Since joining Citicorp Investment Bank in 1984, I have been involved in raising approximately $10.4 billion for clients and companies where I was a member of the executive team or which were investment banking clients. These transactions include financings for early stage companies, turn-arounds, leveraged buyouts, M&A and general corporate purposes. Funds raised include both private and public equity and debt and senior bank loans. In addition, I have extensive experience raising capital and restructuring balance sheets for troubled companies.
Summary
| Capital raised for LBO’s, M&A & stock buybacks | over $8 Billion |
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| Capital Raised for early-stage companies | $400mm |
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| Troubled debt restructured or refinanced | $513mm |
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| M&A Transactions completed as CFO | $375mm |
Summary
Reactrix Systems, Inc.
Venture Financing
Bridge loan and venture financing of $45M. Investors include DE Shaw, Menlo Ventures, Mobius Venture Capital, Thomas Weisel Venture Partners and Worldview Technology Partners.
Bridge loan and venture financing of $45M. Investors include DE Shaw, Menlo Ventures, Mobius Venture Capital, Thomas Weisel Venture Partners and Worldview Technology Partners.
Healthcare Data Solutions, Inc.
Angel and Professional VC Financing
Digitalpath Networks, Inc.
Venture Financing
Bridge loan and venture financing of $5.7mm. Investors include Draper Fisher Jurvetson, DFJ Frontier, and Earthlink.
Mergers & Acquisitions
Initiated and managed company sale.
Bridge loan and venture financing of $5.7mm. Investors include Draper Fisher Jurvetson, DFJ Frontier, and Earthlink.
Mergers & Acquisitions
Initiated and managed company sale.
infoUSA.com
Venture Financing
Two rounds totaling $32.6mm. Investors include Trident Capital, meVC Draper Fisher Jurvetson, GM Pension Management and Yahoo!
Two rounds totaling $32.6mm. Investors include Trident Capital, meVC Draper Fisher Jurvetson, GM Pension Management and Yahoo!
CBS.MarketWatch.com, Inc.
Initial Public Offering
$47mm IPO with the then second highest increase in opening day stock price.
Mergers & Acquistions
BigCharts, Inc. $165mm acquisition, accounting for MarketWatch’s 2001-2003 revenue growth.
$47mm IPO with the then second highest increase in opening day stock price.
Mergers & Acquistions
BigCharts, Inc. $165mm acquisition, accounting for MarketWatch’s 2001-2003 revenue growth.
Star Media Capital
Financings
Transactions totaling $200mm for early-stage companies or buyouts. Clients included Regent Broadcasting, Barnstable Broadcasting and Mercury Broadcasting.
Transactions totaling $200mm for early-stage companies or buyouts. Clients included Regent Broadcasting, Barnstable Broadcasting and Mercury Broadcasting.
Beasley Broadcast Group
Mergers & Acquisitions
Seven broadcasting properties sold and five purchased for total consideration in excess of $210mm.
Financings & Debt Restructurings
Eleven transactions totaling $170mm.
Seven broadcasting properties sold and five purchased for total consideration in excess of $210mm.
Financings & Debt Restructurings
Eleven transactions totaling $170mm.
Westwood One, Inc.
Debt Restructurings
Three debt restructurings totaling $235mm including senior bank debt, private convertible subordinated debt and publicly traded convertible subordinated debentures. Also served as primary contact for public shareholders.
Three debt restructurings totaling $235mm including senior bank debt, private convertible subordinated debt and publicly traded convertible subordinated debentures. Also served as primary contact for public shareholders.
Salomon Brothers, Inc.
Financings
Transactions totaling $5.5 billion for clients including Black & Decker, Blandin Paper, GPA Group, Macon Kraft, Redman Industries, Seagate Technologies, Southwire Industries, TVX Broadcasting and Westwood One.
Transactions totaling $5.5 billion for clients including Black & Decker, Blandin Paper, GPA Group, Macon Kraft, Redman Industries, Seagate Technologies, Southwire Industries, TVX Broadcasting and Westwood One.
Citicorp Investment Bank
Financings
Transactions totaling $3.9 billion for clients including the Bank of Greece, Ceco Industries, Chicago Sun-Times, Hokkaido Takushoku Bank, SmithKline Beckman, Leaseway Transportation, Reliance Electric and Vintners International.
Transactions totaling $3.9 billion for clients including the Bank of Greece, Ceco Industries, Chicago Sun-Times, Hokkaido Takushoku Bank, SmithKline Beckman, Leaseway Transportation, Reliance Electric and Vintners International.