Investment Bankers - Top Investment Banks - IBI

New York

750 3rd Avenue
212-380-7027


Boston
10 Post Office Sq
617-938-3775


Washington
Washington Sq Ctr
202-558-2289


Chicago
Rosemont
312-698-9725


San Francisco
424 Clay
415-738-2527


Los Angeles
Century Blvd
310-591-8218


Atlanta
Hearst Building
404-806-7632


Dallas
320 Decker
214-774-4891


Houston
Intl Energy Center
713-344-0154


Philadelphia
Centre Square
215-279-8475


ALL SCHEDULES

Investment Bankers

HIGH QUALITY TRAINING IS A RESULT OF REAL WORLD EXPERIENCE:

Leading the IBI financial modeling training program are 12 seasoned investment bankers who have worked for some of Wall Street's most respected firms, each having between 5 and 20 years of I-Banking and Private Equity or Hedge Fund 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 work 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 these trainers, IBI also maintains 3 more investment banking veterans (each with over 10 years of experience) available 7 days a week, to assist you with every facet of your career advancement.

Any of our bankers 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 financial modeling training program. (Please ask to see our Graduate testimonials).

Below you will find detailed descriptions of our US bankers, their professional experience, and their completed transactions; click "International" above for bankers in locations outside the United States. (Please call to obtain the resume of any of our instructors).


Live Investment Banking Training with IBI

IBI NEW YORK BANKERS

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 in NY and London.

Ashish's experience throughout the US and Europe 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:
  • Managed a $2.1 billion IPO for Genuity
  • Managed a $1.2 billion high yield financing and lead-managed a $825 million convertible stock offering for PSINet
  • Managed the $750 million AIM listing of Hirco real estate fund
  • Advised Samsonite Corporation on its $600 million recapitalization transaction including $106 million new equity investment by Bain Capital, Ontario Teachers Pension Fund, and Ares Capital. Deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor
  • Advised William Grant & Sons on its potential $400 million acquisition of Svedka vodka in the U.S.
  • Represented the ad hoc committee of $380.5 million 13% Senior Notes of Mpower Holding Corporation in its successful restructuring
  • Managed a $200 million AIM listing of a close-ended fund focused on renewable energy and environmental services in Asia
  • Advised PlayCore on its $200 million sale to Chartwell Investments
  • Managed a $160 million SPAC offering for a company focused on acquisition of consumer and business service companies in the U.S.
  • Managed a $160 million high yield offering for IMAX corp
  • Lead-managed a $132.5 million IPO and a $110.7 million secondary offering for ManTech International Corporation

JC CHOI, who leads the IBI training program in New York, has practiced corporate finance for over 20 years and participated in landmark investment-banking transactions. Throughout his career, he has been an employee of three Fortune 100 companies two of which were Wall Street bulge-bracket banks. His investment-banking experience spans across M&A, financial restructuring, equity and debt financing (public and private), initial public offerings (IPO), high-yield merchant banking, and fairness opinions, (bankruptcy and non-bankruptcy).

Jung Min’s most recent Wall Street experience was as Managing Director of Westminster Securities, where he focused mostly on the Asian markets, with a particular focus on renewable and clean energy. Prior to joining Westminster Securities, Jung Min was a Vice President in the Financial Restructuring Group of Houlihan Lokey, where he helped source and successfully complete Houlihan Lokey’s largest ever debtor-side financial restructuring assignment as a Senior Associate of the firm. Prior to Houlihan Lokey, Jung Min was an Associate in the Telecommunications Group of Salomon Smith Barney (the investment-banking arm of Citigroup), where he worked on some of the most legendary telecom transactions of all time. Before coming to Wall Street, Jung Min was a Finance Manager at Ford Motor Company, focusing on both domestic and international finance. His first direct Wall Street experience was as an Investment Banking Summer Associate at JP Morgan Chase.

Jung Min received his B.A. degree in Economics from Brandeis University (1988), where he was a recipient of a full merit scholarship. Additionally at Brandeis, he was one among eight students selected by the Economics Department chiefs for the prestigious Lemberg Program for International Economics and Finance. He also attended The International University of Japan (IUJ) , a graduate school, located in Niigata, Japan, as a Brandeis University Lemberg Scholar representative. Jung Min received his MBA degree from The University of Michigan Business School in finance, where he graduated with honors distinction.

