BDO Capital Advisors, LLC
Industry: Capital market company
DescriptionHeadquarters: Boston, MA Founded: 1981 Parent organization: BDO USA, LLP Subsidiary: BDO Capital Advisors, LLC, Accounting ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBDO Capital Advisors, LLCWebsiteDirections Saved (0) Saved Save Investment bank in Boston, Massachusetts Address: 2 International Place, Boston, MA 02110 Phone: (617) 422-7593: : Hours: Category: Website: : : : Place name: : Website: http://bdocap.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BDO Capital Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review
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BDO Capital Advisors, LLC Employees
Employee
Years
Job
Industry
James Greener James Greener's BDO Capital Advisors, LLC Experience July 2005 - January 2009
Job Consultant
Industry Venture Capital & Private Equity
Experience
Move, Inc. May 2013 - November 2014
Archon Capital Management LLC June 2009 - June 2012
BDO Capital Advisors, LLC July 2005 - January 2009
Accenture July 2000 - May 2003
Standard & Poor's August 1999 - April 2000
Skills
Venture Capital, M&A experience, Financial Modeling, Entrepreneurship, Strategy, Strategic Partnerships, Start-ups, Private Equity, Business Development, Competitive Intelligence, Investment Banking, Hedge Funds, Emerging Markets, Corporate Development, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Portfolio Management, Investments, Due Diligence, Competitive Analysis
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Move, Inc. May 2013 - November 2014
Archon Capital Management LLC June 2009 - June 2012
BDO Capital Advisors, LLC July 2005 - January 2009
Accenture July 2000 - May 2003
Standard & Poor's August 1999 - April 2000
Skills
Venture Capital, M&A experience, Financial Modeling, Entrepreneurship, Strategy, Strategic Partnerships, Start-ups, Private Equity, Business Development, Competitive Intelligence, Investment Banking, Hedge Funds, Emerging Markets, Corporate Development, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Portfolio Management, Investments, Due Diligence, Competitive Analysis
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Jake Kugler Jake Kugler's BDO Capital Advisors, LLC Experience July 2013 - December 2013
Job Leveraged Finance Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - June 2014
BDO Capital Advisors, LLC July 2013 - December 2013
MFS Investment Management January 2013 - June 2013
Sentinel Brokers Company April 2012 - June 2012
Education
Northeastern University 2011 — 2015
BSBA, Finance, Magna Cum Laude
Massapequa High School 2007 — 2011
Regents Diploma with Advanced Distinction
Morgan Stanley January 2014 - June 2014
BDO Capital Advisors, LLC July 2013 - December 2013
MFS Investment Management January 2013 - June 2013
Sentinel Brokers Company April 2012 - June 2012
Education
Northeastern University 2011 — 2015
BSBA, Finance, Magna Cum Laude
Massapequa High School 2007 — 2011
Regents Diploma with Advanced Distinction
Jack Kearney Jack Kearney's BDO Capital Advisors, LLC Experience January 2012 - March 2013
Job Member FINRA/SIPC
Industry Investment Banking
Experience
Fallbrook Capital Securities Corporation May 2013 - Present
Dumas Capital Partners March 2013 - Present
BDO Capital Advisors, LLC January 2012 - March 2013
Dumas Capital Partners, LLC August 2003 - January 2012
Crown Press Dallas 2005 - 2008
Daisytek International, Inc. 1999 - 2003
FYI Incorporated 1997 - 1999
Rauscher Pearce Refsnes 1995 - 1998
Raymond James & Associates, Inc. 1991 - 1995
The Robinson Humphrey Company, Inc. 1986 - 1991
Skills
