Menu

The Firm
Our Business
Industry Expertise
Transactions
- Recent Transactions
Contact

What We Do

Our Team

Contact Us

Haidar N. Malik

Associate
New York Office
PH: 212-542-4556
download vCard

Haidar Malik is an Associate at GLC Advisors, which he joined in early 2018. Mr. Malik works on transactions on behalf of creditors and issuers across a variety of industry sectors. Recent restructuring assignments included roles in Toys R Us and Puerto Rico.

Prior to GLC, Mr. Malik was a senior analyst in Citigroup’s Corporate & Investment Banking division, specifically within the consumer, retail and homebuilding coverage team where he was responsible for the structuring and execution of various financing transactions, and also providing corporate finance advisory. Mr. Malik was previously a high-yield credit research analyst within Citi’s S&T division.

Mr. Malik holds licenses for the FINRA Series 7, 63 and 79 examinations and has a BA in Finance from the Dolan School of Business at Fairfield University.

The Firm

About GLC Advisors & Co.
Careers at GLC
Our People
GLC Investment Advisors

Our Business

Financing/Debt Advisory
Mergers & Acquisitions
Restructuring & Recapitalization
Valuation & Fairness Opinions

Expertise

Consumer & Retail
Energy & Power
Financial Services
Gaming
General Industrials
Healthcare
Technology

Quick Links

Contact / Locations

Send Us a Message Top

Contact Us Now

* Please answer to help us eliminate spam

Lee S. Buckner

Senior Advisor

Mr. Buckner is a co-founder and Managing General Partner of Global Leveraged Capital, a member of the Investment Committee for GLC Investment Advisors, and a member of the Board of Managers for GLC Advisors & Co.

Prior to forming Global Leveraged Capital, Mr. Buckner was the Head of The Merchant Banking Group, Western Region at BNP Paribas from 2000 to 2006, and a member of the North American Leveraged Finance Committee, focused on debt and equity investments in event driven transactions. Prior to this, Mr. Buckner was a co-founder of The Merchant Banking Group for Paribas from 1994 to 2000, and a member of its Investment Committee. Mr. Buckner also served on the Paribas Global High Yield Underwriting Committee from 1998 to 2000.

Prior to BNP Paribas/Paribas, Mr. Buckner held several positions in Investment Banking and Structured Finance at Bankers Trust Company from 1988 to 1992. From 1984 to 1986, Mr. Buckner was the Chief of Staff to the Chief Financial Officer at Levi Strauss & Co focused on Corporate Planning and Development. From 1982 to 1984, Mr. Buckner held various positions in Product Management and Operations at Levi Strauss & Co. From 1979 to 1982, Mr. Buckner was a strategic consulting analyst at McKinsey & Company.

Mr. Buckner currently serves on the Board of Directors for Affiniti Corporation and RedHawk Foods, LLC. Previous Board of Director and Observer positions include those at Stackpole Corporation, Universal Fibers Company, Propex Corporation, MD Beauty (Bare Essentials), North American Energy Partners, Knowledge Universe, MACTEC, Exopack Corporation, PRA International, Berkeley Industries and Axia Group.

Mr. Buckner has successfully completed the following FINRA Administered Qualification Examinations: Series 7, 24, and 63. He received his BS from the University of California, Berkeley, and his MBA from The Darden School of Business Administration, University of Virginia.

Donald Stanners

Senior Advisor

Mr. Stanners is the co-founder, President and CEO of RedHawk Foods. Founded in 2014, RedHawk Foods is an innovative and entrepreneurial food company. Prior to starting RedHawk, Mr. Stanners was a partner and co-founder of Insight Holdings; the Vice Chairman, board director and CFO of The Farley’s & Sathers Candy Company, Inc.; and CFO and board director of Insight Pharmaceuticals Corporation. Mr. Stanners specializes in building consumer products companies though expanded distribution, brand extensions, organic growth and the timely acquisitions of complementary brands and operations. He also served as a principal at The Shansby Group, managing director at GE Capital and held senior positions at The Bank of America and Security Pacific National Bank. He graduated from Duke University and is currently a member of the Trinity Board of Visitors and the Innovation & Entrepreneurship Task Force at Duke University.

Adam Kelly-Penso

Associate
New York Office
PH: 212-600-2408
download vCard

Adam Kelly-Penso joined GLC as an Associate in 2019. Prior to GLC, Mr. Kelly-Penso was a Credit Analyst at Morgan Stanley covering leveraged underwriting in Corporate Healthcare and Pharmaceuticals. He has broad experience across the healthcare sector including generic and branded pharma, hospital systems, and revenue cycle managers.

Mr. Kelly-Penso holds a BA in Mathematics from Columbia University.

Neil Patil

Associate
New York Office
PH: 212-600-2411
download vCard

Neil Patil joined GLC Advisors as an Associate in 2019. Prior to GLC, Mr. Patil was an Associate in the Global Leveraged Finance group at BMO Capital Markets, where he focused on delivering financing opportunities for leveraged companies across all industries throughout North America.

Prior to BMO, Mr. Patil was a Senior Software Engineer at Susquehanna International Group, LLP, where he specialized in building algorithmic and high-frequency trading systems. Before joining Susquehanna, Mr. Patil ran a technology consulting firm focused on building financial software.

Mr. Patil holds an MBA from the Stephen M. Ross School of Business at the University of Michigan and majored in biochemistry and mathematics at the University of Pennsylvania. He holds FINRA Series 79 and 63 licenses.

Abhishek Patel

Analyst
New York Office
PH: 212-600-2423
download vCard

Abhishek Patel joined GLC Advisors in 2019 as an Analyst. Prior to GLC, Mr. Patel was an analyst in the Asset-Backed Finance group at Wells Fargo Securities where he focused on the underwriting and execution of a variety of structured products transactions for specialty finance companies.