Selected Transaction Experience:
  • Advised GTE Corp., a nationwide telecom provider, in its $70-billion merger with Bell Atlantic Corp., to create Verizon Communications Inc., the largest telco in the U.S.
  • Advised WorldCom Inc., a local and long distance telecom provider, in its $40-billion merger with MCI Corp., a long-distance provider, including a fairness opinion
  • Advised Paging Network, Inc. – then the largest paging company in the U.S., through its financial restructuring of $2.2 billion in distressed debt/liabilities. Worked with Paging Network to effectuate a complex, three-part, pre-arranged Chapter 11 filing whereby the company emerged from bankruptcy by (i) merging with Arch Wireless (then the second largest paging company in the U.S.), (ii) partial reinstatement of secured bank debt, and (iii) debt-for-equity swaps for the remaining claims holders, all which closed contemporaneously
  • Advised Danka Business Systems PLC, an independent copy-machine distributor and provider of outsourced reprographics services in the U.S., in its successful restructuring of over $800 million in funded debt involving (i) the sale of Danka Services International (DSI)
  • Advised HQ Global Holdings, a commercial-office-space aggregator (a “re-lessor” of commercial real-estate office space), in its Chapter 11 bankruptcy proceedings with over $600 million in distressed debt/liabilities
  • Advised AmeriServe Food Distribution Inc. in its Chapter 11 proceedings with over $1.6 billion in distressed debt/liabilities
  • Co-managed a $1.6-billion secondary equity offering of Cable & Wireless Communications plc stock, which was Bell Canada’s entire 14.2% stake in the Cable & Wireless
  • Arranged a $400-million high-yield and bank-debt refinancing for U.S. Foodservice Inc., a major foodservice distributor
  • Advised IMPSAT Fiber Networks, Inc., a facilities-based, high-bandwidth telecom Internet & data service provider, in its Chapter 11 bankruptcy proceedings with over $1.2 billion in distressed debt/liabilities
  • Co-managed a $325-million cumulative convertible preferred stock 144A offering for Omnipoint Corp., a New York-based digital GSM cellular provider which was subsequently acquired by T-Mobile

DAN KOBAYASHI is a senior investment banker with 10 years of investment banking experience in Mergers and Acquisitions, Leveraged Buyouts, Public Offerings and Private Placements of Debt and Equity, and Financial and Strategic Advisory Engagements. Dan has advised middle market and large capitalization companies in a variety of sectors including Financial Services, Business Services, Healthcare, Technology, Media and Telecommunications, Alternative Energy, Aerospace Defense and Consumer and Retail.

Dan currently serves as a Vice President in the Investment Banking Department of Dominick & Dominick LLC, an investment bank founded in 1870, and one of the earliest members of the New York Stock Exchange, where he takes an active role in the execution of mergers and acquisitions, equity and debt capital raises, and strategic advisory engagements.

Prior to Dominick & Dominick, Dan was a Senior Associate in the Financial Institutions Group of J.P. Morgan where he executed M&A, public and private equity and debt transactions, and strategic advisory assignments. Prior to joining J.P. Morgan, Dan was a Senior Associate with Milestone Merchant Partners LLC, where he focused on mergers and acquisitions in the financial services industry and led the firm’s analyst and associate recruiting. Dan began his career at Houlihan Lokey, working on sell-side M&A, fairness opinions, and ESOP and intangible asset valuations.

Dan graduated from The McIntire School of Commerce at the University of Virginia.

Selected Transaction Experience:
  • Advisor to The Blackstone Group's attempt to acquire PHH Corp. with General Electric Co. for approximately $1.8 billion
  • Managed a $500 million offering of Senior Unsecured Notes of American Capital, Ltd.
  • Managed a $170 million Initial Public Offering of European Capital, Ltd., a subsidiary of American Capital, Ltd.
  • Advised ResMAE Financial Corp. on its sale to Citadel Investment Group, LLC for $178 million
  • Advised New York Mortgage Trust, Inc. on the sale of its retail lending platform to IndyMac Bancorp, Inc.
  • Advised BFI Business Finance, Inc. on its sale to Pacific Western Bank for $35 million
  • Placement agent to The Rowman & Littlefield Publishing Group, Inc. in a $31 million senior debt financing transaction with CapitalSource, Inc.
  • Advised Lotto Sport Italia SPA on its acquisition of Etonic Worldwide, LLC
  • Advised Morgan Stanley on its cross-border acquisition of Access Home Loans Ltd.
  • Advised The Royal Bank of Canada on the sale of RBC Mortgage Co. to Home 1-2-3 Corp.
  • Advised Washington Mutual, Inc. on the sale of certain residential home loan centers to American Home Mortgage Investment Corp.
  • Advised Ponce General Corp. on its sale to First BanCorp. for $102 million
  • Advised Engineered Arresting Systems Corp. on its sale to Zodiac SA for $62 million