mergers & acquisitions, corporate finance..., financial restructuring, Corporate Finance, Venture Capital, Investment Banking, Divestitures, Financial Modeling, Mergers & Acquisitions, Restructuring, Strategy, M&A experience, Management, Mergers, Negotiation, Finance, Start-ups, Emerging Markets, Capital Raising, Financial Services, Corporate Governance, Investments, Executive Management, Corporate Development, Valuation, Private Equity, Due Diligence, Business Strategy, Leadership, Capital, Entrepreneurship, Middle Market, Financial Structuring, IPO, Strategic Partnerships, Business Development, Budgets, Financial Analysis, Business Valuation, Joint Ventures, Financial Risk, Private Placements, LBO, Capital Markets, Funding, Leveraged Finance, Alternative Investments, Acquisitions, Capital Structure, Growth Capital
Education
Duke University - The Fuqua School of Business 1978 — 1981
Master of Business Administration, Accounting
Duke University School of Law 1977 — 1981
Juris Doctor, Law
State University of New York College at Oneonta 1971 — 1975
Bachelor of Arts, Political Science and Philosophy
Fallbrook Capital Securities Corporation May 2013 - Present
Dumas Capital Partners March 2013 - Present
BDO Capital Advisors, LLC January 2012 - March 2013
Dumas Capital Partners, LLC August 2003 - January 2012
Crown Press Dallas 2005 - 2008
Daisytek International, Inc. 1999 - 2003
FYI Incorporated 1997 - 1999
Rauscher Pearce Refsnes 1995 - 1998
Raymond James & Associates, Inc. 1991 - 1995
The Robinson Humphrey Company, Inc. 1986 - 1991
Skills
mergers & acquisitions, corporate finance..., financial restructuring, Corporate Finance, Venture Capital, Investment Banking, Divestitures, Financial Modeling, Mergers & Acquisitions, Restructuring, Strategy, M&A experience, Management, Mergers, Negotiation, Finance, Start-ups, Emerging Markets, Capital Raising, Financial Services, Corporate Governance, Investments, Executive Management, Corporate Development, Valuation, Private Equity, Due Diligence, Business Strategy, Leadership, Capital, Entrepreneurship, Middle Market, Financial Structuring, IPO, Strategic Partnerships, Business Development, Budgets, Financial Analysis, Business Valuation, Joint Ventures, Financial Risk, Private Placements, LBO, Capital Markets, Funding, Leveraged Finance, Alternative Investments, Acquisitions, Capital Structure, Growth Capital
Education
Duke University - The Fuqua School of Business 1978 — 1981
Master of Business Administration, Accounting
Duke University School of Law 1977 — 1981
Juris Doctor, Law
State University of New York College at Oneonta 1971 — 1975
Bachelor of Arts, Political Science and Philosophy
Jeffrey R Manning Jeffrey R Manning's BDO Capital Advisors, LLC Experience March 2007 - January 2014
Job Managing Director at CohnReznick Capital Markets
Industry Banking
Experience
CohnReznick Capital Markets July 2014 - Present
Silver Birch Group January 2014 - June 2014
BDO Capital Advisors, LLC March 2007 - January 2014
BDO Consulting 2007 - January 2014
FTI Capital Advisors, LLC 2003 - 2007
Legg Mason Wood Walker Incorporated September 1999 - December 2003
Rodman & Renshaw January 1996 - December 1999
Dun & Bradstreet 1987 - 1992
Skills
Corporate Finance, Investment Banking, Management, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Financial Modeling, Restructuring, Capital Markets, Financial Analysis, Business Valuation, Venture Capital, Investments, M&A experience, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1986
MBA, Business Economics & Finance
Yale University 1977 — 1981
BA, Economics & Political Science
CohnReznick Capital Markets July 2014 - Present
Silver Birch Group January 2014 - June 2014
BDO Capital Advisors, LLC March 2007 - January 2014
BDO Consulting 2007 - January 2014
FTI Capital Advisors, LLC 2003 - 2007
Legg Mason Wood Walker Incorporated September 1999 - December 2003
Rodman & Renshaw January 1996 - December 1999
Dun & Bradstreet 1987 - 1992
Skills
Corporate Finance, Investment Banking, Management, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Financial Modeling, Restructuring, Capital Markets, Financial Analysis, Business Valuation, Venture Capital, Investments, M&A experience, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1986