Mr. Patel holds licenses for the FINRA Series 63 and 79 examinations and has a BBA degree with a concentration in Finance from the Goizueta Business School at Emory University.

Paul (Tim) Thompson III

Senior Advisor

Mr. Thompson is a former Managing Director at GLC and previously, a Senior Managing Director at FBR. He joined FBR from Watch Hill Partners in 2008. Prior to joining Watch Hill Partners, Mr. Thompson was Chairman and Chief Executive Officer of The Darby Creek Company, an investment banking consulting firm that primarily specializes in giving impartial advice to owners and CEOs of private companies. Prior to founding The Darby Creek Company, Mr. Thompson was Managing Director and Chief Executive Officer of the Kelso Mezzanine Fund (“KMF”), a mezzanine fund that was raised in partnership with Kelso & Company, a leading New York based private equity fund.

Prior to co-founding KMF, Mr. Thompson was a Managing Director at Credit Suisse First Boston and at Donaldson, Lufkin & Jenrette Securities Corporation (“DLJ”). While at DLJ, Mr. Thompson established the DLJ Bridge Fund and coordinated its activities for eleven years beginning in 1987. In 1998, he became Chief Credit Officer of the Investment Banking Group and Chairman of the Credit Commitment Committee with responsibility for the capital commitment process for the firm.

Prior to joining DLJ, Mr. Thompson was with The First Boston Corporation from 1982 to 1987 where he worked in the project finance group and later started the acquisition finance group that specialized in syndicating bank credit facilities to fund acquisitions. From 1975 until 1982, he worked at Manufacturers Hanover Trust Company in general corporate and energy lending in New York and London, and from 1973 to 1975 he was a trainee at Brown Brothers, Harriman & Company in the bond department. Mr. Thompson served in the Pennsylvania National Guard from 1971 to 1977.

Mr. Thompson received a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.

Jeffrey J. Youle

Senior Advisor

Jeffrey J. Youle is a co-founder of and former Managing General Partner for GLC. He most recently served as Head of Corporate Investment Banking at BNP Paribas 2003 to 2005. He was also Head of Acquisition Finance and Loan Structuring – NA for BNP Paribas, and Managing Director for that firm’s Private Capital Group. He served as Head of Paribas’ Media and Telecom Group from 1998 to 2001, and was Co-Founder and Head of NY Merchant Banking from 1987 to 1998. Prior to this he held positions at Touche, Ross & Co. and American Can. Mr. Youle earned his BS from Albion College, and his MBA from the University of Michigan.

William (Bill) F. Detwiler

Managing Director
New York Office
PH: 212-542-4558
download vCard

Bill Detwiler joined GLC Advisors in 2016 and focuses on M&A and corporate finance engagements with clients across the consumer, retail, energy and industrial sectors. He lends his industry knowledge in those sectors to GLC’s restructuring and recapitalization engagements, as well.

Mr. Detwiler was the Chief Investment Officer of United Safety Ltd., a provider of industrial safety consulting services and equipment to many of the world’s largest energy producers and refiners in over 20 countries. He developed and executed a global strategic growth plan, completed equity and debt recapitalizations, and implemented operational efficiencies across financial, treasury, legal and administrative functions. Prior to United Safety, Mr. Detwiler was a co-founder and Chief Operating & Investment Officer of two merchant banking firms, Three Ocean Partners (2012) and Watch Hill Partners (2003), where he advised clients in the consumer & retail, energy, industrial and business services sectors, including his long-time client, United Safety. He also sourced, structured and exited a portfolio of successful private equity co-investments across several different industries. After FBR Capital Markets acquired Watch Hill in 2009, Mr. Detwiler was appointed to co-manage FBR’s Consumer, Retail & Healthcare Investment Banking Group.

Prior to his career in finance, Mr. Detwiler was a corporate attorney counseling public and private corporations and private equity firms on M&A, corporate finance and other transactional matters. Prior to attending laws school, Mr. Detwiler was a corporate finance analyst with Barclays and a senior accountant with Price Waterhouse.

Mr. Detwiler earned a JD from Villanova University School of Law, where he served as a managing editor of the Villanova Law Review. He also received a MS in Accounting from the University of Hartford, and a BS in Political Science from Trinity College in Hartford, CT.

Mr. Detwiler is a member of the Board of Trustees of There Is No Limit Foundation, and is a former member of Trinity College’s Board of Fellows and South Kent School’s Board of Trustees. He is also a member of the New York bar association. He is member of the board of directors of CBF Holdings, Inc., the parent company of Bastide, a French beauty company founded by Frederic Fekkai, and of PepPod, a Boulder, CO, nutritional supplement company.

Abe Han

Managing Director
New York Office
PH: 212-542-4555
download vCard

Abe Han is a Managing Director of GLC Advisors, which he co-founded in 2009.

Mr. Han worked with companies and creditors on a number of assignments including bankruptcy reorganizations, out-of-court workouts, M&A, financing transactions and recapitalizations domestically and abroad. Mr. Han’s recent transactions include:

representing the Detroit Pension Systems with regards to their investments in Rivers Casino (Pittsburgh);
representing an ad hoc group of bondholders in $3.1 billion refinancing of Jefferson County, Alabama Sewer Warrants;
representing bondholders of Visteon ($2.7 billion reorganization, $700 million exit financing and $1.25 billion equity rights offering);
representing an ad hoc group of bondholders of Detroit, Michigan Water and Sewer Supply System Revenue Bonds;
representing bondholders of UCI International; and
representing second lien lenders of RCS Capital

Mr. Han has served on Star Tribune’s official unsecured creditors committee in bankruptcy, PRC and Urigen’s Board of Directors and as board observer of both ADS Logistics and River’s Casino (Pittsburgh). Mr. Han currently serves as a board observer of Fallbrook Technology.