IBI ATLANTA

SAM NICHOLLS lives in Atlanta full time, where he leads the IBI training program with more than 20 years of investment experience. Sam began his career in the Capital Markets in 1989 after earning a B.A from Hamilton College in Clinton, NY, and has since served in venture capital and investment advisory. After earning an M.B.A from Yale School of Management in 1995, Sam served as an Analyst in New York City at Rockefeller & Company for both public and private equity (early stage investments), and as a Venture Capital Associate at Wolfensohn Partners, founded by the former Chairman of The World Bank, and an original investor in Celgene.

Sam transitioned to public equity in 1999 and served as a Sell-side Equity Analyst at Gerard Klauer Mattison and W. Quillen Securities with a focus on the industrial sector, and then as a Buy-Side Equity Analyst at Carret Asset Management in New York City, covering all sectors and holdings, assisting with investment strategy, and serving as a member of the 4-person investment committee. Carret is an investment advisor founded by a pioneer in value investing and an inspiration to Warren Buffett. Sam has been responsible for the deployment of hundreds of millions of dollars in capital over his career.

The following is a sampling of the hundreds of companies Sam has analyzed:
  • MacQuarie Infrastructure – a conglomerate, examined drivers of each unit, ROI trends for acquisitions in context of price paid, gauged valuation, and determined dividend was unsustainable. Recommended sale in June 2008 in the low $30s (mkt cap $1.4 billion). Stock fell to 80 cents/share
  • Starbucks – modeled the impact to cash flow and ROI by right-sizing its store portfolio, recommended purchase at $17/share (mkt cap $12.4 billion) in June 2008. Stock reached $22 at the end of 2009, $32 at the end of 2010, and $46 at the end of 2011
  • Titanium Metals – Prior to the commercial aerospace upcycle, in early 2005, discovered reason for increased titanium content on new aircraft. Researched and modeled likely volume and price increases, and timing, examined impact of sponge capacity constraints, forecast GAAP earnings and cash flow. Covered company and recommended purchase August 2005 at $7.44 (mkt cap $12.4 billion). Stock increased nearly five times, peaking at $36 in May 2006
  • Sifco – In October 2005, observed that this small casting and forging company owned much of its real estate and the company was vastly undervalued if they were to do a sale/leaseback, or could be acquired. Valued the holdings, determined likely valuation range and viability of an LBO, given comp valuations for the core business. (mkt cap $17 million). Stock increased from $3.33/share to $22/share in July 2007, more than six times in less than two years
  • Calgon Carbon – In March 2007, discovered the FTC’s review of Chinese dumping of activated carbon, which is used for water purification. Examined financial impact on Calgon Carbon, in light of market concentration, and determined likelihood of US duties, which were indeed imposed later. Recommended purchase in March 2007 (mkt cap $270 million) at roughly $8/share. Stock to $21/share in August 2008
  • Schwab v. E-Trade – As an associate analyst in 2000, intuited valuation discrepancy between Schwab and E-Trade, in light of the ROI of TV advertising by E-Trade versus the ROI of Schwab’s physical office presence as a form of advertising. Performed valuation in light of this and customer churn impacting the average life of an account for each company, and margin usage by clients. After we issued a report, a few senior analysts at bulge bracket investment banks emulated my work. Schwab thereafter outperformed E-Trade for roughly two years
  • At Wolfensohn Partners, performed debt recapitalizations on several portfolio holdings at Wolfensohn Partners, and conducted a quantitative study on PIPEs terms
  • At Rockefeller & Company, researched, analyzed, modeled, valued, and helped structure terms for numerous venture stage prospective investments which had no comparables, such as a producer of plastic pallets, a laser eye surgery chain of clinics, and a producer of an eco-friendly pool water purification systems



IBI BOSTON

SPENCER ADAMS leads the IBI training program in Boston, where he lives full time. Spencer is an accomplished finance professional with over 14 years experience as an investment banker and corporate executive. He has advised dozens of companies on a wide range of corporate finance and strategic initiatives and acted as a lead banker on transactions with an aggregate value in excess of $2 billion. Spencer has specific deal experience in initial public offerings, public and private equity offerings, convertible debt issuance, loan portfolio acquisitions/divestitures, corporate mergers & acquisitions, fairness opinions and financial restructuring.