MBA, Business Economics & Finance
Yale University 1977 — 1981
BA, Economics & Political Science
Jeffrey Varsalone Jeffrey Varsalone's BDO Capital Advisors, LLC Experience December 2010 - March 2012
Job Experienced Restructuring, Bankruptcy and Insolvency Advisor
Industry Financial Services
Experience
CBIZ MHM, LLC March 2014 - Present
EisnerAmper LLP April 2012 - March 2014
BDO Capital Advisors, LLC December 2010 - March 2012
BDO Consulting, a division of BDO USA, LLP October 2006 - December 2010
Parente Randolph, LLC June 2005 - October 2006
BMC Group 2004 - 2005
Wander & Associates, P.C. 2000 - 2004
Skills
Restructuring, Bankruptcy, Mergers, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Venture Capital, Investment Banking, Creditors' Rights, Financial Advisory, Business Valuation, M, Debt Restructuring, Capital Markets, Turn Around Management, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Corporate Governance, Private Placements, Asset Based Lending, Corporate Law, Securities, Forensic Accounting, Leveraged Finance, LBO, Finance, Investments, Structured Finance, Divestitures, M&A experience, Corporate Development, Litigation Consulting
Education
Saint John's University School of Law 1998 — 2001
Juris Doctor
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
CBIZ MHM, LLC March 2014 - Present
EisnerAmper LLP April 2012 - March 2014
BDO Capital Advisors, LLC December 2010 - March 2012
BDO Consulting, a division of BDO USA, LLP October 2006 - December 2010
Parente Randolph, LLC June 2005 - October 2006
BMC Group 2004 - 2005
Wander & Associates, P.C. 2000 - 2004
Skills
Restructuring, Bankruptcy, Mergers, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Venture Capital, Investment Banking, Creditors' Rights, Financial Advisory, Business Valuation, M, Debt Restructuring, Capital Markets, Turn Around Management, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Corporate Governance, Private Placements, Asset Based Lending, Corporate Law, Securities, Forensic Accounting, Leveraged Finance, LBO, Finance, Investments, Structured Finance, Divestitures, M&A experience, Corporate Development, Litigation Consulting
Education
Saint John's University School of Law 1998 — 2001
Juris Doctor
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
David E. Burns David E. Burns's BDO Capital Advisors, LLC Experience August 2012 - July 2013
Job D.E. Burns Diversified, Inc.
Industry Legal Services
Experience
BDO Capital Advisors, LLC August 2012 - July 2013
Skatoff & Company May 2011 - August 2012
Greenhill & Co. March 2008 - July 2011
Merrill Lynch September 2006 - February 2008
Houlihan Lokey July 2000 - August 2006
LeBoeuf, Lamb, Greene & MacRae September 1998 - July 2000
The Hon. Leif M. Clark September 1997 - August 1998
Neligan & Averch May 1996 - September 1996
Conservation International January 1992 - July 1994
Skills
Restructuring, Bankruptcy, Recapitalizations, Special Situations, Corporate Finance, Mergers, Spanish, Distressed Debt, Distressed M&A, Event Driven, Legal Writing, Cross-border, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Corporate Law, Finance, Equities, LBO, Strategy
Education
The University of Texas School of Law 1994 — 1997
JD, Law
The University of Edinburgh 1996 — 1997
LLM, Jurisprudence
Vassar College 1987 — 1991
BA, History
BDO Capital Advisors, LLC August 2012 - July 2013
Skatoff & Company May 2011 - August 2012
Greenhill & Co. March 2008 - July 2011
Merrill Lynch September 2006 - February 2008
Houlihan Lokey July 2000 - August 2006
LeBoeuf, Lamb, Greene & MacRae September 1998 - July 2000
The Hon. Leif M. Clark September 1997 - August 1998
Neligan & Averch May 1996 - September 1996
Conservation International January 1992 - July 1994
Skills
Restructuring, Bankruptcy, Recapitalizations, Special Situations, Corporate Finance, Mergers, Spanish, Distressed Debt, Distressed M&A, Event Driven, Legal Writing, Cross-border, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Corporate Law, Finance, Equities, LBO, Strategy
