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Caleb Shafer

Corporate Development Associate

Austin, United States

$1,000/day

Rexel

Welcome to the pinnacle of your journey as a business owner. As a seasoned professional with buyside, sell-side, and entrepreneurial experience, I specialize in turning the complex process of selling your company into a rewarding journey. With a track record of successful transactions and a deep understanding of market dynamics, I offer a unique blend of strategic insight and personalized attention. My approach is not just about closing a deal; it's about understanding your company's unique value and crafting a narrative that resonates with the right buyers. Whether you're taking a step towards retirement or moving on to your next big venture, I'm here to ensure that your business legacy is honored and your financial goals are met. Let's collaborate to transform your aspirations into a reality, making the sale of your company not just a transaction, but a milestone of success.

Domain experience

Relevant Total Experience: 4 years

Seniority Level: Associate

Sector Experience: 

Capital Goods Defense Electronics Industrial Machinery Machinery Distribution Service Industry Machinery Trading Companies and Distributors

Skills

Skilled in: Corporate Strategy, Post Merger Integration (PMI), Target Sourcing, Venture and minority investments, Commercial Due Diligence, Financial Due Diligence, Vendor Due Diligence, M&A Negotiations, Bolt-on acquisitions, Financial Planning & Analysis (FP&A), Buy-and-Build, Value Creation & Enhancement, Sell-side M&A, Corporate Development, Buy-Side M&A

Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office, SAP ERP, Capital IQ, Microsoft PowerPoint, AutoCAD, QuickBooks, PowerBI, Warehouse Management Systems

Languages: Spanish, English

Work Experience

Rexel USA

Sr. Analyst

1/6/2023

 

- Now

• Co-leading due diligence efforts to successfully execute multiple, simultaneous buyside & sell-side M&A transactions • Working closely with legal, accounting, and tax advisors to address complex issues and optimize deal structures • Assisting with preparation of regulatory filings and disclosures required for M&A transactions • Collaborating on robust corporate development plans, including novel “diagonal integration” strategic growth thesis • Analyzing public financial statements and industry M&A news to assess potential merger opportunities • Further strengthening deep network of bankers & other M&A intermediaries to increase industry-wide deal flow

RS Group plc

Corporate Development Associate

01/04/2022

 

- 1/5/2022

• Managed RS Group’s Americas M&A Pipeline end-to-end, from deal origination to signing SPA • Increased inbound deal flow 40% by assembling & maintaining network of 20+ new deal intermediaries • Coordinated cross-functional, group-level processes & systems across Investments, Partnerships, VC & M&A teams Selected Transaction & Project Experience: • Strategy Project: Americas M&A Reprioritization – updated Product, Service & Geography strategic M&A priorities • $275 MM Transaction for Risoul y Cia S.A. de C.V. (Mexico, closed) – Supported due diligence, valuation, SPA negotiation & post-merger integration planning • Lean Six Sigma Yellow Belt Process Improvement for Americas M&A Pipeline (complete) - Reduced M&A target rejection rate by 31% and internal wastes of $53k/year

RS Group plc

Corporate Development Analyst

01/10/2021

 

- 01/04/2022

• Increased M&A pipeline throughput and quality by standardizing the pipeline process • Contributed to Due Diligence, Post-Merger Integration (PMI) Business Models & transaction rationale papers • Supported Commercial Due Diligence, Post-Merger Integration (PMI) Business Models & transaction rationale papers

RS Group plc

IMO Lead

01/06/2021

 

- 01/10/2021

• Coordinated PMI activities between workflow leaders in 7 global companies • Developed numerous integration-related tools that improved efficiency & collaboration • Started & maintained the Group's North & South American M&A pipeline Selected Transaction Experience: • Integration of Synovos (USA), Needlers (England), Liscombe (Wales) - Ensured on-time, in-full delivery of $67M in synergies & $6M in CTAs for 3 international deals with total value of $203m

Allied Electronics & Automation

Corporate Strategy & Development Intern

01/05/2020

 

