Experience

Avolta

• France
• Investment Banking
• 1 - 100 Employee

• Partner / Managing Director

  • Jan 2020 - Present



First Finance

• France
• Professional Training and Coaching
• 1 - 100 Employee

• Freelance

  • May 2008 - Present

  As a Freelance, from May 2008 to present, I have trained around 200 banking industry professionals from various banks (e.g. SocGen, Merril, CIC, HSBC, Close Bros, etc.) to various topics, such as : LBO, advanced corp fi modeling with EXCEL, firm valuation... This job is a way for me to keep informed of the state-of-the-art in finance and strategy (I have never missed an issue of the Harvard Business Reviews for years !), to capitalize on my experience and to make my mind clear enough to… Show more As a Freelance, from May 2008 to present, I have trained around 200 banking industry professionals from various banks (e.g. SocGen, Merril, CIC, HSBC, Close Bros, etc.) to various topics, such as : LBO, advanced corp fi modeling with EXCEL, firm valuation... This job is a way for me to keep informed of the state-of-the-art in finance and strategy (I have never missed an issue of the Harvard Business Reviews for years !), to capitalize on my experience and to make my mind clear enough to help other to understand non-trivial topics. Show less As a Freelance, from May 2008 to present, I have trained around 200 banking industry professionals from various banks (e.g. SocGen, Merril, CIC, HSBC, Close Bros, etc.) to various topics, such as : LBO, advanced corp fi modeling with EXCEL, firm valuation... This job is a way for me to keep informed of the state-of-the-art in finance and strategy (I have never missed an issue of the Harvard Business Reviews for years !), to capitalize on my experience and to make my mind clear enough to… Show more As a Freelance, from May 2008 to present, I have trained around 200 banking industry professionals from various banks (e.g. SocGen, Merril, CIC, HSBC, Close Bros, etc.) to various topics, such as : LBO, advanced corp fi modeling with EXCEL, firm valuation... This job is a way for me to keep informed of the state-of-the-art in finance and strategy (I have never missed an issue of the Harvard Business Reviews for years !), to capitalize on my experience and to make my mind clear enough to help other to understand non-trivial topics. Show less



The Galion Project

• France
• Technology, Information and Internet
• 1 - 100 Employee

• Membre

  • May 2018 - Feb 2021



YOOJI

• Agen

• CEO and Founder

  • Aug 2012 - Jan 2020

  CEO and Founder at Yooji, a newcomer in the Babyfood Industry which offers organic, quick-frozen, very convenient small portions (10g and 20g) of veggie purées or finely minced fish or meat. For today's babies, and parents who do care about what their babies eat. Yooji: a palate revolution in your baby's plate ! Specialties: entrepreneurship, food industry, financial engineering, small caps M&A and buy-out, tax planning, asset allocation, alternative investment, transactions on… Show more CEO and Founder at Yooji, a newcomer in the Babyfood Industry which offers organic, quick-frozen, very convenient small portions (10g and 20g) of veggie purées or finely minced fish or meat. For today's babies, and parents who do care about what their babies eat. Yooji: a palate revolution in your baby's plate ! Specialties: entrepreneurship, food industry, financial engineering, small caps M&A and buy-out, tax planning, asset allocation, alternative investment, transactions on winegrowing estates Show less CEO and Founder at Yooji, a newcomer in the Babyfood Industry which offers organic, quick-frozen, very convenient small portions (10g and 20g) of veggie purées or finely minced fish or meat. For today's babies, and parents who do care about what their babies eat. Yooji: a palate revolution in your baby's plate ! Specialties: entrepreneurship, food industry, financial engineering, small caps M&A and buy-out, tax planning, asset allocation, alternative investment, transactions on… Show more CEO and Founder at Yooji, a newcomer in the Babyfood Industry which offers organic, quick-frozen, very convenient small portions (10g and 20g) of veggie purées or finely minced fish or meat. For today's babies, and parents who do care about what their babies eat. Yooji: a palate revolution in your baby's plate ! Specialties: entrepreneurship, food industry, financial engineering, small caps M&A and buy-out, tax planning, asset allocation, alternative investment, transactions on winegrowing estates Show less



Sainte-Eulalie (Gironde)

• Deputy Mayor, in charge of Finance

  • Mar 2008 - Feb 2014

  Sainte-Eulalie, Gironde, 4.700 inhabitants, approx. 10 kms from Bordeaux Budget around € 6m a year Currently running a € 60m project to destroy 230 indecent appartments before 2013 and give the 700+ people who live there new housing, as well as to build a new school and a new multimedia library. Sainte-Eulalie is the smallest town in France to run such a project with the help of "ANRU" government office. Sainte-Eulalie, Gironde, 4.700 inhabitants, approx. 10 kms from Bordeaux Budget around € 6m a year Currently running a € 60m project to destroy 230 indecent appartments before 2013 and give the 700+ people who live there new housing, as well as to build a new school and a new multimedia library. Sainte-Eulalie is the smallest town in France to run such a project with the help of "ANRU" government office.



Butterfly Open Finmarket

• Owner & Founder

  • Apr 2007 - Aug 2012

  Butterfly is a fully-owned subsidiary of Fintesis. Main business and field of expertise : wealth management and family office Key Factors of Differenciation : real open architecture + full mix of products: real estate (everywhere in France) + financial (3000+ funds) + life insurance (various companies) Butterfly is a fully-owned subsidiary of Fintesis. Main business and field of expertise : wealth management and family office Key Factors of Differenciation : real open architecture + full mix of products: real estate (everywhere in France) + financial (3000+ funds) + life insurance (various companies)



Fintesis

• Owner and Founder

  • Mar 2006 - Aug 2012

  Fintesis's fields of expertise : strategy, valuation, acquisition, governance, tax planning Key Factors of Differenciation : time-based business model; focusing in small, regional businesses; not just concerned by "fresh cash" generating transactions Clients : small but fast-growing, profitable, family, French businesses References : AutoContact (Bordeaux), Cortix (Bordeaux), groupe Darbonne (Le Barp), Strategir (Bordeaux). FINTESIS acted as sole financial advisor to the sellers… Show more Fintesis's fields of expertise : strategy, valuation, acquisition, governance, tax planning Key Factors of Differenciation : time-based business model; focusing in small, regional businesses; not just concerned by "fresh cash" generating transactions Clients : small but fast-growing, profitable, family, French businesses References : AutoContact (Bordeaux), Cortix (Bordeaux), groupe Darbonne (Le Barp), Strategir (Bordeaux). FINTESIS acted as sole financial advisor to the sellers during the sale of AutoContact Holding to Dekra Automotive France (which closed on 2011/07/29 circa €50m value) Member of C.C.I.F.T.E. (M&A "boutique" French association) Show less Fintesis's fields of expertise : strategy, valuation, acquisition, governance, tax planning Key Factors of Differenciation : time-based business model; focusing in small, regional businesses; not just concerned by "fresh cash" generating transactions Clients : small but fast-growing, profitable, family, French businesses References : AutoContact (Bordeaux), Cortix (Bordeaux), groupe Darbonne (Le Barp), Strategir (Bordeaux). FINTESIS acted as sole financial advisor to the sellers… Show more Fintesis's fields of expertise : strategy, valuation, acquisition, governance, tax planning Key Factors of Differenciation : time-based business model; focusing in small, regional businesses; not just concerned by "fresh cash" generating transactions Clients : small but fast-growing, profitable, family, French businesses References : AutoContact (Bordeaux), Cortix (Bordeaux), groupe Darbonne (Le Barp), Strategir (Bordeaux). FINTESIS acted as sole financial advisor to the sellers during the sale of AutoContact Holding to Dekra Automotive France (which closed on 2011/07/29 circa €50m value) Member of C.C.I.F.T.E. (M&A "boutique" French association) Show less



RCR Group

• Chief Financial Officer

  • Nov 2009 - Aug 2011

  Owner of 14 châteaux spread over 550 hectares of vineyards in the appellations Bergerac (organic), Bordeaux, Bordeaux Supérieur, Bordeaux Blanc, Côtes de Castillon et Côtes de Bourg, Montagne Saint-Emilion, Saint-Georges, Saint-Emilion Grand Cru, Médoc, Saint-Estèphe, Margaux, RCR GROUP committed to a high quality viticulture concern for consumer health and the environment. As Group CFO, I currently manage a 7-people administrative team, in charge of accounting, management control, debt… Show more Owner of 14 châteaux spread over 550 hectares of vineyards in the appellations Bergerac (organic), Bordeaux, Bordeaux Supérieur, Bordeaux Blanc, Côtes de Castillon et Côtes de Bourg, Montagne Saint-Emilion, Saint-Georges, Saint-Emilion Grand Cru, Médoc, Saint-Estèphe, Margaux, RCR GROUP committed to a high quality viticulture concern for consumer health and the environment. As Group CFO, I currently manage a 7-people administrative team, in charge of accounting, management control, debt raising, reporting to shareholder... Show less Owner of 14 châteaux spread over 550 hectares of vineyards in the appellations Bergerac (organic), Bordeaux, Bordeaux Supérieur, Bordeaux Blanc, Côtes de Castillon et Côtes de Bourg, Montagne Saint-Emilion, Saint-Georges, Saint-Emilion Grand Cru, Médoc, Saint-Estèphe, Margaux, RCR GROUP committed to a high quality viticulture concern for consumer health and the environment. As Group CFO, I currently manage a 7-people administrative team, in charge of accounting, management control, debt… Show more Owner of 14 châteaux spread over 550 hectares of vineyards in the appellations Bergerac (organic), Bordeaux, Bordeaux Supérieur, Bordeaux Blanc, Côtes de Castillon et Côtes de Bourg, Montagne Saint-Emilion, Saint-Georges, Saint-Emilion Grand Cru, Médoc, Saint-Estèphe, Margaux, RCR GROUP committed to a high quality viticulture concern for consumer health and the environment. As Group CFO, I currently manage a 7-people administrative team, in charge of accounting, management control, debt raising, reporting to shareholder... Show less



Meeschaert

• France
• Financial Services
• 100 - 200 Employee

• Director

  • Sep 2003 - Dec 2006

  Managed a small team of skilled private bankers based in Bordeaux, responsible for the development of Meeschaert's franchise in SouthWest of France. Focus on advising entrepreneurs and winegrowing estates owners : tax planning, financial engineering, asset management,... Managed a small team of skilled private bankers based in Bordeaux, responsible for the development of Meeschaert's franchise in SouthWest of France. Focus on advising entrepreneurs and winegrowing estates owners : tax planning, financial engineering, asset management,...



Lazard

• United States
• Financial Services
• 700 & Above Employee

• Sales Manager France SW

  • Jan 2001 - Sep 2003

  Sold asset management products to institutionnal investors based in SouthWest of France. Established strong relationship with almost all the Caisses Régionales de Credit Agricole in my geographical scope. Sold asset management products to institutionnal investors based in SouthWest of France. Established strong relationship with almost all the Caisses Régionales de Credit Agricole in my geographical scope.



BGP Indosuez

• Private Banker

  • Sep 1999 - Jan 2001



Societe Generale

• France
• Banking
• 700 & Above Employee

• Inspector

  • Sep 1994 - Sep 1999

  Audit and internal consulting for SocGen Group's General Management, worldwide. Managed or contributed to various missions, aiming at a broad range of activities : IT, capital market, M&A, project finance... International experience : Egypt, Spain, South Africa, Senegal (more than 12 months abroad in five years) Audit and internal consulting for SocGen Group's General Management, worldwide. Managed or contributed to various missions, aiming at a broad range of activities : IT, capital market, M&A, project finance... International experience : Egypt, Spain, South Africa, Senegal (more than 12 months abroad in five years)