Education
The University of Texas School of Law 1994 — 1997
JD, Law
The University of Edinburgh 1996 — 1997
LLM, Jurisprudence
Vassar College 1987 — 1991
BA, History
Jennifer Potanka Jennifer Potanka's BDO Capital Advisors, LLC Experience July 2011 - January 2014
Job Manager, US Merchant Marketing at American Express
Industry Financial Services
Experience
American Express July 2015 - Present
American Express May 2014 - July 2015
BDO Capital Advisors, LLC July 2011 - January 2014
Institute for International Research 2010 - 2010
Skills
Financial Modeling, Valuation, Research, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Investment Banking, Market Research
Education
Amherst College 2007 — 2011
BA, Political Science
Universidad de Sevilla 2010 — 2010
Semester Abroad, Spanish, European History
American Express July 2015 - Present
American Express May 2014 - July 2015
BDO Capital Advisors, LLC July 2011 - January 2014
Institute for International Research 2010 - 2010
Skills
Financial Modeling, Valuation, Research, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Investment Banking, Market Research
Education
Amherst College 2007 — 2011
BA, Political Science
Universidad de Sevilla 2010 — 2010
Semester Abroad, Spanish, European History
Ryan Guthrie, CPA Ryan Guthrie, CPA's BDO Capital Advisors, LLC Experience September 2006 - November 2008
Job Partner, Transaction Advisory Services West Region Practice Lead at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2008 - Present
BDO Capital Advisors, LLC September 2006 - November 2008
Citigroup Global Markets, Inc.- Capital Strategies October 1999 - August 2006
Skills
Corporate Finance, Mergers, Due Diligence, Tax, Investment Banking, Finance, Private Equity, Financial Modeling, Mergers & Acquisitions, Financial Advisory, Strategy, Capital, Valuation, Restructuring
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
MBA, Finance
University of California, San Diego 1995 — 1998
B.A., Economics
BDO USA, LLP November 2008 - Present
BDO Capital Advisors, LLC September 2006 - November 2008
Citigroup Global Markets, Inc.- Capital Strategies October 1999 - August 2006
Skills
Corporate Finance, Mergers, Due Diligence, Tax, Investment Banking, Finance, Private Equity, Financial Modeling, Mergers & Acquisitions, Financial Advisory, Strategy, Capital, Valuation, Restructuring
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
MBA, Finance
University of California, San Diego 1995 — 1998
B.A., Economics
Justin Ortega Justin Ortega's BDO Capital Advisors, LLC Experience September 2012 - December 2012
Job Investment Banking Summer Analyst at Morgan Stanley and Student at Villanova University
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Goldman Sachs January 2013 - August 2013
CFA Institute & NYSSA January 2013 - March 2013
BDO Capital Advisors, LLC September 2012 - December 2012
Longroad Asset Management May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Modeling, Valuation
Education
Villanova University 2013 — 2016
Bachelor's degree, Applied Economics
Pace University - Lubin School of Business
Bachelor of Science (BS), Finance, General
Saint Francis Preparatory High School 2005 — 2009
Training the Street
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Goldman Sachs January 2013 - August 2013
CFA Institute & NYSSA January 2013 - March 2013
BDO Capital Advisors, LLC September 2012 - December 2012
Longroad Asset Management May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Modeling, Valuation
Education
Villanova University 2013 — 2016
Bachelor's degree, Applied Economics
Pace University - Lubin School of Business
Bachelor of Science (BS), Finance, General
Saint Francis Preparatory High School 2005 — 2009
Training the Street
★ Ernesto Feiteira, MBA ★ Ernesto Feiteira, MBA's BDO Capital Advisors, LLC Experience December 2010 - June 2011
Job Solving Problems. Creating Opportunity.