Prior to co-founding GLC, Mr. Han was a Principal at GLC Investment Advisors where he primarily focused on distressed investing. Mr. Han was also an Executive Director in UBS’ Restructuring and Leveraged Finance Groups. Prior to joining UBS, Mr. Han was the Steel Division Manager for Hyundai Corp. (USA).

Mr. Han has successfully completed the following FINRA Administered Qualification Examination: Series 7, 24, 63. Mr. Han held a gaming license with the State of Pennsylvania.

Mr. Han was selected by The M&A Advisor as one of the “40 Under 40”.

Mr. Han holds an MBA from Northwestern University and a BA degree from Rutgers University.

J. Soren Reynertson

Managing Director
New York Office
PH: 212-542-4550
download vCard

Soren Reynertson is a Managing Director and the Managing General Partner of GLC Advisors, which he co-founded in 2009. Based in the New York office, he has worked with companies and their creditors on a number of assignments including bankruptcy reorganizations, exchange offers, out-of-court workouts, M&A, financings and recapitalizations for over 20 years. Recent assignments include roles in: iHeart, First Energy Solutions, City of Detroit, Jefferson County, LBI ehf. (formerly Landsbanki Íslands hf.), Puerto Rico, Colt Defense, Caesars, Foxwoods, Basic Energy, Radio Shack, Rivers Casino, City of Atlantic City and Toys R Us.

Before founding GLC Advisors, Mr. Reynertson was a Managing Director in UBS’ Restructuring & Leveraged Finance Group based in New York. Previously, Mr. Reynertson was a Managing Director and Head of the European Strategic Finance Group at Morgan Stanley in London. Prior to joining Morgan Stanley, Mr. Reynertson also held various roles within UBS’ Restructuring team in New York and London including Managing Director and Head of UBS’ European Restructuring team.

Mr. Reynertson was also a crisis manager for Jay Alix Associates (now AlixPartners) where he focused on taking operational roles in financially distressed businesses. Mr. Reynertson also worked in PriceWaterhouse’s Dispute Analysis and Corporate Recovery Group in New York, providing advisory services to troubled companies and their creditors.

Mr. Reynertson has successfully completed the following FINRA Administered Qualification Examinations: Series 7, 24, 63. Mr. Reynertson passed the Financial Services Authority (FSA) Securities Exam in the UK including CF21 (Investment Adviser) and CF309 (Customer). Mr. Reynertson held a gaming license with the State of Pennsylvania.

Mr. Reynertson received a BA from Emory University and an MBA from Columbia Business School.

Michael J. Sellinger

Managing Director
New York Office
PH: 212-542-4545
download vCard

Michael Sellinger joined GLC in 2009 and has worked on numerous in-court and out-of-court restructurings involving issuers from a range of industries. Mr. Sellinger’s recent experience includes representing Brookstone in its Chapter 11 filing and creditors in the bankruptcies of iHeart Communications and Toys R Us.

Mr. Sellinger has worked on a variety of corporate gaming transactions at GLC including those involving Boyd Gaming, Borgata, Caesars and Majestic Star. In addition, having worked on Foxwoods and numerous other casino transactions in Indian Country, he has successfully led GLC’s effort to create the dominant restructuring practice in Tribal gaming.

Mr. Sellinger was previously a Director in UBS’s Restructuring and Growth Capital Groups in San Francisco, where he focused on the restructuring of distressed securities as well as the new issuance of bank loans and high yield bonds. Mr. Sellinger also covered a number of leading financial sponsors.

Prior to joining UBS, Mr. Sellinger was an Associate in the Restructuring Group of Donaldson, Lufkin & Jenrette / Credit Suisse First Boston in San Francisco. He began his career as an Analyst in Investment Banking for DLJ in Los Angeles.

Mr. Sellinger holds a BBA from the Stephen M. Ross School of Business at the University of Michigan, where he graduated with High Distinction.

Mr. Sellinger has successfully completed the following FINRA Qualification Examinations: Series 7, 24, 63 & 79.

Mr. Sellinger currently serves as a Board Observer for Guitar Center at the request of certain creditors.

Robert H. Swindell

Managing Director
New York Office
PH: 212-542-4552
download vCard

Robert H. Swindell has been a Managing Director at GLC Advisors & Co., LLC since 2013.

Mr. Swindell has worked on a number of assignments including M&A, out of court work outs, and financings primarily in the consumer, business services, energy, mining and healthcare industries.

Prior to joining GLC, Mr. Swindell was CEO of the Civitas Group, an advisory firm specializing in the homeland and national security industries. He was a Managing Director at Lehman Brothers, where he ran the Global Debt Capital Markets, Global Consumer and Industrial and US Technology Groups within Investment Banking. He was a member of the Investment Banking Operating Committee.

He is on the Board of the University of Virginia College of Arts and Sciences Foundation and several private companies. Mr. Swindell has successfully completed the FINRA Administered Qualification Examination: Series 7, 63 & 24.

He holds an MBA from the Wharton School at the University of Pennsylvania and a BA in Economics from the University of Virginia.

Benjamin Anderson

Vice President
New York Office
PH: 212-542-4548
download vCard

Mr. Anderson was previously an Associate in UBS’s Restructuring and Leveraged Finance Groups. At UBS, Mr. Anderson was responsible for the execution and structuring of leveraged loan, high yield bond, and restructuring transactions.

From 2005 to 2010, Mr. Anderson worked as a licensed civil engineer at Kier & Wright on various commercial and industrial land development projects throughout California.

