Houlihan Lokey Howard & Zukin
Industry: Investment banking company
DescriptionHoulihan Lokey, Inc., is American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. Headquarters: Los Angeles, CA CEO: Scott Beiser (Apr 17, 2013–) Number of employees: 1,328 (May 2018) Founded: 1972, Los Angeles, CA Subsidiaries: Quayle Munro, BearTooth Advisors LLC,
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Houlihan Lokey Howard & Zukin Employees
Employee
Years
Job
Industry
Chris Hill Chris Hill's Houlihan Lokey Howard & Zukin Experience May 2002 - June 2004
Job
Industry Internet
Experience
Rally Health October 2014 - Present
PerkSpot June 2006 - Present
Griffith Tutoring March 2006 - Present
Spotlite June 2006 - October 2014
Lake Capital July 2004 - June 2006
Houlihan Lokey Howard & Zukin May 2002 - June 2004
Arthur Andersen September 2001 - April 2002
Skills
Mergers & Acquisitions, Entrepreneurship, Employee Benefits, Private Equity, Business Development, Venture Capital, Strategy, Investments, Leadership, Competitive Analysis, Strategic Partnerships, Mergers, Start-ups, New Business Development, Enterprise Technology..., Executive Management, Bootstrapping, Corporate Development
Education
Taylor University 1997 — 2001
BS
Libertyville High School 1993 — 1997
Rally Health October 2014 - Present
PerkSpot June 2006 - Present
Griffith Tutoring March 2006 - Present
Spotlite June 2006 - October 2014
Lake Capital July 2004 - June 2006
Houlihan Lokey Howard & Zukin May 2002 - June 2004
Arthur Andersen September 2001 - April 2002
Skills
Mergers & Acquisitions, Entrepreneurship, Employee Benefits, Private Equity, Business Development, Venture Capital, Strategy, Investments, Leadership, Competitive Analysis, Strategic Partnerships, Mergers, Start-ups, New Business Development, Enterprise Technology..., Executive Management, Bootstrapping, Corporate Development
Education
Taylor University 1997 — 2001
BS
Libertyville High School 1993 — 1997
Shannon Daigle Shannon Daigle's Houlihan Lokey Howard & Zukin Experience December 2007 - August 2009
Job Marketing Specialist at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP April 2014 - Present
Houlihan Lokey January 2012 - March 2014
Houlihan Lokey January 2011 - January 2012
Houlihan Lokey Howard & Zukin December 2007 - August 2009
Contra Costa Times January 2005 - September 2005
Skills
Direct Marketing, Advertising Sales, Event Planning, Digital Marketing, Market Research, Social Media Marketing, Email Marketing, Social Media, Business Development, Finance
Education
St. Mary's College of California 2009 — 2010
Single Subject Credential English, Secondary Education and Teaching
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Sociology
BDO USA, LLP April 2014 - Present
Houlihan Lokey January 2012 - March 2014
Houlihan Lokey January 2011 - January 2012
Houlihan Lokey Howard & Zukin December 2007 - August 2009
Contra Costa Times January 2005 - September 2005
Skills
Direct Marketing, Advertising Sales, Event Planning, Digital Marketing, Market Research, Social Media Marketing, Email Marketing, Social Media, Business Development, Finance
Education
St. Mary's College of California 2009 — 2010
Single Subject Credential English, Secondary Education and Teaching
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Sociology
Christina Menconi's Houlihan Lokey Howard & Zukin Experience August 2003 - April 2013
Job Vice President, Administration at Post Acute Solutions
Industry Executive Office
Experience
Post Acute Solutions June 2014 - Present
TM2 Consulting, LLC May 2013 - Present
Houlihan Lokey Howard & Zukin August 2003 - April 2013
Mesirow Financial August 2002 - August 2003
Accenture April 1998 - October 2001
Skills
Marketing, Management, Contract Negotiation, Public Speaking, Investment Banking, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Training, Recruiting, Business Strategy
Education
Sawyer College 1996 — 1998
Ball State University 1995 — 1996
Post Acute Solutions June 2014 - Present
TM2 Consulting, LLC May 2013 - Present
Houlihan Lokey Howard & Zukin August 2003 - April 2013
Mesirow Financial August 2002 - August 2003
Accenture April 1998 - October 2001
Skills
Marketing, Management, Contract Negotiation, Public Speaking, Investment Banking, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Training, Recruiting, Business Strategy
Education
Sawyer College 1996 — 1998
Ball State University 1995 — 1996
Sam Das Sam Das's Houlihan Lokey Howard & Zukin Experience February 2004 - June 2010
Job Founder and CEO of Wherewithal LLC
Industry Financial Services
Experience
Wherewithal LLC February 2011 - Present
Houlihan Lokey Howard & Zukin February 2004 - June 2010
Fox-Pitt, Kelton July 2003 - February 2004
Fox-Pitt, Kelton July 2000 - July 2003
Skills
Investment Banking, Financial Modeling, Finance, Entrepreneurship, Start-ups, New Business Development, Corporate Finance, Financial Institutions, Negotiation, Valuation, M&A execution, M&A Modeling, Investments, Capital Markets, Equities, Financial Services, Private Equity, Due Diligence, Business Valuation, Strategy, Financial Markets, Venture Capital, Mergers & Acquisitions, Investment Management, Asset Management
Education
Brown University 1996 — 2000
B.A., Applied Mathematics
Wherewithal LLC February 2011 - Present
Houlihan Lokey Howard & Zukin February 2004 - June 2010
Fox-Pitt, Kelton July 2003 - February 2004
Fox-Pitt, Kelton July 2000 - July 2003
Skills
Investment Banking, Financial Modeling, Finance, Entrepreneurship, Start-ups, New Business Development, Corporate Finance, Financial Institutions, Negotiation, Valuation, M&A execution, M&A Modeling, Investments, Capital Markets, Equities, Financial Services, Private Equity, Due Diligence, Business Valuation, Strategy, Financial Markets, Venture Capital, Mergers & Acquisitions, Investment Management, Asset Management
Education
Brown University 1996 — 2000
B.A., Applied Mathematics
Bill Horning Bill Horning's Houlihan Lokey Howard & Zukin Experience 1989 - 1990
Job Vice President Corporate Communications and Capital Planning at Arch Mortgage Insurance
Industry Insurance
Experience
Arch Mortgage Insurance January 2014 - Present
The PMI Group March 2005 - January 2014
Providian Financial 2000 - March 2005
Providian Financial 1995 - 2000
The Sumitomo Bank, Ltd. 1990 - 1994
Houlihan Lokey Howard & Zukin 1989 - 1990
Skills
Treasury, Competitive Analysis, Relationship Management, Finance, Investor Relations, Public Relations, Marketing Communications, Financial Services, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Strategy, Due Diligence, Credit Risk, Valuation, Risk Management, Mergers & Acquisitions, Banking
Education
The University of Chicago - Booth School of Business 1987 — 1989
Masters of Business Administration, Accounting and Finance
University of Southern California 1978 — 1983
BS, Business Administration, concentrations in finance and international economics
Arch Mortgage Insurance January 2014 - Present
The PMI Group March 2005 - January 2014
Providian Financial 2000 - March 2005
Providian Financial 1995 - 2000
The Sumitomo Bank, Ltd. 1990 - 1994
Houlihan Lokey Howard & Zukin 1989 - 1990
Skills
Treasury, Competitive Analysis, Relationship Management, Finance, Investor Relations, Public Relations, Marketing Communications, Financial Services, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Strategy, Due Diligence, Credit Risk, Valuation, Risk Management, Mergers & Acquisitions, Banking
Education
The University of Chicago - Booth School of Business 1987 — 1989
Masters of Business Administration, Accounting and Finance
University of Southern California 1978 — 1983
BS, Business Administration, concentrations in finance and international economics
Jim Mullany's Houlihan Lokey Howard & Zukin Experience January 1992 - October 1998
Job Managing Director at Salem Partners LLC
Industry Investment Banking
Experience
Salem Partners LLC January 1999 - Present
Houlihan Lokey Howard & Zukin January 1992 - October 1998
Think Entertainment 1988 - 1991
Wells Fargo Bank 1981 - 1988
Union Bank 1979 - 1981
Citibank 1972 - 1979
Skills
Corporate Finance, Financial Modeling, Due Diligence, Film Finance, Leveraged Finance, Financial Analysis, Business Strategy, Business Development, Television, Start-ups, Business Valuation, Entertainment, Equities, Strategy, Strategic Partnerships, Media & Entertainment, Finance, Video Production, Financial Risk
Education
University at Albany, SUNY 1970 — 1972
MBA
Le Moyne College 1966 — 1970
BA
Regis High School 1962 — 1966
Salem Partners LLC January 1999 - Present
Houlihan Lokey Howard & Zukin January 1992 - October 1998
Think Entertainment 1988 - 1991
Wells Fargo Bank 1981 - 1988
Union Bank 1979 - 1981
Citibank 1972 - 1979
Skills
Corporate Finance, Financial Modeling, Due Diligence, Film Finance, Leveraged Finance, Financial Analysis, Business Strategy, Business Development, Television, Start-ups, Business Valuation, Entertainment, Equities, Strategy, Strategic Partnerships, Media & Entertainment, Finance, Video Production, Financial Risk
Education
University at Albany, SUNY 1970 — 1972
MBA
Le Moyne College 1966 — 1970
BA
Regis High School 1962 — 1966
Andrew Silver's Houlihan Lokey Howard & Zukin Experience 2007 - 2009
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Harris Baltch Harris Baltch's Houlihan Lokey Howard & Zukin Experience June 2008 - July 2008
Job Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2010 - Present
Houlihan Lokey June 2009 - August 2009
Houlihan Lokey Howard & Zukin June 2008 - July 2008
PricewaterhouseCoopers September 2004 - April 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Binghamton University 2000 — 2004
B.S., Accounting
UBS Investment Bank August 2010 - Present
Houlihan Lokey June 2009 - August 2009
Houlihan Lokey Howard & Zukin June 2008 - July 2008
PricewaterhouseCoopers September 2004 - April 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Binghamton University 2000 — 2004
B.S., Accounting
Florence Osmund Florence Osmund's Houlihan Lokey Howard & Zukin Experience December 2000 - December 2006
Job Novelist
Industry Writing and Editing
Experience
No Company Name January 2009 - Present
American International Group October 2007 - December 2008
Executives' Club of Chicago February 2007 - October 2007
Houlihan Lokey Howard & Zukin December 2000 - December 2006
Blue Cross Blue Shield Association September 1998 - December 2000
Heitman Financial Ltd. September 1990 - May 1998
Joint Commission On Accreditation of Healthcare Organizations 1986 - 1989
Skills
Public Speaking, Books, Creative Writing, Self-publishing, Senior Management, Advertising, Novels, Executive Management, Microsoft Office, Published Author, Fiction Writing, Ebooks, Newsletters, Strategic Planning, Writing, Web Content, Publishing, Management, Social Media
Education
Lake Forest Graduate School of Management 1983 — 1986
MBA, Business Administration
No Company Name January 2009 - Present
American International Group October 2007 - December 2008
Executives' Club of Chicago February 2007 - October 2007
Houlihan Lokey Howard & Zukin December 2000 - December 2006
Blue Cross Blue Shield Association September 1998 - December 2000
Heitman Financial Ltd. September 1990 - May 1998
Joint Commission On Accreditation of Healthcare Organizations 1986 - 1989
Skills
Public Speaking, Books, Creative Writing, Self-publishing, Senior Management, Advertising, Novels, Executive Management, Microsoft Office, Published Author, Fiction Writing, Ebooks, Newsletters, Strategic Planning, Writing, Web Content, Publishing, Management, Social Media
Education
Lake Forest Graduate School of Management 1983 — 1986
MBA, Business Administration