Industry Internet
Experience
Liberty Mutual Insurance January 2013 - Present
Talent Tech Labs August 2012 - Present
Career Corner Digital March 2008 - August 2012
BDO Capital Advisors, LLC December 2010 - June 2011
Garden State Council • SHRM November 2007 - October 2008
Oddcast July 2007 - March 2008
McCann Erickson Worldgroup/NAS May 2006 - June 2007
Employ.com December 2001 - April 2006
Merrill Lynch March 1998 - June 2000
BNP Paribas 1998 - 1998
Skills
Project Management, Public Speaking, Proposal Writing, Negotiation, Financial Analysis, Supplier Evaluation, Strategic Partnerships, Start-ups, Digital Marketing, Strategy, Digital Strategy, Digital Media, Online Advertising, Strategic Planning, Analytics, Entrepreneurship, Social Media, Business Development, Social Media Marketing, Marketing Strategy, Recruiting, Employer Branding, Problem Solving, Leadership, Investment Banking, Management, Project Planning, Mergers & Acquisitions, Business Strategy, Market Research, Financial Modeling, Web Analytics, Marketing, Budgets, Valuation, Mobile Marketing, Integrated Marketing, Mobile Devices, Cross-functional Team..., Team Building, Product Management, Sales, E-commerce, Competitive Analysis, CRM, Corporate Development, Lead Generation, Finance, New Media, New Business Development
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Strategy & Finance
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
Finance, Minor in Computer Science
SHS 1990 — 1994
Liberty Mutual Insurance January 2013 - Present
Talent Tech Labs August 2012 - Present
Career Corner Digital March 2008 - August 2012
BDO Capital Advisors, LLC December 2010 - June 2011
Garden State Council • SHRM November 2007 - October 2008
Oddcast July 2007 - March 2008
McCann Erickson Worldgroup/NAS May 2006 - June 2007
Employ.com December 2001 - April 2006
Merrill Lynch March 1998 - June 2000
BNP Paribas 1998 - 1998
Skills
Project Management, Public Speaking, Proposal Writing, Negotiation, Financial Analysis, Supplier Evaluation, Strategic Partnerships, Start-ups, Digital Marketing, Strategy, Digital Strategy, Digital Media, Online Advertising, Strategic Planning, Analytics, Entrepreneurship, Social Media, Business Development, Social Media Marketing, Marketing Strategy, Recruiting, Employer Branding, Problem Solving, Leadership, Investment Banking, Management, Project Planning, Mergers & Acquisitions, Business Strategy, Market Research, Financial Modeling, Web Analytics, Marketing, Budgets, Valuation, Mobile Marketing, Integrated Marketing, Mobile Devices, Cross-functional Team..., Team Building, Product Management, Sales, E-commerce, Competitive Analysis, CRM, Corporate Development, Lead Generation, Finance, New Media, New Business Development
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Strategy & Finance
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
Finance, Minor in Computer Science
SHS 1990 — 1994
William Shiry William Shiry's BDO Capital Advisors, LLC Experience 2013 - Present
Job Managing Director Investment Banking at BDO Capital Advisors, LLC
Industry Investment Banking
Experience
BDO Capital Advisors, LLC 2013 - Present
D.A. Davidson & Co. 2012 - 2013
McGladrey Capital Markets LLC 2005 - 2012
Ernst & Young Corporate Finance LLC 1996 - 2002
Heller Financial, Inc. 1993 - 1996
Bank of America / Security Pacific Merchant Bank 1987 - 1993
Skills
Investment Banking, Mergers, Private Placements, Capital Raising, Private Equity, Valuation, Corporate Finance, LBO, Business Valuation, Corporate Development, Capital Markets, Financial Structuring, M&A experience, Middle Market, Financial Modeling, Venture Capital, Divestitures, Equities, Structured Finance, Leveraged Finance, Due Diligence, DCF, Fairness Opinions
Education
The University of Michigan 1985 — 1987
Master of Business Administration, Finance
Miami University 1979 — 1983
Bachelor of Business Administration
BDO Capital Advisors, LLC 2013 - Present
D.A. Davidson & Co. 2012 - 2013
McGladrey Capital Markets LLC 2005 - 2012
Ernst & Young Corporate Finance LLC 1996 - 2002
Heller Financial, Inc. 1993 - 1996
Bank of America / Security Pacific Merchant Bank 1987 - 1993
Skills
