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HIGH QUALITY TRAINING IS A RESULT OF REAL WORLD EXPERIENCE:As its exclusive training staff, IBI employs 7 investment bankers who have worked for some of Wall Street's most respected firms, each having between 5 and 15 years of I-Banking and Private Equity expertise. Moreover, each of our bankers have, at some point in their careers, been an instrumental part of the training programs and hiring process in the banks they worked for.The IBI difference is clear: Training with our bankers allows the effective transfer of skills that you can directly apply when seeking to enter the finance industry and add value to the job from day one. In addition to our training staff, IBI also maintains 2 more investment banking veterans (each with 10 years of experience) available 7 days a week, to assist you with every facet of your career advancement. Any of our bankers on staff will personally assist you with resume changes (to reflect our training) as well as reformat, and professionalize your resume as needed, guide you through interview Q & A's, mock interviews, and how to specifically target employers. (We will assist you in sending your resume to numerous firms and guide you through the interview process). We invite you to call us and find out how, over the years, we have helped numerous individuals advance their careers and secure highly sought after jobs in the finance industry. Our dedication to your success is the most important part of our training program. (Please ask to see our Graduate testimonials). Below you will find detailed descriptions of our bankers, their professional experience, and their completed transactions. (Please call to obtain the resume of any of our instructors). IBI NEW YORK BANKERS (Alphabetical Order)_______________________ASHISH KOHLI is a seasoned investment banker with over 15 years of transaction experience across all product groups of investment banking and private equity including leveraged buyouts, mergers and acquisitions, private placements, IPOs and secondary offerings, high yield debt and restructuring. He also led IB Training programs in all the firms where he worked including leading the global analyst and associate training program at HSBC. Ashish's experience includes his role as a Principal/Director for the Investment Banking Division of ThinkEquity Partners NY/Panmure Gordon UK in the Corporate Finance Group leading transactions across all industries. He was previously a Vice President of Investment Banking in the Execution Group (M&A and capital raising) for HSBC Securities (USA) Inc. in NY where he executed M&A and capital raising transactions in industries such as consumer/retail, real estate and oil and gas. Prior to HSBC, Ashish was a Senior Associate for the Investment Banking Division of Jefferies & Company as a Generalist and in the Technology and Media Group where he focused on restructuring and recapitalizations, M&A advisory and capital raisings. He advised Samsonite on its recapitalization and the deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor. In earlier years Ashish was an Associate in the Investment Banking Division of Credit Suisse First Boston/Donaldson, Lufkin & Jenrette where he worked in the Generalist and Technology Groups, advising and raising capital for companies across a number of different sectors. He also worked with DLJ's private equity group, one of the leading private equity groups on Wall Street. Ashish earned an MBA from the Kellogg Graduate School of Management (Dean's List). He is also a Chartered Accountant (US CPA). Selected Transaction Experience:
SCOTT LEE is an accomplished investment banker and entrepreneur with over 5 years of industry experience. Scott brings significant experience in M&A, Financial Restructuring and Strategic Advisory to IBI. He has advised management teams across multiple industries, including those for early-stage and large publicly-traded companies. Furthermore, Scott has participated in and organized various in-house banking training programs throughout his banking career. Scott is currently the Founder and CEO of Wunderbloc, an online New York City marketing destination. Prior to joining IBI, Scott was an Associate in the Investment Banking division of Montgomery & Co., LLC in San Francisco. At Montgomery, Scott specialized in M&A advisory for high-growth technology companies; he was highly involved in all stages of the M&A process. Scott also served as an Investment Banking Financial Analyst in Houlihan Lokey Howard & Zukin's New York office. As a Financial Analyst, Scott worked extensively in the Financial Restructuring Group advising both debtor and creditor constituents in in-court and out-of-court restructuring scenarios. Given his strong background in M&A and Financial Restructuring, Scott brings a deep technical knowledge of corporate valuation and financial modeling. Scott earned a BS in Finance and Information Systems from NYU's Leonard N. Stern School of Business. Selected Transaction Experience:
ALEX YOO brings a wealth of knowledge to IBI, having worked as an Investment and Merchant Banker for 5 years, with significant experience in M&A, Principal Investments, Restructuring, Valuations, and Strategic Advisory. He has advised small to multi-national companies across a spectrum of industries including Telecom, Healthcare, Food and Beverage, Retail, Industrial and Transportation. He is currently CEO and Founder of AlexanderWest LLC. Most recently, Alex served as an Associate for the Merchant Banking firm Tri-Artisan Partners where he worked on both principal investing and buy-side investment banking advisory activities. At Tri-Artisan, he worked extensively with CEOs, COOs and CFOs of small to large corporations, and gained extensive experience with LBO modeling, detailed operating models, and private company valuation. Prior to Tri-Artisan, Alex was an Associate with Nomura Securities International where he executed cross-border M&A transactions between the United States and Japan. Alex started his career at Houlihan Lokey Howard & Zukin, a well known restructuring firm in New York. As a generalist, he worked on all product groups including Debtor and Creditor-side restructuring, buy-side and sell-side M&A, and private company, impairment, intangible asset, and derivative valuations. Alex graduated from The Kelley School of Business and is a Level III CFA Candidate. Selected Transaction Experience:
