Giuliani Capital Advisors

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Giuliani Capital Advisors Employees

Employee
Years
Job
Industry
Matthew McGowan Matthew McGowan Greater New York City Area Details
Matthew McGowan's Giuliani Capital Advisors Experience 2004 - 2007
Job Senior Vice President of Corporate Development at CH2M HILL
Industry Investment Banking
Experience
CH2M HILL  June 2011 - Present
Conway, Del Genio, Gries & Co., LLC   September 2010 - April 2011
Macquarie Capital Advisors  April 2007 - January 2010
Giuliani Capital Advisors   2004 - 2007
Ernst & Young  1986 - 2004

Education
Duke University - The Fuqua School of Business   1985 — 1986
MBA, Finance

Bucknell University   1979 — 1982
BA, Economics

Jason Hover Jason Hover Greater Detroit Area Details
Jason Hover's Giuliani Capital Advisors Experience 2004 - 2007
Job Vice President, Private Exchange Business at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan  December 2014 - Present
Blue Cross Blue Shield of Michigan  March 2011 - December 2014
Blue Cross Blue Shield of Michigan  September 2009 - March 2011
Macquarie Capital (USA) Inc.   August 2004 - May 2009
Giuliani Capital Advisors   2004 - 2007
GE Capital  June 2003 - August 2003
DaimlerChrysler  June 2002 - August 2002

Skills
Strategy Development, Investment Banking, Management Consulting, Leadership, Corporate Development, Strategy, Finance, Business Strategy, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Valuation, Financial Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2015
Master of Business Administration (MBA)

Michigan State University   2000 — 2004
BA, Finance

Craig Benham Craig Benham Greater New York City Area Details
Craig Benham's Giuliani Capital Advisors Experience April 2006 - April 2007
Job Managing Partner at B2B Hospitality Partners LLC / Travel Concierge at Campbell Travel
Industry Hospitality
Experience
B2B Hospitality Partners LLC   July 2014 - Present
Macquarie Group  June 2009 - July 2014
Giuliani Capital Advisors   April 2006 - April 2007
Theatricals   1990 - 2005

Skills
Office Administration, Office Management, Administrative..., Outlook, Spreadsheets, Microsoft Excel, Data Entry, Microsoft Office, Customer Service, System Administration, Lotus Notes, PowerPoint, Microsoft Word, Accounts Payable, Human Resources, Invoicing, Accounts Receivable, Time Management, Confidentiality, IT Management, Facilities Management, Event Planning, Event Management, Travel Management, Financial Analysis, Payroll, QuickBooks, Database Administration, Microsoft Office 2007, Corporate Events, Travel Arrangements

Education
Oklahoma City University
Bachelor of Music, Vocal Performance

Ford Phillips Ford Phillips Greater Chicago Area Details
Ford Phillips's Giuliani Capital Advisors Experience 2004 - 2007
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC  August 2012 - Present
Macquarie Capital (USA) Inc.   April 2007 - June 2012
Giuliani Capital Advisors   2004 - 2007
Ernst & Young Corporate Finance LLC  1996 - 2003
KPMG LLP  1991 - 1996

Skills
Private Equity, LBO, Leveraged Finance, Financial Structuring, Investment Banking, Valuation, M&A experience, Structured Finance, Capital Markets, Capital Structure, Restructuring, Recapitalizations, Investments, Finance, Special Situations, Mergers & Acquisitions, Divestitures, Financial Modeling, Bankruptcy, High Yield

Education
Illinois State University   1988 — 1991

Seth Waschitz Seth Waschitz Greater New York City Area Details
Seth Waschitz's Giuliani Capital Advisors Experience February 2006 - April 2007
Job Vice President at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc.   July 2013 - Present
Macquarie Capital (USA) Inc.   July 2010 - June 2013
Macquarie Captial (USA) Inc.   July 2008 - June 2010
Macquarie Capital (USA) Inc.   April 2007 - June 2008
Giuliani Capital Advisors   February 2006 - April 2007
Giuliani Capital Advisors   June 2005 - August 2005

Skills
Restructuring, Special Situations, Valuation, Private Equity, Investment Banking, Financial Modeling, Capital Markets, LBO, Corporate Finance, Due Diligence, Business Valuation, Equities, Leveraged Finance, M&A experience, Mergers & Acquisitions, Capital Structure, Financial Analysis, Corporate Development, Debt Restructuring, Investments

Education
Boston University   2002 — 2006
Bachelor of Science (B.S.), Finance and Business Law