Jeremy Krasner Jeremy Krasner's Houlihan Lokey Howard & Zukin Experience January 2001 - May 2007
Job Managing Director at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross May 2007 - Present
Houlihan Lokey Howard & Zukin January 2001 - May 2007
Ernst & Young June 1998 - December 2000
Skills
Purchase Price..., Business Valuation, Intangible Assets, Valuation, Finance, Accounting, Tax, Fair Value, Financial Modeling, DCF, Private Equity, Fairness Opinions, Due Diligence, Divestitures
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance, General
Lehigh University 1987 — 1991
BA, Finance
Stout Risius Ross May 2007 - Present
Houlihan Lokey Howard & Zukin January 2001 - May 2007
Ernst & Young June 1998 - December 2000
Skills
Purchase Price..., Business Valuation, Intangible Assets, Valuation, Finance, Accounting, Tax, Fair Value, Financial Modeling, DCF, Private Equity, Fairness Opinions, Due Diligence, Divestitures
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance, General
Lehigh University 1987 — 1991
BA, Finance
Irena Tolley Irena Tolley's Houlihan Lokey Howard & Zukin Experience March 2003 - November 2005
Job Seasoned Executive Assistant & Office Administrator with 20 Plus Years of Experience
Industry Medical Practice
Experience
Beltone Hearing Centers of Virginia January 2014 - Present
Nielsen Business Media December 2007 - March 2010
Communication Technologies, Inc. November 2005 - November 2007
Houlihan Lokey Howard & Zukin March 2003 - November 2005
SRA International June 1995 - August 2002
Universal Systems & Technology March 1993 - September 1994
Freeman Decorating Company January 1989 - March 1993
Skills
Executive Management, Proposal Writing, Data Analysis, Microsoft Office, Outlook, Employee Relations, Budgets, Project Management, Management, Government, Finance, Strategic Planning, Access, Contract Management, Microsoft Excel, Recruiting, Human Resources, Marketing, Program Management, Project Planning, New Business Development, Training, Team Leadership
Education
Northern Virginia Community College 1979 — 1983
A.S., Business Administration
Duval Senior High School 1971 — 1972
High School, College Prep
Beltone Hearing Centers of Virginia January 2014 - Present
Nielsen Business Media December 2007 - March 2010
Communication Technologies, Inc. November 2005 - November 2007
Houlihan Lokey Howard & Zukin March 2003 - November 2005
SRA International June 1995 - August 2002
Universal Systems & Technology March 1993 - September 1994
Freeman Decorating Company January 1989 - March 1993
Skills
Executive Management, Proposal Writing, Data Analysis, Microsoft Office, Outlook, Employee Relations, Budgets, Project Management, Management, Government, Finance, Strategic Planning, Access, Contract Management, Microsoft Excel, Recruiting, Human Resources, Marketing, Program Management, Project Planning, New Business Development, Training, Team Leadership
Education
Northern Virginia Community College 1979 — 1983
A.S., Business Administration
Duval Senior High School 1971 — 1972
High School, College Prep
Barry Silbert Barry Silbert's Houlihan Lokey Howard & Zukin Experience August 1998 - January 2004
Job Founder & CEO, Digital Currency Group; Founder, SecondMarket
Industry Financial Services
Experience
Digital Currency Group March 2015 - Present
SecondMarket, Inc. June 2014 - Present
Bitcoin Investment Trust September 2013 - Present
SecondMarket, Inc. September 2008 - June 2014
Restricted Stock Partners January 2004 - September 2008
Houlihan Lokey Howard & Zukin August 1998 - January 2004
Skills
Venture Capital, Corporate Development, Alternative Investments, Private Equity, Start-ups, Investments, Corporate Finance, Securities, Fixed Income, Entrepreneurship, Trading, Financial Modeling, Capital Markets, Funding, Valuation, Equities, Hedge Funds, Mergers & Acquisitions, Due Diligence, Business Development, Emerging Markets, Series 7, Investor Relations, Private Placements, Strategic Partnerships, Financial Structuring, Investment Banking, Equity Research, Capital, Asset Management, Leveraged Finance
Education
Emory University - Goizueta Business School 1994 — 1998
BBA, Finance
Digital Currency Group March 2015 - Present
SecondMarket, Inc. June 2014 - Present
Bitcoin Investment Trust September 2013 - Present
SecondMarket, Inc. September 2008 - June 2014
Restricted Stock Partners January 2004 - September 2008
Houlihan Lokey Howard & Zukin August 1998 - January 2004
Skills
Venture Capital, Corporate Development, Alternative Investments, Private Equity, Start-ups, Investments, Corporate Finance, Securities, Fixed Income, Entrepreneurship, Trading, Financial Modeling, Capital Markets, Funding, Valuation, Equities, Hedge Funds, Mergers & Acquisitions, Due Diligence, Business Development, Emerging Markets, Series 7, Investor Relations, Private Placements, Strategic Partnerships, Financial Structuring, Investment Banking, Equity Research, Capital, Asset Management, Leveraged Finance
Education
Emory University - Goizueta Business School 1994 — 1998
BBA, Finance
Yuval Refua Yuval Refua's Houlihan Lokey Howard & Zukin Experience 2009 - 2009
Job New Product Development Digital Partnerships & Development at American Express
Industry Internet
Experience
American Express February 2013 - Present
Noise Marketing March 2012 - January 2013
Thomson Reuters October 2010 - March 2012
DoubleVerify Ltd. July 2010 - September 2010
Columbia Business School August 2008 - July 2010
Houlihan Lokey Howard & Zukin 2009 - 2009
Standard & Poor's November 2006 - May 2008
syp May 2006 - July 2007
Aris Genuine Solutions July 2005 - June 2007
Maccabi Tel Aviv Basketball Club July 2003 - November 2005
Skills
Product Innovation, Online Advertising, Corporate Development, Data Analysis, Agile, Launch Of New Products, Strategy Development, Online Video, Product Development, Scrum, JIRA, User Experience, User Interface Design, Web Analytics, Investment Banking, Financial Analysis, Financial Modeling, Securitization, Credit Analysis, Agile Methodologies, Strategy, Digital Marketing, Product Management, Valuation, Business Strategy, Venture Capital, Market Analysis, Leadership, CRM, Mobile Devices, Mergers & Acquisitions, SEO
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business
IDC Herzliya 2003 — 2006
B.A., Business Administration
Ha'Universita Ha'Petuha 1996 — 1998
Computer Sceince
American Express February 2013 - Present
Noise Marketing March 2012 - January 2013
Thomson Reuters October 2010 - March 2012
DoubleVerify Ltd. July 2010 - September 2010
Columbia Business School August 2008 - July 2010
Houlihan Lokey Howard & Zukin 2009 - 2009
Standard & Poor's November 2006 - May 2008
syp May 2006 - July 2007
Aris Genuine Solutions July 2005 - June 2007
Maccabi Tel Aviv Basketball Club July 2003 - November 2005
Skills
Product Innovation, Online Advertising, Corporate Development, Data Analysis, Agile, Launch Of New Products, Strategy Development, Online Video, Product Development, Scrum, JIRA, User Experience, User Interface Design, Web Analytics, Investment Banking, Financial Analysis, Financial Modeling, Securitization, Credit Analysis, Agile Methodologies, Strategy, Digital Marketing, Product Management, Valuation, Business Strategy, Venture Capital, Market Analysis, Leadership, CRM, Mobile Devices, Mergers & Acquisitions, SEO
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business
IDC Herzliya 2003 — 2006
B.A., Business Administration
Ha'Universita Ha'Petuha 1996 — 1998
Computer Sceince
Ajay Mody Ajay Mody's Houlihan Lokey Howard & Zukin Experience July 2003 - April 2005
Job
Industry Venture Capital & Private Equity
Experience
CRC February 2013 - Present
Identify Alpha December 2011 - Present
ATMA Capital 2011 - Present
Kellogg School of Management September 2009 - June 2011
Merrick Ventures May 2010 - August 2010
AppFolio July 2008 - August 2009
Evercore Partners June 2006 - June 2008
Heartland Industrial Partners LP May 2005 - June 2006
Houlihan Lokey Howard & Zukin July 2003 - April 2005
Zuma Capital 2001 - 2002
Skills
SaaS, Product Management, Product Development, Product Strategy, Family Business, Investors, Investment Advisory, Private Equity, Business Growth, Sales Growth, Growth Capital, Business Development, Venture Capital, Business Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1999 — 2003
Bachelor of Science
CRC February 2013 - Present
Identify Alpha December 2011 - Present
ATMA Capital 2011 - Present
Kellogg School of Management September 2009 - June 2011
Merrick Ventures May 2010 - August 2010
AppFolio July 2008 - August 2009
Evercore Partners June 2006 - June 2008
Heartland Industrial Partners LP May 2005 - June 2006
Houlihan Lokey Howard & Zukin July 2003 - April 2005
Zuma Capital 2001 - 2002
Skills
SaaS, Product Management, Product Development, Product Strategy, Family Business, Investors, Investment Advisory, Private Equity, Business Growth, Sales Growth, Growth Capital, Business Development, Venture Capital, Business Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1999 — 2003
Bachelor of Science
Kathy Welker, CFA Kathy Welker, CFA's Houlihan Lokey Howard & Zukin Experience July 2002 - March 2005
Job ACS Infrastructure Development, Inc.
Industry Construction
Experience
ACS Infrastructure Development, Inc. June 2015 - Present
ACS Infrastructure Development, Inc. October 2012 - May 2015
Ladenburg Thalmann & Co. Inc. March 2005 - June 2012
Houlihan Lokey Howard & Zukin July 2002 - March 2005
Merrill Lynch June 2001 - August 2001
ABN AMRO Bank July 1996 - July 2000
Skills
Project Finance, Financial Modeling, M&A Modeling, M&A analysis, Fairness Opinions, Solvency Opinions, Capital Raising, Valuation, Corporate Finance, Solvency, Business Valuation, Investment Banking, Analysis, Finance, Structured Finance, Equities, LBO, Financial Advisory, Financial Structuring, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
Oxford Brookes University 1992 — 1996
Bachelor of Arts
ACS Infrastructure Development, Inc. June 2015 - Present
ACS Infrastructure Development, Inc. October 2012 - May 2015
Ladenburg Thalmann & Co. Inc. March 2005 - June 2012
Houlihan Lokey Howard & Zukin July 2002 - March 2005
Merrill Lynch June 2001 - August 2001
ABN AMRO Bank July 1996 - July 2000
Skills
Project Finance, Financial Modeling, M&A Modeling, M&A analysis, Fairness Opinions, Solvency Opinions, Capital Raising, Valuation, Corporate Finance, Solvency, Business Valuation, Investment Banking, Analysis, Finance, Structured Finance, Equities, LBO, Financial Advisory, Financial Structuring, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
Oxford Brookes University 1992 — 1996
Bachelor of Arts
Jeffrey Yim Jeffrey Yim's Houlihan Lokey Howard & Zukin Experience 2003 - 2006
Job at Alvarez & Marsal
Industry Hospital & Health Care
Experience
Alvarez & Marsal August 2009 - Present
Cressey and Company June 2006 - August 2009
Houlihan Lokey Howard & Zukin 2003 - 2006
Metlife Investments 2001 - 2003
Skills
Mergers, Private Equity, Restructuring, Corporate Development, Strategic Advisory, Corporate Finance, Due Diligence, Joint Ventures, Divestitures, Debt, LBO, Valuation, Acquisition Integration, Structuring, Buyouts, Investment Banking, M&A experience, Investments, Financial Modeling, Reorganization, Growth Capital, Private Placements, Strategic Planning, M&A due diligence, Strategy Development, Business Valuation, Financial Analysis, Deal Structuring, Acquisitions, Mergers & Acquisitions, IPO
Education
Cornell University 1997 — 2001
B.S., Applied Economics Management
Alvarez & Marsal August 2009 - Present
Cressey and Company June 2006 - August 2009
Houlihan Lokey Howard & Zukin 2003 - 2006
