Wayne Scali

Wayne Scali

Private Credit Investment Analyst

Toronto, Canada.

About

Highly accomplished strategic finance and investment executive with over 20 years of experience in investment banking, principal investing, and strategic advisory. Proven leader with a track record of developing sophisticated financial models, driving business growth, and delivering high-impact strategic recommendations.

Applier of rigorous analytical expertise to private credit opportunities, and blender of traditional finance fundamentals with the potential of blockchain.

Skills

Financial Modeling

Business Scenarios, Forecasting, Valuation, LBO Models, Financial Analysis, Investment Analysis, M&A, Capital Projects, Profitability Tracking.

Strategic Advisory

Corporate Development, Strategic Planning, Business Case Development, Market Analysis, Investment Strategy, Growth Initiatives, Restructuring Analysis.

Corporate Finance

Investment Banking, Principal Investing, Mergers & Acquisitions, Leveraged Buyouts (LBO), Capital Markets, Private Equity.

Private Credit

Pre-Investment Screening, Partnership Building, Risk Management, Portfolio Growth, Fundraising.

Education

University of Western Australia

Perth, Australia
Triple Major Bachelor of Commerce Degree Investment Finance, Corporate Finance and Accounting, GPA of 4.0

Certificates

Post Graduate Diploma in Applied Finance and Investment

Chartered Institute for Securities & Investment

Certificate in Corporate Finance and Financial Derivatives

Chartered Institute for Securities & Investment

Digital Business Strategies - Executive Short Course

MIT Sloan School of Management

Fundamentals of Blockchain

Unit Masters

Global Investment Banking Analyst Training, NYC

Merrill Lynch

SAFe Agilist

Scaled Agile Framework

Work

Stealth Private Credit Fund

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Investment Analyst

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Arcadia Insights

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Strategic Finance Advisor

Toronto, Canada

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Summary

Led strategic finance and business modelling initiatives, driving corporate development and optimizing financial strategies.

Highlights

Developed a blockchain financial model for a significant token investment for Faculty Group, enabling strategic decision-making and investment evaluation.

Supported a metaverse start-up's corporate development and forecasting activities, successfully preparing a pitch that secured seed fundraising.

Restructured and integrated Walmart Canada Bank's suite of credit card models, optimizing financial service offerings and future strategic positioning.

Constructed a comprehensive financial model for a five-star hotel, beach club, and condominium development in Mexico, supporting investment decisions.

Delivered strategic and operational advice to diverse clients, fostering informed decision-making and improved performance across various industries.

World Vision Canada

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Advisor, Financial Strategy & Planning

Toronto, Canada

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Summary

Advised on financial strategy and planning, developing a four-year strategy and leading business case structuring for major operational divisions.

Highlights

Developed a comprehensive four-year strategy to 2025, leveraging financial modeling of diverse scenarios to project outcomes through 2030.

Assisted three main operational divisions in structuring and presenting robust business cases, ensuring strategic alignment and resource allocation.

Coordinated international forecasts and analyses with World Vision International, implementing a standardized analytical approach and models across the partnership.

Contributed to resolving critical strategic projects, including continuous evaluation and mitigation of COVID-19 impacts on organizational operations.

Collaborated on strategic partnerships and joint ventures, supporting efficient growth initiatives by detailing acquisition channel yields and advising segment execution teams.

Ontario Plants

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Associate Director, Corporate Development Lead

Ontario, Canada

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Summary

Led corporate development initiatives, reporting to the President and driving the planning and growth of new business units.

Highlights

Reported directly to the President, providing strategic and operational recommendations that influenced key business decisions and company direction.

Spearheaded the planning and development of three new business units, driving significant growth potential and market expansion for the company.

Developed comprehensive business cases, supported by in-depth analysis and financial models, to evaluate future investment opportunities and targets.

Implemented a KPI system and executed complex analytical projects, including water flow modeling, to enhance operational oversight and efficiency.

Managed board paper preparation and served as the primary liaison for a cornerstone UK investor, ensuring transparent communication and stakeholder alignment.

Walmart Canada

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Head of Investment Analysis

Toronto, Canada

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Summary

Founded and led the Investment Analysis team, overseeing the evaluation of all business cases and capital projects for the Executive Committee.

Highlights

Founded and led the Investment Analysis team, responsible for evaluating all capital projects and business cases presented to the Executive Committee.

Managed analysis for large-scale, complex projects including logistics network strategy, merchandise optimization, and eCommerce initiatives across the firm.

Authored and distributed a comprehensive Business Case guidebook, including financial model templates, to the nationwide Finance team, standardizing best practices.

Evaluated various firm-wide investments, ensuring alignment with strategic objectives and maximizing return on capital.

FLIR Systems

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Senior Financial Analyst

Waterloo, Canada

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Summary

Provided sales and marketing analytics to senior management, evaluating acquisition opportunities and tracking key financial metrics.

PwC

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AVP

Toronto, Canada

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Summary

Developed and reviewed financial models for investment projects, financing advice, restructuring analysis, and performance tracking.

Highlights

Developed and reviewed complex financial models for over 25 investment projects, financing advice, restructuring analysis, and performance management, enhancing client outcomes.

Provided restructuring support to distressed debt head fund regarding an investee company, including a full operational model for its specialty meats business.

Conducted a commercial review for Canada's largest school bus operator, analyzing core business and evaluating strategic alternatives.

Assisted a client's negotiations with its banking syndicate in relation to its turnaround plan, providing critical analytical support.

Macquarie Capital

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Executive

Sydney, Australia

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Summary

Managed principal investing and corporate finance initiatives, leading financial modeling and strategic advisory for high-value transactions.

Highlights

Managed the financial modeling and commercial due diligence for Macquarie's $16bn recommended LBO bid for Qantas, including structuring and review of the financial model.

Contributed significantly to the $22bn acquisition of Coles by Wesfarmers, the largest corporate transaction in Australia, involving pre-bid stake, due diligence, and investor presentations.

Identified and evaluated principal investment opportunities globally for Macquarie Group and its managed funds/co-investors, without sector limitation.

Advised ASC in forming a winning partnership with Raytheon to build three Air Warfare Destroyers for the Royal Australian Navy, securing a major defense contract.

Provided strategic advice to The Coca-Cola Company on its Asia-Pacific bottler investments, optimizing regional operations and market position.

Merrill Lynch

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Investment Banking Analyst

London, UK

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Summary

Performed financial modeling and analysis to evaluate the strategic and financial impact of potential acquisitions.

Highlights

Conducted comprehensive financial modeling analysis and presentations to evaluate the strategic and financial impact of potential acquisitions, informing executive decisions.