Spencer served as a Vice President of investment banking at The Kessler Group in Boston, MA, an industry focused boutique that works with banks and other financial institutions to buy and sell credit card and consumer loan portfolios. During his tenure at The Kessler Group the firm completed over 20 transactions with an aggregate value of approximately $3 billion.

Prior to joining the Kessler Group, Spencer was the Chief Financial Officer at Empact Solutions, Inc., an early stage software company funded by MC Venture Partners. Prior to Empact, Spencer was a Vice President at Deutsche Bank in the Global Investment Banking Group where he focused on technology and telecommunications companies.

Spencer received his BA in Political Science from the George Washington University where he graduated Magna Cum Laude and Phi Beta Kappa. He holds an MBA from the Amos Tuck School of Business at Dartmouth College.

Selected Transaction Experience:
  • Lead managed a $250 million convertible debt offering for Manugistics, Inc. - a global supply chain and logistic software company
  • Lead managed a $65 million secondary equity offering for Jakks Pacific, Inc. – a leading maker of licensed toys and entertainment products including World Wrestling action figures, Discovery Kids and the Smurfs
  • Co-managed a $85 million secondary equity offering for Jakks Pacific, Inc.
  • Advised The Elan Ski company on their privatization and financial restructuring in connection with the divestiture of state owned enterprises in the former Republic of Yugoslavia
  • Advised Manugistics, Inc. on their $270 million acquisition of Talus Software
  • Coordinated a $50 million private equity investment in TManage, Inc. – an IT services company that provided outsourced telecommuting programs for large corporations
  • Advised Arrow Automotive Industries on their $125 million restructuring
  • Advised a confidential financial institution client on a potential $5.4 billion asset divestiture



IBI CHICAGO

TARIK GALIJASEVIC is an accomplished investment banker living in Chicago, with over 11 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, dividend recaps, ABSs, high grade and high yield debt. Tarik has closed 25 transactions with total transaction value exceeding $25 billion across Europe, North America, Africa and Asia. He has advised large multi-nationals as well as small and middle-market companies across a spectrum of industries including Automotive, Shipping, Aerospace and Defense, Industrial, Consumer and Healthcare, Pharmaceutical and IT. 

Most recently, Tarik has been working with TG-F, originating and running every aspect of deal execution for small and mid-size companies in Europe and North America ranging from both sell-side and buy-side M&A mandates to private debt and equity capital raising transactions. Prior to working with TG-F, Tarik worked for JPMorgan Securities where he quickly moved through the ranks. He worked in New York for Financial Sponsors Group and in Chicago for Transportation and General Industries Group. While at JPMorgan, Tarik led and executed M&A deals, public and private equity and debt transactions, and strategic advisory assignments.

Tarik received his B.S. in Civil Engineering from the Illinois Institute of Technology where he graduated Magna Cum Laude. He holds MBAs in Finance, International Business and Entrepreneurship from IIT’s Stuart Graduate School of Business. 

Selected Transaction Experience:
  • Lead left bookrunner on debt financing for Carlyle and advisor on its purchase of Standard Aero for $1.45 billion
  • Exclusive financial advisor to Carlson Companies on the acquisition of a 25% stake in Rezidor SAS (~$200 million)
  • Exclusive financial advisor and provider of a Fairness Opinion to Johnson Controls on its $3.2 billion acquisition of York International
  • Lead left bookrunner on $2.2 billion debt financing for Johnson Controls on its acquisition of York International
  • Lead left financial advisor to CD&R on its $5.5 billion acquisition of ServiceMaster
  • Lead left bookrunner and Joint Lead Arranger on $1.3 billion Senior Secured Credit Facilities for Visteon Corporation
  • Lead left bookrunner on $800 million new 7-year Secured Term Loan facility for Visteon Corporation
  • Lead left bookrunner and Joint Lead Arranger on $675 million of new European and U.S. 5-year Revolving Credit Facilities for Visteon Corporation
  • Sole Lead Arranger and Bookrunner on $404.5 million loan syndication for FreedomRoads
  • Lead left on $1 billion debt financing for Cummins
  • Joint Bookrunner on $1.8 billion debt financing for CD&R’s purchase of Sally Beauty Products
  • Lead left on $100 million debt private placement for Treehouse
  • Joint bookrunner on $500 million revolving credit facility for Treehouse
  • Joint Bookrunner on $250 million debt offering for Brunswick
  • Lead left bookrunner and stabilization agent on the $108 million follow-on offering by MarineMax (Brunswick)
  • Co-manager on the $160 million follow-on offering for Commercial Vehicle Group
  • High economics lead co-manager on the $125 million IPO for Horizon Lines
  • Lead co-manager on $192 million IPO for Double Hull Tankers
  • Sole bookrunner on a $127 million accelerated bookbuild for Grindrod
  • Lead left bookrunner on a $220 million SPAC IPO for NMAC