Bob Wujtowicz Bob Wujtowicz Greater Chicago Area Details
Bob Wujtowicz's Giuliani Capital Advisors Experience November 2004 - March 2006
Job Managing Director at InterOcean Advisors LLC
Industry Investment Banking
Experience
Terra Corporate Finance Alliance   March 2010 - Present
InterOcean Advisors LLC  March 2006 - Present
Giuliani Capital Advisors   November 2004 - March 2006
Ernst & Young Corporate Finance  May 1989 - November 2004
Continental Bank  1984 - 1989

Skills
Mergers, Corporate Finance, Investment Banking, Private Equity, M&A experience, Mergers & Acquisitions, Financial Modeling, Acquisitions, Due Diligence, Divestitures, Corporate Development, Private Placements, Business Valuation, Venture Capital, Financial Structuring, Valuation, Restructuring, Leveraged Finance, IPO

Education
University of Chicago
MA, Public Policy

Loyola University of Chicago
MBA, Finance

Jason Thomas Jason Thomas San Francisco Bay Area Details
Jason Thomas's Giuliani Capital Advisors Experience 2004 - 2006
Job Managing Director Global Corporate Development at EY
Industry Accounting
Experience
Ernst & Young Global Limited   August 2014 - Present
Imperial Capital, LLC  April 2006 - July 2014
Giuliani Capital Advisors   2004 - 2006
Ernst & Young Corporate Finance  2000 - 2004
Ernst & Young  1997 - 2000
Arthur Andersen  1993 - 1997

Skills
Mergers, Restructuring, Investment Banking, Bankruptcy, Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Business Valuation, Capital Markets, M&A experience, Financial Analysis, LBO, Venture Capital, Leveraged Finance

Education
University of Wisconsin-Madison - School of Business   1992 — 1993
Master of Accountancy

University of Michigan   1988 — 1992
AB, Economics

Kohler High School   1984 — 1988

Sean Hunt Sean Hunt Chicago, Illinois Details
Sean Hunt's Giuliani Capital Advisors Experience December 2004 - April 2007
Job Chief Financial Officer at Total Home Health
Industry Investment Banking
Experience
Total Home Health  April 2014 - Present
Seneca Partners  December 2012 - March 2014
West Monroe Partners  November 2011 - September 2012
Seneca Partners  January 2010 - October 2011
Macquarie Capital  April 2007 - December 2008
Giuliani Capital Advisors   December 2004 - April 2007
Ernst & Young  June 2004 - December 2004
Banc of America Securities  August 1999 - February 2002
Bank of America  August 1995 - August 1999

Education
Indiana University - Kelley School of Business   1991 — 1995
B.S., Business Economics & Public Policy

Tracy Gopal Tracy Gopal San Francisco Bay Area Details
Tracy Gopal's Giuliani Capital Advisors Experience December 2004 - March 2007
Job Head of Finance and Accounting Focused Research | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services  May 2013 - Present
Ernst & Young Capital Advisors  March 2009 - May 2013
GCA Savvian  April 2007 - November 2008
Giuliani Capital Advisors   December 2004 - March 2007
Ernst & Young Corporate Finance  February 1999 - December 2004
Arthur Andersen LLP  November 1993 - May 1996
Japan Exchange and Teaching Program(me) (JET)   August 1992 - August 1993

Skills
Corporate Finance, Due Diligence, Valuation, Corporate Governance, M&A experience, Debt Restructuring, Business Strategy, Investments, Business Planning, Japanese Language..., Chartered Financial..., Proxy Voting

Education
Duke University - Fuqua School of Business   1996 — 1998
Master of Business Administration (MBA), Finance, General

University of Michigan   1989 — 1992
BA, Economics, Japanese

Washington University in St. Louis   1988 — 1989
NA, NA

Parkway Central High School   1985 — 1988

Teri Stratton Teri Stratton Greater Los Angeles Area Details
Teri Stratton's Giuliani Capital Advisors Experience December 2004 - April 2007
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray  March 2010 - Present
Macquarie Bank  2007 - March 2010
Giuliani Capital Advisors   December 2004 - April 2007
Ernst & Young  2000 - 2004
California Bank & Trust  1993 - 2000

Education
UCLA Anderson School of Management   1997 — 2000
MBA, Finance

Paradise High   1970 — 1990

Brown University

Dean Schmitt Dean Schmitt New York, New York Details
Dean Schmitt's Giuliani Capital Advisors Experience May 2005 - August 2005
Job Director
Industry Financial Services
Experience
Tyton Partners   September 2011 - Present
Education Growth Partners   September 2011 - December 2013
Swift River Investments   November 2008 - July 2011
Brown Gibbons Lang & Company  June 2006 - November 2008
Miami University Investment Group   2005 - 2006
Giuliani Capital Advisors   May 2005 - August 2005

Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Financial Analysis, LBO, Equities, Corporate Development, Investments, Venture Capital, Business Valuation, M&A experience, Strategy, Capital Markets, Due Diligence, Mergers & Acquisitions

Education
Miami University   2002 — 2006
Bachelor of Applied Science (BASc), Finance, General

St. John's Jesuit High School   1998 — 2002

Sandra Feldner Vandergriff Sandra Feldner Vandergriff Greater Los Angeles Area Details
Sandra Feldner Vandergriff's Giuliani Capital Advisors Experience 2004 - 2005
Job EY World EOY Program Leader
Industry Accounting
Experience
EY  July 2015 - Present
EY  August 2006 - Present
Giuliani Capital Advisors   2004 - 2005
Ernst & Young Corporate Finance LLC  1999 - 2005
Nestle USA  1989 - 1999
Macy's California  January 1987 - April 1989

Skills
Strategic Planning, Contract Negotiation, Sales, Venture Capital, Mergers, Business Valuation, Financial Analysis, Private Equity, Marketing, Retail, Management, Strategy, Due Diligence, Leadership, Mergers & Acquisitions, Business Strategy, Marketing Communications, Management Consulting, Start-ups

Education
University of Nevada-Reno   1979 — 1981
BS

Geoffrey Richards Geoffrey Richards Greater New York City Area Details
Geoffrey Richards's Giuliani Capital Advisors Experience April 2006 - April 2007
Job Head, U.S. Special Situations & Restructuring at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc.  August 2013 - Present
William Blair and Company  June 2007 - May 2013
Giuliani Capital Advisors   April 2006 - April 2007
Kirkland & Ellis LLP  January 1999 - April 2006

Skills
Corporate Law, Mergers & Acquisitions, Venture Capital, Private Equity, Special Situations, Capital Markets, Restructuring, Investments, Due Diligence, Strategy, Business Strategy, Valuation, Negotiation, Alternative Investments, Securities, Financial Modeling, Chapter 11, Investment Banking, Corporate Finance, Corporate Development, LBO, Business Development, Private Placements, Corporate Governance, Leveraged Finance, M&A experience

Education
Northwestern University School of Law   1994 — 1995
Law

Brooklyn Law School   1992 — 1995
JD, Law

University of Wisconsin-Madison   1988 — 1992
BA, History

The Hill School   1985 — 1988

Jorian Rose Jorian Rose Greater New York City Area Details
Jorian Rose's Giuliani Capital Advisors Experience 2005 - 2007
Job Baker Hostetler LLP
Industry Law Practice
Experience
Baker Hostetler LLP  May 2011 - Present
Venable LLP  June 2009 - May 2011
Macquarie  2007 - 2009
Giuliani Capital Advisors   2005 - 2007
WilmerHale  2001 - 2005

Education
Hobart and William Smith Colleges
BA

St. John's University School of Law
JD

Jim Klunk Jim Klunk Greater Detroit Area Details
Jim Klunk's Giuliani Capital Advisors Experience July 2004 - February 2006
Job Sr. Managing Director at Finnea Group LLC
Industry Investment Banking
Experience
Finnea Group LLC   June 2011 - Present
LonePine Capital Advisors   June 2009 - June 2011
Macquarie Capital Partners  March 2006 - May 2009
Giuliani Capital Advisors   July 2004 - February 2006
Ernst & Young  October 1996 - June 2004
Chiquita Brands Intl  1989 - 1993

Skills
Capital Structure, Divestitures, Investment Banking, Private Equity, Capital Markets, M&A experience, Valuation, Corporate Finance, Mergers, Due Diligence, Equities, Financial Modeling, Financial Advisory, Investments, LBO, Special Situations, Financial Structuring, Financial Analysis, Private Placements, Business Valuation

Education
University of Michigan - Stephen M. Ross School of Business   1994 — 1996
MBA, Corp. Finance

Miami University   1984 — 1988
BS, Finance

St. Charles Preparatory   1980 — 1984
HS

LD

Andy Chediak Andy Chediak New York, New York Details
Andy Chediak's Giuliani Capital Advisors Experience 2006 - April 2007
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays Capital  October 2014 - Present
Barclays Capital  August 2013 - October 2014
Macquarie Capital (USA) Inc.   July 2010 - 2012
Macquarie Capital (USA) Inc.   July 2008 - June 2010
Macquarie Bank  April 2007 - June 2008
Giuliani Capital Advisors   2006 - April 2007
Centre Partners Management   2005 - 2005
Banc of America Securities  June 2004 - August 2004