- 01/06/2021

Performed the following for an Electrocomponents plc subsidiary, Allied Electronics & Automation: • Assisted VPs & C-Suite execs with end-to-end M&A activity of multiple targets • Created & presented competitor, market analyses and M&A target profiles Selected Project Experience: • Value Added Solutions Investment – Submitted $7 MM Investment Plan with $69 MM ROI for creation of 6 new solution offerings, inclusive of 5-year, 3-phase financial models and detailed launch & commercialization plans • Self-Assigned Analysis Project – Took initiative & presented analysis of customer database & market research that influenced short-term M&A strategy & long-term corporate strategy

Texas A&M Talent Incubator Program

Undergraduate Student Researcher

01/08/2019

 

- 01/05/2020

Performed the following for an RS Group plc subsidiary, RS Innovation: • Developed conceptual expansion plan for RS Group’s recent acquisition of IIoT 4.0 provider, Monition ($4.25 MM) • Conducted market, ideal customer profile, & competitive analyses • Investigated other revenue sources such as data monetization & inventory management • Deployed Voice of Customer project for a potential industrial service marketplace solution

MafriPanel

Sales Distribution Consultant

01/09/2016

 

- 01/02/2017

• Collaborated with CEO to create US market strategy for Columbian-originated distributor • Developed sales channel strategies, sales training & incentive program • Interviewed, hired and lead a team of technical sales consultants to ensure integration Mafri Panel is an international distributor of Structural Insulated Panels, originated in Columbia and wanted to establish a presence in the United States. Hired directly by the CEO, I was tasked to interview, hire and lead a team of university-level sales representatives and was held responsible for their success. Using material from a few of my bachelor degree's classes and seeking input from those professors, I developed a sales training & incentive program for these sales reps. On a strategic level, the owner and I collaborated on the creation of a marketing campaign and develop a sales channel strategy for his products. I left for my mission trip before these efforts generated enough historical data to make any claims to the level of success that they achieved.

Double C Landscape LLC

Co-Owner

01/04/2015

 

- 01/01/2017

• Acquired 350+ properties & $100k+ ARR in less than 6 months while full-time student & working 20 hours/week • Created strategic growth plans & formed partnerships that doubled customer base in 3 months • Hired & managed 4 full-time & 6 part-time employees • Negotiated sale of the company & ensured successful integration to buyer • Youngest Chamber of Commerce member in Denton County history • Directed all administrative tasks including payroll, scheduling, & field supervising up to 10 employees A self-funded and organically grown registered LLC with 4 employees. After only 6 months of operation, the business grew to $100k+/year gross revenue with 24 residential and 6 commercial contracts. My company partner and I divided the labor according to our strengths and I ran this company with him while taking classes full-time and working a separate 20-hour-per-week job. While we found success very early on and the future seemed bright, I prioritized leaving for my mission trip over this business endeavor and ultimately sold the company for a healthy profit. It was a fantastic learning and growing experience and was worth every sacrifice. It was sold for a cash price on January 28, 2017.

Education

Texas A&M University

Industrial Distribution

01/12/2018

 

- 01/05/2021

• 60/40 mix of Engineering & Business with Supply Chain Management focus • Cum Laude Honors student with 3.56 GPA The industrial distribution program at Texas A&M is one of the oldest and largest (in terms of student enrollment and faculty size) programs in the country, and is revered as the number-one-ranked ID program by industry and academia throughout North America. Industrial distribution applies mathematics, science, engineering technology, business, data processing, communications, quality, and supply chain management to the wholesaling and distribution of technological products. The ID Program is consistently among the highest recruited programs. Undergraduates receive a Bachelor of Science in Industrial Distribution from the Top 10 ranked College of Engineering at Texas A&M.

Blinn College

Mathematics

01/01/2014

 

- 01/01/2016

Licenses / Certificates

Corporate Finance Institute

Financial Modelling & Valuations Analysis (FMVA)

01/09/2022

 

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