Lucas Pipoli
Transaction Advisory & Corporate Development, shaped by a global upbringing across four continents. Returning to the principal side of dealmaking and strategy, sharpening that path through an MBA at UCLA Anderson.
Career Highlights
Skills
Tools
Professional Statement
Finance and analytics professional with over a decade of experience across financial due diligence, FP&A, and data-driven operational analysis.
My background includes transaction due diligence at PwC and KPMG for private equity and corporate acquirers, and institutional reporting at Oaktree Capital Management, followed by building forecasting systems, KPI models, and revenue engines inside operating businesses. That work is grounded in a healthy skepticism developed through due diligence, paired with the finance and accounting fundamentals used to validate assumptions, improve data quality, and ensure analytical rigor, often under tight timelines.
Most recently, I advised Metal AI's product team on financial workflows for private equity diligence tooling, translating deal methodology directly into product, a vantage point inside the PE ecosystem rather than adjacent to it.
An MBA at UCLA Anderson (FEMBA) is the next step toward sharpening that leadership toolkit and moving toward the principal side of dealmaking and strategy.
Personal Background
Born in São Paulo, then raised across Venezuela, India, and Singapore before ever setting foot in the U.S., I grew up reading rooms for a living: figuring out what was actually being communicated underneath the words, who held influence, and how trust got built differently from one culture to the next. That instinct is still the foundation of how I try to lead.
One of the more useful ideas from my FEMBA coursework has been the research on psychological safety: a diverse team's potential only converts into results once its members feel safe enough to disagree, ask questions, and admit what they don't know. Having spent my childhood as the one translating between cultures, that idea landed immediately, building a diverse team isn't the hard part; building the conditions that let people actually speak up is.
Outside of work, I train Brazilian Jiu-Jitsu, which I've come to enjoy precisely because it's problem-solving under extreme pressure: a live puzzle where panic is the fastest way to lose, and the person who stays calm and keeps thinking usually wins. It is the same instinct I try to bring everywhere else, staying clear-headed when the stakes are real.
Metal AI
Finance Domain Expert (Part-Time)
Advised the product team building diligence tools for the private equity ecosystem, translating deal methodology into product.
Pacific Neuropsychiatric Specialists
Financial Analyst to C-Suite
Built the budget model, revenue recognition logic, and normalized P&L for a $33M, 9-location healthcare platform.
Oaktree Capital Management
Senior Associate, Firm Analytics
Built PowerBI reporting used by senior leadership to track AUM, client flows, and account profitability across multi-billion dollar strategies.
PwC
Senior Associate, Deals
25+ M&A due diligence engagements across PwC and KPMG for private equity and corporate acquirers, including a $3B+ telecom divestiture. Coordinated cross-border due diligence teams in India and Mexico.
Cargill
Senior Decision Support Analyst
Built KPI and budget models across $100M+ revenue business units and a $500M+ annual budget in agriculture and consumer markets.
KPMG
Associate, Transaction Advisory
Financial due diligence for private equity and corporate acquirers, coordinating cross-border diligence teams.