Skills
Investment Banking, Restructuring, Corporate Finance, Cross-border M&A, Acquisitions, Distressed Debt, Capital Raising, Mergers, Private Equity, Microsoft Excel, PowerPoint, Capital Markets, Equities, LBO, Financial Modeling, Due Diligence, Special Situations, Valuation, Mergers & Acquisitions, Debt Restructuring, Investments, Finance, Leveraged Finance, M&A experience, Hedge Funds

Education
University of Pennsylvania - The Wharton School   2001 — 2005
Bachelor of Science, Economics with Concentration in Finance

Raoul Nowitz Raoul Nowitz Atlanta, Georgia Details
Raoul Nowitz's Giuliani Capital Advisors Experience 2005 - 2007
Job Managing Director at SOLIC Capital Advisors
Industry Investment Banking
Experience
SOLIC Capital Advisors   February 2012 - Present
Macquarie Capital (USA) Inc.   2007 - October 2011
Giuliani Capital Advisors   2005 - 2007
Ernst & Young Corporate Finance  2002 - 2005
New Era Capital   1999 - 2002
Salomon Smith Barney  1998 - 1998
Richrolo Food Corporation   1995 - 1996
Grant Thornton  1993 - 1995

Skills
Debt, Corporate Finance, Restructuring, Capital Markets, Investment Banking, Deal Structuring, Transaction, Private Equity, Mergers, Due Diligence, Valuation, Structuring, Leveraged Finance, Business Valuation, Capital, Bankruptcy, Financial Advisory, Credit Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Equities

Education
Emory University - Goizueta Business School   1997 — 1999
MBA, Finance

University of the Witwatersrand
Bachelor of Commerce, Accounting and Bus Info Systems

University of the Witwatersrand
Post-graduate Bachelor of Accounting, Accounting

Melissa Schoonveld Melissa Schoonveld Greater New York City Area Details
Melissa Schoonveld's Giuliani Capital Advisors Experience 2006 - 2007
Job Managing Director, Head of HR Business Management at MUFG Americas
Industry Financial Services
Experience
MUFG Americas  August 2014 - Present
MUFG Americas  July 2011 - August 2014
Macquarie Group  2007 - July 2011
Giuliani Capital Advisors   2006 - 2007
JPMorgan Partners  2002 - 2006
JPMorgan Chase  2000 - 2002
The John F. Kennedy Center for the Performing Arts  1999 - 1999

Skills
Performance Management, Organizational..., Personnel Management, Talent Management, Employee Relations, Coaching, Leadership Development, Organizational..., Recruiting, Human Resources, Team Leadership, HRIS, Management, Talent Acquisition, HR Strategy, Organizational Change, HR Transformation, HR Project Management, Vendor Relationship..., Organizational Design, Strategy, Mergers & Acquisitions, Employee Benefits, Leadership

Education
Teachers College of Columbia University   2004 — 2006
MA, Organizational Psychology

Texas A&M University   1996 — 2000
BA, English

Mark Schwartzman, CFA Mark Schwartzman, CFA Greater Los Angeles Area Details
Mark Schwartzman, CFA's Giuliani Capital Advisors Experience October 2006 - February 2007
Job Strategy and Corporate Development Manager at TCS
Industry Information Technology and Services
Experience
Tata Consultancy Services  January 2014 - Present
Capgemini Consulting  July 2010 - July 2013
The Cheesecake Factory  June 2009 - August 2009
Edison Schools  March 2007 - June 2008
Giuliani Capital Advisors   October 2006 - February 2007
Credit Suisse  July 2004 - June 2006
Ameriprise Financial Services, Inc.   September 2003 - May 2004
Colegio Bilingue New Horizons  August 2001 - June 2002
Duke University Technical Services   1999 - 2001

Skills
Strategy, Corporate Development, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Organizational Design, Business Transformation, Management Consulting, Finance, Investment Banking, M&A experience, Venture Capital, Business Development, Project Management, Mergers, DCF, Change Management, Consulting, Commercial Due Diligence, Teaching, Chartered Financial..., Start-up Consulting, Global Strategy..., Emerging Markets, Coaching, Microsoft Excel, PowerPoint, Financial Statements, Growth Strategies, Thought Leadership, Pricing, Smart Cities

Education
University of Southern California - Marshall School of Business   2008 — 2010
MBA, Finance and Strategy