Mr. Anderson holds an MBA from USC Marshall School of Business where he graduated with Beta Gamma Sigma honors and a BS in Civil Engineering from UC Davis.

Sean Cannon

Director
New York Office
PH: 212-542-4542
download vCard

Sean Cannon is a Vice President at GLC with over 8 years of investment banking experience. Mr. Cannon joined GLC in 2013 and has advised debtors and creditors on a variety of restructuring transactions across a broad range of industries including healthcare, gaming, retail, media, telecomm, municipals and others. Examples of Mr. Cannon’s recent assignments include the Commonwealth of Puerto Rico, iHeartMedia, Toys “R” Us and UCI International among others.

Before joining GLC, Mr. Cannon worked at CRT Capital where he focused on M&A, capital raising and other financial advisory assignments.

Prior to joining CRT, Mr. Cannon worked in the Transaction Services practice at KPMG where he focused on M&A advisory services.

Mr. Cannon holds a BS in Finance from Lehigh University and holds FINRA Series 79 and 63 licenses.

Tatyana Donova

Vice President
New York Office
PH: 212-542-4556
download vCard

Ms. Donova was previously an Associate in the Energy Investment Banking Group at Bank of America Merrill Lynch. At BofAML, Ms. Donova was responsible for the analysis and execution of M&A, capital raising, and structured finance transactions in the oil and gas space.

Prior to joining Bank of America Merrill Lynch, Ms. Donova worked in the Global Industrials Group at Jefferies where she focused on M&A and financial advisory assignments in the Aerospace & Defense and General Industries sectors.

Ms. Donova holds an MBA from Columbia Business School, and a BA with concentrations in Economics and Mathematics from Vassar College.

Lee Jason Goldberg

Director
New York Office
PH: 212-542-4557
download vCard

Lee Jason Goldberg is a Director of GLC Advisors, which he joined in 2015

Mr. Goldberg has worked with companies and creditors on numerous assignments, both domestically and abroad, including bankruptcy reorganizations, out-of-court workouts, M&A, financing transactions, and recapitalizations. Mr. Goldberg’s recent transactions include representing creditors in FirstEnergy Solutions, Buffalo Thunder Development Authority, Commonwealth of Puerto Rico, RCS Capital, and Caesars Entertainment.

Mr. Goldberg was previously an Associate in the Business Finance & Restructuring group at Weil, Gotshal & Manges LLP, where he focused on company and creditor representations prior to and during chapter 11 cases, including Lehman Brothers, Hawkeye Renewables, FairPoint Communications, Circuit City, Powerwave Technologies, Great Atlantic & Pacific Tea (A&P), Chassix, and M*Modal.

Following law school, Mr. Goldberg served as a law clerk for the Honorable Arthur J. Gonzalez at the United States Bankruptcy Court for the Southern District of New York.

Mr. Goldberg has successfully completed the Series 63 and 79 FINRA Administered Qualification Examinations and holds a BA in Economics-Philosophy from Columbia University and a JD from Fordham University School of Law, graduating from each cum laude.

Tim Hagamen

Vice President
New York Office
PH: 212-542-4547
download vCard

Tim Hagamen joined GLC in 2014 and has worked on a variety of transactions for both creditor and debtor clients including in-court and out-of-court restructurings, DIP financings, rights offerings, and capital raises. He has worked on deals in the automotive, healthcare, and manufacturing spaces among others. Mr. Hagamen’s recent experience includes representing creditors in UCI International, Colt’s Manufacturing, and Fallbrook Technologies.

Mr. Hagamen was previously an Analyst in the Debt Capital Markets group at Goldman, Sachs & Co. in New York, where he focused on the execution of floating rate and short term debt issuances. He has completed the following FINRA Administered Qualification Examinations: Series 7, 63 and 79.

Mr. Hagamen holds an MBA from the New York University Stern School of Business where he graduated with distinction and Beta Gamma Sigma honors. He graduated from Harvard College with an AB in Government and was a recipient of the William J. Bingham award.

Haidar N. Malik

Associate
New York Office
PH: 212-542-4556
download vCard

Haidar Malik is an Associate at GLC Advisors, which he joined in early 2018. Mr. Malik works on transactions on behalf of creditors and issuers across a variety of industry sectors. Recent restructuring assignments included roles in Toys R Us and Puerto Rico.

Prior to GLC, Mr. Malik was a senior analyst in Citigroup’s Corporate & Investment Banking division, specifically within the consumer, retail and homebuilding coverage team where he was responsible for the structuring and execution of various financing transactions, and also providing corporate finance advisory. Mr. Malik was previously a high-yield credit research analyst within Citi’s S&T division.

Mr. Malik holds licenses for the FINRA Series 7, 63 and 79 examinations and has a BA in Finance from the Dolan School of Business at Fairfield University.

Sachin Abrol

Analyst
New York Office
PH: 212-600-2408
download vCard

Sachin Abrol joined GLC in 2016 and has worked on a number of transactions including in-court and out-of-court restructurings, leveraged buyouts and DIP financings. Mr. Abrol’s recent experience includes representing creditors in Toys “R” Us and liquidators of Platinum Partners.

Mr. Abrol was previously a Summer Analyst in the Leveraged Finance Division of Morgan Stanley, where he focused on a variety of leveraged transactions for companies and financial sponsors in the Technology and Telecommunications industry.

Mr. Abrol holds a BS with a concentration in Finance and Accounting from the McDonough School of Business at Georgetown University, where he graduated Magna Cum Laude.

