joe dico

partner - transaction advisory services

About

Currently Vice President Mid-Market Investment Banking at RBC. Mid-Market Investment Banking, M&A and Divestitures ranging from $10 million to $100 million. Most recently a Vice President at Richter Transaction Advisory Services Group, Joe Lo Dico acted a trusted advisor in mandates involving mergers, acquisitions, divestitures and recapitalization transactions, including internal succession planning. He provided particular assistance in matters relating to business acquisition (due diligence) and sale transactions. Recent mandates include the sale of Doris Inc. to Gildan Inc. and various due diligence advisory assignments. Joe’s clients have included private equity firms, private and publicly listed companies

Country

canada

City

montréal

Industry

investment banking

Skill

corporate finance, financial analysis, mergers and acquisitions, due diligence, business valuation, finance, valuation, restructuring, financial modeling, cash flow, accounting, divestitures, assurance, private equity, banking, transaction advisory, mergers, business strategy, cash flow forecasting

Experience

partner - transaction advisory services

richter

2017-2 - Present · 9 yrs 8 mos

vice president

rbc royal bank mid-market m&a

2015-12 - 2017-2 · 1 yr 3 mos

RBC’s Mid-Market M&A team provides capital markets advisory services to Canadian mid-market companies focused on transactions ranging from $10 million to $100 million. Business Divestitures: Working with business owners to develop and execute a divestiture process designed to maximize the value of the business being sold. Acquisitions: We have extensive experience assisting companies manage the acquisition process and can provide a useful resource when dealing with the seller of a business. Buyouts: We provide advice to companies or individuals seeking to complete a management or shareholder buyout.

vice president

rsm richter

2008-10 - 2015-11 · 7 yrs 2 mos

* Buy-Side mandates * Due diligence * Assess Quality of Earnings, normalization adjustments, key value drivers and business risks * Analyze financial forecasts, working capital and cash flows, including Capex requirements * Address Tax, IT, Risk management, financial reporting and operational matters * Identify and address synergies and post-transaction integration issues * Support contract negotiation and ensure alignment with financial diligence * Target search * Research on various databases (i.e. Capital IQ, Thompson, etc.) * Other analysis * Sell-side mandates * Various sell-side mandates in apparel, wholesale and aerospace industries (~$10M to $100M transaction) * Coordinating sale process (i.e. contacting potential buyers, preparing teasers, CIM, etc.) * Negotiation with potential buyers

analyst

richter consulting, inc.

2006-10 - 2008-10 · 2 yrs 1 mo

* Various Reorganization mandates * Assisted partners with viability studies and security analysis on behalf of Canadian and US based lenders * Completed financial analysis to understand past, present, and future financial and cash flow potential. Investigated unusual fluctuations and normalized earnings * Assist in compilation of report by summarizing findings and conclusions * Monitoring.

senior, assurance

richter

2004-1 - 2006-10 · 2 yrs 10 mos

* Assisted with planning, preparing and conducting audits for various mid-sized private and public companies. Worked in various industries such as manufacturing, apparel wholesale, retail, professional services and automotive * Supervised staffs * Active involvement in recruiting, interviewing, client proposals.