KaityTemplin_Bio
 

Quote To Live By: “There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.”  – Albert Einstein.

Expertise:

  • Financial Statement Analysis
  • Financial Modeling
  • Company Valuation Analysis
  • Discounted Cash Flow Analysis
  • Financial Writing
  • M&A Due Diligence
  • Electronic Data Room Management
  • Economic Research
  • M&A Business Development
  • Industry Research.

  • Full Profile

    Kaity Templin has several years of experience in the NYC financial industry. Prior to joining EHS Support, Kaity began her career as an investment banking analyst at a leading sell-side merger and acquisition advisory firm in NYC. Her experience includes creating financial models and company valuations, preparing selling materials, developing buyer lists, approaching the market with clients, conducting management meetings, managing virtual data rooms, and assisting in buyer due diligence processes. In addition, she was active in developing and managing lead relationships.

    Kaity’s work experience also includes three undergraduate financial internship positions in NYC; two at Morgan Stanley, and one at UBS Financial Services. In addition, she traveled to a dozen different countries, including China, The Czech Republic, and Egypt, to study their economies, bringing broad international economic knowledge to the EHS Support team.

    Education

    • BA, Financial Economics, Washington and Jefferson College
      • Financial Economics Emphasis
      • Entrepreneurial Studies Concentration
      • Hardy Scholar Entrepreneurship Program.

    Professional Affiliations

    • Association for Corporate Growth, NYC Chapter
    • Women’s Association of Venture and Equity.

    Key Experience

    Merger and Acquisition Experience

    Fluid Control Product Manufacturer, United States

    Analyst

    Analyst for a deal that involved the recapitalization of a fluid control product manufacturer by a private equity firm. Responsibilities included analyzing client’s financial statements, creating financial models and initial company valuation, conducting industry research, assisting in preparing confidential information memorandum and management presentation, developing buyer list, approaching the market, attending management meetings and facility tours, assisting with negotiating the Letter of Intent, managing the virtual data room, and helping with the due diligence process. Other duties included creating the press release, writing the completed merger report, and approaching industry leads.

    Outdoor Advertising Company, Central America

    Analyst

    Analyst for a deal that involved the merger of an outdoor advertising company with a strategic buyer. Responsibilities included assisting in the due diligence process, analyzing the merger agreement, formatting agreement schedules and exhibits, and managing banking relationships.

    Energy Services Company, United States

    Analyst

    Analyst for a deal that involved an Energy Services Company that reached the Letter of Intent stage with a private equity firm. Responsibilities included analyzing client’s financial statements, creating financial models and initial company valuation, collecting relevant company data, assisting in preparing confidential information memorandum and management presentation, developing buyer list, approaching the market, attending management meetings and facility tours, managing the virtual data room, and helping with the due diligence process.

    Company Valuation Experience

    Kaity has prepared numerous company valuations for private businesses across a wide range of industries. Below is an example that includes the type of valuation work she has performed.

    Ultraviolet Light Solutions Provider

    Analyst

    Analyst for a company valuation of an ultraviolet light solutions provider that involved examining financial statements, conducting financial analysis and modeling, preparing a discounted cash flow analysis, collecting and analyzing relevant company data, researching industry metrics, and performing comparable company and transaction analysis.

    Other Relevant Projects

    Merger & Acquisition Quarterly Reports

    Created company quarterly M&A reports that involved researching and analyzing the state of the M&A market. Responsibilities included calculating how much total cash was on U.S. corporate balance sheets, identifying the number and dollar volume of deals completed in the U.S. as well as internationally by strategic and financial buyers, recording the amount of capital raised by private equity firms, and updating the reported amount of dry powder financial firms had to deploy.

    Acquisition Process Implementation

    Assisted client in developing and implementing a company acquisition process that involved creating a lead generation process, identifying target financial metrics, developing a list of relevant due diligence questions, and creating a process for identifying cost-cutting synergies.

    International Experience

    The Economies of the Czech Republic and Poland

    Spent three weeks traveling throughout the Czech Republic, Germany, and Poland. Responsibilities included conducting research, attending classroom sessions in Prague, and performing a financial comparative analysis on each country’s accession into the European Union.

    The Economy of China

    Spent two weeks traveling throughout China, conducting research and attending classroom sessions at Qingdao University. Responsibilities included researching China’s accession into the World Trade Organization and performing an analysis on its developing economy status.

    Mediterranean Region Experience

    Spent three weeks traveling to eight countries throughout the Mediterranean region studying international macroeconomics and preparing reports on the state of each country’s economy.