Advanced Financial Modelling Excel - DOC

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					                                       Lyndon Charles Brown
                                 170 Eden Park Avenue, Beckenham, Kent, BR3 3JQ

                 Mobile:             07973 735359           Email:             mail@lyndonbrown.net
                 Date of birth:      5th April 1972         Nationality:       British

Employment:

Wharfedale Capital LLP                          2/10/06 – 27/6/08      Private Equity – Consultant, Associate
I joined two former private equity colleagues, in a consultancy capacity, who had previously established a new private
equity business specialising principally in secondary UK & European midmarket company portfolio acquisitions.
 Utilised advanced MS Excel skills to construct financial models for investment opportunities
 Strong technical skills, responsible for business’s IS requirements & strategy
 Produced company and industry research and strategic analysis of potential target investments over a wide range of
      sectors from retail and business services to manufacturing; deals sourced from corporate and private equity
      secondary company portfolio disposals & select public-to-private opportunities

Henderson Private Capital                     21/11/02 – 17/4/06 IS Management & Investment Analysis
Henderson Private Capital Ltd is the private equity subsidiary of Henderson Global Investors Plc

Key features of role:
 Managed department’s information resources; principally the fund accounting system Venture Complete, and CRM
    application ACCPAC CRM, managing upgrades, management information reporting and system administration
 Delivered a variety of ad hoc projects; to produce various qualitative and quantitative analytics and research
 Strong financial modelling skills with advanced MS Excel; to produce and enhance financial models for deal analysis
 Acted as central point of contact for departmental systems’ issues, and ad hoc general application and IT queries
 Utilised Accounting expertise to support decision making processes and systems’ management requirements
 Delivered investment research, company valuations, and comparative analysis of wide range of private companies
    and industries across Europe
 Provided investment due diligence and transaction support; from initial evaluation to deal completion

Responsibilities:
 Administration of the departmental IS applications (fund accounting and new CRM systems), managed upgrades,
   user testing of changes & bug fixes, resolution of user problems, and addition of MIS reports with Crystal Reports
 Data mining databases; using SQL, Excel Queries & Crystal Reports to create new management report from
   departmental databases for investment activity and fund flow summary and reconciliation reports
 Reduced department’s information services costs by £50k per annum through supplier contract negotiations, whilst
   improving the provision and response time of information and research to the department
 Managed system enhancements, creating test packs, supervising upgrade testing to dept. fund accounting system
 Utilised Excel / Excel Query / Macros / Access / SQL / Crystal Reports to automate a number of previously manual
   processes
 Modelled and extrapolated financial accounts with MS Excel to provide future valuations and returns analysis
 Liaised with external software vendors and IT dept for upgrades to departmental systems
 Analysis of a variety of potential investment opportunities across a European generalist mid market remit
 Worked with management teams to discuss operational strategy and budgets, post acquisition
 Established target company valuations by considering market and deal multiples in equivalent companies/industries
 Provided market and company research & analysis to Investment Committee for top investment opportunities
 Undertook deal due diligence with business vendors and management teams
 Liaised with external due diligence professionals to establish due diligence requirements, reviewing findings and
   feeding back results into investment thesis
 Analysed industry activity for management strategy and in fund marketing prospectuses
 Undertook research for industry seminar presentations attended by fund partners



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Capital Group Inc., London                     16/6/99 – 31/7/01 Equity Researcher - Banks and Utilities
Capital is one of the world’s largest Asset Management companies with more than $600Bn under management.
Responsibilities:
 Development of specialist Excel valuation models for comparison of analysts’ vs. consensus financial estimates
 Extensive use and knowledge of electronic financial data vendors to enhance investment analytics
 Detailed research and comparative valuations of listed companies on which to form investment decisions
 Enhancement and coordination of analysts’ investment evaluation meetings and publications
Projects:
 Analysis of global banks’ Internet/e-commerce customer solutions and comparative innovations
 Investigation of UK Payment Processing Systems; their regulation; competitive opportunities and pressures from
    electronic and internet offerings
 Review of Electronic Communication Networks and their impact on incumbent exchanges, investment banks and
    market makers

