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    Jonathan Charles Resume

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    Jonathan Charles
    Jonathan Charles has over 15 years of experience in business strategy, finance, venture capital, and investment banking. He holds an MBA from the University of Michigan Ross School of Business and an MS in E-Commerce from Carnegie Mellon University. His experience includes developing business and financing strategies for startups in social media, mobile applications, and digital media. He has also worked as an investment banking associate advising on M&A deals and capital raises.

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    Jonathan Charles Resume

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    Jonathan Charles
    219 views1 page
    Jonathan Charles has over 15 years of experience in business strategy, finance, venture capital, and investment banking. He holds an MBA from the University of Michigan Ross School of Business and an MS in E-Commerce from Carnegie Mellon University. His experience includes developing business and financing strategies for startups in social media, mobile applications, and digital media. He has also worked as an investment banking associate advising on M&A deals and capital raises.

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    Jonathan Charles has over 15 years of experience in business strategy, finance, venture capital, and investment banking. He holds an MBA from the University of Michigan Ross School of Business and an MS in E-Commerce from Carnegie Mellon University. His experience includes developing business and financing strategies for startups in social media, mobile applications, and digital media. He has also worked as an investment banking associate advising on M&A deals and capital raises.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    219 views1 page

    Jonathan Charles Resume

    Uploaded by

    Jonathan Charles
    Jonathan Charles has over 15 years of experience in business strategy, finance, venture capital, and investment banking. He holds an MBA from the University of Michigan Ross School of Business and an MS in E-Commerce from Carnegie Mellon University. His experience includes developing business and financing strategies for startups in social media, mobile applications, and digital media. He has also worked as an investment banking associate advising on M&A deals and capital raises.

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    of 1

    Jonathan Charles

    South San Francisco, CA 94080

    Master of Business Administration, University of Michigan at Ann Arbor, Ross School of Business - 2005
    Concentration: Finance and Entrepreneurship
    Key courses: Buyouts, Business Excel, Financial Statements, Intellectual Property, M&A Accounting, M&A Strategy and PMI,
    Negotiations, Private Equity, Securities Law, Technology Strategy, Turnarounds, Technology Spinouts, Valuations, Venture Capital
    Highlights: Winner of technology business pitch competition with trip to Monte Carlo; Case writer for $1.3B Pfizer-Esperion deal;
    Glencoe Capital and George Gillett Buyout competitions participant; Zell-Lurie Institute venture capital summer scholarship recipient

    Master of Science in E-Commerce, Carnegie Mellon University - 2002


    School of Computer Science and Tepper School of Business, Pittsburgh, PA
    Concentration: Internet, mobile and software business models / technology
    Program overview: Intense multidisciplinary curriculum of 24 months of coursework accelerated into 12 calendar months
    Key courses: Computer Networking, Computer Security, Electronic Payment Systems, Information Architecture (Search), Internet I,
    Internet II, Internet Practicum, Java Programming, Mobile Communications, Software Engineering, Telecommunications, Usability
    Exposure examples: HTTP, TCP/IP, IEEE802.11, 2-3G, GSM, CDMA, MMS, RMMM, UML, WebE Process, OO Design

    Bachelor of Science in Biology, Loyola Marymount University, Los Angeles, CA - 1994


    WORK EXPERIENCE:
    OpenTerrain.com (social collaboration / networking), Business Strategy Advisor - February 2009 to Present
    AppVoyage (mobile applications), Business Development and Strategy Consultant (contract worker)
    San Jose, CA - October 2008 to January 2009
    -Developed business development, product and financing strategies for seed stage mobile widgets and applications startup
    -Built detailed 5-year financial model which included extensive mobile traffic, market segmentation, and operational costs analysis

    GradSphere Media (defunct Web 2.0 startup), Business Development and Product Strategy Roles
    Silicon Valley, CA - September 2007 to August 2008
    -Engaged in business and product strategy for seed-level Web 2.0 career info digital media publisher and social network
    -Developed market entrance strategy, wrote business plan, and created slide deck for GradSphere Chief Executive Officer
    -Built detailed 5-year financial model which included extensive operational, CPM/CPA advertising and market segmentation variables
    -Engaged in M&A analysis with Buyers Universe development for the purpose of assessing potential IRR for exit analysis
    -Conducted research on streaming video economics, digital media publishing, social networking and Internet/mobile advertising
    -Direct interactions with web development team in designing website interface and in developing product roadmap

    Jefferies & Co. (NYSE:JEF), Investment Banking Associate, Foster City, CA - July 2006 to August 2007
    -CEO/CFO and other high-level client interaction during development of corporate M&A, equity and debt strategies
    -Extensive P&L modeling for variety of high growth, venture backed companies using top-down and bottom-up approaches
    -Participant in legal, clinical and operational due diligence calls, organizational meetings and legal drafting sessions
    -Prepared information memorandums, pitch books, client presentations, sales force memos and compliance documents
    -Engaged on sell-side M&A for $125+ million advanced device start-up to be sold to publicly-traded medical device company
    -Completed $40 million follow-on equity offering for a multiple sclerosis focused Canadian developmental-stage company
    -Use of Bloomberg, CapIQ, ShareWorld, Thomson One /Analytics, VentureSource, Wall Street Research, Lotus Notes databases

    Apjohn Ventures, VC Summer Intern / Associate, Ann Arbor, MI - summer 2005 and part-time 2006
    -Developed highly complex portfolio IRR model to be used for fund investment exit and overall performance analysis
    -Engaged in variety of business development activities for $150 million State of Michigan Venture Fund (run by Credit Suisse)
    -Heavy exposure to legal documents such as operating agreements, private placement memorandum, LP agreements and term sheets
    -Analyzed fund benchmarking data using PEI database and developed fund marketing materials for capital raising purposes
    -Developed corporate licensing deal structures for portfolio companies using Recombinant Capital (RECAP) database

    Amherst Fund Private Equity, Associate, Ann Arbor, MI - project based during MBA in 2004 to 2005
    -Analyzed $3 million convertible-debt deal and engaged in on-site due diligence for Hungarian medical services company
    -Researched refinancing options for $12 million of debt for 100 bed assisted living facility investment using DCF models

    Thomson-Reuters Corporation (NYSE:TRI), Analytic Consultant, Ann Arbor, MI - 2003 to 2004


    -Utilized business intelligence web-based platform for data trends analysis of $600-$900 million in insurance claims
    -Developed numerous web-based business intelligence reports for client’s finance, operations, strategy and marketing departments

    OTHER:
    -Daily reads: EEtimes.com, GigOM, MediaBistro, Mobile Marketer Daily, NYT Deal Book, Techcrunch, VentureBeat Mobile/Comm
    -Current book reads: Mobile Advertising by Chetan Sharma and Founders at Work by Jessica Livingston
    -NASD 7 & 63 Licensed Securities Professional

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