IBI BOSTON_______________________________________________USMAN SHEIKH is an accomplished Investment Banker with over 10 years of industry experience. He brings Advisory, M&A, and Private Equity experience focused on Life Sciences, Technology, and Telecom Media to IBI Boston. Usman has managed equity portfolios in excess of $50 million for two investment banking firms, and has participated in the underwriting of over 20 IPOs and secondary offerings. As a Vice President with Bank of America in New York, he negotiated and managed term and conduit securitization transactions, and developed complex financial models including sensitivity analysis and extensive credit analysis. Prior to this, Usman served as a Senior Vice President for TradEase, Inc. where he led a team structuring and originating new private equity and structured finance engagements. Usman managed quantitative analytical financial modeling and valuation on public and private companies, as well as trained junior bankers. Usman also worked as a Vice President for Janney Montgomery Scott, LLC where he sourced M&A transactions, and as a Senior Associate (investment banking) for Josephthal & Co. where he raised capital, structured transactions, and managed due diligence. Usman holds an Executive MBA in Finance from Rutgers University Business School, and a BA, also from Rutgers. Series 7, 63, 55, and 24 licenses. Selected Transaction Experience:
IBI CHICAGO______________________________________________For the classes beginning August 2nd, ASHISH KOHLI will be the banker/instructor. Please see his bio above, under NEW YORK BANKERS. IBI DALLAS_______________________________________________JEFFREY NOLAND is a senior finance executive and former investment banker who brings nearly 15 years experience involving M&A, complex valuations of both private and public companies, and structuring real estate private equity transactions to IBI Dallas. Most recently, Jeff served as Vice President of Newport Coast Capital Management, LLC, a real estate development and investment management firm in Southern California backed by ING Realty Partners, where he was responsible for structuring, negotiating, and financing complex real estate transactions involving the purchase and/or development of major Southern California resort properties, office buildings, raw land, and high-end residential communities. Prior to his role at NCCM, Jeff was a Senior Associate and project manager for Charles River Associates, where he was charged with the coordination and management of damages analyses and expert witness testimony for large corporate litigation matters. In addition, Jeff has extensive experience as an investment banker with Fleet M&A Advisors (formerly Howard, Lawson & Co.) in their M&A and securities valuation practices. He was involved in dozens of valuations of public and private companies for M&A advisory, pre-IPO valuations, stock option/warrant valuations, hostile takeover defense, and tax purposes. Jeff also worked as Senior Manager of Business Development with Siebel Systems, where he structured, negotiated, and closed over 100 complex licensing deals involving intellectual property from Silicon Valley's leading companies. Jeff holds an MBA from The Wharton School of Business at the University of Pennsylvania. Selected Transaction Experience:
IBI LOS ANGELES___________________________________________MARK MICHAUD leads the IBI training program in Los Angeles. Mark comes as a highly experienced investment banker and manager with a 12 year track record of originating and executing complex investment banking transactions, including M&A, debt and equity capital raising, and distressed asset resolution; developing and leading technical training programs. Mark is a proven leader who has worked closely with many CEOs. While at JPMorgan, he was in charge of designing powerful and robust Excel-based financial models that provide analytical integrity and technical excellence. At DBS Bank in Singapore, Mark was a Senior Vice President recruited to head Strategic Development, tasked with executing bank inorganic growth strategy, managing existing investments, and divesting non-core assets; he also led acquisitions as a principal and tripled income from Indian operations. In 8 years with JPMorgan in New York and Hong Kong, Mark advanced from Analyst to Associate to Vice President. At JPMorgan in Hong Kong, he was a highly regarded Vice President in the market-leading financial institutions group. Mark launched JPMorgan's financial institutions practice in Taiwan, generating substantial IB revenues over a 3-year period and establishing JPMorgan as the market leader. Mark is the Founder and Principal of both Pacific Capital Ventures, and MDM Business Modeling. He holds an MBA in Management Science and Investment Management from the Lubin School of Business at Pace University, and a BS from Cornell University. Selected Transaction Experience:
IBI SAN FRANCISCO_________________________________________WESLEY KENNEDY brings an 8 year track record of proven success across different industries and in multiple stages and types of investment to IBI in San Francisco. Wesley has worked in investment banking, private equity, venture capital, and with a hedge fund; he has also enjoyed training analysts at different organizations. As an Associate with Thomas Weisel Partners Group, the leading technology focused publicly traded investment banking firm, Wesley worked closely with senior bankers in the origination, structuring, and offering of equity and fixed income securities for high profile technology and entertainment companies. He also worked extensively in fixed income, equity research, and trading, providing both quantitative and qualitative analysis. Prior to joining TWPG, Wesley worked as an Associate in equity research for Green Street Advisors where he built complex models using a combination of quantitative (DCF, NAV, comparable company and transaction) and qualitative analyses. Wesley started his financial career as a credit analyst for SVB Financial Group where he provided traditional and mezzanine capital to venture-backed technology and life science companies. Wesley holds a MS in Economics from Golden Gate University, (Honors, 4.00 GPA), and a BS in Mathematics from Santa Clara University. Selected Transaction Experience:
IBI TORONTO______________________________________________For the class beginning September 6th, ASHISH KOHLI will be the banker/instructor. Please see his bio above, under NEW YORK BANKERS. |
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