Metlife Investments 2001 - 2003
Skills
Mergers, Private Equity, Restructuring, Corporate Development, Strategic Advisory, Corporate Finance, Due Diligence, Joint Ventures, Divestitures, Debt, LBO, Valuation, Acquisition Integration, Structuring, Buyouts, Investment Banking, M&A experience, Investments, Financial Modeling, Reorganization, Growth Capital, Private Placements, Strategic Planning, M&A due diligence, Strategy Development, Business Valuation, Financial Analysis, Deal Structuring, Acquisitions, Mergers & Acquisitions, IPO
Education
Cornell University 1997 — 2001
B.S., Applied Economics Management
Athanasius Cordova Athanasius Cordova's Houlihan Lokey Howard & Zukin Experience February 2005 - July 2005
Job Entertainment Professional
Industry Entertainment
Experience
Phoenix Pictures August 2005 - January 2009
Houlihan Lokey Howard & Zukin February 2005 - July 2005
Travelers Aid Society of Los Angeles May 2002 - September 2004
CBS / Westwood One Radio Network April 2001 - April 2002
Skills
Outlook, Management, Time Management
Education
Art Institute of Seattle 1996 — 1998
Associate of Applied Arts, Music Business
Rogers High 1986 — 1990
Phoenix Pictures August 2005 - January 2009
Houlihan Lokey Howard & Zukin February 2005 - July 2005
Travelers Aid Society of Los Angeles May 2002 - September 2004
CBS / Westwood One Radio Network April 2001 - April 2002
Skills
Outlook, Management, Time Management
Education
Art Institute of Seattle 1996 — 1998
Associate of Applied Arts, Music Business
Rogers High 1986 — 1990
Tom Brehme Tom Brehme's Houlihan Lokey Howard & Zukin Experience 1992 - 1996
Job CFO/COO at The Healthy Teen Project
Industry Mental Health Care
Experience
The Healthy Teen Project June 2014 - Present
Architect Partners LLC February 2011 - Present
BlockWild.com April 2009 - February 2011
Pacific Rim Partners March 2008 - March 2010
Banc of America Securities 2001 - 2004
Montgomery Securities 1996 - 2000
Houlihan Lokey Howard & Zukin 1992 - 1996
Skills
Mergers & Acquisitions, Strategic Partnerships, Start-ups, Management, Entrepreneurship, Venture Capital, Strategy, Product Management, Business Strategy, Mobile Devices
Education
Claremont McKenna College 1988 — 1992
Pasadena Polytechnic High School 1984 — 1988
The Healthy Teen Project June 2014 - Present
Architect Partners LLC February 2011 - Present
BlockWild.com April 2009 - February 2011
Pacific Rim Partners March 2008 - March 2010
Banc of America Securities 2001 - 2004
Montgomery Securities 1996 - 2000
Houlihan Lokey Howard & Zukin 1992 - 1996
Skills
Mergers & Acquisitions, Strategic Partnerships, Start-ups, Management, Entrepreneurship, Venture Capital, Strategy, Product Management, Business Strategy, Mobile Devices
Education
Claremont McKenna College 1988 — 1992
Pasadena Polytechnic High School 1984 — 1988
Albert Hu's Houlihan Lokey Howard & Zukin Experience May 2008 - September 2008
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2013 - Present
Jefferies July 2011 - December 2012
Gap Year October 2010 - June 2011
Jefferies June 2010 - August 2010
Imperial Capital June 2009 - August 2009
Houlihan Lokey Howard & Zukin May 2008 - September 2008
Skills
Leveraged Finance, Leveraged Lending
Education
University of California, Los Angeles 2007 — 2010
BA, Business Economics, Accounting
Fudan University 2009 — 2009
Lynbrook High School 2003 — 2007
Silicon Valley Bank February 2013 - Present
Jefferies July 2011 - December 2012
Gap Year October 2010 - June 2011
Jefferies June 2010 - August 2010
Imperial Capital June 2009 - August 2009
Houlihan Lokey Howard & Zukin May 2008 - September 2008
Skills
Leveraged Finance, Leveraged Lending
Education
University of California, Los Angeles 2007 — 2010
BA, Business Economics, Accounting
Fudan University 2009 — 2009
Lynbrook High School 2003 — 2007
Candace Keene's Houlihan Lokey Howard & Zukin Experience March 2004 - March 2008
Job Creative Talent Scout at DDB Chicago
Industry Consumer Goods
Experience
DDB Chicago January 2015 - Present
emitips March 2010 - Present
DDB January 2014 - January 2015
DDB August 2011 - January 2014
American Apparel September 2008 - January 2010
Houlihan Lokey Howard & Zukin March 2004 - March 2008
Skills
Integrated Marketing, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Excel, Advertising, Marketing Communications, Marketing, Social Media, Online Marketing
Education
Northeastern Illinois University 2004 — 2008
Primary Education
DDB Chicago January 2015 - Present
emitips March 2010 - Present
DDB January 2014 - January 2015
DDB August 2011 - January 2014
American Apparel September 2008 - January 2010
Houlihan Lokey Howard & Zukin March 2004 - March 2008
Skills
Integrated Marketing, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Excel, Advertising, Marketing Communications, Marketing, Social Media, Online Marketing
Education
Northeastern Illinois University 2004 — 2008
Primary Education
Susan (Casey) Stone Susan (Casey) Stone's Houlihan Lokey Howard & Zukin Experience February 2005 - October 2009
Job Founder/CEO at Sierra Wasatch Capital
Industry Venture Capital & Private Equity
Experience
Sierra Wasatch Capital September 2014 - Present
IRIS.TV March 2015 - Present
Riverhorse Investments, Inc. August 2010 - Present
Thumzap March 2014 - Present
Ubiquitous Energy, Inc. March 2014 - Present
Park City Mountain Resort October 2009 - March 2012
Houlihan Lokey Howard & Zukin February 2005 - October 2009
JPMorgan August 2000 - February 2005
Education
Georgetown University 1998 — 2000
MBA, Finance, General
Yale University 1992 — 1996
BA, Economics
Sierra Wasatch Capital September 2014 - Present
IRIS.TV March 2015 - Present
Riverhorse Investments, Inc. August 2010 - Present
Thumzap March 2014 - Present
Ubiquitous Energy, Inc. March 2014 - Present
Park City Mountain Resort October 2009 - March 2012
Houlihan Lokey Howard & Zukin February 2005 - October 2009
JPMorgan August 2000 - February 2005
Education
Georgetown University 1998 — 2000
MBA, Finance, General
Yale University 1992 — 1996
BA, Economics
Benjamin Levy's Houlihan Lokey Howard & Zukin Experience April 2005 - December 2007
Job CoFounder at BootstrapLabs
Industry Venture Capital & Private Equity
Experience
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
Kevin DeSanto Kevin DeSanto's Houlihan Lokey Howard & Zukin Experience July 1998 - April 2007
Job Experienced M&A advisor to leading aerospace, defense, government and technology companies
Industry Investment Banking
Experience
KippsDeSanto & Co. May 2007 - Present
MissionLink September 2010 - Present
Community Foundation for Northern Virginia July 2010 - Present
Houlihan Lokey Howard & Zukin July 1998 - April 2007
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Leadership, Financial Modeling, Management, Executive Management, Finance, Entrepreneurship, Business Strategy, Mergers, Investment Banking, Start-ups, Valuation, Analysis, Venture Capital, Strategic Planning, Corporate Development, Private Equity, Business Valuation, Fairness Opinions, Business Development, Capital Markets, Financial Analysis, LBO, Management Consulting, Structured Finance, Institutional Investors, Strategic Partnerships, Corporate Finance, Buyouts, M&A experience
Education
Georgetown University - The McDonough School of Business 1994 — 1998
BSBA, Finance
KippsDeSanto & Co. May 2007 - Present
MissionLink September 2010 - Present
Community Foundation for Northern Virginia July 2010 - Present
Houlihan Lokey Howard & Zukin July 1998 - April 2007
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Leadership, Financial Modeling, Management, Executive Management, Finance, Entrepreneurship, Business Strategy, Mergers, Investment Banking, Start-ups, Valuation, Analysis, Venture Capital, Strategic Planning, Corporate Development, Private Equity, Business Valuation, Fairness Opinions, Business Development, Capital Markets, Financial Analysis, LBO, Management Consulting, Structured Finance, Institutional Investors, Strategic Partnerships, Corporate Finance, Buyouts, M&A experience
Education
Georgetown University - The McDonough School of Business 1994 — 1998
BSBA, Finance
Shelley Rygg, PMP, CSM's Houlihan Lokey Howard & Zukin Experience 2002 - 2008
Job Enterprise Application Management Professional
Industry Information Technology and Services
Experience
L.A. Care Health Plan January 2013 - Present
Guthy Renker January 2012 - October 2012
DaVita 2010 - January 2012
Houlihan Lokey Howard & Zukin 2002 - 2008
Kemper Insurance 2001 - 2002
IBM (Formerly Candle Corp.) 1994 - 2001
DMR Management 1993 - 1994
Skills
Integration, Project Management, SharePoint, SDLC, Business Process, Business Analysis, Software Development, Business Intelligence, Management, Vendor Management, Corporate Systems, Enterprise Software, Enterprise Architecture, CRM, ERP Software, Databases, Program Management, Leadership, Microsoft SQL Server, PMP, MS Project, Visio, Solution Architecture, Contract Management, Project Portfolio..., Process Improvement, Product Management, Resource Management, Software Project..., SaaS, Application Architecture, Oracle, IT Strategy, Learning Management..., Database Design, Business Process..., Sarbanes-Oxley, Team Leadership, Change Management, ITIL, Cross-functional Team..., Agile Methodologies, Consulting, Disaster Recovery, Requirements Analysis, Cloud Computing, IT Management
Education
Brigham Young University
BA
University of California, Los Angeles
Computer Science, Real Estate, Business
L.A. Care Health Plan January 2013 - Present
Guthy Renker January 2012 - October 2012
DaVita 2010 - January 2012
Houlihan Lokey Howard & Zukin 2002 - 2008
Kemper Insurance 2001 - 2002
IBM (Formerly Candle Corp.) 1994 - 2001
DMR Management 1993 - 1994
Skills
Integration, Project Management, SharePoint, SDLC, Business Process, Business Analysis, Software Development, Business Intelligence, Management, Vendor Management, Corporate Systems, Enterprise Software, Enterprise Architecture, CRM, ERP Software, Databases, Program Management, Leadership, Microsoft SQL Server, PMP, MS Project, Visio, Solution Architecture, Contract Management, Project Portfolio..., Process Improvement, Product Management, Resource Management, Software Project..., SaaS, Application Architecture, Oracle, IT Strategy, Learning Management..., Database Design, Business Process..., Sarbanes-Oxley, Team Leadership, Change Management, ITIL, Cross-functional Team..., Agile Methodologies, Consulting, Disaster Recovery, Requirements Analysis, Cloud Computing, IT Management
Education
Brigham Young University
BA
University of California, Los Angeles
Computer Science, Real Estate, Business
Neerav Shah Neerav Shah's Houlihan Lokey Howard & Zukin Experience 2005 - 2008
Job Delivering New Business Development & Driving Client Program Expansion
Industry Information Technology and Services
Experience
PRO Unlimited 2012 - Present
Rhodium Partners 2008 - Present
Houlihan Lokey Howard & Zukin 2005 - 2008
Oracle 1998 - 2001
Ernst & Young Management Consulting 1996 - 1998
City Year 1995 - 1996
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Michigan - Gerald R. Ford School of Public Policy
MPP
University of California, Berkeley
BS
Whitney
PRO Unlimited 2012 - Present
Rhodium Partners 2008 - Present
Houlihan Lokey Howard & Zukin 2005 - 2008
Oracle 1998 - 2001
Ernst & Young Management Consulting 1996 - 1998
City Year 1995 - 1996
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Michigan - Gerald R. Ford School of Public Policy
MPP
University of California, Berkeley
BS
Whitney
Gregory Kim Gregory Kim's Houlihan Lokey Howard & Zukin Experience July 1997 - August 2000
Job Slickdeals is the web's largest dealsharing community & app. We're Hiring!
