Bill worked as an investment banker (covering Media/Telecom then Industrials/Transportation clients) following his service as a nuclear submarine officer. Recently, as a freelancer, he has advised or led deals ranging from small local acquisitions to the sale of a larger middle-market business. Bill has extensive experience in M&A and capital markets transactions and enjoys rolling up his sleeves on the analytical aspects of deals.
Served as VP (Operations and Development) for Tabulate: a financial technology startup.
Led the search for an acquisition opportunity to ramp up the development cycle.
Led all aspects of the transaction execution for the first acquisition that closed in August 2015.
Contributed to the beta testing effort and evaluation of the software performance at all points in the development process.
Focus areas: Capital Raising, Operations Analytics, Mergers & Acquisitions (M&A), Corporate Development
Vice President
2004 - 2009
Citigroup
Focused primarily on providing strategic advisory services as well as credit and capital structure analysis, debt, and equity capital markets alternatives and general corporate finance.
Executed a broad range of product transactions including an IPO and follow-on equity offerings, buy-side and sell-side M&A transactions, and multiple high-yield and investment-grade debt offerings.
Negotiated various transaction documents (confidentiality agreements, engagement letters, and stock purchase agreements).
Advised Quintana Maritime on a $2 billion sale to Excel Maritime (2007 – January 2008).
Advised the Dakota, Minnesota, & Eastern Railroad on a sale to Canadian Pacific Railroad for approximately $1.5 billion (2005 - August 2007).
Created and evaluated detailed financial models to analyze the pro forma effects of M&A and financing transactions; including a comprehensive application of most common valuation methodologies (discounted cash flow, public comparables, leveraged buyout, sum-of-parts, yield IPO).
Prepared and presented materials for client board meetings, offering memoranda, management presentations, and road shows.
Managed financial and business due diligence processes.
Led and managed a $140 million initial public offering of common stock for Nexstar Broadcasting in November 2003.
Advised The Thomson Corporation on $135 million divestiture of healthcare publishing assets in October 2003.