Chad Gassaway CMT
About
Chad Gassaway CMT is from Dallas-Fort Worth Metroplex. Chad works in the following industries: "Investment Banking". Chad is currently Managing Director of Investment Banking at EBB Group, located in Frisco, TX. Chad also works as CFO/COO & Partner at Big D Dining, a job Chad has held since Jan 2015. In Chad's previous role as a Director of Investment Banking at EBB Group, Chad worked in until Sep 2022. Prior to joining EBB Group, Chad was a Investments Portfolio Manager & Partner at Grace Trading and held the position of Investments Portfolio Manager & Partner at Prosper, TX. Prior to that, Chad was a Vice President of Investments at JPMorgan Chase & Co., based in Lexington, Kentucky from Jan 2010 to Jan 2011. Chad started working as Financial Advisor at MetLife Securities in Lexington, KY in Jan 2008. From Jan 2006 to Jan 2008, Chad was Intern / Financial Advisor at Edward Jones, based in Lexington, KY.
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Chad Gassaway CMT's current jobs
EBB Group is a full service, middle market investment bank specializing in mergers and acquisitions (M&A). We represent companies with enterprise values from $10-$500 million. As a Managing Director, Chad's role is to assist a three person team through the entire process of selling a business including: executing the engagement letter, performing a financial analysis, carrying out an evaluation analysis, creating marketing materials, crafting the Confidential Information Memorandum, creating a prospective buyer list, reaching out to potential buyers, finding and negotiating with the right buyer to get the best price, working with the attorneys on both sides of the transaction, and overseeing all of the details through to the successful closing.
Own 2 Smashburger franchises. Manage all business operations, including staff hiring and training, sales and marketing, purchasing, budget administration and cost controls, financials and payroll, compliance, safety, and customer satisfaction. ◆Directed complete startup for both locations. ◆Built locations to $700K and $1.3M within a year of opening; grew both locations to profitability in 3 months and 15 months. ◆Implemented continuous improvements; achieved #1 in sales in the state of Texas. ◆Negotiated 50% of financing with banks to establish business. Core Competencies: Cross-Functional Leadership & Oversight |Operational Improvements | Business Development | Talent Acquisition & Training | Strategy Design, Planning & Execution | Negotiations | Revenue Generation & Profitability | Compliance & Safety | Facility Design | Construction Management | Startup Operations
Chad Gassaway CMT's past jobs
Managed a private multi-family investment portfolio of futures and stocks. Performed futures and equities trading and carried out risk and tax implication management. Researched investments and identified trends, determined risk and ROI via technical, quantitative, and fundamental analysis. ◆Outperformed market by 4.3% over 5-year period. ◆Increased performance by rebalancing portfolio using rules-based system. ◆Featured on Jim Cramer’s Mad Money and in the Wall Street Journal, on CNBC, and the Bloomberg Brief. ◆Frequent contributor to Yahoo! Finance. Core Competencies: Portfolio Management | Technical Analysis | Quantitative Analysis | Futures & Equities Trading | Investments Research | Portfolio Rebalancing | Risk Management | Tax Implication Management
Managed $144M in assets for high-net-worth investors. Developed short- and long-term investment plans; customized portfolios using managed money portfolios, stocks, bonds, and mutual funds. Led staff of 7 personal bankers. Specialized in managed money products (fund of funds). ◆Increased AUM from $110-$144M. ◆Recognized for acquiring new accounts and growing business with existing clients.
Managed customer investment portfolios, including stocks, bonds, mutual funds, and annuities. Customized portfolios for individuals and company retirement programs. ◆Built AUM to $80M, with positive YoY growth each year. ◆Recognized for superior performance and acquisition of multiple accounts.
Created and maintained custom portfolios for retirement and investment accounts. ◆Delivered consistent annual growth and exceeded all goals. ◆Grew AUM to $22M.