Investment Banking, Mergers, Private Placements, Capital Raising, Private Equity, Valuation, Corporate Finance, LBO, Business Valuation, Corporate Development, Capital Markets, Financial Structuring, M&A experience, Middle Market, Financial Modeling, Venture Capital, Divestitures, Equities, Structured Finance, Leveraged Finance, Due Diligence, DCF, Fairness Opinions
Education
The University of Michigan 1985 — 1987
Master of Business Administration, Finance
Miami University 1979 — 1983
Bachelor of Business Administration
Seth Collins's BDO Capital Advisors, LLC Experience June 2010 - May 2011
Job Associate Corporate Development at AT&T
Industry Banking
Experience
AT&T June 2011 - Present
BDO Capital Advisors, LLC June 2010 - May 2011
PlainsCapital Bank November 2006 - August 2009
Cablevision May 2005 - August 2005
Skills
Corporate Finance, Investment Banking, Corporate Development, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investments, Portfolio Management, Finance, Business Strategy, Capital Markets, Financial Statement...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance, Accounting
University of Richmond - Robins School of Business 2002 — 2006
BSBA, International Business, Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2004 — 2005
AT&T June 2011 - Present
BDO Capital Advisors, LLC June 2010 - May 2011
PlainsCapital Bank November 2006 - August 2009
Cablevision May 2005 - August 2005
Skills
Corporate Finance, Investment Banking, Corporate Development, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investments, Portfolio Management, Finance, Business Strategy, Capital Markets, Financial Statement...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance, Accounting
University of Richmond - Robins School of Business 2002 — 2006
BSBA, International Business, Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2004 — 2005
Blake Shear's BDO Capital Advisors, LLC Experience May 2006 - May 2007
Job Vice President at KPMG Corporate Finance, LLC
Industry Investment Banking
Experience
KPMG Corporate Finance, LLC 2011 - Present
BDO Capital Advisors, LLC May 2006 - May 2007
Skills
Due Diligence, Financial Advisory, Investment Banking, Special Situations, Private Equity, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Business Valuation, Business Development, Capital Markets, Restructuring, LBO, Venture Capital, Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2006
MBA, Finance
Littleton High School
Littleton High School
University of Colorado Boulder
KPMG Corporate Finance, LLC 2011 - Present
BDO Capital Advisors, LLC May 2006 - May 2007
Skills
Due Diligence, Financial Advisory, Investment Banking, Special Situations, Private Equity, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Business Valuation, Business Development, Capital Markets, Restructuring, LBO, Venture Capital, Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2006
MBA, Finance
Littleton High School
Littleton High School
University of Colorado Boulder
Robert Snape's BDO Capital Advisors, LLC Experience September 2010 - Present
Job President at BDO Capital Advisors, LLC
Industry Investment Banking
Experience
BDO Capital Advisors, LLC September 2010 - Present
Scott-Macon, Ltd. 2009 - September 2010
Banc of America Securities 1997 - 2009
Bank of America 1997 - 2009
KPMG Corporate Finance 1995 - 1997
Skills
Restructuring, Middle Market, Mezzanine, Portfolio Management, Structured Finance, Asset Managment, Capital Raising, Finance, Credit, Credit Analysis, Credit Risk, Business Valuation, Retail, Banking, Commercial Lending, Asset Based Lending, Business Strategy, Commercial Banking, Emerging Markets, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Finance
Boston University 1986 — 1990
BA, Economics
BDO Capital Advisors, LLC September 2010 - Present
Scott-Macon, Ltd. 2009 - September 2010
Banc of America Securities 1997 - 2009
Bank of America 1997 - 2009
KPMG Corporate Finance 1995 - 1997
Skills
Restructuring, Middle Market, Mezzanine, Portfolio Management, Structured Finance, Asset Managment, Capital Raising, Finance, Credit, Credit Analysis, Credit Risk, Business Valuation, Retail, Banking, Commercial Lending, Asset Based Lending, Business Strategy, Commercial Banking, Emerging Markets, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Finance