IBI DALLAS

JEFFREY NOLAND is a senior finance executive and former investment banker who brings over 17 years experience involving M&A, complex valuations of both private and public companies, and structuring real estate private equity transactions to IBI Texas.

Jeff currently serves as the Chief Financial Officer and Executive Vice President overseeing business development for Briar Capital, a specialty finance company with operations in Dallas and Houston. In this role, Jeff oversees all financial aspects of the company (including bank and Board reporting), and works to finance companies operating in diverse industries.

Prior to his current role, 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.

He has also qualified and testified as a damages expert in United States Federal Court based on his expertise in finance and business valuation.

Jeff holds an MBA from The Wharton School of Business at the University of Pennsylvania.

Selected Transaction Experience:
  • $1.2 billion damages award ($200 million actual damages and $1.0 billion of punitive damages) against a major U.S. financial institution
  • $600 million in damages to client for patent infringement by Dell, Gateway, Hewlett-Packard, and others
  • $235 million in damages against an air cargo services company
  • Pre-IPO rights valuation for $178.8 million IPO of Internet incubator company
  • $125 million purchase and conversion of a 560-room luxury hotel to condominium hotel
  • Pre-IPO rights valuation for $56.4 million IPO of Internet company
  • $55 million purchase and conversion of a 475-room hotel to full-service independent- and assisted-living facility
  • $27 million purchase and planned $40 million renovation of a 193-room full-service hotel for resale as a luxury condominium hotel
  • $25.9 million raw land acquisition and $60 million development of 5,400 acres in Cabo San Lucas, Mexico
  • Sell-side advisory for $20 million sale of insurance (property/casualty) company
  • Sell-side advisory for $15 million sale of regional formalwear company
  • Successful Defense from hostile takeover attempt of publicly traded microwave electronics company



IBI HOUSTON

MARIA LIAPINA is an experienced finance professional with over 12 years of transactional and corporate finance experience in oil & gas, technology, manufacturing, alternative investments, pharmaceutical and consumer goods sectors on both advisory and principal sides.

In her advisory role Maria advised clients on the financial implications of complex business transactions, including reverse mergers, common control transactions, step acquisitions, sell-offs, spin-offs, carve-outs, strategic alliances, private and public securities offerings and recapitalizations; assessed clients’ readiness to go and be public; performed financial diligence work; screened prospective investment opportunities; prepared business valuations; and assessed the impact of contemplated business combinations on the acquirer/seller companies’ balance sheets and earnings.

On the principal side Maria continued M&A work with the focus on transaction execution and team building. In an acquisition scenario, Maria managed the post-merger synchronization of financial processes and procedures and elimination of redundancies in a combined entity. In a divestment scenario, Maria lead the cross-functional divestment team that designed financial reporting infrastructure, created stand-alone financial management tools and provided training to the controllership team to enable the carved out business to operate effectively under the heightened regulatory scrutiny of the public company regime.

Maria started her career with Deloitte & Touche in the Assurance practice. After the graduate school she joined PwC Capital Markets and Advisory Accounting practice. Today Maria serves as the Corporate Controller of Weatherford Drilling International, a land drilling division of Weatherford International. Maria holds a JD from Northwestern School of Law and MBA from Kellogg School of Management. Maria is certified as a public accountant (CPA) in Wisconsin and Illinois.

