Natan Junginger

Carvalho Group is a private equity firm investing across diverse industries, including healthcare, education, fintech, foodservice, automotive, and others. As Head of Strategic Projects and M&A Integration, I developed and applied a digital transformation methodology across portfolio companies, combining system implementation with proprietary technology development to activate the specific growth levers and value drivers of each business. Our proactive approach to M&A was rooted in thorough pre-deal technology and process assessments for both platform and add-on companies. This enabled us to build accurate integration roadmaps, resulting in more precise financial modeling and clearer value creation projections. With each new acquisition, we executed the integration plan swiftly and consistently realized value. In one portfolio company undergoing a difficult leadership transition, I stepped in as COO for two years, leading a turnaround that delivered triple-digit year-over-year top-line growth, a 57% increase in EBITDA margin, and a 2.7x improvement in ROIC.

- Finance and Investments (Income Statement, Balance Sheet, Cash Flow Statement, NPV, IRR, and Payback, cash conversion cycle, budgeting, free cash flow, risk-return-liquidity, cost of capital - WACC, value management ratios - ROIC and EVA, valuation methodologies, private equity, and venture capital). - Strategy and Marketing (BCG Matrix, Porter's Five Forces, value chain, vertical integration, diversification, and strategic alliances, disruptive innovation, Balanced Scorecard, Corporate Social Responsibility & Shared Value, segmentation and targeting, branding, marketing mix - 4 Ps, digital marketing, and design thinking). - Negotiation and Business Communication (strategic negotiation - integrative and distributive, BATNA, Reservation Price, and ZOPA, value creation, multi-stage and multi-party negotiation). - Modeling and Problem Solving (financial and business modeling, problem-solving methodology, synergy calculation, Merger & Acquisitions, and portfolio analysis).

- Fixed Income (impact of monetary and fiscal policy on investments, leverage strategies, fixed-income products, and investment analysis). - Derivatives and Foreign Exchange (derivatives, futures market, contracts, swaps, options, and hedging). - Equity (valuation, capital structure, cost of capital, sell-side and buy-side research, stock lending, fundamental analysis, and technical analysis). - Asset Allocation and Modeling (risk-return-liquidity, asset classes, performance, and portfolio modeling).

- Technical Elements (Margin, Markup, Experience Curve, Segmentation, Willingness to Pay, Conjoint Analysis, and Consumer Psychology). - Pricing and Value Management (ROIC, LTV - Lifetime Value, Value Map, and Competitive Advantages). - Alignment of Strategy and Pricing.