Duke University   1997 — 2001
B.S., Economics

Westlake High School   1993 — 1997

Nason Nur Nason Nur Greater Los Angeles Area Details
Nason Nur's Giuliani Capital Advisors Experience August 2005 - April 2007
Job Director at DaVita
Industry Hospital & Health Care
Experience
DaVita Kidney Care  January 2014 - Present
DaVita Kidney Care  May 2009 - January 2014
Macquarie Capital  April 2007 - December 2008
Giuliani Capital Advisors   August 2005 - April 2007
Navigant Consulting  2002 - 2005

Skills
Financial Modeling, Mergers, Strategy, Management Consulting, Restructuring, Process Improvement, Management, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Analysis, Healthcare, Business Process..., Strategic Planning, Change Management, Leadership, Executive Management

Education
University of Southern California   1999 — 2002
B.S.

SDA Bocconi   2001 — 2001

Roy Gallagher Roy Gallagher Greater Chicago Area Details
Roy Gallagher's Giuliani Capital Advisors Experience September 2000 - February 2005
Job Black Diamond Capital Management
Industry Financial Services
Experience
Black Diamond  March 2005 - Present
Hunter Defense   2005 - 2013
Giuliani Capital Advisors   September 2000 - February 2005
Ernst & Young Corporate Finance  September 2000 - November 2004
Ernst & Young LLP  August 1998 - September 2000

Education
University of Notre Dame   1994 — 1998

West Lyon High School

Travis Raitt Travis Raitt Tampa/St. Petersburg, Florida Area Details
Travis Raitt's Giuliani Capital Advisors Experience October 2005 - April 2007
Job VP Development at Oldcastle
Industry Building Materials
Experience
Oldcastle Materials, Southeast Division   January 2015 - Present
The Home Depot  December 2012 - January 2015
The Home Depot  December 2011 - December 2012
Macquarie Capital (USA) Inc.   October 2005 - October 2011
Giuliani Capital Advisors   October 2005 - April 2007
PricewaterhouseCoopers LLP  September 2000 - October 2005
National Hockey League  2000 - 2000
Scudder Investments  1999 - 2000

Skills
Microsoft Office, Distressed Debt, M&A due diligence, Capital Markets, Capital Structure, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Restructuring, Finance, IPO, Forecasting, Acquisitions, Valuation, Financial Modeling, Equities, Business Process..., Divestitures, Financial Reporting, Business Development, Strategy, Banking, Investment Banking, Financial Services, Acquisition Integration

Education
University of Georgia - Terry College of Business   2013 — 2015
Master of Business Administration (MBA)

Boston University   1994 — 1999
B.S., Business Administration (Finance & Marketing)

University of Iowa   1998 — 1998

Hialeah-Miami Lakes

Peter Schaeffer Peter Schaeffer Greater New York City Area Details
Peter Schaeffer's Giuliani Capital Advisors Experience June 2000 - July 2006
Job Principal at GlassRatner Advisory & Capital Group LLC; CoPresident GlassRatner Securities
Industry Financial Services
Experience
GlassRatner Advisory & Capital Group LLC  August 2013 - Present
Carl Marks & Company   July 2006 - April 2013
Giuliani Capital Advisors   June 2000 - July 2006
Donaldson, Lufkin & Jenrette   1998 - 2000
Dillon Read  1994 - 1998
Steinbach division of AMCENA Corporation   July 1990 - June 1992
Bloomingdale's  1985 - 1990
Macy's  1974 - 1985

Skills
Private Equity, Mergers, Strategy, Mergers & Acquisitions, Finance, Equities, Restructuring, Corporate Finance, Due Diligence, Valuation, Financial Modeling, LBO, Leveraged Finance, Investment Banking, Venture Capital, Business Valuation, Financial Analysis, Investments, Capital Markets

Education
Drexel University   1969 — 1974
Bachelor of Science (BS), Retail Manangment and Marketing

Nicole Horton Nicole Horton Greater Los Angeles Area Details
Nicole Horton's Giuliani Capital Advisors Experience December 2004 - March 2007
Job Executive Director at Ernst & Young LLP
Industry Investment Banking
Experience
Ernst & Young LLP  August 2009 - Present
Macquarie Securities (USA) Inc.   April 2007 - July 2009
Macquarie Capital (USA) Inc.   April 2007 - July 2009
Giuliani Capital Advisors   December 2004 - March 2007
Ernst & Young LLP  2000 - 2004
Ernst & Young Corporate Finance LLC  2000 - 2004
The Pacific Bank  1995 - 2000
Bank IV  1989 - 1992