Matthew D'Ambrisi

Associate
New York Office
PH: 212-542-4549
download vCard

Matt D’Ambrisi joined GLC in 2015 and has worked on a number of transactions including in-court and out-of-court restructurings. Mr. D’Ambrisi’s experience spans across a variety of industries including but not limited to media, industrials and tribal gaming, with specific transaction experience working on iHeartMedia, Essar Steel Algoma, and RCS Capital, among others.

Prior to joining GLC, Mr. D’Ambrisi was previously a Summer Analyst in the Corporate & Institutional Banking Division of The Royal Bank of Scotland, where he focused primarily on syndicated financing and debt capital markets transactions.

Mr. D’Ambrisi holds a BSBA with majors in Finance and Accounting and a minor in Economics from the McDonough School of Business at Georgetown University.

Jason Gart

Analyst
New York Office
PH: 212-542-4543
download vCard

Mr. Gart was previously a Summer Financial Analyst in the Aerospace-Defense-Government Services division at Houlihan Lokey Howard & Zukin, where he focused primarily on mergers and acquisitions.

Mr. Gart holds a BS in Commerce with concentrations in Finance and Management and a track in Entrepreneurship from the McIntire School of Commerce and a double major in Economics from the University of Virginia.

Mitul Parmar

Analyst
New York Office
PH: 212-542-4546
download vCard

Mr. Parmar was previously a Summer Analyst in the Investment Banking Division of Barclays, where he focused on debt capital markets transactions in the real estate, industrials, and aerospace sectors.

Mr. Parmar holds a Bachelor of Science in Business with concentrations in Finance, Management, and Social Entrepreneurship from the Stern School of Business at New York University.

Amy Regenstein

Analyst
New York Office
PH: 212-542-4544
download vCard

Ms. Regenstein was previously a Summer Financial Analyst in the Corporate & Institutional Banking division at The Royal Bank of Scotland, where she focused on mergers and acquisitions and cash management. (USA).

Ms. Regenstein holds a BBA with concentration in Finance and Accounting from the Stephen M. Ross School of Business at the University of Michigan.

Francisco Velez Moeller

Analyst
New York Office
PH: 212-542-4553
download vCard

Mr. Velez Moeller was previously a Summer Analyst in the Investment Banking Division of J.P. Morgan, where he focused on debt, equity, and mergers & acquisitions of Latin American companies.

Mr. Velez Moeller holds a BSBA with a concentration in Finance and Management, magna cum laude, from the McDonough School of Business at Georgetown University.

S. Harper Wathen

Associate
New York Office
PH: 212-542-4559
download vCard

S. Harper Wathen is an Associate at GLC Advisors, which he joined in 2014.

Mr. Wathen worked with companies and creditors on a number of assignments including bankruptcy reorganizations, out-of-court workouts and M&A transactions. Mr. Wathen has worked across a variety of sectors including oil & gas, power & utilities, gaming and consumer products. Mr. Wathen’s recent assignments include FirstEnergy Solutions, Pengrowth Energy, Caesars Entertainment, Tunica-Biloxi Gaming Authority, and Natrol, Inc.

Mr. Wathen was previously a Credit Analyst in the Credit Management Division of TD Bank N.A., where he focused on underwriting credit products for municipalities, middle market & community businesses, and non-profit organizations.

Mr. Wathen holds a BSBA with a concentration in Finance and Marketing, cum laude, from the McDonough School of Business at Georgetown University.

Evan Lewis

Associate
Denver Office
PH: 303-479-3849
download vCard

Evan Lewis advises entrepreneurs and business owners of high-growth, software, internet and media, and tech-enabled services businesses on M&A and growth equity transactions. Mr. Lewis has more than five years of investment banking experience, and has completed more than 10 M&A transactions in the last three years. Mr. Lewis has closed transactions with some of the largest technology companies and private equity firms domestically and abroad across numerous sectors, including: customer relationship management (CRM), enterprise resource management (ERP), ecommerce, augmented reality, GIS and mapping, consumer, and vertically-focused software.

Mr. Lewis is a Pitch Coach at the Rockies Venture Club, a non-profit serving investors and entrepreneurs and the oldest angel investing group in the United States, and is actively involved with the University of Dayton Alumni Association.

Previously, Mr. Lewis was an Associate at Pagemill Partners, the technology investment banking team of Duff & Phelps, where he advised companies in Silicon Valley and worldwide on M&A and growth capital transactions. Prior to his time at Pagemill, Mr. Lewis was an Analyst at St. Charles Capital (acquired by KPMG Corporate Finance), where he focused on M&A and financings for middle-market technology and telecom companies. Previously, Mr. Lewis was an Analyst in the Leadership Development Program at MB Financial Bank, one of the largest independent banks in Chicago with nearly $20 billion in assets.

Mr. Lewis holds an MBA from the University of Dayton and a BSB in Finance from Wright State University, and has successfully completed the following FINRA Administered Qualification Examinations (Series 62, 63, 79).

Robert Zhao

Analyst
New York Office
PH: 212-600-2407
download vCard

Robert Zhao joined GLC in 2016 and has worked on several transactions including in-court restructurings and M&A assignments across media and consumer retail. Mr. Zhao also covers a number of distressed credits in the healthcare and municipal space. Mr. Zhao’s recent experience includes representing the Ad-Hoc creditor group in iHeartMedia.

Mr. Zhao was previously a Summer Analyst in the Infrastructure Investment Banking division at Macquarie Capital, where he focused on Transportation and Public-Private Partnerships.

Mr. Zhao holds a Bachelor of Science in Business with concentrations in Finance and Economics from the Stern School of Business at New York University.

