OUR MISSION IS TO SUPPORT THE HEALTH AND SECURITY OF OUR ENERGY & RESOURCES, AEROSPACE & DEFENSE, AND FINANCIAL SERVICES INDUSTRIES IN THE BEST WAY WE CAN: PROVIDING FINANCIAL ADVISORY SUPPORT WITH THE UTMOST QUALITY, INTEGRITY, AND DEDICATION.
WHO WE ARE
Parabellum Strategic Group, LLC (PSG) is a globally capable financial advisory firm focused on providing three complementary services – deal advisory, financial modeling, and valuation – to three industries critical to U.S. national security – energy & utilities, aerospace & defense, and financial services.
Our professionals bring decades of leadership and experience serving a wide variety of clients on deals ranging from $1 million to over $20 billion in transaction value, financial modeling engagements with companies and infrastructure projects ranging from $15 million to $1 billion in annual revenue, and have valued business enterprises and assets worth a total of over $600 billion.
Our client-centric culture is the bedrock of our advisory approach. We believe that our role is not just that of an advisor but of a strategic ally. With PSG, you’re gaining a long-term partner committed to your continued success. Your objectives become our mission; your success, our celebration.
With our laser focus on providing personalized, high quality client service at home and abroad, we assist clients navigate the complexities of operating across diverse legal and regulatory frameworks, along with volatile market dynamics.
OUR INSPIRATION
Our name stems from a well-known passage in an ancient Roman military treatise titled De re militari. It was written by Flavius Vegetius Renatus – commonly known as simply Vegetius – under the direction of Emperor Valentinian III in the early-to-mid 5th century. While little is known about Vegetius’ life, it is generally understood that he was not a military professional himself, but rather a scholar hired by the Emperor to outline the best practices of centuries of Roman military dominance. In short, Vegetius was one of the first government contractors – an outsider brought in to provide a fresh perspective.
The entry that resonated with us states, “Si vis pacem, para bellum”, or in English, “If you want peace, prepare for war”.
Our interpretation of this timeless axiom, from a financial perspective, is that in order to avoid “conflict” – in this case a loss of capital, loss of market share, loan default, regulatory noncompliance, or insufficient return of/on an investment, among many potential calamities – disciplined preparation and thoughtful analysis must take place to: a) identify the risks involved; b) quantify their potential impacts over multiple future scenarios; and, c) either willingly assume, or take appropriate countermeasures to mitigate or eliminate, such risks. Thus, allowing for peace in turbulent times.
OUR TEAM
At PSG, our team is comprised entirely of professionals with extensive backgrounds in “Big Four” consulting, financial advisory, investment banking, or military service. It’s our policy to hire only those that do. We pride ourselves on hiring individuals with these prestigious and valuable experiences, ensuring that our clients receive a high degree of expertise, quality, and dedication.
Unlike many firms, we do not outsource, offshore, or near-shore any of our operations. The entirety of our team is comprised of U.S. citizens, committed to delivering exceptional service and results. This unique combination of skills and dedication allows us to provide unparalleled financial advisory services to our clients.
JASON ALVARADO, MANAGING PARTNER
Professional Experience:
Managing Partner, Parabellum Strategic Group LLC
2022-Present
Senior Manager, Deloitte Financial Advisory Services LLP
2009-2021
Non-Commissioned Officer, U.S. Navy Reserves
2003-2007
Non-Commissioned Officer, U.S. Navy
1999-2003
Education
Bachelor of Science in Finance, with Honors, University of Florida
Certified Financial Modeling and Valuation Analyst (FMVA)
Jason is the Founder and Managing Partner of Parabellum Strategic Group LLC (PSG). With 20+ years of experience between military service and civilian financial advisory roles, he currently focuses on delivering financial services in the critical industries of energy, defense, and financial services.
Under Jason’s leadership, PSG offers a wide array of financial advisory services to both public and private sector clients. These include deal advisory roles for both buy-side and sell-side transactions, strategic financial modeling and forecasting, and asset and business valuation.
Before launching PSG, Jason led Deloitte’s Financial Modeling Center of Excellence where, in addition to serving clients, he established financial modeling and valuation standards and templates, developed and led an annual week-long training course in financial modeling and valuation for each incoming class of Deloitte new hires (2011-2021), and developed and led many training events for clients related to financial modeling and scenario analyses.
Jason has advised clients on a broad spectrum of energy-related assets, including electric transmission and distribution infrastructure, battery storage facilities, power generation facilities (including conventional thermal, nuclear, and renewable generation), upstream oil & gas greenfield and brownfield developments, midstream gas pipelines, fuel distribution operations, power purchase agreements, fuel contracts, emissions allowances, energy efficiency and sustainability programs, and many other energy related assets and businesses.
Jason has worked professionally around the globe, including South and Southeast Asia, Eastern and Western Europe (including Ukraine), Central and Southern Africa, and Latin America. He can speak basic to intermediate Spanish, Russian, and Japanese.
Jason holds a Bachelor of Science in Finance from the University of Florida.
Prior to joining Deloitte and during his time at university, he served as an aviation electronics technician in the U.S. Navy and Navy Reserves for a combined eight years, including deployments in support of combat operations in Afghanistan and Iraq.
DAVID ZIERLER, PARTNER
Professional Experience:
Partner, Parabellum Strategic Group LLC
2024-Present
Senior Manager, Deloitte Financial Advisory Services LLP
2006-2024
Education
Bachelor of Science in Accounting & Finance, Berry College
Security Clearance:
Public Trust (current clearance through FDIC, NCUA, HUD, and USDA)
David is a Partner at Parabellum Strategic Group, LLC (PSG) with 18+ years of experience in financial consulting, valuation, and financial model validation with public and private businesses, primarily in the financial services industry and civil government sector.
David has led numerous development and implementation engagements for internal and regulatory compliance purposes, including for capital stress testing programs, Allowance For Loan and Lease Losses (“ALLL”) & Current Expected Credit Losses (“CECL”) programs, loan and loan portfolio valuation, and other financial modeling exercises.
These engagements were performed for commercial banking and loan origination/servicing clients and consisted of developing statistical and financial models to project the financial performance of each subject entity under various economic scenarios.
Within the capital stress testing engagements, the econometric and other model outputs were combined in an aggregation tool used to assess impacts of risk items on the balance sheet, income statement, tax and regulatory capital for each supervisory scenario. David has also led model validation engagements for loan valuation models, goodwill impairment models, ALLL models, and stress testing models.
David has also provided valuation and consulting services to regional and national financial institutions around loan valuation (performing and distressed), credit card portfolio valuation, equity valuation, loan pipeline valuation, guarantee obligation valuation, other intangible and other financial asset/liability valuation, impairment testing, stress testing, and financial modeling.
David has served clients in the commercial banking, credit card/diversified financial services, and loan origination/servicing sectors. The analyses of these assets were performed for purposes of assisting clients allocate purchase price paid to assets acquired in an acquisition, analyzing potential acquisitions (unassisted and FDIC-assisted), analyzing goodwill impairment, planning for disposition, and compliance with other financial and regulatory reporting requirements.
David led loan portfolio valuation training at Deloitte, with sessions provided both across the U.S. and internationally.
HOW CAN WE BE OF SERVICE?
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