Industry Internet
Experience
What is Slickdeals and How is it Different? November 2012 - Present
Slickdeals, LLC November 2012 - Present
AnyMeeting March 2012 - Present
Sabbatical July 2012 - November 2012
Savings.com / savoo.co.uk (acquired by Cox Target Media) October 2009 - June 2012
People Media (acquired by Match.com/InterActiveCorp) November 2007 - October 2009
LowerMyBills.com (acquired by Experian) May 2003 - November 2007
Houlihan Lokey Howard & Zukin July 1997 - August 2000
Skills
Strategic Planning, Start-ups, Mobile, Mergers, Customer Acquisition, SEM, Affiliate Marketing, Product Management, Strategic Partnerships, Product Marketing, PPC, E-commerce, Direct Marketing, Web Analytics, Online Marketing, Email Marketing, Digital Media, Marketing Strategy, Product Development, Interactive Marketing, Lead Generation, Multi-channel Marketing, Competitive Analysis, Digital Marketing, Online Advertising, SEO, Business Strategy, Digital Strategy, P&L Management, Google Adwords, Google Analytics, Strategy Development, Market Research, Social Media, Mobile Devices, Strategy, Marketing, Social Media Marketing, Analytics, Mergers & Acquisitions, Entrepreneurship, Business Development, New Media, Advertising, CRM, Management, New Business Development, B2B, Mobile Marketing, Executive Management
Education
UCLA Anderson School of Management 2000 — 2002
MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BS
Harvard-Westlake School 1987 — 1993
What is Slickdeals and How is it Different? November 2012 - Present
Slickdeals, LLC November 2012 - Present
AnyMeeting March 2012 - Present
Sabbatical July 2012 - November 2012
Savings.com / savoo.co.uk (acquired by Cox Target Media) October 2009 - June 2012
People Media (acquired by Match.com/InterActiveCorp) November 2007 - October 2009
LowerMyBills.com (acquired by Experian) May 2003 - November 2007
Houlihan Lokey Howard & Zukin July 1997 - August 2000
Skills
Strategic Planning, Start-ups, Mobile, Mergers, Customer Acquisition, SEM, Affiliate Marketing, Product Management, Strategic Partnerships, Product Marketing, PPC, E-commerce, Direct Marketing, Web Analytics, Online Marketing, Email Marketing, Digital Media, Marketing Strategy, Product Development, Interactive Marketing, Lead Generation, Multi-channel Marketing, Competitive Analysis, Digital Marketing, Online Advertising, SEO, Business Strategy, Digital Strategy, P&L Management, Google Adwords, Google Analytics, Strategy Development, Market Research, Social Media, Mobile Devices, Strategy, Marketing, Social Media Marketing, Analytics, Mergers & Acquisitions, Entrepreneurship, Business Development, New Media, Advertising, CRM, Management, New Business Development, B2B, Mobile Marketing, Executive Management
Education
UCLA Anderson School of Management 2000 — 2002
MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BS
Harvard-Westlake School 1987 — 1993
Rob Trippe's Houlihan Lokey Howard & Zukin Experience 1994 - 1994
Job Corporate Finance Project Manager
Industry Financial Services
Experience
Corporate Finance January 2009 - Present
Dealertrack Technologies September 2011 - January 2012
Hertz Corporation May 2003 - 2007
Hertz Corporation 2000 - 2003
DAK Investment Banking January 1998 - December 1999
Sports Capital Management January 1995 - December 1998
Houlihan Lokey Howard & Zukin 1994 - 1994
Skills
Corporate Finance, Strategic Planning, Management, Financial Modeling, Valuation, Cost Of Capital, Mergers & Acquisitions, Financial Analysis, Cash Flow Forecasting, Due Diligence, Negotiation, Forecasting, Financial Forecasting, Consulting, Investment Banking, Private Equity, Acquisitions, Cash Flow
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
University of Maine, Orono
Bachelor's Degree, Business Administration and Management, General
The Episcopal Academy
Corporate Finance January 2009 - Present
Dealertrack Technologies September 2011 - January 2012
Hertz Corporation May 2003 - 2007
Hertz Corporation 2000 - 2003
DAK Investment Banking January 1998 - December 1999
Sports Capital Management January 1995 - December 1998
Houlihan Lokey Howard & Zukin 1994 - 1994
Skills
Corporate Finance, Strategic Planning, Management, Financial Modeling, Valuation, Cost Of Capital, Mergers & Acquisitions, Financial Analysis, Cash Flow Forecasting, Due Diligence, Negotiation, Forecasting, Financial Forecasting, Consulting, Investment Banking, Private Equity, Acquisitions, Cash Flow
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
University of Maine, Orono
Bachelor's Degree, Business Administration and Management, General
The Episcopal Academy
Vince Childers, CFA Vince Childers, CFA's Houlihan Lokey Howard & Zukin Experience July 2005 - February 2007
Job SVP, Portfolio Manager, Real Assets at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers August 2013 - Present
AllianceBernstein February 2007 - August 2013
Houlihan Lokey Howard & Zukin July 2005 - February 2007
AllianceBernstein November 2000 - April 2003
Skills
Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Accounting, Quantitative Methods
Vanderbilt University 1995 — 1998
B.S., Human and Organizational Development
Cohen & Steers August 2013 - Present
AllianceBernstein February 2007 - August 2013
Houlihan Lokey Howard & Zukin July 2005 - February 2007
AllianceBernstein November 2000 - April 2003
Skills
Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Accounting, Quantitative Methods
Vanderbilt University 1995 — 1998
B.S., Human and Organizational Development
Duane Beaudot Duane Beaudot's Houlihan Lokey Howard & Zukin Experience March 2003 - September 2004
Job Creative Director at AlphaMed Press
Industry Publishing
Experience
AlphaMed Press January 2005 - Present
Houlihan Lokey Howard & Zukin March 2003 - September 2004
Professional Staffing Group & Creative Group June 2000 - February 2003
Skills
Brochures, Banner Ads, Design logos, Corporate Branding, Posters, Display Advertising, Expositions, Presentations, Digital Media, Social Media, Media Planning, Interactive Advertising, Magazine Layout Design, Scientific Journals, Email Marketing, Website Promotion, Journal Promotion, Adobe Creative Suite, Dreamweaver, Flash, Microsoft Office, QuarkXPress, Ray Dream 3D, Joomla, Graphic Design, Image Manipulation
Education
Dakota State University 1996 — 2000
Bachelor of Arts (B.A.), Marketing and Computer Graphics
AlphaMed Press January 2005 - Present
Houlihan Lokey Howard & Zukin March 2003 - September 2004
Professional Staffing Group & Creative Group June 2000 - February 2003
Skills
Brochures, Banner Ads, Design logos, Corporate Branding, Posters, Display Advertising, Expositions, Presentations, Digital Media, Social Media, Media Planning, Interactive Advertising, Magazine Layout Design, Scientific Journals, Email Marketing, Website Promotion, Journal Promotion, Adobe Creative Suite, Dreamweaver, Flash, Microsoft Office, QuarkXPress, Ray Dream 3D, Joomla, Graphic Design, Image Manipulation
Education
Dakota State University 1996 — 2000
Bachelor of Arts (B.A.), Marketing and Computer Graphics
Alex Fisch Alex Fisch's Houlihan Lokey Howard & Zukin Experience July 1999 - July 2005
Job SVP Capital Markets at Southern Land Company
Industry Real Estate
Experience
Southern Land Company April 2015 - Present
Guggenheim Securities June 2013 - April 2015
Morgan Joseph August 2008 - June 2013
Alvarez & Marsal Corporate Finance September 2007 - August 2008
Southern Land Company August 2005 - August 2007
Houlihan Lokey Howard & Zukin July 1999 - July 2005
GWB (USA) Inc. May 1998 - July 1999
KPMG October 1995 - May 1998
Skills
Financial Restructuring, M&A, Debt Financing, Financial Advisory, Valuation, Investment Banking
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics
Southern Land Company April 2015 - Present
Guggenheim Securities June 2013 - April 2015
Morgan Joseph August 2008 - June 2013
Alvarez & Marsal Corporate Finance September 2007 - August 2008
Southern Land Company August 2005 - August 2007
Houlihan Lokey Howard & Zukin July 1999 - July 2005
GWB (USA) Inc. May 1998 - July 1999
KPMG October 1995 - May 1998
Skills
Financial Restructuring, M&A, Debt Financing, Financial Advisory, Valuation, Investment Banking
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics
Ben Suppe's Houlihan Lokey Howard & Zukin Experience August 1996 - July 1999
Job Founding CFO at Slice Technologies, Inc
Industry Internet
Experience
Slice Technologies, Inc April 2015 - Present
Slice Technologies, Inc 2010 - March 2015
Palia Partners 2008 - 2009
FiberTower Corporation June 2001 - June 2007
Houlihan Lokey Howard & Zukin August 1996 - July 1999
Education
Stanford Business School 1999 — 2001
MBA
Pomona College 1988 — 1992
BA, International Relations
Slice Technologies, Inc April 2015 - Present
Slice Technologies, Inc 2010 - March 2015
Palia Partners 2008 - 2009
FiberTower Corporation June 2001 - June 2007
Houlihan Lokey Howard & Zukin August 1996 - July 1999
Education
Stanford Business School 1999 — 2001
MBA
Pomona College 1988 — 1992
BA, International Relations
Christine Lutterloh Christine Lutterloh's Houlihan Lokey Howard & Zukin Experience August 2004 - May 2007
Job at Piedmont Investment Advisors
Industry Retail
Experience
Patheon July 2014 - Present
Piedmont Investment Advisors January 2010 - June 2014
The Body Shop August 2008 - January 2010
Talecris Biotherapeutics, Inc. May 2007 - August 2008
Houlihan Lokey Howard & Zukin August 2004 - May 2007
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SAP, Event Planning, Customer Service, Asset Management, Concur, Notary Public
Education
Apex School of Theology 2012 — 2016
Bachelor's Degree, Theology/Theological Studies, 3.5
Borough of Manhattan Community College 1995 — 1996
Patheon July 2014 - Present
Piedmont Investment Advisors January 2010 - June 2014
The Body Shop August 2008 - January 2010
Talecris Biotherapeutics, Inc. May 2007 - August 2008
Houlihan Lokey Howard & Zukin August 2004 - May 2007
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SAP, Event Planning, Customer Service, Asset Management, Concur, Notary Public
Education
Apex School of Theology 2012 — 2016
Bachelor's Degree, Theology/Theological Studies, 3.5
Borough of Manhattan Community College 1995 — 1996
Terry Coleman Terry Coleman's Houlihan Lokey Howard & Zukin Experience 1994 - 1997
Job Executive Director, Capital Markets at CoBank
Industry Management Consulting
Experience
CoBank October 2010 - April 2012
Arc Advisory LLC June 2010 - October 2010
AlixPartners February 2009 - May 2010
Penthouse Movers 2004 - November 2008
Republic Financial Corporation 2004 - 2008
Water Tower Capital, LLC 2002 - 2004
Madison Capital Management 2001 - 2002
PPM America 1997 - 2001
Houlihan Lokey Howard & Zukin 1994 - 1997
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Indiana University Bloomington 1989 — 1994
BS
University of Wollongong 1992 — 1992
CoBank October 2010 - April 2012
Arc Advisory LLC June 2010 - October 2010
AlixPartners February 2009 - May 2010
Penthouse Movers 2004 - November 2008
Republic Financial Corporation 2004 - 2008
Water Tower Capital, LLC 2002 - 2004
Madison Capital Management 2001 - 2002
PPM America 1997 - 2001
Houlihan Lokey Howard & Zukin 1994 - 1997
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Indiana University Bloomington 1989 — 1994
BS
University of Wollongong 1992 — 1992
Matthew M. Choi's Houlihan Lokey Howard & Zukin Experience 2005 - 2006
Job Real Estate Private Equity
Industry Venture Capital & Private Equity
Experience
Torchlight Investors 2014 - Present
Cerberus Capital Management 2013 - 2014
GreenOak Real Estate 2011 - 2013
Macquarie Capital 2008 - 2009
Credit Suisse 2006 - 2008
Houlihan Lokey Howard & Zukin 2005 - 2006
Skills
Real Estate Private..., Commercial Real Estate, Distressed Debt, Capital Markets, Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers & Acquisitions, Real Estate Economics, Investments, Venture Capital, Due Diligence, Corporate Development, Real Estate, Financial Modeling, Finance, Entrepreneurship, Asset Management, Financial Analysis, DCF, Acquisitions, Structured Finance, Leveraged Finance, Financial Structuring, Business Valuation, Investment Properties, Equities, Investor Relations, M&A experience, Restructuring, Real Estate Development, Joint Ventures, Alternative Investments, Private Placements, Portfolio Management, Banking, Management, Hedge Funds, Strategy
Education
Columbia University in the City of New York
Master's Degree, Real Estate Development, 4.0/4.0
University of California, Los Angeles
Bachelor's Degree, Business-Economics, Minor in Accounting, 3.7/4.0
Torchlight Investors 2014 - Present
Cerberus Capital Management 2013 - 2014
GreenOak Real Estate 2011 - 2013
Macquarie Capital 2008 - 2009
Credit Suisse 2006 - 2008
Houlihan Lokey Howard & Zukin 2005 - 2006
Skills
Real Estate Private..., Commercial Real Estate, Distressed Debt, Capital Markets, Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers & Acquisitions, Real Estate Economics, Investments, Venture Capital, Due Diligence, Corporate Development, Real Estate, Financial Modeling, Finance, Entrepreneurship, Asset Management, Financial Analysis, DCF, Acquisitions, Structured Finance, Leveraged Finance, Financial Structuring, Business Valuation, Investment Properties, Equities, Investor Relations, M&A experience, Restructuring, Real Estate Development, Joint Ventures, Alternative Investments, Private Placements, Portfolio Management, Banking, Management, Hedge Funds, Strategy
Education
Columbia University in the City of New York
Master's Degree, Real Estate Development, 4.0/4.0
University of California, Los Angeles
Bachelor's Degree, Business-Economics, Minor in Accounting, 3.7/4.0
Eric Steager's Houlihan Lokey Howard & Zukin Experience 1999 - 2000
Job Director, Corporate Development & Innovation at Independence Blue Cross
Industry Venture Capital & Private Equity
Experience
Independence Blue Cross January 2012 - Present
GetWellGabby Foundation April 2012 - Present
Drexel University February 2013 - Present
GPX Enterprises 2007 - 2011
Safeguard Scientifics 2004 - 2007
Ankaa Capital Partners 2003 - 2004
BANC ONE CAPITAL MARKETS 2000 - 2003
