Bill Frame

Bill Frame

Intern

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location of Bill FrameGreater Philadelphia

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  • Timeline

  • About me

    Director at Fairmount Partners

  • Education

    • Salesianum School

      -
      High School
    • The Catholic University of America

      2005 - 2009
      BA Mathematics
    • The Catholic University of America

      2005 - 2009
      BA Economics

      Activities and Societies: Varsity Soccer, CUA Chess Club (Founder/President), International Affairs Association, Model UN

  • Experience

    • US Treasury

      Nov 2007 - Apr 2008
      Intern
    • Jacob Holtz Company

      May 2008 - Jan 2009
      Franchising Intern
    • U.S. Department of State

      Sept 2009 - Sept 2011
      Budget Analyst

      Support contractor for U.S. Department of State (DoS) with accountability for management and budgeting of $210M+ in departmental funding. Assist in special projects and streamlining of business processes enabling improved operational efficiency. Manage all monies for U.S. Embassies minimizing and anticipating costs. - Oversaw reimbursement process from U.S. government agencies and wrote SharePoint site enabling automated, paperless management of $1.4B of reimbursement funds. - Drafted long term financial plan (FY 11-16) and planned budget (FY 12-17). - Estimated anticipated costs for budget cycles (FY 12, FY 13) through analysis of previous year and development of out year projections. Authored Congressional Budget Justification. - Recipient of multiple Certificates of Appreciation for outstanding support. Show less

    • Frame Consulting Services

      Oct 2009 - Sept 2011
      Financial Analyst / Consultant

      ▪ Client: Enterprise Appraisal | Assisted in the movement towards standardization of valuations process using interactive model incorporating financial reports/analysis and industry economic research ensuring consistent, accurate findings.▪ Client: Enterprise Appraisal | Conducted multiple valuations on multi-million dollar businesses using FMV, DCF, and market analysis, estimated liquid value, CAP-M Biz Comps, and SIC Metrics. ▪ Client: MSMB Capital | Provided analysis of public high tech healthcare companies for startup hedge fund. Conducted average of 5 financial models per week involving revenue, earnings, cash flow projections, pricing, and assisted in 25+ stock valuations. Show less

    • EAC Valuations

      Sept 2011 - May 2012
      Senior Appraiser

      ▪ Authors independent business appraisals for a variety of reasons including proposed sales or acquisition of an entity,Estate Planning, Estate and Gift Tax, SBA Financing, ESOP Programs, and Intangible Assets for companies in multiple industries from start ups to established companies with >$550M in sales.▪ Obtained Accredited Valuation Analyst (AVA) title from NACVA, the leading orgnanization forcertification of business and intangible asset appraisers.▪ Particiated in entire sales cycle, including presentation, onsite client interviews, and final report Q&A▪ Initiated web site development, social media campaign and database management system to grow the business and increase visibility. Show less

    • Fairmount Partners

      Jun 2012 - now

      Our firm, Fairmount Partners (www.fairmountpartners.com), is an independent merger and acquisition advisory firm providing buy-side, sell-side, and capital formation advisory services. Fairmount is headquartered in Radnor, PA, in the Western Philadelphia suburbs. Fairmount’s clients include successful entrepreneurs, private equity-sponsored enterprises, and global public companies. Since its founding in 2003, Fairmount has completed more than 300 transactions across 25 countries, representing over $17 billion in aggregate value for our clients. My practice is focused on helping great industrial (e.g., manufacturing, distribution and industrial / consumer services businesses) achieve their M&A goals. Show less

      • Director

        Jun 2023 - now
      • Vice President

        Aug 2018 - Jun 2023
      • Associate

        Jun 2015 - Aug 2018
      • Analyst

        Jun 2012 - Jun 2015
  • Licenses & Certifications

    • Certified Valuation Analyst (CVA) - Inactive

      National Association of Certified Valuators and Analysts
    • Series 63

      FINRA
    • Series 79

      FINRA