Skill set
Industry fields of expertise
José in a few words
Independent consultant with 6+ years’ experience in advising leading mid-market Private Equity firms and their portfolio companies – ranging from €100 million to €1 billion AUM. Led and executed end-to-end projects with different levels of complexity – spanning from M&A and capital raising projects to performing a dual role as a Strategic Finance partner and Chief of Staff in several PE- and VC-backed companies. Throughout my career, I was also responsible for sourcing and engaging with Private Equity and Venture Capital clients, as well as coordinating teams comprised of Project Managers, Associates, and Analysts.
Experience
- FreelancerFinance & Strategy AdvisorPRIVATE EQUITYJanuary 2023 - Today (2 years and 3 months)Have been collaborating closely with the Founders and CEOs in addressing complex financial and strategic issues - spanning from performing a strategic finance partner role, to assuming a transactional-focused role in M&A and capital raising projects. Most relevant projects included:❖ Performed an interim strategic finance partner role for a VC-backed firm❖ Acted as a trusted advisor to the founder of several blue chip firms❖ Involved in several non-recurring projects ranging from budgeting, forecasting, and business planning to fundraising support
- Stunning Capacity (consulting boutique formed by ex-MBBs)Finance & Strategy PMOPRIVATE EQUITYMay 2021 - June 2022 (1 year and 1 month)Lisbon, PortugalConsulting boutique formed by a former BCG. During this experience, I worked alongside the founder on a multitude of projects including:❖ Acted as a trusted advisor to the founder of a PE-backed firm❖ Steered and executed investment cases in the context of a Venture Builder go/no-go investment decision❖ Led and executed for a healthcare project, building a comprehensive diagnosis dashboard
- LGG ADVISORSManagerPRIVATE EQUITYJanuary 2020 - February 2021 (1 year and 1 month)London, United KingdomAs a member of the Management Team at LGG Advisors, I was responsible for:❖ Leading teams consisting of Project Managers, Associates, and Analysts❖ Engaging, coordinating, and executing multiple high-profile projects on behalf of the Private Equity and Venture Capital clients. Most relevant projects included:-> Played a strategic finance partner role for a US-based Private Equity firm-> Performed a strategic finance partner role for a portfolio company of a leading European Private Equity-> Coordinated several projects for a leading UK-based Advisory firm❖ Steering and executing strategic initiatives across the firm❖ Coordinating recruitment and training across the firm
1 recommendation
DP
Duarte Pinheiro recommend José
6/5/2023
Zé is a well-rounded professional. He has extremely good technical, analytical and communication skills. On top of that, what sets him apart are his soft skills, extremely advanced for his age: great leadership and capacity to build trustful relationships with C-suit level. I would recommend Zé 10/10 every-time.
Education
- Master of FinanceCatólica Porto Business School2017Master's degree, Finance, General
- Bachelor's degree, Business Administration and Management, GeneralFEP U. Porto – Economics and Management2015Bachelor's degree, Business Administration and Management, General