offerings to preempt concerns around legacy-solution-reliant market
o Facilitated fast-tracked diligence process involving multiple financial bidders allowing final parties to complete 25+ confirmatory diligence calls within two weeks of submitting LOIs
• Financial advisor to a 130,000 m3 oil storage and Trading business on its MBO (In Process)
o Created highly tailored marketing materials detailing market dynamics surrounding the oil tanking industry and opportunities and growth levers to solidify growth story
o Consolidated the Company’s client databases from the last five years and conducted client analyses for over six hundred clients to identify proof points supporting cross-sell strategy
o Worked closely with management to develop a detailed five-year projection model that served as the foundation for the accelerating growth story and reinforced next-year revenue visibility to support marketing materials

• Contributed to the development of research content for the Gain. Pro platform, profiling and valuing companies with EBITDA (5 - 550m€) by building financial models and market studies, in the French and Spanish markets.
• Redacted teasers of the profiled companies for the Gain.pro platform, including analysing the companies by collecting and processing their commercial and financial information.
• Provided valuable company information to large and medium-sized companies, investment banks and strategy consultants. 53i, Bain, BCG, Lazard).
• Performed regular, in-depth checks of meaningful events linked to the assets on our platform (new annual reports, M&A, business restructuring, ownership changes).