Houlihan Lokey Howard & Zukin 1999 - 2000
Ernst & Young 1996 - 1999
Capital Valuation Group 1993 - 1996
Skills
Venture Capital, Mergers, Due Diligence, Negotiation, Valuation, Leveraged Finance, Buyouts, Private Equity, Financial Modeling, Corporate Development, Business Valuation, Investment Banking, Deal Structuring, M&A experience, Financial Analysis, Healthcare, Industrials, Start-ups, Business Strategy, Growth Capital, Strategy Development, Entrepreneurship, Business Planning, Strategic Planning, Alternative Investments, Corporate Governance, Corporate Finance, Mergers & Acquisitions, Strategy
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Drexel University 1988 — 1993
BS, Finance
Independence Blue Cross January 2012 - Present
GetWellGabby Foundation April 2012 - Present
Drexel University February 2013 - Present
GPX Enterprises 2007 - 2011
Safeguard Scientifics 2004 - 2007
Ankaa Capital Partners 2003 - 2004
BANC ONE CAPITAL MARKETS 2000 - 2003
Houlihan Lokey Howard & Zukin 1999 - 2000
Ernst & Young 1996 - 1999
Capital Valuation Group 1993 - 1996
Skills
Venture Capital, Mergers, Due Diligence, Negotiation, Valuation, Leveraged Finance, Buyouts, Private Equity, Financial Modeling, Corporate Development, Business Valuation, Investment Banking, Deal Structuring, M&A experience, Financial Analysis, Healthcare, Industrials, Start-ups, Business Strategy, Growth Capital, Strategy Development, Entrepreneurship, Business Planning, Strategic Planning, Alternative Investments, Corporate Governance, Corporate Finance, Mergers & Acquisitions, Strategy
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Drexel University 1988 — 1993
BS, Finance
Hector G. Calzada, Jr.'s Houlihan Lokey Howard & Zukin Experience July 2002 — August 2008
Job Managing Director at Deloitte Corporate Finance LLC
Industry Financial Services
Experience
Deloitte Transactions & Business Analytics LLC August 2008 — Present
Deloitte Corporate Finance LLC 2008 — Present
Houlihan Lokey Howard & Zukin July 2002 — August 2008
InteCap, Inc. 1998 — 2002
Peterson Consulting 1992 — 1998
Skills
Restructuring, Mergers, Healthcare, Valuation, Investment Banking, Strategy, Lifesciences, Pharmaceutical Industry, Fairness Opinions, Fair Market Value, Board Advisory Services, Cross-border..., Mergers & Acquisitions, Financial Advisory, Joint Ventures, M&A experience, Private Equity, Structured Finance, Corporate Governance, Venture Capital, Executive Management, Start-ups, Financial Modeling, Divestitures, Business Valuation, Acquisitions
Education
Florida International University - College of Business 1990 — 1991
MBA
Tulane University - A.B. Freeman School of Business 1985 — 1987
BS Management (Finance)
Tulane University 1983 — 1987
BS Management (Finance)
Deloitte Transactions & Business Analytics LLC August 2008 — Present
Deloitte Corporate Finance LLC 2008 — Present
Houlihan Lokey Howard & Zukin July 2002 — August 2008
InteCap, Inc. 1998 — 2002
Peterson Consulting 1992 — 1998
Skills
Restructuring, Mergers, Healthcare, Valuation, Investment Banking, Strategy, Lifesciences, Pharmaceutical Industry, Fairness Opinions, Fair Market Value, Board Advisory Services, Cross-border..., Mergers & Acquisitions, Financial Advisory, Joint Ventures, M&A experience, Private Equity, Structured Finance, Corporate Governance, Venture Capital, Executive Management, Start-ups, Financial Modeling, Divestitures, Business Valuation, Acquisitions
Education
Florida International University - College of Business 1990 — 1991
MBA
Tulane University - A.B. Freeman School of Business 1985 — 1987
BS Management (Finance)
Tulane University 1983 — 1987
BS Management (Finance)
Tina Gaines's Houlihan Lokey Howard & Zukin Experience March 2004 - June 2006
Job Executive Administrative Assistant at Wilson Meany
Industry Real Estate
Experience
Wilson Meany August 2013 - Present
ARCH Land Development, LLC May 2007 - June 2013
ICON Property Management, LLC May 2007 - June 2013
Houlihan Lokey Howard & Zukin March 2004 - June 2006
PROMAX&BDA 1998 - 2003
Skills
Office Management, Property Management, Event Planning, Event Management, Marketing, Project Management, Customer Service, Management, QuickBooks, Rent Collection, Research, Budgets, Leadership, Financial Analysis, Social Networking, Contract Negotiation, Negotiation, Public Relations, Social Media, Marketing Strategy
Education
Pepperdine University 1992 — 1996
Sports Medicine
Westridge School for Girls 1990 — 1992
High School Diploma
Pilgrim School 1979 — 1989
Wilson Meany August 2013 - Present
ARCH Land Development, LLC May 2007 - June 2013
ICON Property Management, LLC May 2007 - June 2013
Houlihan Lokey Howard & Zukin March 2004 - June 2006
PROMAX&BDA 1998 - 2003
Skills
Office Management, Property Management, Event Planning, Event Management, Marketing, Project Management, Customer Service, Management, QuickBooks, Rent Collection, Research, Budgets, Leadership, Financial Analysis, Social Networking, Contract Negotiation, Negotiation, Public Relations, Social Media, Marketing Strategy
Education
Pepperdine University 1992 — 1996
Sports Medicine
Westridge School for Girls 1990 — 1992
High School Diploma
Pilgrim School 1979 — 1989
Chris Hebble's Houlihan Lokey Howard & Zukin Experience 2000 - 2004
Job Managing Director at Houlihan Lokey
Industry Venture Capital & Private Equity
Experience
Houlihan Lokey September 2015 - Present
Cerberus March 2007 - September 2015
Caltius September 2004 - February 2007
Houlihan Lokey Howard & Zukin 2000 - 2004
Skills
Mergers, LBO, Equities, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Executive Management, Entrepreneurship, Strategy, Corporate Law, Mezzanine, Loans, Restructuring, Finance, Recapitalizations, Private Equity, Private Placements, Venture Capital, Leveraged Lending, Corporate Development, Business Valuation, Due Diligence, Management, Start-ups, Investment Banking, Joint Ventures, Insurance, Valuation
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
University of Southern California 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Civil Engineering
Highland Park High School 1984 — 1988
Houlihan Lokey September 2015 - Present
Cerberus March 2007 - September 2015
Caltius September 2004 - February 2007
Houlihan Lokey Howard & Zukin 2000 - 2004
Skills
Mergers, LBO, Equities, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Executive Management, Entrepreneurship, Strategy, Corporate Law, Mezzanine, Loans, Restructuring, Finance, Recapitalizations, Private Equity, Private Placements, Venture Capital, Leveraged Lending, Corporate Development, Business Valuation, Due Diligence, Management, Start-ups, Investment Banking, Joint Ventures, Insurance, Valuation
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
University of Southern California 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Civil Engineering
Highland Park High School 1984 — 1988
Will Palmer's Houlihan Lokey Howard & Zukin Experience July 2004 - July 2006
Job Director at Crestline Investors, Inc.
Industry Investment Banking
Experience
Crestline Investors, Inc. April 2015 - Present
Goldman Sachs August 2006 - March 2015
Houlihan Lokey Howard & Zukin July 2004 - July 2006
Q Investments September 2003 - May 2004
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Due Diligence, DCF, Alternative Investments, Recapitalizations, Asset Managment
Education
Texas Christian University 2000 — 2004
BBA
Arlington Heights High School 1996 — 2000
Crestline Investors, Inc. April 2015 - Present
Goldman Sachs August 2006 - March 2015
Houlihan Lokey Howard & Zukin July 2004 - July 2006
Q Investments September 2003 - May 2004
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Due Diligence, DCF, Alternative Investments, Recapitalizations, Asset Managment
Education
Texas Christian University 2000 — 2004
BBA
Arlington Heights High School 1996 — 2000
Paul T. Hooper's Houlihan Lokey Howard & Zukin Experience May 2000 - September 2001
Job Alvarez & Marsal
Industry Capital Markets
Experience
Alvarez & Marsal March 2009 - Present
Citigroup Global Markets August 2005 - May 2008
Loughlin Meghji & Company February 2003 - August 2005
BNP Paribas September 2001 - December 2002
Houlihan Lokey Howard & Zukin May 2000 - September 2001
Ernst & Young Corporate Finance June 1998 - May 2000
Skills
Financial Modeling, Valuation, Private Equity, Capital Markets, Mergers & Acquisitions, Investments, Fixed Income, Restructuring, Portfolio Management, Due Diligence, Credit Analysis, Leveraged Finance, Financial Analysis, High Yield, Fixed Income Analysis, Corporate Finance, Budget Process, Debt Restructuring, Finance, Fixed Income Research
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
New York University - Leonard N. Stern School of Business
BS, Finance/Economics (double major)
Prospect High School
Alvarez & Marsal March 2009 - Present
Citigroup Global Markets August 2005 - May 2008
Loughlin Meghji & Company February 2003 - August 2005
BNP Paribas September 2001 - December 2002
Houlihan Lokey Howard & Zukin May 2000 - September 2001
Ernst & Young Corporate Finance June 1998 - May 2000
Skills
Financial Modeling, Valuation, Private Equity, Capital Markets, Mergers & Acquisitions, Investments, Fixed Income, Restructuring, Portfolio Management, Due Diligence, Credit Analysis, Leveraged Finance, Financial Analysis, High Yield, Fixed Income Analysis, Corporate Finance, Budget Process, Debt Restructuring, Finance, Fixed Income Research
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
New York University - Leonard N. Stern School of Business
BS, Finance/Economics (double major)
Prospect High School
Lee Shepard's Houlihan Lokey Howard & Zukin Experience July 1988 - May 2005
Job
Industry Law Practice
Experience
Morrison & Foerster LLP May 2008 - Present
Davis Polk & Wardwell October 2006 - April 2008
Houlihan Lokey Howard & Zukin July 1988 - May 2005
Merrill Lynch Capital Markets May 1987 - August 1987
Pacific Gas & Electric July 1985 - August 1986
International Data Corporation May 1984 - August 1984
Westinghouse Electric Company 1982 - 1984
Skills
Mergers, Venture Capital, Restructuring, Private Equity, Mergers, Intellectual Property, Due Diligence, Corporate Law, Corporate Governance, Contract Negotiation
Education
University of California, Hastings College of the Law 2003 — 2006
Carnegie Mellon University - Tepper School of Business 1986 — 1988
M.S.I.A.
Carnegie Mellon University 1981 — 1985
B.S.
Greenwich High School 1979 — 1982
Morrison & Foerster LLP May 2008 - Present
Davis Polk & Wardwell October 2006 - April 2008
Houlihan Lokey Howard & Zukin July 1988 - May 2005
Merrill Lynch Capital Markets May 1987 - August 1987
Pacific Gas & Electric July 1985 - August 1986
International Data Corporation May 1984 - August 1984
Westinghouse Electric Company 1982 - 1984
Skills
Mergers, Venture Capital, Restructuring, Private Equity, Mergers, Intellectual Property, Due Diligence, Corporate Law, Corporate Governance, Contract Negotiation
Education
University of California, Hastings College of the Law 2003 — 2006
Carnegie Mellon University - Tepper School of Business 1986 — 1988
M.S.I.A.
Carnegie Mellon University 1981 — 1985
B.S.
Greenwich High School 1979 — 1982
Alexis Borden's Houlihan Lokey Howard & Zukin Experience March 2005 - August 2008
Job
Industry Investment Banking
Experience
Citigroup July 2010 - Present
Marsh & McLennan Companies, Inc. June 2009 - August 2009
Houlihan Lokey Howard & Zukin March 2005 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Pennsylvania
BA
Citigroup July 2010 - Present
Marsh & McLennan Companies, Inc. June 2009 - August 2009
Houlihan Lokey Howard & Zukin March 2005 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Pennsylvania
BA
Altaf Mackeen's Houlihan Lokey Howard & Zukin Experience 2003 - 2006
Job Vice President High Yield and Special Situations at Five Island Asset Management (Harbinger Group Inc.)
Industry Financial Services
Experience
Five Island Asset Management (Harbinger Group Inc.) 2013 - Present
Harbinger Capital Partners 2010 - 2013
Sankaty Advisors 2006 - 2008
Houlihan Lokey Howard & Zukin 2003 - 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, Due Diligence, Investments, Equities, Capital Markets, Analysis, Financial Analysis, Fixed Income
Education
University of Pennsylvania 1999 — 2003
Bachelor's Degree, International Studies & Business (Dual Degree) - Huntsman Program
Five Island Asset Management (Harbinger Group Inc.) 2013 - Present
Harbinger Capital Partners 2010 - 2013
Sankaty Advisors 2006 - 2008
Houlihan Lokey Howard & Zukin 2003 - 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, Due Diligence, Investments, Equities, Capital Markets, Analysis, Financial Analysis, Fixed Income
Education
University of Pennsylvania 1999 — 2003
Bachelor's Degree, International Studies & Business (Dual Degree) - Huntsman Program
Tigran Sinanyan's Houlihan Lokey Howard & Zukin Experience 2004 - 2005
Job VP Finance at MediaAlpha
Industry Internet
Experience
MediaAlpha, LLC January 2013 - Present
Oversee.net October 2007 - March 2012
Lexicon Marketing October 2005 - October 2007
Houlihan Lokey Howard & Zukin 2004 - 2005
Skills
Corporate Finance, Corporate Development, Financial Modeling, Business Strategy, Business Analysis, Business Development, Internet, Entrepreneurship, Credit Cards, Online Lead Generation, Direct Marketing, Performance Based..., Valuation, Financial Analysis, Due Diligence, SEM, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2000 — 2004
Burbank High School 1996 — 2000
MediaAlpha, LLC January 2013 - Present
Oversee.net October 2007 - March 2012
Lexicon Marketing October 2005 - October 2007
Houlihan Lokey Howard & Zukin 2004 - 2005
Skills
Corporate Finance, Corporate Development, Financial Modeling, Business Strategy, Business Analysis, Business Development, Internet, Entrepreneurship, Credit Cards, Online Lead Generation, Direct Marketing, Performance Based..., Valuation, Financial Analysis, Due Diligence, SEM, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2000 — 2004
Burbank High School 1996 — 2000
Bo Leung's Houlihan Lokey Howard & Zukin Experience 2002 - 2004
Job Director, Finance at Ross Stores, Inc.