David Bluth

Managing Director
Denver Office
PH: 303-479-3855
download vCard

David Bluth is a Managing Director and helps lead GLC Advisors’ Technology Investment Banking practice. Mr. Bluth is focused on advising entrepreneurs and business owners of middle-market technology businesses, and is responsible for cultivating and managing client relationships, providing clients access to an extensive network of senior level relationships at premier private equity firms and strategic acquirers, and ultimately leading client M&A and capital raising transactions from the point of engagement through deal negotiations and closing. Mr. Bluth’s objective is to provide hands-on, client-first advice and senior-level judgement garnered through years of M&A transaction experience to deliver outlier results for software and technology-enabled services companies across a variety of application categories and vertical markets.

Prior to joining GLC, Mr. Bluth was a Director with KPMG Corporate Finance’s TMT Group, and a Partner of St. Charles Capital, LLC (acquired by KPMG in 2014), a leading boutique investment banking firm, where he also previously held Vice President and Associate positions. Prior to St. Charles Capital, LLC, Mr. Bluth worked as an Analyst in the Technology Group at KeyBanc Capital Markets.

Mr. Bluth is a board member for SOFTWAREColorado, an organization dedicated to providing knowledge, connections and an ecosystem for the companies who rely upon software as a core component of their business, and a frequent speaker on Technology M&A and other topics pertinent to entrepreneurs and business owners of growing technologies businesses.

Mr. Bluth is dedicated to giving back to his local community, and is a board member and an active community volunteer for Big Brothers Big Sisters of Colorado, Inc.

Mr. Bluth has successfully completed the following FINRA Administered Qualification Examinations (Series 7, 63), and holds a BS in Finance and a BS in Accounting from Florida State University.

Adam Fiedor

Managing Director
Denver Office
PH: 303-479-3845
download vCard

Adam Fiedor joined GLC in 2016 and has nearly two decades of transactional experience ranging from mergers and acquisitions to private capital raises for middle market companies. He has been regularly ranked among the nation’s most active M&A bankers by SNL Financial LLC.

Prior to GLC, Mr. Fiedor was a Director with KPMG Corporate Finance LLC, where he led KPMG’s fairness opinion practice in the United States and focused on mergers and acquisitions for middle market companies. Prior to KPMG, Mr. Fiedor was a partner of St. Charles Capital, LLC (acquired by KPMG Corporate Finance in 2014). From 2005 to 2007, he worked as an Associate Director in the Leverage Finance Group at UBS Investment Bank.

Mr. Fiedor holds an MBA from Harvard Business School and a BSBA from the University of Denver. He is an advisory board member of the Cottonwood Institute, a non-profit organization focused on inspiring students to change the world through adventure, wilderness survival, and environmental service. Mr. Fiedor is also an advisory board member of the Reiman School of Finance at the University of Denver.

Adam Haynes

Managing Director
Denver Office
PH: 303-479-3842
download vCard

Adam Haynes advises technology entrepreneurs and business owners of privately held, middle-market businesses, leading M&A and capital raising transactions with a hands-on, client-first and senior-level approach to deliver outlier results for his clients. Mr. Haynes has more than 20 years of M&A and investment banking experience, and has completed more than 75 mergers and acquisitions and financing transactions with a total value in excess of $16 billion.

Previously, Mr. Haynes was a Managing Director with KPMG Corporate Finance LLC and a Co Founder of St. Charles Capital, LLC (acquired by KPMG in 2014). Previously, he was a Vice President in the Technology M&A Group at Piper Jaffray, and prior to that, was an Associate with Chase Securities where he completed bank and bond transactions, including recapitalizations and spin-offs and acquisition financings for Chase’s Global Syndicated Finance and Consumer Diversified Industries groups.

Mr. Haynes has successfully completed the following FINRA Administered Qualification Examinations (Series 7, 24, 63), and holds an MBA from NYU’s Stern School of Business and a BA degree from the University of Southern California’s Annenberg School of Communication.

Mr. Haynes is a current member of the George Washington High School Collaborative School Committee and a former member of the Board for the Colorado Technology Association and for the Denver Young Artist’s Orchestra.

Michael Richter

Managing Director
Denver Office
PH: 303-479-3844
download vCard

Michael Richter is a Managing Director and has dedicated his career to advising business owners across a wide range of industries on mergers, acquisitions, debt and equity financings and strategic advisory assignments. His passion for assisting entrepreneurs has led to the highest standard for providing hands-on, senior level advice which has resulted in the ability to consistently achieve outlier results.

Prior to joining GLC, Michael was a Director with KPMG Corporate Finance LLC and a Partner of St. Charles Capital (acquired by KPMG CF in 2014), a leading boutique investment banking firm where he served as a Principal. Prior to joining St. Charles, Mr. Richter was a Managing Director at Commerce Street Capital. Mr. Richter is a frequent speaker at relevant industry conferences and has built a nationally recognized practice advising Small Business Investment Companies (SBICs).

Mr. Richter is the Co-Founder of BeeMighty, a non-profit focused on providing medical equipment and therapy to premature babies with ongoing medical challenges. Mr. Richter has successfully completed the following FINRA Administered Qualification Examinations (Series 7, 63, 24) and holds a BSBA in Business Administration from Western Carolina University and attended the Graduate School of Banking at the University of Colorado at Boulder.