Skills
Corporate Finance, Restructuring

Education
The University of Kansas
B.A., East Asian Language & Culture (Mandarin); Minor in German

Thunderbird School of Global Management
MIM, Finance

Mike Guagenti Mike Guagenti Greater Chicago Area Details
Mike Guagenti's Giuliani Capital Advisors Experience December 2004 - March 2006
Job President and CFO at LAUNCH Technical Workforce Solutions
Industry Aviation & Aerospace
Experience
LAUNCH Technical Workforce Solutions  March 2011 - Present
Volant Aerospace LLC   August 2008 - December 2013
InterOcean Advisors LLC  March 2006 - May 2009
Giuliani Capital Advisors   December 2004 - March 2006
Ernst & Young Corporate Finance LLC  1998 - 2004
Ernst & Young  1991 - 1998

Skills
Mergers & Acquisitions, Strategic Planning, Corporate Finance, Due Diligence, Management, Mergers, Executive Management, M&A experience, Contract Negotiation, Business Development, Restructuring, Capital Markets, Business Planning, Temporary Staffing, Permanent Staffing, Technical Recruiting, Entrepreneurship, Human Capital, Business Strategy, Finance, Leadership

Education
The University of Chicago - Booth School of Business   1996 — 1998
Master of Business Administration (MBA), Finance, General

Miami University   1987 — 1991
BS, Accountancy and Finance

Alan Holtz Alan Holtz Greater New York City Area Details
Alan Holtz's Giuliani Capital Advisors Experience November 2004 - January 2006
Job Managing Director at AlixPartners, LLP
Industry Capital Markets
Experience
AlixPartners, LLP  January 2006 - Present
Giuliani Capital Advisors   November 2004 - January 2006
Ernst & Young Corporate Finance  1988 - 2004

Skills
Capital Structure, Restructuring, Debt, Chapter 11, Business Valuation, Divestitures, Private Equity, Valuation, Due Diligence, Corporate Finance, Capital Markets, Investment Banking

Education
University of Pennsylvania   1980 — 1984
Accounting

Smithtown HS East
Bachelor of Science (B.S.), Accounting

Andrew Krop Andrew Krop Indianapolis, Indiana Details
Andrew Krop's Giuliani Capital Advisors Experience December 2004 - April 2007
Job Chief Financial Officer at Spot Freight, Inc
Industry Logistics and Supply Chain
Experience
Spot Freight, Inc  November 2014 - Present
Spot Freight, Inc  January 2014 - November 2014
KPMG Corporate Finance  October 2012 - November 2013
Macquarie Capital (USA) Inc.   April 2007 - June 2012
Giuliani Capital Advisors   December 2004 - April 2007
Ernst & Young  August 2001 - December 2004
Ernst & Young Corporate Finance  2001 - 2004

Education
Indiana University - Kelley School of Business   1997 — 2001

Indiana University Bloomington   1997 — 2001
BS, Finance & Accounting

Phillip Van Winkle Phillip Van Winkle Greater Chicago Area Details
Phillip Van Winkle's Giuliani Capital Advisors Experience 2005 - 2007
Job Managing Director at AEG Partners
Industry Financial Services
Experience
AEG Partners   July 2013 - Present
Harmony Holding LLC   February 2012 - Present
Macquarie Bank  April 2007 - May 2012
Macquarie Capital Advisers   April 2007 - February 2012
Giuliani Capital Advisors   2005 - 2007
Ernst & Young Corporate Finance  2000 - 2005
Bank of America  1994 - 2000
Continental Bank  1990 - 1994

Skills
Capital Markets, Corporate Finance, Valuation, Investment Banking, Private Equity, Structured Finance, Venture Capital, Portfolio Management, Wealth Management, Business Valuation, Mergers & Acquisitions, Financial Structuring, Due Diligence, Equities, Financial Modeling, Restructuring, Leveraged Finance, Corporate Development, Alternative Investments, Investments, Fixed Income, Hedge Funds

Education
University of Michigan - Stephen M. Ross School of Business   1988 — 1990
MBA, Finance

University of Michigan
BA, Economics, Political Science

Doug Thurman Doug Thurman Greater Chicago Area Details
Doug Thurman's Giuliani Capital Advisors Experience 2004 - 2005
Job Owner, Sunrock Ceramics
Industry Glass, Ceramics & Concrete
Experience
Sunrock Ceramics   2005 - Present
Giuliani Capital Advisors   2004 - 2005
Ernst & Young Corporate Finance  2000 - 2004
Owens Corning  1996 - 2000
ABB  1991 - 1996
Westinghouse Electric Company  1988 - 1991

