Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Investment banker with more than 25 years of experience focused on mergers, acquisitions, divestitures and financings in the consumer sector.
Quoted on consumer sector mergers & acquisitions in various publications, including: Time Magazine, Women's Wear Daily, Shopping Centers Today, Sporting Goods Business, The B.O.S.S. Report, Home Furnishings News, Chain Store Age, Multi-Channel Merchant, Dow Jones News Wire, Mergers & Acquisitions Report, The Deal, and Factset Flashwire.
Skills
Mergers & Acquisitions
Sales & Divestitures
Financings
Valuations
Business Development
Consumer Products
M&A Mandate Execution
Relationship Management
Select Transactions
Sale of Coast of Maine Organic Products, a garden products company, to Gemini Investors
Sale of Global Protection Corp., a manufacturer of personal care products, to Karex Berhad
Sale of EBL, Inc. d/b/a EbLens, a 34-store footwear and apparel retailer, to KarpReilly
Sale of Brady Enterprises, Inc., a manufacturer of dry food products, to Sequel Holdings
Sale of Catalog Marketplace, a niche multi-channel retailer, to Capital Resource Partners
Divestiture of MovieStop, a 50-store division of GameStop (NYSE:GME)
Divestiture of Prankplace.com and related internet storefronts, to iStores
Sale of Independent Brewers United, owner of Magic Hat brand, to North American Breweries
Sale of Westminster Cracker Company, a manufacturer of crackers, to LaSalle Capital
Financing for Patrick James, a multi-channel retailer of better branded men's apparel
Sale of DTLR, a 40-store specialty retail chain, to Bruckmann Rosser Sherrill
Sale of Priscilla of Boston, an apparel brand with its own stores, to May Department Stores
Acquisition advisory services for New Balance Athletic Shoe, Inc.
Sale of Studebaker-Worthington Leasing Corp. to State Bank of Long Island
Sale of Oxford Funding to CIB Marine Bancshares
Sale of P&P Transport, Inc. to New Century Transportation, Inc.
Acquisition of Mathsoft Engineering & Education, Inc. by Edison Ventures
Sale of Oxy-Dry Corporation to Baldwin Technology
Work History
Managing Director, 04/2017 - Current Bmo – Verona, WI,
Responsible for sourcing, signing, and executing M&A mandates in the consumer sector.
Generated new mandates through my personal referral network and direct sourcing (attending industry trade shows, cold calling, and executing buyside mandates).
Met with numerous business owners at consumer industry trade shows including: Natural Products Expo, National Hardware Show, Private Label Manufacturers Association Show, New York Toy Fair, Global Pet Expo, Fancy Food Show, and the International Home + Housewares Show.
Senior professional at Tully & Holland, a 25-year old investment banking boutique focused exclusively on the consumer sector focused on the food & beverage and multi-channel retail sub-sectors.
Sourced, signed and closed numerous M&A mandates in the consumer sector.
Generated new mandates through my personal referral network, direct sourcing (attending industry trade shows, cold calling, and executing buyside mandates), and through thought leadership (quotations in consumer industry publications and authoring sector reports).
Attended numerous consumer industry trade shows including: Natural Products Expo, Fancy Food Show, Sweets & Snacks Expo, CosmoProf, and the International Home + Housewares Show.
Director, 07/1999 - 03/2008 Acosta, Inc. – Huntsville, AL,
Responsible for independently leading and managing various initiatives of the merger & acquisition advisory practice including: new business generation; leading pitch teams; managing the execution of both buy side and sell side engagements; external thought leadership marketing (speeches, articles, quarterly newsletters, sector reports), and recruiting/overseeing staff.
Sourced numerous new business opportunities through individual sales efforts focused outside of the firm, such as direct industry campaigns, direct local prospecting, networking with referral sources, and securing thought leadership quotations in various publications.
Conceived and produced Dealmaker, an external M&A publication produced by GT, which boasted more than 5,300 subscribers.
Responsible for generating new business from prospects within my designated industry sector (Retail) and sales territory (West Coast and Mid-Atlantic), through targeted prospecting and regular calling efforts.
Independently and successfully sold credit, interest rate derivatives, and cash management products.
Secured numerous pitches for various product specialists (loan syndications, high yield debt, cash management, equipment leasing, etc.).
Acted as the relationship manager and the primary contact for approximately twenty large national retailers, including: American Stores, A&P, Bon-Ton Stores, Boscov's Department Stores, Casual Male Big & Tall, Costco Wholesale, DeMoulas, Ethan Allen, Federated Department Stores, GNC, Pep Boys, RiteAid and Wawa.
Primarily responsible for underwriting multi-million dollar cash flow loans in the retail, defense, technology, financials, and non-sponsored acquisition finance teams.
Among other responsibilities, drafted credit offering memoranda, performed financial modeling, oversaw staff, and participated in management presentations.
Analyst, 05/1993 - 07/1994 Amazon.Com, Inc. – Johnstown, OH,
Served as the analyst supporting the middle-market C&I workout team.
Participated in eighteen restructurings over a twelve-month period, including two bankruptcies and one formal bank possession of a business.
Primary responsibilities included the drafting of credit offering memoranda.
Education
Master of Science: Finance, Expected in May 1997 - Carroll School of Management, Boston College - Chestnut Hill, MA GPA:
Coursework in Corporate Finance, Investments, Derivatives, and Financial Statement Analysis
3.6/4.0 GPA
Bachelor of Science: Economics-Finance, Expected in May 1990 - Bentley College - Waltham, MA GPA:
Coursework in Accounting, Finance, Economics, Management, Marketing, Operations Management, Financial Statement Analysis, and Investments
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