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Angelo Christian Zaratan, MBA
Angelo is a CFA charter holder and an MBA graduate with extensive experience in investment banking, equity research, and financial analysis. Currently, he works as an Associate at Corporate Fuel Advisors, a boutique investment bank. In this role, he has supported over 20 sell-side engagements across six industries, leading projects in valuation, capital raising, mergers and acquisitions, and industry research. His work involves financial modeling, due diligence, and deal documentation, where he excels at managing complex transactions and collaborating with diverse stakeholders.
Previously, Angelo served as a Senior Research Assistant at Global Health Funds, where he focused on equity research and portfolio management. He conducted in-depth financial modeling, valuation assessments, and company analysis, producing over 50 detailed buy-side research reports. Leading a team of researchers, he identified high-potential investments with both financial and social returns, contributing to the firm's impact-driven investment strategy.
Angelo's career began at FactSet Philippines as a Content Specialist, where he led projects in product development and process improvement, including the integration of ESG data into the firm’s offerings. His leadership and communication skills were key to enhancing client satisfaction and increasing market share.
Education:
Angelo holds an MBA from the Quantic School of Business & Technology and a Bachelor’s degree in Economics from Ateneo de Manila University. Additionally, he has completed certifications in financial modeling and valuation from Wall Street Prep and the Corporate Finance Institute.
Areas of Expertise:
Angelo's expertise lies in corporate finance, equity valuation, financial modeling, ESG investing, and impact-driven investment strategies. He has worked across various industries, including healthcare, fintech, environmental services, and industrial products, giving him a versatile perspective on diverse markets. With strong skills in stakeholder communication and team leadership, Angelo has committed to delivering high-quality, actionable insights that drive business success."
Areas of Practice
Finance
Years of Experience: 10
Industries Served
Waste & Environmental Services, Healthcare & Sanitation, Education
Business Services Offered
Corporate Finance & Strategy:
Financial Analysis: Create models, review forecasts, and KPIs for performance analysis.
Valuation: Perform DCF, comps, and M&A analyses for acquisitions, divestitures, or fundraising.
Capital Raising: Assist with investor identification, pitches, and deal structuring.
M&A Advisory: Offer buy-side/sell-side support, including due diligence and integration planning.
Specialized Services:
Investor Relations: Prepare communication materials
Strategic Business Consulting: Enhance workflows, adopt technology solutions, implement growth strategies
Non-Profit Consulting: Guide mission-driven organizations on strategy and sustainability.
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