talent-profile-avatar

James Crespo

Private Equity Software Investor

Denver, United States

$850/day

Background: ~Software investor w/ ~10 years of experience in investment banking (Lazard and UBS), management consulting (Accel-KKR), and private equity (operationally focused software private equity firm based in LA w/ $2bn in AUM & an Austin based generalist PE firm w/ $5bn AUM, where I helped spearhead their software investment initiative). Well versed in valuation, financial modeling (can provide at a detailed level for SaaS/SW and generalist), LBO and transaction modeling, customer health analyses, retention / cohort analyses, market due diligence (market sizing, competitive analysis, etc.), peer benchmarking (valuation, operational health, product, pricing), value creation planning, pricing analysis, and creating investor/company presentations.

Domain experience

Relevant Total Experience: 10 years

Seniority Level: Manager

Sector Experience: 

Software and Services Technology Hardware and Equipment

Skills

Skilled in: Portfolio Services & Add-on M&A, Sell-side M&A

Technical Skills: Software as a Service (SaaS), Enterprise Software, Microsoft Excel, SaaS, Databases, PowerPoint, Microsoft Office, Capital IQ

Languages: English

Work Experience

Terminus Capital Partners

Software Investor Vice President and Deal Quarterback

01/08/2022

 

- 1/7/2023

Software Private Equity Investor

Peak Rock Capital

Software Investor (Senior Associate to Vice President)

01/03/2022

 

- 31/08/2022

Spearheaded software investment initiative at a $4bn AUM generalist PE firm.

Diversis Capital

Private Equity Associate

01/01/2020

 

- 31/03/2022

One of two initial associates at a software focused PE firm with an investment strategy to acquire underperforming assets and deploy full-time operating partners that work with portcos; was involved in deploying ~50% of the fund’s capital, and raising the firm’s second fund (from $255m to $675m).

Lazard

Investment Banking Associate

01/03/2019

 

- 29/02/2020

Technology/Software M&A and Shareholder Activist Defense

Accel-KKR

Management Consulting Associate / Project Lead

01/01/2018

 

- 31/05/2019

Worked with management teams within Accel-KKR's portfolio on value creation planning and executing growth initiatives. Examples include: product benchmarking and roadmap strategy, GTM strategy, pricing strategy, restructuring, L&M to SaaS conversion, market research / due-diligence.

UBS

Investment Banking Analyst

01/07/2016

 

- 01/01/2018

Technology, Media and Telecom Investment Banking

Education

University of Georgia Honors Program

01/01/2011

 

- 01/12/2015