Prudential Portfolio Managers                 7/7/97 - 16/6/99      Prudential Operations Development Grp.
Prudential’s new Order Management System was designed to automate UK & Overseas Securities’ and Derivatives’
trade management linking the portfolio management and dealing areas and connecting to the back office STP systems.
 Undertook significant role in refining the needs and functionality of the Prudential’s Order Management System
 Produced UAT test packs and conducted testing of third party software with regard to functionality, interfaces, data
    processing, and user acceptance issues.
 Liaised with users, developers and programmers to solve issues and meet project targets
 Trained users on the use of the new system through the implementation process
 Provided advice on dealing processes and settlement of different international instruments from previous experience
    as a dealer

Townsley & Co., London                         24/6/96 - 27/6/97                Agency Broker, Stockbrokers
Negotiated and Executed trades with market makers and counter-parties in: UK and foreign equities; Eurobonds; Gilts;
traditional options; forex & PIBs. Provided investment advice & company research to clients and colleagues

Royal Bank of Scotland, London                   9/4/96 - 21/6/96                 Clerk, Derivatives Operations

Self Employed                                      06/93 - 29/03/96          Property Landlord / Management
Created business venture, in residential letting, at the end of my second year at university. This exploited a gap in the
market to provide short-to-medium term accommodation. I still own several long term rental properties.


Professional Qualifications & Skills:
Association of Chartered Certified Accountants: Member                         All first time passes

IMRO: Investment Management Certificate                                        November 2001

Securities & Futures Authority: ‘SFA’ General Representative qualifications passed:
                    Securities Representative Exam - 9/1996 & Futures & Options II Exam - 4/1998

Computing:                Courses: Advanced Financial Modelling; advanced Excel (incl. macros, VB); Access (incl.
                          SQL); MS Project & QArun. Experience includes: Venture Complete; Sage / Accpac CRM;
                          Crystal Reports (similar to Business Objects); Bloomberg Terminal (with excel); SQL, VB6 /
                          VBA programming ; Reuters; Datastream; ThompsonOneAnalytics; Estimates Direct; Merrin
                          OMS; Power Point.

Languages:                German – Intermediate level

Psychometric testing: comparison group: UK managers, (abstract - senior financial managers) – May 2008
Numerical Reasoning: 90th percentile; Verbal Reasoning: 80th percentile;  Abstract Reasoning: 95th percentile

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Educational Qualifications:
1999 - 2001              MSc. Economics & Technology - Distinction
                         University of London - Birkbeck College
                         Project: “Digital Money and Electronic Payment Processing in the Internet Age”
                          Course content: Ecommerce Strategy & Policy; Option Theory; DCF modelling; Strategic
                         interaction and Game Theory; Economics of Networks; Branding & Trust; Auction Theory;
                         Neural Networks; Genetic Algorithms; Bayesian Networks; Java Programming; Cryptography;
                         Databases & Data Warehousing; Middleware; Internet Applications;.

1999 - 2000              Post Graduate Diploma in Ecommerce - Distinction
                         University of London - Birkbeck College
                         Project: “B2B Exchanges & Infomediaries” - a study of the opportunities, markets,
                         technologies & business models best exploited by internet strategies.

1991 – 1994              B.Sc. Chemistry (Hons) - 2ii
                         University of Nottingham
                         Optional courses included: Economics, Accounting, Maths, Computing & Chemical German.

1985 - 1990              'A' Levels: Chemistry, Maths, Physics ; 7 GCSEs; 2 'O' levels; 1 'AO' level
                         Magdalen College School, Oxford.

Referees:
Please confirm before contacting referees

Alex Collins             Oakley Capital; formerly Investment Principal, Henderson Private Capital; 48 Wycliffe Rd,
                         London, SW11 5QR; alex@alexfcollins.com; 07770 855639

Toby Boyle               Partner, Wharfedale Capital LLP & Henderson Private Capital; 67 Carlton Hill, St Johns Wood,
                         London, NW8 0EN; toby.boyle@wharfedalecapital.com; 07785 268031




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