ryan downiefounder & consultantRyan's been running his consulting practice since leaving the equity research world in late 2014. Over those years, he has worked with nearly 100 clients, helping them receive more than $150 million in fundraising offers. His articles have been published over 500 times by the Motley Fool, Investopedia, Benzinga, Toptal, and SiliconCFO.
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Ryan's core expertise is building financial models, using them for analysis, and empowering clients through coaching. From 2009 through 2014, Ryan was an equity research analyst for Bloomberg, hedge fund Noble Equity, and Sidoti, where he covered a broad range of companies with focus in tech and healthcare. In 2010, he founded a profitable small business which he eventually sold to focus on consulting. Starting in 2016, he has aligned himself with talented financial planners who specialize in providing comprehensive plans to business owners who are seeking balance in asset growth and protection.
Ryan holds a BA in Economics and Anthropology from the University of Notre Dame.
In his free time, you can find Ryan climbing mountains, getting dirty with some backcountry camping, or playing music poorly.
If you want to get really official, see Ryan's CV below
EMPLOYMENT HISTORY
Financial Consultant (November 2014 – Present)
Equity Research Analyst, Sidoti & Co (August 2013 – July 2014)
Equity Research Analyst, Noble Equity Fund (January 2011 –September 2013)
Founder, Garden State Mobile Vending, LLC (January 2010- November 2014)
Profiles Data Analyst, Bloomberg LP (contract position, August 2009 – January 2010)
EDUCATION
HONORS & ACHIEVEMENTS,
Financial Consultant (November 2014 – Present)
- Supported clients in raising more than $150 million in startup funding, facilitated top line scaling for multiple clients over $5 million annually, and advised on small business exits by improving valuation more than $2 million
- Provided counsel on FP&A, startup fundraising, modeling & forecasting, employee & executive compensation planning, exit planning
- Over 100 clients, including AnytownUSA, Grace Choi’s Cookable, VoxSnap, VentureMom, Daily Haloha, IQCIO, Libby’s Choice, Supportful, Followapp.care, PLZ.io, CineBee, FireBrand Group, Corrogo, 82 Stories, Women at the Helm, Elisabeth Hennessy’s Gift Me Chic, Gracias Payments
- Featured on highly selective platforms including Toptal, SiliconCFO, CXO
- Named Director of Research for fintech startup client Prudena, where proprietary equity valuation tool was successfully sold to hedge fund
- Published over 600 times by Investopedia, Benzinga, ExpressWriter, Motley Fool, Axial, and Toptal
- Developed partnerships with comprehensive personal financial planning firms to maximize value for HNW and successfully exited founders and owners; licensed for insurance and securities transactions
Equity Research Analyst, Sidoti & Co (August 2013 – July 2014)
- Top Buy recommendation, Tucows, returned more than 8x the benchmark since rating was initiated
- Identified investment opportunities; conducted valuation, forecasting and recommendations based on fundamental research
- Interviewed executive management teams; conducted channel checks; analyzed SEC filings, company news, market and industry conditions.
- Composed and published research reports, presented research fund managers and portfolio managers
- Developed and maintained relationships with institutional clients
Equity Research Analyst, Noble Equity Fund (January 2011 –September 2013)
- Identified investment opportunities; conducted valuation, forecasting and recommendations based on fundamental research
- Reported directly to Fund Manager Paul Nouri
Founder, Garden State Mobile Vending, LLC (January 2010- November 2014)
- Founded and successfully exited a profitable seasonal business in the food services industry
- Oversaw rapid expansion of physical capital and revenue to more than $100,000 in 12 week season
- Raised over $45,000 in financing from banks and private investors
Profiles Data Analyst, Bloomberg LP (contract position, August 2009 – January 2010)
- Analyzed public company filings and private company data to ensure depth and accuracy of financial and corporate profile information on Bloomberg database
- Edited Bloomberg data when appropriate
EDUCATION
- University of Notre Dame , Notre Dame, IN; 2009
- Bachelor of Arts, Economics (GPA 3.4)
- Dean's List Spring 2009
HONORS & ACHIEVEMENTS,
- FINRA Series 7, 63, 65 licensed (formerly 86 & 87)
- Recognized in October 2011 UCEDC newsletter as founder of successful startup business
- Admitted to prestigious & selective Toptal platform, as well as Silicon CFO and Venturitas Consulting
- Invited to mentor role at Notre Dame’s incubator