Industry Retail
Experience
Ross Stores, Inc. January 2014 - Present
Intuit April 2013 - December 2013
Ross Stores August 2009 - April 2013
Passport Capital June 2008 - August 2008
American Capital September 2004 - May 2007
Houlihan Lokey Howard & Zukin 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Investments, Private Equity, Software Implementation, Project Management, Workforce Management, Workforce Planning, Strategic Analytics, Valuation, Business Strategy, Strategy, Product Management, Global Strategy, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Business
University of California, Los Angeles 1997 — 2002
Bachelors of Science, Business Economics
Ross Stores, Inc. January 2014 - Present
Intuit April 2013 - December 2013
Ross Stores August 2009 - April 2013
Passport Capital June 2008 - August 2008
American Capital September 2004 - May 2007
Houlihan Lokey Howard & Zukin 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Investments, Private Equity, Software Implementation, Project Management, Workforce Management, Workforce Planning, Strategic Analytics, Valuation, Business Strategy, Strategy, Product Management, Global Strategy, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Business
University of California, Los Angeles 1997 — 2002
Bachelors of Science, Business Economics
Jim Levitas's Houlihan Lokey Howard & Zukin Experience 1997 - 2000
Job Partner at Lion Equity
Industry Venture Capital & Private Equity
Experience
Lion Equity Partners November 2007 - Present
Platinum Equity 2000 - 2007
Houlihan Lokey Howard & Zukin 1997 - 2000
John Nuveen 1993 - 1995
Skills
Private Equity, Acquisition Integration, Capital, Buyouts, Entrepreneurship, Finance
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Northwestern University 1989 — 1993
Lion Equity Partners November 2007 - Present
Platinum Equity 2000 - 2007
Houlihan Lokey Howard & Zukin 1997 - 2000
John Nuveen 1993 - 1995
Skills
Private Equity, Acquisition Integration, Capital, Buyouts, Entrepreneurship, Finance
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Northwestern University 1989 — 1993
Mark Madrian's Houlihan Lokey Howard & Zukin Experience March 2007 - January 2009
Job Managing Director, Office Leader at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps January 2009 - Present
Houlihan Lokey Howard & Zukin March 2007 - January 2009
Ernst & Young LLP January 2000 - October 2005
Bearing Point 1999 - 2000
Arthur Andersen March 1995 - March 1996
US Treasury Department May 1993 - March 1995
U. S. Department of the Treasury, Office of Financial Institutions Policy 1993 - 1995
Federation of Tax Administrators 1991 - 1993
Skills
Corporate Finance, Business Valuation, Transfer Pricing, Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Finance, Tax, Restructuring, Investment Banking, Business Strategy, Start-ups, Economics, Mergers & Acquisitions, International Tax, Private Equity, Strategy
Education
The George Washington University 1991 — 1993
MPA, Finance & Management
Brigham Young University 1987 — 1991
B.A., Public Policy & Economics
Duff & Phelps January 2009 - Present
Houlihan Lokey Howard & Zukin March 2007 - January 2009
Ernst & Young LLP January 2000 - October 2005
Bearing Point 1999 - 2000
Arthur Andersen March 1995 - March 1996
US Treasury Department May 1993 - March 1995
U. S. Department of the Treasury, Office of Financial Institutions Policy 1993 - 1995
Federation of Tax Administrators 1991 - 1993
Skills
Corporate Finance, Business Valuation, Transfer Pricing, Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Finance, Tax, Restructuring, Investment Banking, Business Strategy, Start-ups, Economics, Mergers & Acquisitions, International Tax, Private Equity, Strategy
Education
The George Washington University 1991 — 1993
MPA, Finance & Management
Brigham Young University 1987 — 1991
B.A., Public Policy & Economics
Gabe Lewis's Houlihan Lokey Howard & Zukin Experience 2006 - 2009
Job Manager at Zolfo Cooper
Industry Investment Banking
Experience
Zolfo Cooper May 2014 - Present
Alvarez & Marsal 2012 - 2014
Jefferies & Company 2010 - September 2012
Houlihan Lokey Howard & Zukin 2006 - 2009
Aida Capital 2004 - 2006
Concordia Advisors 2003 - 2004
Skills
Credit Research, Equity Analysis, Restructuring, Distressed Debt, Trading, Risk Management, Portfolio Construction, Hedge Fund Manager..., Real Estate, Portfolio Management, Mergers & Acquisitions, Investments, Finance
Education
New York University
Bangor High School
Zolfo Cooper May 2014 - Present
Alvarez & Marsal 2012 - 2014
Jefferies & Company 2010 - September 2012
Houlihan Lokey Howard & Zukin 2006 - 2009
Aida Capital 2004 - 2006
Concordia Advisors 2003 - 2004
Skills
Credit Research, Equity Analysis, Restructuring, Distressed Debt, Trading, Risk Management, Portfolio Construction, Hedge Fund Manager..., Real Estate, Portfolio Management, Mergers & Acquisitions, Investments, Finance
Education
New York University
Bangor High School
Robert M. Gotto's Houlihan Lokey Howard & Zukin Experience 1995 - 1997
Job CFO, Corp Dev
Industry Executive Office
Experience
Zayo Group 2011 - 2015
Viridian Investment Partners, L.P. January 2008 - December 2010
One Communications Corp. 2006 - 2007
Conversent Communications 2001 - 2006
Fanch Communications 1998 - 2000
Houlihan Lokey Howard & Zukin 1995 - 1997
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Venture Capital, Corporate Finance, Corporate Development, Private Equity, Acquisition Integration, Start-ups, Strategy, Telecommunications, Mergers, Valuation, Accounting, CFOs, Capital Markets, Fiber Optics, Data Center, Towers, Sales Operations, Salesforce.com, Internal Audit, Financial Reporting, Working Capital..., Business Planning
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA
University of Denver 1990 — 1994
BSBA, Finance
East Jefferson HS (Metairie, LA) 1987 — 1990
Zayo Group 2011 - 2015
Viridian Investment Partners, L.P. January 2008 - December 2010
One Communications Corp. 2006 - 2007
Conversent Communications 2001 - 2006
Fanch Communications 1998 - 2000
Houlihan Lokey Howard & Zukin 1995 - 1997
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Venture Capital, Corporate Finance, Corporate Development, Private Equity, Acquisition Integration, Start-ups, Strategy, Telecommunications, Mergers, Valuation, Accounting, CFOs, Capital Markets, Fiber Optics, Data Center, Towers, Sales Operations, Salesforce.com, Internal Audit, Financial Reporting, Working Capital..., Business Planning
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA
University of Denver 1990 — 1994
BSBA, Finance
East Jefferson HS (Metairie, LA) 1987 — 1990
Pete Fitzpatrick's Houlihan Lokey Howard & Zukin Experience July 1998 - June 2000
Job Senior Vice President Group Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2013 - Present
Comerica Bank April 2012 - Present
Comerica Bank March 2010 - April 2012
PacTen Partners July 2006 - March 2010
Comerica Bank August 2002 - July 2006
OnAir.com 2001 - 2002
Houlihan Lokey Howard & Zukin July 1998 - June 2000
Skills
Equities, Loans, Credit, Banking, Due Diligence, Financial Analysis, Financial Risk, Risk Management, Commercial Mortgages, Credit Analysis, Portfolio Management, Capital Structure, Treasury Management, Finance, Mortgage Lending, Middle Market, Consumer Lending, Mergers & Acquisitions, Recapitalizations, Financial Services
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of California, Berkeley 1986 — 1991
BA, Industrial Policy
Miraleste High School 1982 — 1988
Comerica Bank April 2013 - Present
Comerica Bank April 2012 - Present
Comerica Bank March 2010 - April 2012
PacTen Partners July 2006 - March 2010
Comerica Bank August 2002 - July 2006
OnAir.com 2001 - 2002
Houlihan Lokey Howard & Zukin July 1998 - June 2000
Skills
Equities, Loans, Credit, Banking, Due Diligence, Financial Analysis, Financial Risk, Risk Management, Commercial Mortgages, Credit Analysis, Portfolio Management, Capital Structure, Treasury Management, Finance, Mortgage Lending, Middle Market, Consumer Lending, Mergers & Acquisitions, Recapitalizations, Financial Services
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of California, Berkeley 1986 — 1991
BA, Industrial Policy
Miraleste High School 1982 — 1988
Henry Chu's Houlihan Lokey Howard & Zukin Experience February 1997 - April 2000
Job Senior Vice President, Credit Analyst
Industry Investment Management
Experience
First Western Investment Management April 2005 - Present
Platinum Equity March 2003 - March 2004
GE Capital June 2002 - March 2003
Houlihan Lokey Howard & Zukin February 1997 - April 2000
Education
The University of Chicago Booth School of Business 2000 — 2002
M.B.A., Finance, Entrepreneurship
Claremont McKenna College 1993 — 1997
First Western Investment Management April 2005 - Present
Platinum Equity March 2003 - March 2004
GE Capital June 2002 - March 2003
Houlihan Lokey Howard & Zukin February 1997 - April 2000
Education
The University of Chicago Booth School of Business 2000 — 2002
M.B.A., Finance, Entrepreneurship
Claremont McKenna College 1993 — 1997
Chris Hannah's Houlihan Lokey Howard & Zukin Experience 2005 - 2008
Job Principal HS Holdings LLC
Industry Venture Capital & Private Equity
Experience
HS Holdings LLC August 2008 - Present
AMRAS Corporation August 2008 - Present
Impact Stamping May 2008 - Present
Houlihan Lokey Howard & Zukin 2005 - 2008
PricewaterhouseCoopers 2004 - 2005
KPMG 1998 - 2001
Skills
Mergers, Healthcare, Corporate Finance, Financial Modeling, Restructuring, Managerial Finance, Investments, Business Strategy, Due Diligence, Business Valuation, Private Equity, Banking, Strategic Financial..., LBO, Mergers & Acquisitions, Portfolio Management, Cross-functional Team..., Valuation, Financial Reporting, Divestitures, M&A experience, Investment Banking
Education
Rice University - Jesse H. Jones Graduate School of Business 2002 — 2004
MBA
Southwestern University 1991 — 1995
Bachelor of Arts (B.A.), Accounting
HS Holdings LLC August 2008 - Present
AMRAS Corporation August 2008 - Present
Impact Stamping May 2008 - Present
Houlihan Lokey Howard & Zukin 2005 - 2008
PricewaterhouseCoopers 2004 - 2005
KPMG 1998 - 2001
Skills
Mergers, Healthcare, Corporate Finance, Financial Modeling, Restructuring, Managerial Finance, Investments, Business Strategy, Due Diligence, Business Valuation, Private Equity, Banking, Strategic Financial..., LBO, Mergers & Acquisitions, Portfolio Management, Cross-functional Team..., Valuation, Financial Reporting, Divestitures, M&A experience, Investment Banking
Education
Rice University - Jesse H. Jones Graduate School of Business 2002 — 2004
MBA
Southwestern University 1991 — 1995
Bachelor of Arts (B.A.), Accounting
David Gelbard's Houlihan Lokey Howard & Zukin Experience June 2007 - August 2007
Job Assistant Vice President at Falcon Investment Advisors
Industry Financial Services
Experience
Falcon Investment Advisors August 2012 - Present
Credit Suisse July 2010 - August 2012
City Year New York September 2009 - July 2010
Credit Suisse February 2008 - January 2010
Houlihan Lokey Howard & Zukin June 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Investments, Corporate Finance, Equity Capital Markets, Capital, Financial Analysis, Due Diligence, Investment Banking, Bloomberg, Capital Markets
Education
Emory University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clarkstown High School North
Clarkstown High School North
Falcon Investment Advisors August 2012 - Present
Credit Suisse July 2010 - August 2012
City Year New York September 2009 - July 2010
Credit Suisse February 2008 - January 2010
Houlihan Lokey Howard & Zukin June 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Investments, Corporate Finance, Equity Capital Markets, Capital, Financial Analysis, Due Diligence, Investment Banking, Bloomberg, Capital Markets
Education
Emory University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clarkstown High School North
Clarkstown High School North
AJ Stahl's Houlihan Lokey Howard & Zukin Experience July 2007 - June 2009
Job High Yield Credit Analyst at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2012 - Present
Oaktree Capital Management August 2009 - September 2012
Houlihan Lokey Howard & Zukin July 2007 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Bloomberg, Investments, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Analysis, Venture Capital, Leveraged Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Accounting and Political Science
Goldman Sachs Asset Management September 2012 - Present
Oaktree Capital Management August 2009 - September 2012
Houlihan Lokey Howard & Zukin July 2007 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Bloomberg, Investments, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Analysis, Venture Capital, Leveraged Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Accounting and Political Science
Tina DiMeglio's Houlihan Lokey Howard & Zukin Experience January 2003 - December 2003
Job Event Producer / Designer ZOJO
Industry Events Services
Experience
ZOJO August 2006 - Present
Larry Abel Designs July 2006 - Present
Self-employed May 2006 - Present
Wizard Studios May 2006 - November 2007
Sequoia Productions October 2001 - May 2006
Houlihan Lokey Howard & Zukin January 2003 - December 2003
Trilegiant Corporation August 1999 - August 2001
Education