Jim Williams

Managing Director
Denver Office
PH: 303-479-3850
download vCard

Jim Williams is a Managing Director with GLC Advisors, where he helps lead the firm’s Technology investment banking group. He has been advising Software, Internet, and Tech-enabled Services clients and executing M&A and private capital raising transactions for entrepreneurs and financial sponsors for over a decade. Mr. Williams’ recent representative transactions include:

Representing CivicPlus in its growth financing with BV Investment Partners
Representing BiggerPockets in its recapitalization with McCarthy Capital
Representing Tiempo Development in its recapitalization with Alerion Capital Group
Representing Cartegraph Systems in its growth financing with Pamlico Capital
Representing Verian Technologies in its sale to Basware (HEL: BAS1V)
Representing Walz Group in its sale to LenderLive and Aquiline Capital Partners
Representing AppExtremes (dba Conga) in its growth financing with Insight Partners
Representing Saleslogix in its sale to Infor
Representing Spatial Energy in its sale to Digital Globe (NYSE: MAXR)
Representing Swiftpage in its acquisition of Saleslogix and ACT! from Sage Group (LON: SGE)

Prior to joining GLC, Mr. Williams was a Director in KPMG Corporate Finance’s Technology, Media, and Telecom investment banking group as well as a Vice President with St. Charles Capital, LLC, a leading boutique investment banking firm. Before joining St. Charles Capital, Mr. Williams was an attorney, focusing on general business, real estate, and securities law.

Mr. Williams holds a JD from the University of San Diego School of Law as well as a BS in Finance and a BS in Accountancy from Villanova University. He has completed the following FINRA Administered Qualification Examinations (Series 79, 62, 63). Mr. Williams is a member of the Colorado Bar Association, including the Business Law and M&A subsections, and he is a frequent speaker on Technology M&A.

Michael Fleschner

Vice President
Denver Office
PH: 303-479-3846
download vCard

Michael Fleschner joined GLC in 2016 and has worked on a number of advisory assignments including sell-side and buy-side M&A, financings, valuations, and fairness opinions for middle market companies.

Mr. Fleschner was previously an Associate with KPMG Corporate Finance LLC, where he specialized in mergers and acquisitions execution support, financial modeling, and market research. Prior to KPMG, Mr. Fleschner was an Analyst at St. Charles Capital, LLC.

Mr. Fleschner has successfully completed the following FINRA Administered Qualification Examinations (Series 63, 62, 79), and holds an MSF from the University of Denver and a BA from Benedictine College.

Thomas M. Benninger

Managing Director
San Francisco Office
PH: 415-962-8515
download vCard

Tom Benninger is a Managing Director and the Chairman of GLC Advisors and a founding Managing General Partner of Global Leveraged Capital.

Prior to forming Global Leveraged Capital, Mr. Benninger was Global Head of Restructuring and Head of the Growth Capital Group at UBS Investment Bank from 2001 to 2006. He also served on the UBS North American Executive Management Committee. He is the recipient of multiple awards from international publications and industry groups including The Banker Magazine, IRR, Institutional Investor and the K&A Restructuring Register.

Prior to UBS, Mr. Benninger was Head of Restructuring for Donaldson, Lufkin and Jenrette / CSFB from 1994 to 2001; prior to that, he held similar positions at Smith Barney and Drexel Burnham Lambert. He was a Manager in the Audit and Accounting division of Arthur Andersen & Co. and is a CPA. Mr. Benninger holds key person gaming licenses in thirteen states and manufacturing licenses in over 50 jurisdictions.

Mr. Benninger currently is a member of the Board of Directors of: 1) Caesars Entertainment Corp., the largest gaming company in the U.S., 2) Video King LLC, the largest bingo equipment company in No. America, 3) Truckee Gaming LLC, operator of local casinos in Nevada and 4) the DAPER Investment Fund, a co-investment fund with the Stanford Management Company for the benefit of the Stanford Athletic Department. He is the former Chairman of the Board of Managers of Tropicana Entertainment Holdings, LLC, where he shepherded the company through its Chapter 11 bankruptcy case, and was recently a member of the Board of Directors of Squaw Valley Ski Corporation (2008 -2011) and Affinity Gaming in Las Vegas (2010-2014).

Mr. Benninger has successfully completed the following FINRA Administered Qualification Examinations: Series 7, 24, 63, and 66. He earned his BA and MBA from Stanford University.

Doug Lane

Managing Director
San Francisco Office
PH: 415-400-2322
download vCard

Doug Lane has worked in our San Francisco office since 2011 on a wide variety of recapitalizations, reorganizations, distressed buy-side and sell-side engagements and new financings. Mr. Lane’s recent transactions include:

raising a $200mm debt financing for a private software company;
representing an ad hoc group of secured and unsecured bondholders of First Energy Solutions;
representing unsecured bondholders of Basic Energy Services;
selling Natrol Inc.(nutritional supplement manufacturer) through a Section 363 process; and
representing Niko Inc. (multinational E&P) in its out-of-court restructuring; and
representing the secured noteholders of Essar Steel Algoma

Previously Mr. Lane worked as a Managing Director in UBS’s Restructuring and Leveraged Finance Groups based in San Francisco. While at UBS, Mr. Lane’s transactions included in- and out-of-court solutions for U.S., Canadian and Mexican companies as well as several large, cross-border M&A financings for U.S., European, Indian, Brazilian and Russian enterprises.

From 1997 to 2001, Mr. Lane worked in the Restructuring Group at DLJ and prior to that he was a commercial litigator at Dickinson Wright LLC in Detroit, MI.

Mr. Lane holds an MBA from the Stanford Graduate School of Business, a JD (Order of the Coif) from Washington University and a BA from Northwestern University.

Michael Kizer

Director
San Francisco Office
PH: 415-400-2326
download vCard

Michael Kizer is a Vice President at GLC Advisors. Since joining the firm in 2015 he has advised companies and creditors on bankruptcy reorganizations, mergers and acquisitions, financing transactions. Specific transactions include: Basic Energy Services, TerraVia Holdings and FirstEnergy Solutions.

Prior to GLC, Mr. Kizer was a Vice President in Rothschild, Inc.’s Natural Resources and Power & Utilities global sector coverage groups in Washington, DC. During the seven years he spent at Rothschild, he advised corporations and project sponsors on mergers and acquisitions and project financings in more than 40 countries.