Skills
Manufacturing, Engineering, Restructuring, Product Development, Negotiation, Strategic Planning, Business Strategy, Marketing Strategy, Lean Manufacturing, Engineering Management, Strategy, Start-ups, Process Engineering, Six Sigma, Metals, Materials, Ceramic, Continuous Improvement

Education
Northwestern University - Kellogg School of Management

Clemson University   1984 — 1988
BS, Mechanical Engineering

Iolanta Agran Iolanta Agran Greater Chicago Area Details
Iolanta Agran's Giuliani Capital Advisors Experience September 2003 - October 2006
Job Vice President at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland  June 2008 - April 2011
ABN AMRO  October 2006 - June 2008
Giuliani Capital Advisors   September 2003 - October 2006
Deutsche Bank  June 2003 - September 2003

Education
University of Illinois at Urbana-Champaign - College of Business   1999 — 2003
BS, Finance

Linda Chun Meehan Linda Chun Meehan Greater New York City Area Details
Linda Chun Meehan's Giuliani Capital Advisors Experience April 2005 - September 2007
Job Consultant
Industry Venture Capital & Private Equity
Experience
New Venture Partners  January 2011 - Present
Alta Associates   June 2011 - August 2011
Robert Toigo Foundation  December 2009 - June 2011
Lehman Brothers  September 2007 - September 2008
Giuliani Capital Advisors   April 2005 - September 2007
Lucent Technologies  August 2002 - April 2005

Skills
Financial Analysis, Finance, Management, Valuation

Education
Columbia University - Columbia Business School   2000 — 2002
Master of Business Administration (MBA), Finance, General

Wesleyan University   1993 — 1997
BA, Math, Econ

Nicole Peterson Nicole Peterson Greater Atlanta Area Details
Nicole Peterson's Giuliani Capital Advisors Experience 2000 - 2006
Job Senior Director FP&A at Texas Pacific Group (TPG)
Industry Retail
Experience
Texas Pacific Group (TPG)   December 2014 - Present
The Home Depot  June 2013 - December 2014
The Home Depot  December 2011 - June 2013
The Home Depot  October 2009 - December 2011
The Home Depot  February 2006 - October 2009
Giuliani Capital Advisors   2000 - 2006
Deloitte & Touche LLC  September 1995 - July 1998

Skills
Mergers & Acquisitions, Strategy, Forecasting, Finance, Financial Reporting, Due Diligence, Leadership, Auditing, Internal Controls, Analysis, Business Planning, Management, Management Consulting, Accounting, Internal Audit, Strategic Planning, Outsourcing, Restructuring, Executive Management, Supply Chain, Project Planning, Mergers

Education
Columbia University - Columbia Business School   1998 — 2000
MBA, Finance

North Carolina Agricultural and Technical State University   1991 — 1995
Bachelor of Science (BS), Accounting, Summa Cum Laude

Beau Roy Beau Roy San Francisco Bay Area Details
Beau Roy's Giuliani Capital Advisors Experience 2005 - 2006
Job Senior Vice President at Imperial Capital
Industry Investment Banking
Experience
Imperial Capital  April 2006 - Present
Giuliani Capital Advisors   2005 - 2006
Consilient  2000 - 2001
Ernst & Young  1993 - 1998

Education
Duke University
BA Economics

SLUH

Frannie Gallagher Frannie Gallagher Greater Chicago Area Details
Frannie Gallagher's Giuliani Capital Advisors Experience December 2004 - April 2013
Job Finance Director at Giuliani Capital Advisors
Industry Financial Services
Experience
Giuliani Capital Advisors   December 2004 - April 2013
Ernst & Young Corporate Finance LLC  October 1998 - December 2004
Ernst & Young  September 1996 - September 1998

Education
Indiana University Bloomington   1992 — 1996
BS, Accounting

Marili Hellmund-Mora Marili Hellmund-Mora Greater New York City Area Details
Marili Hellmund-Mora's Giuliani Capital Advisors Experience 2005 - 2006
Job Coporate Finance
Industry Financial Services
Experience
FTI Consulting  March 2009 - Present
Ernst & Young  2006 - 2009
Giuliani Capital Advisors   2005 - 2006
Ernst & Young Corporate Finance LLC  2001 - 2004