Boston University 1986 — 1990
BA, Economics
Mark Kermath's BDO Capital Advisors, LLC Experience May 2011 - August 2011
Job Product Management Professional at Aspen Technology
Industry Computer Software
Experience
Aspen Technology June 2012 - Present
Boston University Fitness and Recreation Center September 2008 - June 2012
BDO Capital Advisors, LLC May 2011 - August 2011
Quintana Energy Partners May 2010 - August 2010
IDF Mexico July 2009 - August 2009
Skills
Data Analysis, Product Management, Software Design, Manufacturing..., Financial Modeling, Microsoft Excel, Software Project..., Software Documentation, PowerPoint, Microsoft Office, Valuation, Research, Financial Analysis, Social Media, Public Speaking, M&A experience, Dreamweaver
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Strake Jesuit College Preparatory 2004 — 2008
High School Degree, N/A
Aspen Technology June 2012 - Present
Boston University Fitness and Recreation Center September 2008 - June 2012
BDO Capital Advisors, LLC May 2011 - August 2011
Quintana Energy Partners May 2010 - August 2010
IDF Mexico July 2009 - August 2009
Skills
Data Analysis, Product Management, Software Design, Manufacturing..., Financial Modeling, Microsoft Excel, Software Project..., Software Documentation, PowerPoint, Microsoft Office, Valuation, Research, Financial Analysis, Social Media, Public Speaking, M&A experience, Dreamweaver
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Strake Jesuit College Preparatory 2004 — 2008
High School Degree, N/A
Douglas R. Wulffleff's BDO Capital Advisors, LLC Experience June 2004 - November 2010
Job Vice President Strategy and Corporate Development at VWR
Industry Investment Banking
Experience
VWR International, LLC March 2013 - Present
BDO Canada Transaction Advisory Services Inc. September 2010 - February 2013
BDO Capital Advisors, LLC June 2004 - November 2010
Arthur Andersen, LLP June 1999 - June 2004
Coopers & Lybrand 1990 - 1994
BT Securities 1985 - 1990
Bankers Trust Company 1969 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Financial Analysis, Private Equity, Business Strategy, Restructuring, Divestitures, Financial Modeling, Venture Capital, Strategy, Finance, Corporate Governance, Financial Structuring, Financial Reporting, Strategic Financial..., Acquisitions, Managerial Finance, Mergers, Investment Banking, IPO, Accounting, Capital Raising, Purchase Price..., Forensic Accounting, Investments, Intangible Assets, Debt Restructuring, Financial Advisory, Project Finance, LBO, Capital Markets, Start-ups, IFRS, Equity Valuation, DCF, Equities, Working Capital..., Transaction Processing, Emerging Markets, Consolidation, Acquisition Integration, Intellectual Property..., Funding, Bloomberg, Financial Planning
Education
Adelphi University 1972 — 1975
MBA, Finance, With Honors
Colgate University 1965 — 1969
A.B., Psycology
VWR International, LLC March 2013 - Present
BDO Canada Transaction Advisory Services Inc. September 2010 - February 2013
BDO Capital Advisors, LLC June 2004 - November 2010
Arthur Andersen, LLP June 1999 - June 2004
Coopers & Lybrand 1990 - 1994
BT Securities 1985 - 1990
Bankers Trust Company 1969 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Financial Analysis, Private Equity, Business Strategy, Restructuring, Divestitures, Financial Modeling, Venture Capital, Strategy, Finance, Corporate Governance, Financial Structuring, Financial Reporting, Strategic Financial..., Acquisitions, Managerial Finance, Mergers, Investment Banking, IPO, Accounting, Capital Raising, Purchase Price..., Forensic Accounting, Investments, Intangible Assets, Debt Restructuring, Financial Advisory, Project Finance, LBO, Capital Markets, Start-ups, IFRS, Equity Valuation, DCF, Equities, Working Capital..., Transaction Processing, Emerging Markets, Consolidation, Acquisition Integration, Intellectual Property..., Funding, Bloomberg, Financial Planning
Education
Adelphi University 1972 — 1975
MBA, Finance, With Honors
Colgate University 1965 — 1969
A.B., Psycology
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial