Giuliani Capital Advisors
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Giuliani Capital Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Imperial Capital April 2006 - Present
Giuliani Capital Advisors 2005 - 2006
Consilient 2000 - 2001
Ernst & Young 1993 - 1998
Education
Duke University
BA Economics
SLUH
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
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
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
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
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
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
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
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