Selected Transaction Experience:
  • $4.65 billion acquisition of Grupo Modelo’s U.S. business by Constellation Brands
  • $2.8 billion acquisition of Wood Group Well Support Division by GE Oil & Gas
  • $300 million divestiture of software business by ConvergEx
  • $4.2 billion acquisition of Ally Financial’s international operations by GM Financial
  • $750 million IPO Orbitz Worldwide
  • $10.1 million IPO Global Brass & Copper
  • $400 million 144A debt offering Titan International
  • Aptalis IPO



IBI LOS ANGELES

CHARLES BUSH leads the IBI training program in Los Angeles. Chuck has 15 years of experience as an investment banker, consultant, and Chief Financial Officer with a track record of originating complex financial transactions, including senior and mezzanine debt, equity, and M&A transactions. He is an expert in building dynamic financial models that investors, company executives, and business owners rely on to make intelligent, informed financial and strategic decisions.

As a team leader at Monitor Company, Chuck advised Fortune 100 CEOs on M&A and LBO transactions in construction materials, financial services, telecommunications, and lottery and gaming industries.

For the last 10 years, Chuck has been an investment banker, consultant, and CFO focusing on transactions in media entertainment and technology. He was an Assistant Vice President in JPMorgan’s Entertainment Industries Group, where he participated in multi billion dollar senior debt transactions for Dreamworks SKG, MGM, and Walden Media, M&A transactions for major studios and cable networks, and the IPO of Dreamworks Animation.

Chuck has been CFO of two start-up media companies and was instrumental in originating and negotiating debt and equity capital raising using sophisticated financial models to analyze transactions and manage company capital structure. As Founder and Chief Executive Officer of Great Road Capital, Inc. he has provided financial advice to a host of companies in a variety of industries and has been instrumental in raising hundreds of millions of dollars.

Chuck holds an MBA from The Wharton School of Business and a BA in Economics from Harvard University.

Selected Transaction Experience:
  • Lead managed (as Assistant Vice President with VP) $2.0 billion senior credit facility for MGM secured by its $5.0 billion film library.
  • Led industry team in valuation of Dreamworks Animation in its split from the live action film business and subsequent IPO of over $2 billion.
  • Lead managed (as Assistant Vice President with VP) $1.5 billion securitization for Dreamworks SKG.
  • Advised senior management of a major construction products company on merger and acquisition decisions using sophisticated valuation modeling techniques, leading to a $350 million divestiture.
  • Advised private equity investor in the multi-million dollar merger of Lions Gate Films and Artisan Entertainment.
  • Raised over $100 million for film and television projects as CEO of advisory firm Great Road Capital, Inc.



IBI PHILADELPHIA

DAN KOBAYASHI is a senior investment banker with 10 years of investment banking experience in Mergers and Acquisitions, Leveraged Buyouts, Public Offerings and Private Placements of Debt and Equity, and Financial and Strategic Advisory Engagements. Dan has advised middle market and large capitalization companies in a variety of sectors including Financial Services, Business Services, Healthcare, Technology, Media and Telecommunications, Alternative Energy, Aerospace Defense and Consumer and Retail.

Dan currently serves as a Vice President in the Investment Banking Department of Dominick & Dominick LLC, an investment bank founded in 1870, and one of the earliest members of the New York Stock Exchange, where he takes an active role in the execution of mergers and acquisitions, equity and debt capital raises, and strategic advisory engagements.

Prior to Dominick & Dominick, Dan was a Senior Associate in the Financial Institutions Group of J.P. Morgan where he executed M&A, public and private equity and debt transactions, and strategic advisory assignments. Prior to joining J.P. Morgan, Dan was a Senior Associate with Milestone Merchant Partners LLC, where he focused on mergers and acquisitions in the financial services industry and led the firm’s analyst and associate recruiting. Dan began his career at Houlihan Lokey, working on sell-side M&A, fairness opinions, and ESOP and intangible asset valuations.

Dan graduated from The McIntire School of Commerce at the University of Virginia.