Fashion Institute of Technology 1994 — 1996
Bachelor, Marketing
Fashion Institute of Technology 1992 — 1994
Associate, Fashion Buying & Merchandising
ZOJO August 2006 - Present
Larry Abel Designs July 2006 - Present
Self-employed May 2006 - Present
Wizard Studios May 2006 - November 2007
Sequoia Productions October 2001 - May 2006
Houlihan Lokey Howard & Zukin January 2003 - December 2003
Trilegiant Corporation August 1999 - August 2001
Education
Fashion Institute of Technology 1994 — 1996
Bachelor, Marketing
Fashion Institute of Technology 1992 — 1994
Associate, Fashion Buying & Merchandising
Adam Verost's Houlihan Lokey Howard & Zukin Experience August 1998 - June 2001
Job Self Employed
Industry Investment Banking
Experience
Self Employed February 2015 - Present
Perella Weinberg Partners January 2007 - February 2015
Kramer Capital Partners February 2006 - January 2007
Greenhill & Co. June 2001 - February 2006
Houlihan Lokey Howard & Zukin August 1998 - June 2001
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Hedge Funds, Financial Modeling, Capital Markets, Mergers & Acquisitions, Due Diligence, Corporate Development, LBO, Equities, Alternative Investments, Investments, Venture Capital, Fixed Income, Financial Analysis, M&A experience, Restructuring, Financial Structuring, Structured Finance, Emerging Markets
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Finance, Accounting, International Business
Self Employed February 2015 - Present
Perella Weinberg Partners January 2007 - February 2015
Kramer Capital Partners February 2006 - January 2007
Greenhill & Co. June 2001 - February 2006
Houlihan Lokey Howard & Zukin August 1998 - June 2001
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Hedge Funds, Financial Modeling, Capital Markets, Mergers & Acquisitions, Due Diligence, Corporate Development, LBO, Equities, Alternative Investments, Investments, Venture Capital, Fixed Income, Financial Analysis, M&A experience, Restructuring, Financial Structuring, Structured Finance, Emerging Markets
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Finance, Accounting, International Business
Scott Bayliss's Houlihan Lokey Howard & Zukin Experience May 1987 - January 1995
Job Partner/Investment Committe Member at Kayne Saybrook Municipal Opportunity Funds
Industry Investment Management
Experience
Kayne Saybrook Municipal Opportunity Funds January 2013 - Present
Saybrook Capital, LLC January 1995 - December 2012
Houlihan Lokey Howard & Zukin May 1987 - January 1995
Skills
Restructuring, Private Equity, Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Financial Modeling, Valuation, Investments, Fixed Income, Alternative Investments, Asset Management, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Kayne Saybrook Municipal Opportunity Funds January 2013 - Present
Saybrook Capital, LLC January 1995 - December 2012
Houlihan Lokey Howard & Zukin May 1987 - January 1995
Skills
Restructuring, Private Equity, Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Financial Modeling, Valuation, Investments, Fixed Income, Alternative Investments, Asset Management, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Laura Cepeda, MBA's Houlihan Lokey Howard & Zukin Experience January 2007 - September 2009
Job Sr. Associate IS Business Systems Analyst at Amgen
Industry Marketing and Advertising
Experience
Amgen May 2013 - Present
Barclays Capital December 2009 - May 2013
Houlihan Lokey Howard & Zukin January 2007 - September 2009
Metrocities Mortgage June 2004 - January 2007
Skills
PowerPoint, Microsoft Excel, Social Media Marketing, Event Planning, Marketing, Marketing Strategy, Social Networking, Public Speaking, Marketing Communications, Event Management, Microsoft Word, Microsoft Office, SAP, XLMiner, PowerPivot, Tumblr, Facebook, Twitter, Pinterest, Instagram, Meeting Facilitation, Sustainable Development, Sustainability, Sustainable Business, CRM, Hootsuite, Project Management, Budgets, Blogging, Analytics, SEO, Finance, E-commerce, Data Analysis, Leadership
Education
Loyola Marymount University, College of Business Administration 2010 — 2013
MBA, Information and Decision Sciences and Marketing Management, GPA - 3.88
Rishi Yoga Institute 2007 — 2007
Registered Yoga Teacher Certification, Vinyasa
Pepperdine University 2000 — 2004
Bachelors of Science, Business Administration
Amgen May 2013 - Present
Barclays Capital December 2009 - May 2013
Houlihan Lokey Howard & Zukin January 2007 - September 2009
Metrocities Mortgage June 2004 - January 2007
Skills
PowerPoint, Microsoft Excel, Social Media Marketing, Event Planning, Marketing, Marketing Strategy, Social Networking, Public Speaking, Marketing Communications, Event Management, Microsoft Word, Microsoft Office, SAP, XLMiner, PowerPivot, Tumblr, Facebook, Twitter, Pinterest, Instagram, Meeting Facilitation, Sustainable Development, Sustainability, Sustainable Business, CRM, Hootsuite, Project Management, Budgets, Blogging, Analytics, SEO, Finance, E-commerce, Data Analysis, Leadership
Education
Loyola Marymount University, College of Business Administration 2010 — 2013
MBA, Information and Decision Sciences and Marketing Management, GPA - 3.88
Rishi Yoga Institute 2007 — 2007
Registered Yoga Teacher Certification, Vinyasa
Pepperdine University 2000 — 2004
Bachelors of Science, Business Administration
Joyce Tanksley-Pizzo's Houlihan Lokey Howard & Zukin Experience March 2006 - December 2006
Job Executive/Administrative Assistant/Paralegal Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2007 - Present
Vibe Magazine December 2006 - February 2007
Houlihan Lokey Howard & Zukin March 2006 - December 2006
Skills
Intellectual Property, Outlook, Corporate Law, Microsoft Office, Finance, Entertainment, Event Planning, Television, Event Management, Marketing, Administrative..., Social Media, Social Networking, Digital Media, Public Relations, Executive Support, Travel Management, Administrative...
Education
New Jersey City University 2012 — 2015
B.S. Business Management, Business Administration and Management, General
Iona College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
Deutsche Bank April 2007 - Present
Vibe Magazine December 2006 - February 2007
Houlihan Lokey Howard & Zukin March 2006 - December 2006
Skills
Intellectual Property, Outlook, Corporate Law, Microsoft Office, Finance, Entertainment, Event Planning, Television, Event Management, Marketing, Administrative..., Social Media, Social Networking, Digital Media, Public Relations, Executive Support, Travel Management, Administrative...
Education
New Jersey City University 2012 — 2015
B.S. Business Management, Business Administration and Management, General
Iona College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
Rob Sheridan's Houlihan Lokey Howard & Zukin Experience February 2004 - July 2005
Job Associate at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC
Industry Law Practice
Experience
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC October 2008 - Present
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC May 2007 - August 2007
Barnstable County District Attorney’s Office July 2006 - August 2006
Superior Court of Massachusetts June 2006 - June 2006
Houlihan Lokey Howard & Zukin February 2004 - July 2005
Fox-Pitt, Kelton 2002 - 2004
Skills
Civil Litigation, Litigation, Class Actions, International Law, Trials, Westlaw, Legal Research, Estate Planning, Courts, Business Litigation, Corporate Law, Hedge Funds, Licensing, Legal Issues, Trademarks, Management, Commercial Litigation
Education
Suffolk University Law School 2005 — 2008
J.D., magna cum laude
Yale University 1997 — 2001
BA, History
Hingham Junior High
Noble and Greenough School
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC October 2008 - Present
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC May 2007 - August 2007
Barnstable County District Attorney’s Office July 2006 - August 2006
Superior Court of Massachusetts June 2006 - June 2006
Houlihan Lokey Howard & Zukin February 2004 - July 2005
Fox-Pitt, Kelton 2002 - 2004
Skills
Civil Litigation, Litigation, Class Actions, International Law, Trials, Westlaw, Legal Research, Estate Planning, Courts, Business Litigation, Corporate Law, Hedge Funds, Licensing, Legal Issues, Trademarks, Management, Commercial Litigation
Education
Suffolk University Law School 2005 — 2008
J.D., magna cum laude
Yale University 1997 — 2001
BA, History
Hingham Junior High
Noble and Greenough School
Joshua Fox's Houlihan Lokey Howard & Zukin Experience January 2005 - November 2012
Job Managing Director at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross May 2015 - Present
UF&M May 2013 - May 2015
Houlihan Lokey Howard & Zukin January 2005 - November 2012
Burlington Capital Markets 2002 - 2005
Merrill Lynch 1999 - 2001
Wasserstein Perella May 1997 - May 1999
Skadden Arps 1995 - 1997
Skills
Debt, Private Equity, Deal Structuring, Venture Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Investment Banking, Private Placements, M&A experience, Investments, Corporate Development, Capital Markets, Business Valuation, Financial Structuring, Leveraged Finance, Asset Management, Restructuring, Hedge Funds, Debt Restructuring, Equities, Negotiation, Mezzanine, Start-ups, Mergers, Finance
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance and Accounting
Stout Risius Ross May 2015 - Present
UF&M May 2013 - May 2015
Houlihan Lokey Howard & Zukin January 2005 - November 2012
Burlington Capital Markets 2002 - 2005
Merrill Lynch 1999 - 2001
Wasserstein Perella May 1997 - May 1999
Skadden Arps 1995 - 1997
Skills
Debt, Private Equity, Deal Structuring, Venture Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Investment Banking, Private Placements, M&A experience, Investments, Corporate Development, Capital Markets, Business Valuation, Financial Structuring, Leveraged Finance, Asset Management, Restructuring, Hedge Funds, Debt Restructuring, Equities, Negotiation, Mezzanine, Start-ups, Mergers, Finance
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance and Accounting
Ken Wanko's Houlihan Lokey Howard & Zukin Experience March 2001 - January 2004
Job President at Alliance Holdings, Inc.
Industry Venture Capital & Private Equity
Experience
Alliance Holdings, Inc. September 2012 - Present
Alliance Holdings, Inc. April 2005 - September 2012
Houlihan Lokey Howard & Zukin March 2001 - January 2004
Lockheed Martin 1993 - 1996
Skills
Manufacturing, ESOP, Private Equity, Mergers, Corporate Finance, Financial Modeling, Corporate Development, M&A experience, Valuation, Business Valuation, LBO, Due Diligence, Mergers & Acquisitions, Divestitures, Investment Banking, Finance
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of Michigan 1988 — 1992
BS, Engineering
Alliance Holdings, Inc. September 2012 - Present
Alliance Holdings, Inc. April 2005 - September 2012
Houlihan Lokey Howard & Zukin March 2001 - January 2004
Lockheed Martin 1993 - 1996
Skills
Manufacturing, ESOP, Private Equity, Mergers, Corporate Finance, Financial Modeling, Corporate Development, M&A experience, Valuation, Business Valuation, LBO, Due Diligence, Mergers & Acquisitions, Divestitures, Investment Banking, Finance
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of Michigan 1988 — 1992
BS, Engineering
Sean Robison, ASA, MRICS's Houlihan Lokey Howard & Zukin Experience 2005 - Present
Job Director at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey Howard & Zukin 2005 - Present
KPMG 2003 - 2005
Dovebid 2002 - 2004
KPMG 1999 - 2001
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis, Restructuring, Venture Capital, Investments, Capital Markets, Asset Management, Corporate Development, M&A experience
Education
Loyola Marymount University
BS, Mechincal Engineering
Houlihan Lokey Howard & Zukin 2005 - Present
KPMG 2003 - 2005
Dovebid 2002 - 2004
KPMG 1999 - 2001
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis, Restructuring, Venture Capital, Investments, Capital Markets, Asset Management, Corporate Development, M&A experience
Education
Loyola Marymount University
BS, Mechincal Engineering
Kevin Vermillion, CFA's Houlihan Lokey Howard & Zukin Experience March 2005 - March 2006
Job Corporate Finance and Strategy Professional
Industry Financial Services
Experience
First Data Corporation January 2009 - Present
Alvarez & Marsal Corporate Finance March 2006 - May 2008
Houlihan Lokey Howard & Zukin March 2005 - March 2006
SunTrust Robinson Humphrey March 1995 - March 2005
Skills
Corporate Finance, Due Diligence, Corporate Development, Valuation, Business Strategy, M&A experience, Investment Banking, Joint Ventures, Financial Structuring, Finance, Executive Management, Alliances, International M&A, International Business...
Education
University of Miami - School of Business
MBA, Finance, Economics
University of South Carolina - The Moore School of Business
B.S. Business Admin, Finance, Economics
First Data Corporation January 2009 - Present
Alvarez & Marsal Corporate Finance March 2006 - May 2008
Houlihan Lokey Howard & Zukin March 2005 - March 2006
SunTrust Robinson Humphrey March 1995 - March 2005
Skills
Corporate Finance, Due Diligence, Corporate Development, Valuation, Business Strategy, M&A experience, Investment Banking, Joint Ventures, Financial Structuring, Finance, Executive Management, Alliances, International M&A, International Business...
