Jonathan Charles

South San Francisco, CA 94080

Master of Business Administration, University of Michigan at Ann Arbor, Ross School of Business - 2005
Concentration: Finance and Entrepreneurship
Key courses: Buyouts, Business Excel, Financial Statements, Intellectual Property, M&A Accounting, M&A Strategy and PMI,
Negotiations, Private Equity, Securities Law, Technology Strategy, Turnarounds, Technology Spinouts, Valuations, Venture Capital
Highlights: Winner of technology business pitch competition with trip to Monte Carlo; Case writer for $1.3B Pfizer-Esperion deal;
Glencoe Capital and George Gillett Buyout competitions participant; Zell-Lurie Institute venture capital summer scholarship recipient

Master of Science in E-Commerce, Carnegie Mellon University - 2002

School of Computer Science and Tepper School of Business, Pittsburgh, PA
Concentration: Internet, mobile and software business models / technology
Program overview: Intense multidisciplinary curriculum of 24 months of coursework accelerated into 12 calendar months
Key courses: Computer Networking, Computer Security, Electronic Payment Systems, Information Architecture (Search), Internet I,
Internet II, Internet Practicum, Java Programming, Mobile Communications, Software Engineering, Telecommunications, Usability
Exposure examples: HTTP, TCP/IP, IEEE802.11, 2-3G, GSM, CDMA, MMS, RMMM, UML, WebE Process, OO Design

Bachelor of Science in Biology, Loyola Marymount University, Los Angeles, CA - 1994

WORK EXPERIENCE:
OpenTerrain.com (social collaboration / networking), Business Strategy Advisor - February 2009 to Present
AppVoyage (mobile applications), Business Development and Strategy Consultant (contract worker)
San Jose, CA - October 2008 to January 2009
-Developed business development, product and financing strategies for seed stage mobile widgets and applications startup
-Built detailed 5-year financial model which included extensive mobile traffic, market segmentation, and operational costs analysis

GradSphere Media (defunct Web 2.0 startup), Business Development and Product Strategy Roles
Silicon Valley, CA - September 2007 to August 2008
-Engaged in business and product strategy for seed-level Web 2.0 career info digital media publisher and social network
-Developed market entrance strategy, wrote business plan, and created slide deck for GradSphere Chief Executive Officer
-Built detailed 5-year financial model which included extensive operational, CPM/CPA advertising and market segmentation variables
-Engaged in M&A analysis with Buyers Universe development for the purpose of assessing potential IRR for exit analysis
-Conducted research on streaming video economics, digital media publishing, social networking and Internet/mobile advertising
-Direct interactions with web development team in designing website interface and in developing product roadmap

Jefferies & Co. (NYSE:JEF), Investment Banking Associate, Foster City, CA - July 2006 to August 2007
-CEO/CFO and other high-level client interaction during development of corporate M&A, equity and debt strategies
-Extensive P&L modeling for variety of high growth, venture backed companies using top-down and bottom-up approaches
-Participant in legal, clinical and operational due diligence calls, organizational meetings and legal drafting sessions
-Prepared information memorandums, pitch books, client presentations, sales force memos and compliance documents
-Engaged on sell-side M&A for $125+ million advanced device start-up to be sold to publicly-traded medical device company
-Completed $40 million follow-on equity offering for a multiple sclerosis focused Canadian developmental-stage company
-Use of Bloomberg, CapIQ, ShareWorld, Thomson One /Analytics, VentureSource, Wall Street Research, Lotus Notes databases

Apjohn Ventures, VC Summer Intern / Associate, Ann Arbor, MI - summer 2005 and part-time 2006
-Developed highly complex portfolio IRR model to be used for fund investment exit and overall performance analysis
-Engaged in variety of business development activities for $150 million State of Michigan Venture Fund (run by Credit Suisse)
-Heavy exposure to legal documents such as operating agreements, private placement memorandum, LP agreements and term sheets
-Analyzed fund benchmarking data using PEI database and developed fund marketing materials for capital raising purposes
-Developed corporate licensing deal structures for portfolio companies using Recombinant Capital (RECAP) database

Amherst Fund Private Equity, Associate, Ann Arbor, MI - project based during MBA in 2004 to 2005
-Analyzed $3 million convertible-debt deal and engaged in on-site due diligence for Hungarian medical services company
-Researched refinancing options for $12 million of debt for 100 bed assisted living facility investment using DCF models

Thomson-Reuters Corporation (NYSE:TRI), Analytic Consultant, Ann Arbor, MI - 2003 to 2004

-Utilized business intelligence web-based platform for data trends analysis of $600-$900 million in insurance claims
-Developed numerous web-based business intelligence reports for client’s finance, operations, strategy and marketing departments

OTHER:
-Daily reads: EEtimes.com, GigOM, MediaBistro, Mobile Marketer Daily, NYT Deal Book, Techcrunch, VentureBeat Mobile/Comm
-Current book reads: Mobile Advertising by Chetan Sharma and Founders at Work by Jessica Livingston
-NASD 7 & 63 Licensed Securities Professional