Selected Transaction Experience:
  • Advisor to The Blackstone Group's attempt to acquire PHH Corp. with General Electric Co. for approximately $1.8 billion
  • Managed a $500 million offering of Senior Unsecured Notes of American Capital, Ltd.
  • Managed a $170 million Initial Public Offering of European Capital, Ltd., a subsidiary of American Capital, Ltd.
  • Advised ResMAE Financial Corp. on its sale to Citadel Investment Group, LLC for $178 million
  • Advised New York Mortgage Trust, Inc. on the sale of its retail lending platform to IndyMac Bancorp, Inc.
  • Advised BFI Business Finance, Inc. on its sale to Pacific Western Bank for $35 million
  • Placement agent to The Rowman & Littlefield Publishing Group, Inc. in a $31 million senior debt financing transaction with CapitalSource, Inc.
  • Advised Lotto Sport Italia SPA on its acquisition of Etonic Worldwide, LLC
  • Advised Morgan Stanley on its cross-border acquisition of Access Home Loans Ltd.
  • Advised The Royal Bank of Canada on the sale of RBC Mortgage Co. to Home 1-2-3 Corp.
  • Advised Washington Mutual, Inc. on the sale of certain residential home loan centers to American Home Mortgage Investment Corp.
  • Advised Ponce General Corp. on its sale to First BanCorp. for $102 million
  • Advised Engineered Arresting Systems Corp. on its sale to Zodiac SA for $62 million



IBI SAN FRANCISCO

ROBERT CHUNG is a seasoned corporate finance professional with more than 25 years of transaction experience in mergers and acquisitions, business valuations, IPOs and secondary equity offerings, financial and strategic advisory projects, leveraged buyouts and private placements. Bob has advised middle market and large capitalization companies in a variety of industries including Technology, Media and Telecommunications, Medical Technology / Biotechnology, Alternative Energy, Oil, Consumer / Retail and Financial Services.

Bob's experience throughout the US, Asia and Europe includes his role as an Executive Director in the Technology and Telecommunications Investment Banking Group of CIBC World Markets in Singapore where he focused primarily on the semiconductor sector in Asia. He was previously a Director in the Technology Investment Banking Group of Cowen & Company where he executed M&A and capital raising transactions across a variety of technology sectors.

Most recently, Bob was with PricewaterhouseCoopers’ Transaction Services group where he focused on business valuations. While at PwC, Bob advised SanDisk in its series of acquisitions in the solid state drive space. Prior to joining PwC, Bob was Chief Financial Officer of MediaRing Ltd., a Singapore-based VOIP technology and services company. Bob helped lead MediaRing’s successful IPO, becoming the first loss-making company allowed to list on the Main Board of the Stock Exchange of Singapore.

Bob earned an MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Economics from Harvard University.

Selected Transactions Experience:
  • Advised SanDisk in its series of acquisitions (Pliant Technology, FlashSoft Corp. Schooner Information Technology) in the solid-state disk drive space. Acquisitions were core to SanDisk’s strategy to acquire key SSD technology and further expand into new horizontal product markets.
  • Advised Lam Research in its $3.7 billion acquisition of Novellus Systems
  • Advised Spansion in its $294 million acquisition of Saifun Semiconductors
  • Advised Clorox in its $935 million acquisition of Burt’s Bees
  • Advised Cadence Design Labs in its $285 million acquisition of Verisity, an Israel-based verification software company
  • Advised Peabody Energy in its $441 million acquisition of three Australian coal mines from RAG Coal International
  • Advised PT Astra International in the $90 million sale of its PT Astra Microtronics Technology subsidiary to Newbridge Capital. The transaction was originated and completed at the height of the Asian Financial Crisis.
  • Advised UltraCision, a laparoscopic technology company, in its $70 million sale to Johnson & Johnson
  • Advised Intellution, a process control software company, in its $84 million sale to Emerson Electric
  • Managed a $28 million IPO and a $95 million secondary offering for ASE Test Limited
  • Managed a $60 million IPO for Panavision
  • Lead-managed a $46 million IPO for IDT Corp.
  • Lead-managed a $34 million secondary offering for Brightpoint
  • Advised Magyar Hitel Bank in the $200 million sale of its investment in Tungsram Rt. to General Electric



IBI WASHINGTON

JC CHOI, who leads the IBI training program in New York and Washington, has practiced corporate finance for over 20 years and participated in landmark investment-banking transactions. Throughout his career, he has been an employee of three Fortune 100 companies two of which were Wall Street bulge-bracket banks. His investment-banking experience spans across M&A, financial restructuring, equity and debt financing (public and private), initial public offerings (IPO), high-yield merchant banking, and fairness opinions, (bankruptcy and non-bankruptcy).