Skills
Corporate Finance, Financial Analysis, Graphic Design, Marketing, Mergers & Acquisitions, Performance Improvement, Financial Modeling, Due Diligence, Training, Auditing, Finance, Valuation, Project Management, Risk Management, Restructuring, Internal Audit, Forensic Accounting, Budgets, Research, Financial Reporting, Business Valuation, Private Equity, Internal Controls, US GAAP, Investment Banking, Sarbanes-Oxley Act, SEC filings, Enterprise Risk..., Strategy, Management Consulting, Change Management, M&A experience, Accounting, Acquisition Integration, Capital Markets

Education
School of Visual Arts   1980 — 1984
BFA

Steven Oesterle Steven Oesterle Greater New York City Area Details
Steven Oesterle's Giuliani Capital Advisors Experience 2004 - 2007
Job Chief Executive Officer
Industry Oil & Energy
Experience
Sabre Companies LLC   April 2009 - Present
Decision Sciences Corporation  June 2008 - April 2009
Giuliani Partners  2003 - 2008
Giuliani Capital Advisors   2004 - 2007
Ernst & Young  1975 - 2002

Skills
Mergers, Private Equity, Investment Banking, Venture Capital, Business Valuation, Mergers & Acquisitions

Education
Alma College   1971 — 1975
B.A., Finance

William Doepke William Doepke Greater Chicago Area Details
William Doepke's Giuliani Capital Advisors Experience December 2004 - 2006
Job Managing Director
Industry Investment Banking
Experience
InterOcean Advisors LLC  April 2006 - Present
Giuliani Capital Advisors   December 2004 - 2006
Ernst & Young Corporate Finance  September 1999 - March 2004
PWC Corporate Finance  January 1996 - January 1999
Lehman Brothers  January 1983 - January 1996

Skills
Investment Banking, Management, M&A experience, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Corporate Development, LBO, Financial Structuring, Valuation, Divestitures, Financial Analysis, Private Placements, Mergers

Education
DePaul University   1974 — 1976
MBA, Finance

DePauw University
BA, Political Science

Robert Pilcher Robert Pilcher Greater Chicago Area Details
Robert Pilcher's Giuliani Capital Advisors Experience 1998 - 2007
Job Chief Executive Officer at RCB Capital Management LLC
Industry Venture Capital & Private Equity
Experience
RCB Capital Management LLC   June 2009 - Present
Deloitte Corporate Finance LLC  July 2007 - June 2009
Macquarie Bank  2007 - 2007
Giuliani Capital Advisors   1998 - 2007
Ernst & Young  1991 - 1998

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA, Finance and Strategy

Miami University   1987 — 1991
BS, Accounting

Bryan J Brown Bryan J Brown Greater Detroit Area Details
Bryan J Brown's Giuliani Capital Advisors Experience April 2004 - April 2007
Job Director of Corporate Development
Industry Venture Capital & Private Equity
Experience
Safety Technology Holdings, Inc.   May 2014 - Present
Ducker Worldwide  April 2012 - May 2014
The Novak Group (TNG)/TNG Capital Advisors   December 2008 - April 2012
Macquarie Group  April 2007 - November 2008
Giuliani Capital Advisors   April 2004 - April 2007
Ernst & Young  August 1999 - April 2004
Avfuel Corporation  November 1994 - August 1997

Education
University of Toronto - Rotman School of Management   1997 — 1999
MBA, Finance

Michigan State University - The Eli Broad College of Business   1989 — 1993
Bachelor of Arts, Finance, With High Honors

Matt Bloomfield Matt Bloomfield Kansas City, Missouri Area Details
Matt Bloomfield's Giuliani Capital Advisors Experience 2003 - 2007
Job Executive Director / Portfolio Manager at Palmer Square Capital Management LLC
Industry Investment Management
Experience
Palmer Square Capital Management LLC  2014 - Present
Golub Capital Management   2007 - 2014
Giuliani Capital Advisors   2003 - 2007

Education
Northwestern University - Kellogg School of Management
MBA, Finance

University of Kansas
BS, BGS, Business Administration and Economics

Mick Solimene Mick Solimene Greater Chicago Area Details
Mick Solimene's Giuliani Capital Advisors Experience 2004 - 2007
Job Senior Managing Director at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc.   2007 - Present
Giuliani Capital Advisors   2004 - 2007
Ernst & Young Corporate Finance  2000 - 2004
Banc of America Securities LLC  1998 - 2000
Bank of America (formerly Continental Bank)   1981 - 1998

Education
The University of Chicago - Booth School of Business   1984 — 1987
Master of Business Administration (M.B.A.), Finance

Western Illinois University   1977 — 1981
Bachelor of Science (BS), Finance