Kellan Carter
2030 Franklin Street #302, San Francisco, CA 94109  406.868.3421  kellancarter@gmail.com
EXPERIENCE
Mooreland Partners; San Francisco, CA
March 2011 - Present
Investment Banking Analyst: Technology M&A
Mergers and acquisitions transaction execution support for companies in the technology sector; Deal execution
support includes accretion/dilution analysis, shareholder distribution modeling, strategy, positioning and
marketing material compilation. Valuation methodologies utilized include comparable public companies, M&A
precedent transactions, discounted cash flow, unique visitors, recurring monthly visitors and LBO analysis.
Selected M&A Transaction Experience:
 Exclusive sell-side advisory for leading video logging and monitoring software company
o Created highly dynamic, ‘creative’ accretion/dilution model for targeted small-cap buyer with
limited cash and acquisition capabilities
o Provided guidance to CFO to develop forecasted financial model with private capital injection of
~$2-4 million with objective to double revenues by 2013
 Strategic buy-side advisory to SMB and consumer data storage provider
o Initial strategic qualification of potential candidates based on size, fit and ability to scale; initial
screen of candidates yielded 100+ targets, of which has been narrowed to ~10
o Utilized valuation methodologies to quantify target valuation expectations including comparable
public companies relative to gross margin and revenue growth rates
 Exclusive sell-side advisory for silicon photonics company
o Developed five year forecasted financials that account for multiple capital injections
o Constructed highly detailed financial supplement (margin improvement, capital expenditure
breakdown, fabrication synergies, contract manufacturer cost reductions etc.)
Miscellaneous
 Silicon Valley office director of quality control for all distributed presentations
 Sourced meeting with leading VC firm ultimately leading to discussions with five portfolio companies
KPMG Advisory; Orange County, CA
2010 - 2011
Structured Finance Group Associate
Daily responsibilities included in-depth analysis of asset-backed securities collateralized by student loans, auto
loans, residential and commercial mortgages.
 Executed comprehensive collateral analysis of ~$10,000,000,000 in securitizations
 Recreated pristine amortization and stressed VBA cash-flow tie-out of $850,000,000 RMBS securitization
 Structured waterfall payment tie-outs of over $1,000,000,000 in individual securitizations
 Selected as transitional coach to train and assist in the professional development of new employees
D.A. Davidson & Co; Great Falls, MT
Summer 2008
Financial Services Intern
 Performed comprehensive analyses of multitude of investments to create low risk/ high return portfolios
 Developed in-depth asset allocation models for client base worth up to $2,000,000 in portfolio value
 Certifications: Series 7 and Series 66 (now inactive)
Missoula Area Economic Development Corporation; Missoula, MT
2007 - 2008
Management Intern
 Conducted research to allocate economic development funds and prepared reports for CEO and BOD
 Evaluated working capital and financial solvency for Montana-based companies applying for debt capital
EDUCATION
University of Montana, Missoula, MT
Spring 2009
Cumulative GPA: 4.0/4.0; Bachelor of Science in Business Administration, Major in Finance
Exclusively chosen over 100 students by University faculty as the top senior in Finance (Student of the Year)