Jung Min’s most recent Wall Street experience was as Managing Director of Westminster Securities, where he focused mostly on the Asian markets, with a particular focus on renewable and clean energy. Prior to joining Westminster Securities, Jung Min was a Vice President in the Financial Restructuring Group of Houlihan Lokey, where he helped source and successfully complete Houlihan Lokey’s largest ever debtor-side financial restructuring assignment as a Senior Associate of the firm. Prior to Houlihan Lokey, Jung Min was an Associate in the Telecommunications Group of Salomon Smith Barney (the investment-banking arm of Citigroup), where he worked on some of the most legendary telecom transactions of all time. Before coming to Wall Street, Jung Min was a Finance Manager at Ford Motor Company, focusing on both domestic and international finance. His first direct Wall Street experience was as an Investment Banking Summer Associate at JP Morgan Chase.

Jung Min received his B.A. degree in Economics from Brandeis University (1988), where he was a recipient of a full merit scholarship. Additionally at Brandeis, he was one among eight students selected by the Economics Department chiefs for the prestigious Lemberg Program for International Economics and Finance. He also attended The International University of Japan (IUJ) , a graduate school, located in Niigata, Japan, as a Brandeis University Lemberg Scholar representative. Jung Min received his MBA degree from The University of Michigan Business School in finance, where he graduated with honors distinction.

Selected Transaction Experience:
  • Advised GTE Corp., a nationwide telecom provider, in its $70-billion merger with Bell Atlantic Corp., to create Verizon Communications Inc., the largest telco in the U.S.
  • Advised WorldCom Inc., a local and long distance telecom provider, in its $40-billion merger with MCI Corp., a long-distance provider, including a fairness opinion
  • Advised Paging Network, Inc. – then the largest paging company in the U.S., through its financial restructuring of $2.2 billion in distressed debt/liabilities. Worked with Paging Network to effectuate a complex, three-part, pre-arranged Chapter 11 filing whereby the company emerged from bankruptcy by (i) merging with Arch Wireless (then the second largest paging company in the U.S.), (ii) partial reinstatement of secured bank debt, and (iii) debt-for-equity swaps for the remaining claims holders, all which closed contemporaneously
  • Advised Danka Business Systems PLC, an independent copy-machine distributor and provider of outsourced reprographics services in the U.S., in its successful restructuring of over $800 million in funded debt involving (i) the sale of Danka Services International (DSI)
  • Advised HQ Global Holdings, a commercial-office-space aggregator (a “re-lessor” of commercial real-estate office space), in its Chapter 11 bankruptcy proceedings with over $600 million in distressed debt/liabilities
  • Advised AmeriServe Food Distribution Inc. in its Chapter 11 proceedings with over $1.6 billion in distressed debt/liabilities
  • Co-managed a $1.6-billion secondary equity offering of Cable & Wireless Communications plc stock, which was Bell Canada’s entire 14.2% stake in the Cable & Wireless
  • Arranged a $400-million high-yield and bank-debt refinancing for U.S. Foodservice Inc., a major foodservice distributor
  • Advised IMPSAT Fiber Networks, Inc., a facilities-based, high-bandwidth telecom Internet & data service provider, in its Chapter 11 bankruptcy proceedings with over $1.2 billion in distressed debt/liabilities
  • Co-managed a $325-million cumulative convertible preferred stock 144A offering for Omnipoint Corp., a New York-based digital GSM cellular provider which was subsequently acquired by T-Mobile



Headquarters:   750 3rd Avenue, Ninth Floor,   New York, NY 10017  
212-380-7027 
For expedited service, please call our offices

© 2002-2017 Investment Banking Institute. All rights reserved.

Toronto
TD Canada Trust
416-619-4867


London
Malet Street
+44 20 3868 6633


Hong Kong
Hutchison House
+852-8170-3912


SINGAPORE
Shopping Center
+65 3158 0445


Mumbai
Nirlon Business Park
+91 8452 099 952


Frankfurt
Mainzer Landstr
+49 69 2547 2558


Paris
Petits Champs
+33 1 7666 0857


Geneva
World Trade Center
+41 22 548 0820


Zurich
Stockerhof Centre
+41 44 585 2455


Madrid
Edificio EuroCentro
+34 91 829 5184


LAGOS
Kainos Edge House
+234 809 446 5306


JOHANNESBURG
TBE Sandton
+27 11 589 9050


ALL SCHEDULES