Radstone Bank Technology GroupPalo Alto, CA Vice President - Mergers and Acquisitions / VC
1997 - Present
Sourced and executed M&A deals for leading technology companies and selected venture investments:
Advised Hanna Systems on the divestiture of its printing and cartridge business.
Negotiated sale of BlankStar, Inc. to Pacific Telesys Group.
Advised Comtel Services on acquisition of Vondor Software (web-based CRM software).
Co-invested with Morgan Bank in Telesystems, seizing control and restructuring the Company in the process.
Northeast Bank Corp.New York, NY Associate - Leveraged Finance and M&A Groups
1995 - 1997
Ranked at top of Associate class for 1998. Member of firm's recruiting and training committees.
Led execution of complex leveraged financings for both financial buyers and corporate clients in several industries including media, telecommunications, food/consumer, energy, industrial and healthcare:
Advised CEO of Simco on a $1.2 billion proposed management buyout.
Lead-managed $200 million initial high yield offering for Boone Commercial Carriers and advised Radstone Technology group on a $1.5 billion leveraged recapitalization.
Advised Clamor, Inc. on acquisition of Holmes Power Utility and co-managed $100 million high yield offering used to finance acquisition.
London Venture PartnersNew York, NY Special Assistant to the President of Global Mergers & Acquisitions
1993 - 1994
Selected to work directly with head of the group to develop the M&A group.
Created new investment management products and formulated strategy. Doubled assets under management to $16 billion.
Analyst - Investment Banking Division 1990 - 1993
Achieved highest rank in worldwide Analyst class upon completion of the two-year program.
Financial Institutions Group
Advised banking, insurance, finance and investment management companies on M&A and equity deals.
Executed equity and M&A deals for technology clients including Dowstar, Technics and others.
Harvard Business SchoolBoston, MA Master of Business Administration - Finance and Strategy
1993 - 1995
GPA: 3.7 / 4.0; Dean's Honor List.
Summer M&A Associate at Bilman Investments, LLC in New York, NY (Media Group)
Duke UniversityChapel Hill, NC Bachelor of Arts - Economics
1986 - 1990
Personally financed 100% of education. Awarded Community Service award for campus contribution.