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Michael Feeley, CFA

Michael Feeley, CFA

Student Managed Fund Portfolio Manager

Followers of Michael Feeley, CFA2000 followers
location of Michael Feeley, CFAWest Palm Beach, Florida, United States

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  • Timeline

  • About me

    Vice President Corporate Development -M&A

  • Education

    • University of Connecticut School of Business

      -
      Master of Business Administration Finance

      Activities and Societies: University of Connecticut Student Managed Fund

    • Montclair State University

      -
      Bachelor of Science Economics, Finance

  • Experience

    • University of Connecticut

      Sept 2005 - May 2006
      Student Managed Fund Portfolio Manager

      • Student Managed Fund realized a 9.69% holding period return vs. 6.23 % holding period return of S&P 500 benchmark from September 30, 2005 thru April 26, 2006.• Lead manager of eleven full-time UConn MBA students to share in the investment management responsibilities of $1 million in equity securities.

    • RosenfarbWinters, LLC

      Sept 2006 - May 2008
      Business Valuation Associate

      • Finalized business valuation reports for private businesses located throughout the United States.• Completed valuation reports are utilized for court settlements and proceedings related to shareholder disputes, commercial litigation, divorces, and transfers and gifting of business interests.

    • Wiss & Company, LLP

      May 2008 - Dec 2013
      Business Valuation Associate

      • Completed valuation reports are utilized for the finalization of merger and acquisitions of privately held and publicly traded businesses, FASB 141/R purchase price allocations, periodic goodwill impairment testing and various litigation proceedings. • Due diligence of privately held and publicly traded companies includes variance analysis, financial trend analysis, industry analysis and economic analysis. • Valuation of privately held and publicly traded companies includes discounted cash flow modeling, internal rate of return calculations and market multiple analysis. Show less

    • Wealth Planning Consultants

      Jul 2014 - Jun 2019
      Investment Director

    • Black Dragon Capital

      Feb 2020 - Apr 2020
      Financial Analyst

    • Viper Equity Partners

      Jul 2020 - Dec 2020
      Director - M&A Financial Due Diligence

    • Beech Valley Solutions

      Mar 2021 - Oct 2023
      Consultant - M&A Financial Due Diligence

    • Refresh Mental Health

      Nov 2023 - Jul 2024
      Vice President Corporate Development - M&A

    • Seeking New Role

      Jan 2024 - now
      Transaction Advisory Services Consultant

      - I have five years of private equity financial due diligence and over 10 years of private equity valuation experience.

  • Licenses & Certifications