Education
University of Miami - School of Business
MBA, Finance, Economics
University of South Carolina - The Moore School of Business
B.S. Business Admin, Finance, Economics
Brian Machtley's Houlihan Lokey Howard & Zukin Experience 2001 - 2003
Job Executive Vice President, Chief Operating Officer at Cognios Capital, LLC
Industry Financial Services
Experience
Brandmeyer Enterprises, LLC December 2009 - Present
Cognios Capital, LLC September 2008 - Present
Discovery Group, LLC December 2003 - April 2007
Houlihan Lokey Howard & Zukin 2001 - 2003
Skills
Valuation, Financial Modeling, Investments, Private Equity, Portfolio Management, Hedge Funds, Due Diligence, Financial Analysis, Mergers, Asset Managment, Special Situations, Venture Capital
Education
Drake University 1997 — 2001
Bachelor of Science, Finance & Economics
Brandmeyer Enterprises, LLC December 2009 - Present
Cognios Capital, LLC September 2008 - Present
Discovery Group, LLC December 2003 - April 2007
Houlihan Lokey Howard & Zukin 2001 - 2003
Skills
Valuation, Financial Modeling, Investments, Private Equity, Portfolio Management, Hedge Funds, Due Diligence, Financial Analysis, Mergers, Asset Managment, Special Situations, Venture Capital
Education
Drake University 1997 — 2001
Bachelor of Science, Finance & Economics
Kathy Vaughn's Houlihan Lokey Howard & Zukin Experience February 2000 - September 2001
Job Executive Assistant at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. April 2007 - Present
Giuliani Capital Advisors LLC December 2004 - April 2007
Ernst & Young Corporate Finance LLC October 2001 - December 2004
Houlihan Lokey Howard & Zukin February 2000 - September 2001
American Association for Marriage and Family Therapy November 1993 - December 1999
Thornton Township Youth Committee August 1992 - October 1993
Education
Purdue University Calumet 1990 — 1993
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Purdue University Calumet 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Macquarie Capital (USA) Inc. April 2007 - Present
Giuliani Capital Advisors LLC December 2004 - April 2007
Ernst & Young Corporate Finance LLC October 2001 - December 2004
Houlihan Lokey Howard & Zukin February 2000 - September 2001
American Association for Marriage and Family Therapy November 1993 - December 1999
Thornton Township Youth Committee August 1992 - October 1993
Education
Purdue University Calumet 1990 — 1993
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Purdue University Calumet 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Glenn Garlick's Houlihan Lokey Howard & Zukin Experience 1982 - 1991
Job Managing Director at Cogent Valuation
Industry Financial Services
Experience
Cogent Valuation June 1991 - Present
Houlihan Lokey Howard & Zukin 1982 - 1991
Skills
Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Mergers & Acquisitions, Purchase Price..., Impairment Testing, Intangible Asset..., Due Diligence, Strategic Planning, Estate Planning
Education
California State University-Northridge 1979 — 1983
Master of Business Administration (MBA)
University of California, Los Angeles 1974 — 1978
Bachelor of Science (B.S.), Kinesiology
Cogent Valuation June 1991 - Present
Houlihan Lokey Howard & Zukin 1982 - 1991
Skills
Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Mergers & Acquisitions, Purchase Price..., Impairment Testing, Intangible Asset..., Due Diligence, Strategic Planning, Estate Planning
Education
California State University-Northridge 1979 — 1983
Master of Business Administration (MBA)
University of California, Los Angeles 1974 — 1978
Bachelor of Science (B.S.), Kinesiology
Gary Frantzen's Houlihan Lokey Howard & Zukin Experience 2002 - 2004
Job Managing Director at Alvarez & Marsal Valuation Services
Industry Financial Services
Experience
Alvarez & Marsal Valuation Services April 2012 - Present
American Appraisal Associates, Inc. June 2005 - April 2012
Standard & Poors CVC 2004 - 2005
Houlihan Lokey Howard & Zukin 2002 - 2004
Arthur Andersen January 1987 - April 2002
Skills
Business Valuation, Valuation, Finance, Investments, Due Diligence, Mergers, Private Equity, Financial Modeling, Purchase Price..., Restructuring, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Real Estate, Equities, Fair Value, Strategy, Business Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1980
BSCE, Civil Engineering
Alvarez & Marsal Valuation Services April 2012 - Present
American Appraisal Associates, Inc. June 2005 - April 2012
Standard & Poors CVC 2004 - 2005
Houlihan Lokey Howard & Zukin 2002 - 2004
Arthur Andersen January 1987 - April 2002
Skills
Business Valuation, Valuation, Finance, Investments, Due Diligence, Mergers, Private Equity, Financial Modeling, Purchase Price..., Restructuring, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Real Estate, Equities, Fair Value, Strategy, Business Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1980
BSCE, Civil Engineering
Richard Bail's Houlihan Lokey Howard & Zukin Experience July 1985 - February 2005
Job Serving on Corporate Boards
Industry Investment Banking
Experience
N/A 2005 - Present
Houlihan Lokey Howard & Zukin July 1985 - February 2005
Skills
Mergers & Acquisitions, Investment Banking, Management, Valuation, Financial Modeling, Private Equity, Mergers, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1980 — 1981
MM, Finance
Indiana University Bloomington
N/A 2005 - Present
Houlihan Lokey Howard & Zukin July 1985 - February 2005
Skills
Mergers & Acquisitions, Investment Banking, Management, Valuation, Financial Modeling, Private Equity, Mergers, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1980 — 1981
MM, Finance
Indiana University Bloomington
Christina Gilman's Houlihan Lokey Howard & Zukin Experience November 1997 - October 1998
Job Paralegal at Allstate
Industry Legal Services
Experience
Allstate May 2015 - Present
Allstate April 2013 - Present
Allstate Insurance Co August 2005 - March 2013
Merchandise Mart Properties, Inc August 1999 - November 2004
Patzik Frank and Samotny Ltd. March 1999 - July 1999
VOA Associates, Incorporated October 1998 - March 1999
Houlihan Lokey Howard & Zukin November 1997 - October 1998
Cooling Lawn Sprinklers, Inc October 1991 - August 1997
Skills
Outlook, Real Estate, Leases, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, CLMS, TeamConnect, Training Skills, CiviCRM, Wikis, Wordpress, Training, Customer Service, Software Documentation, PowerPoint, WordPress, Proofreading, Social Media
Education
Roosevelt University 2013 — 2014
Bachelor of Arts (B.A.), Legal Assistant/Paralegal, 3.15
Rock Valley College 1993 — 1995
Associate in Arts
Allstate May 2015 - Present
Allstate April 2013 - Present
Allstate Insurance Co August 2005 - March 2013
Merchandise Mart Properties, Inc August 1999 - November 2004
Patzik Frank and Samotny Ltd. March 1999 - July 1999
VOA Associates, Incorporated October 1998 - March 1999
Houlihan Lokey Howard & Zukin November 1997 - October 1998
Cooling Lawn Sprinklers, Inc October 1991 - August 1997
Skills
Outlook, Real Estate, Leases, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, CLMS, TeamConnect, Training Skills, CiviCRM, Wikis, Wordpress, Training, Customer Service, Software Documentation, PowerPoint, WordPress, Proofreading, Social Media
Education
Roosevelt University 2013 — 2014
Bachelor of Arts (B.A.), Legal Assistant/Paralegal, 3.15
Rock Valley College 1993 — 1995
Associate in Arts
Kurt Regelbrugge's Houlihan Lokey Howard & Zukin Experience 2004 - 2007
Job Financial Expert
Industry Financial Services
Experience
U.S. DEPARTMENT OF TREASURY May 2010 - Present
SUN EDISON 2007 - July 2009
HOULIHAN LOKEY HOWARD & ZUKIN 2004 - 2007
U.S. DEPT. OF TREASURY 2001 - 2004
ENTERGY CORP. 1997 - 2001
Skills
Risk Management, Corporate Finance, Valuation, Solar Energy, Financial Modeling, Management
Education
University of Arizona 1995 — 1997
MBA, FINANCE & INVESTMENTS
University of California, Los Angeles 1987 — 1992
B.S. (2), CHEMISTRY AND BIOLOGY
U.S. DEPARTMENT OF TREASURY May 2010 - Present
SUN EDISON 2007 - July 2009
HOULIHAN LOKEY HOWARD & ZUKIN 2004 - 2007
U.S. DEPT. OF TREASURY 2001 - 2004
ENTERGY CORP. 1997 - 2001
Skills
Risk Management, Corporate Finance, Valuation, Solar Energy, Financial Modeling, Management
Education
University of Arizona 1995 — 1997
MBA, FINANCE & INVESTMENTS
University of California, Los Angeles 1987 — 1992
B.S. (2), CHEMISTRY AND BIOLOGY
Seth Grossman's Houlihan Lokey Howard & Zukin Experience July 1992 - January 1995
Job at The Worth Collection, Ltd.
Industry Apparel & Fashion
Experience
The Worth Collection, Ltd. 2011 - Present
The Worth Collection,Ltd. 2009 - 2011
QSGI Inc. March 2005 - March 2009
ION Media Networks (f/k/a Paxson Communications) January 1995 - March 2005
Houlihan Lokey Howard & Zukin July 1992 - January 1995
Manufacturers Hanover Trust Co. July 1987 - July 1990
Education
Harvard Business School 1990 — 1992
MBA
University of Michigan 1983 — 1987
BBA
The Worth Collection, Ltd. 2011 - Present
The Worth Collection,Ltd. 2009 - 2011
QSGI Inc. March 2005 - March 2009
ION Media Networks (f/k/a Paxson Communications) January 1995 - March 2005
Houlihan Lokey Howard & Zukin July 1992 - January 1995
Manufacturers Hanover Trust Co. July 1987 - July 1990
Education
Harvard Business School 1990 — 1992
MBA
University of Michigan 1983 — 1987
BBA
Kyle Redfearn's Houlihan Lokey Howard & Zukin Experience June 2005 - January 2008
Job Managing Director at CBRE
Industry Real Estate
Experience
CBRE 2008 - Present
Houlihan Lokey Howard & Zukin June 2005 - January 2008
Deloitte November 1993 - May 2005
Skills
Valuation, Real Estate, Appraisals, Purchase Price..., Accounting, Finance, Business Valuation, Investment Properties, Private Equity, Management, Acquisitions, Mergers & Acquisitions
Education
Texas Christian University 1986 — 1990
Bachelor's, Finance
CBRE 2008 - Present
Houlihan Lokey Howard & Zukin June 2005 - January 2008
Deloitte November 1993 - May 2005
Skills
Valuation, Real Estate, Appraisals, Purchase Price..., Accounting, Finance, Business Valuation, Investment Properties, Private Equity, Management, Acquisitions, Mergers & Acquisitions
Education
Texas Christian University 1986 — 1990
Bachelor's, Finance
Neil Bautista's Houlihan Lokey Howard & Zukin Experience 2000 - 2002
Job Wholesale
Industry Wholesale
Experience
Rayson Global October 2007 - December 2013
Houlihan Lokey Howard & Zukin 2000 - 2002
Skills
Microsoft Excel, Customer Service, Microsoft Office, Sales, Training, Business Strategy, Marketing, Marketing Strategy, Team Building, Project Management, Strategic Planning, SharePoint, Mergers, Microsoft Word, Social Media, Forecasting, Leadership, Management
Education
CSUN 1995 — 1998
BS, Information and Occupational Health
Rayson Global October 2007 - December 2013
Houlihan Lokey Howard & Zukin 2000 - 2002
Skills
Microsoft Excel, Customer Service, Microsoft Office, Sales, Training, Business Strategy, Marketing, Marketing Strategy, Team Building, Project Management, Strategic Planning, SharePoint, Mergers, Microsoft Word, Social Media, Forecasting, Leadership, Management
Education
CSUN 1995 — 1998
BS, Information and Occupational Health
Yash Patel's Houlihan Lokey Howard & Zukin Experience 2008 - 2009
Job Venture/Growth Investor at Telstra Ventures
Industry Venture Capital & Private Equity
Experience
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Marc Gondek's Houlihan Lokey Howard & Zukin Experience 2002 - 2007
Job Owner, Jimmy John's
Industry Restaurants
Experience
Jimmy John's June 2007 - Present
Houlihan Lokey Howard & Zukin 2002 - 2007
Dresdner Kleinwort Wasserstein April 2001 - October 2002
Vector Securities 1997 - 2001
Education
University of Michigan 1993 — 1997
Bachelor's of Business Administration, Finance and Accounting
Jimmy John's June 2007 - Present
Houlihan Lokey Howard & Zukin 2002 - 2007
Dresdner Kleinwort Wasserstein April 2001 - October 2002
Vector Securities 1997 - 2001
Education
University of Michigan 1993 — 1997
Bachelor's of Business Administration, Finance and Accounting
Josh Leavitt's Houlihan Lokey Howard & Zukin Experience July 1998 - July 2001
Job Chief Financial Officer at JHL Capital Group LLC
Industry Financial Services
Experience
JHL Capital Group LLC July 2007 - Present
Code Hennessy & Simmons LLC June 2004 - June 2007
LaSalle Debt Capital Markets July 2003 - June 2004
Houlihan Lokey Howard & Zukin July 1998 - July 2001
Skills
Finance, Corporate Finance, Due Diligence, Financial Modeling, Financial Analysis
Education
The University of Chicago Booth School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Business
JHL Capital Group LLC July 2007 - Present
Code Hennessy & Simmons LLC June 2004 - June 2007
LaSalle Debt Capital Markets July 2003 - June 2004
Houlihan Lokey Howard & Zukin July 1998 - July 2001
Skills
Finance, Corporate Finance, Due Diligence, Financial Modeling, Financial Analysis
Education
The University of Chicago Booth School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Business
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS