Gregory Thompson
Finance Expert
Location
Los Angeles, CA, United States
Toptal Member Since
January 31, 2017
Greg led the corporate development team at a technology company, completing many acquisitions and divestitures and growing revenue 400% to over $800 million. He has worked as a principal and a consultant for both large public companies (such as FICO and Oracle) and smaller venture-backed businesses specializing in the technology and FinTech sectors. He joined Toptal to leverage his experiences in finance, M&A, strategy and business development.
Gregory is available for hire
Hire GregoryCareer Highlights
Strategic and Financial Consulting
Marin Analytic Consulting
Financial Officer
Red Vision Systems
Corporate Development and Strategy
Fair Isaac Corporation
Education
Bachelor's Degree
University of Sydney
Select Certifications
Fellow Securities Institute of Australia
Financial Services Institute of Australasia (FINSIA)
Chartered Accountant
Institute of Chartered Accountants in Australia
Case Studies
Industry Expertise
FinanceVenture Capital & Private EquitySoftwareFinancial ModelingFintechStartupsSoftware as a Service (SaaS)Marketing Technology (Martech)Software Expertise
Microsoft ExcelWork Experience
2015 - PRESENT
Strategic and Financial Consulting
Marin Analytic Consulting
- Worked with startup marketing technology company on a variety of initiatives: developed a business plan, built a financial model and pitch book, initiated discussions with potential investors, established go-to-market strategies (e.g., constructed SaaS pricing model, customer contract documentation, and social media presence), initiated relationships and coverage by technology analyst firms, and developed and executed a database marketing program.
- Advised the CEO and majority shareholders of a risk analytics software company on strategic options, including initiating merger discussions, and completing detailed financial and strategic analysis with a company that had a complementary technology.
- Developed a business planning program and initiated fundraising discussions between innovative B2B trade credit solution startup and investors.
- Created an alliance program for a lending software solution to leverage solutions into new partner distribution channels.
- Advised a startup insurance pricing optimization company on various funding and strategic alternatives—resulting in its sale to an industry participant.
- Undertook an analysis of emerging market participants in the marketing technology field for a leading financial services technology company interested in assessing a roll-up acquisition program.
Focus areas: Venture Capital, Marketing Technology (MarTech), Fundraising, Financial Planning & Analysis (FP&A), Data Analysis, Technology, Startups, Go-to-market Plans, Financial Modeling, SaaS
2008 - 2015
Financial Officer
Red Vision Systems
- Completed two Series-2 financing rounds with venture investors and a term loan and revolver banking facilities with the bank.
- Implemented new ERP systems for accounting (Intacct), HR (ADP) and CRM (Salesforce).
- Developed and implemented new FP&A and reporting processes for the board, senior management, and operating leaders; including daily and monthly dashboards of identified KPIs as well as monthly performance and budget variance analyses.
- Managed the relationships with professional services providers, including banks, auditors, and legal.
- Led human resources, accounting, and corporate development teams.
- Built and maintained a financial model for internal projections and external fundraising efforts.
- Executed three roll-up acquisitions to develop a national service coverage footprint.
Focus areas: Budgeting, Mergers & Acquisitions (M&A), Pitch Decks, Fundraising, Data Analysis, Financial Modeling, Enterprise Resource Planning (ERP), Financial Planning & Analysis (FP&A)
2000 - 2007
Corporate Development and Strategy
Fair Isaac Corporation
- Developed the strategic case—initiated and managed the acquisition and integration of both public and private companies, totaling over $1.2 billion in value and growing the company approximately 400%.
- Executed the sale of several non-core business units aggregating over $100 million in value.
- Initiated and managed a $400 million convertible bond offering.
- Conducted investor roadshows, shared buyback programs and analyst relations programs.
- Initiated and managed a competitive intelligence function to monitor industry/competitor issues.
- Served as member of the board of directors of investee companies (Open Solutions Inc.) and LP representation (Azure Capital).
- Managed the strategic planning function, including analyses of proposed entry into new market segments (i.e., healthcare, retail, and insurance verticals).
Focus areas: Investor Relations, Pitch Decks, Valuation, Financial Services, Fintech, Financial Modeling, Fundraising, Strategic Planning
2000 - 2000
Business Partnerships
Oracle Corporation
- Developed and managed relationships with technology partners and grew the main partner to the number 3 position (after IBM and Accenture).
- Opened alliance offices in the UK, South East Asia, South America, and Australia to support international growth.
- Worked with an internal venture capital team to generate investment opportunities in order to capitalize on equity for a software business model.
Focus areas: Software, Partnerships, Technology
1985 - 1995
Investment Banking and Strategy Executive
National Australia Bank
- Managed all elements of M&A transactions.
- Developed banks growth strategy.
- Implemented bank's venture investing program.
- Managed M&A team based in new office.
- Evaluated and executed bank's acquisitions in UK, NZ and US.
Focus areas: Investment Banking, Corporate Development, Consumer Finance, Strategy, Mergers & Acquisitions (M&A)
Education
1974 - 1977
Bachelor's Degree in Economics
University of Sydney - Sydney, Australia
Certifications
JANUARY 1990 - PRESENT
Fellow Securities Institute of Australia
Financial Services Institute of Australasia (FINSIA)
JANUARY 1980 - PRESENT
Chartered Accountant
Institute of Chartered Accountants in Australia