Mr. Kizer holds an MBA and a certificate in International Development from the University of North Carolina Kenan-Flagler Business School and a BSBA with concentrations in Finance and International Business from the McDonough School of Business at Georgetown University. He has completed the following FINRA Administered Qualification Examinations (Series 79 and 63).

Oliver Brown

Associate
Denver Office
PH: 303-479-3847
download vCard

Oliver Brown is an Associate for GLC Advisors’ Technology Investment Banking practice. Mr. Brown joined GLC in 2018. Mr. Brown is focused on advising clients and supporting senior deal team members through financial analysis, company specific performance benchmarking, and in-depth industry research for the purpose of evaluating and executing M&A transactions.

Mr. Brown was previously an Analyst at CapitalValue Advisors, a Denver-based investment banking firm, where he provided financial advisory services to middle-market companies across a wide range of industries. Prior to CVA, Mr. Brown worked as an Intern at Transworld Business Advisors, where he worked directly with senior management in the analysis and valuation of small businesses.

Mr. Brown has successfully completed the Series 79 FINRA Administered Qualification Examination, and holds an MBA and a BSBA in Finance from the Daniels College of Business at the University of Denver.

Robert Emery

Analyst
New York Office
PH: 212-600-2410
download vCard

Robert Emery joined GLC in 2017 and has worked on a number of transactions including but not limited to in-court restructurings and M&A assignments, particularly within the power & utility sector. Mr. Emery’s recent experience includes representing creditors in FirstEnergy Solutions and Fallbrook Technologies.

Mr. Emery was previously a Summer Analyst in the Acquisition Finance Division of ING Capital, where he focused on a variety of debt financing transactions for companies and financial sponsors.

Mr. Emery holds a BS in Commerce with concentrations in Finance and Information Technology and a track in Global Commerce from the McIntire School of Commerce at the University of Virginia.

Andrew Gern

Analyst
New York Office
PH: 212-542-4544
download vCard

Andrew Gern has over five years of restructuring experience and was most recently involved in the TerraVia, RCS and ModSpace bankruptcy cases. He is also responsible for covering the retail and TMT sectors.

Mr. Gern was previously an Analyst at Zolfo Cooper in New York, where he was a member of the firm’s Turnaround & Restructuring Advisory services group.

Prior to joining Zolfo Cooper, Mr. Gern was a paralegal in the Business Finance & Restructuring group at Weil, Gotshal & Manges, focusing on debtor and creditor representations throughout the Chapter 11 process.

Mr. Gern holds a BA from Franklin & Marshal College.

Bradley Hale

Analyst
Denver Office
PH: 303-479-3851
download vCard

Bradley Hale joined GLC in 2017 and advises clients and supports senior deal team members, focusing on M&A and capital market transactions of middle-market companies.

Mr. Hale was previously an Institutional Sales and Marketing Intern for UAT Resources, a leading fintech firm licensed to Bloomberg, L.P., where he focused on providing workflow efficiency and cost control tools for asset management traders in the mutual and pension fund industries.

Mr. Hale has successfully completed the following FINRA Administered Qualification Examinations (Series 7), and holds a BA in Economics from Colorado College.

Roger Lavan

Analyst
New York Office
PH: 212-600-2409
download vCard

Roger Lavan joined GLC in 2017 and has worked on a number of transactions, notably the Chapter 11 bankruptcies of iHeartMedia, Inc. and Toys “R” Us, Inc. Mr. Lavan was previously a Summer Analyst in the Investment Banking division of Mizuho Bank, Ltd., where he focused primarily on the industrial and consumer sectors.

Mr. Lavan holds a BS in Commerce with concentrations in Finance and Management and a track in Real Estate from the University of Virginia McIntire School of Commerce.

Howard Yim

Analyst
New York Office
PH: 212-600-2411
download vCard

Mr. Yim was previously a Summer Analyst in the Global Capital Markets Division of Morgan Stanley, where he worked on loan product transactions in the consumer retail, technology, utilities, and transportation sectors.

Mr. Yim holds a BS in Business with a concentration in Finance from the Stern School of Business at New York University, where he graduated Cum Laude.

Anthony Cracchiolo

Analyst
New York Office
PH: 212-600-2407
download vCard

Anthony Cracchiolo joined GLC Advisors in 2018 as an Analyst. Mr. Cracchiolo was previously a Summer Equity Research Analyst within the Global Research Division of Bank of America Merrill Lynch, where he focused on covering Financial Institutions.

Mr. Cracchiolo holds a BS in Commerce with concentrations in Finance and Management from the University of Virginia’s McIntire School of Commerce.

Will Freeman

Analyst
New York Office
PH: 212-600-2412
download vCard

Will Freeman joined GLC Advisors in 2018 as an Analyst. Mr. Freeman’s recent experience includes Croft & Bender where he was a generalist banker advising on sell-side transactions in a variety of industries, and Boyle Investment Company where he focused on commercial real estate.

Mr. Freeman holds a BS in Economics from the University of Virginia and an MS in Commerce with a concentration in Finance from the McIntire School of Commerce also at the University of Virginia.

Martha K. Chan

Chief Financial Officer
San Francisco Office
PH: 415-962-8503
download vCard

Martha Chan is the Chief Financial Officer for GLC. Ms. Chan joined the firm in 2007 as its Vice President Finance/Controller. Prior to joining GLC, she was Corporate Controller at H&Q Asia Pacific, Director of Finance & Operations for Partech International, and Director of Finance, Greater China and International Tax Manager for Rational Software. She was also a Director/Senior Tax Manager at KPMG, LLP.

Ms. Chan oversees GLC’s financial reporting, accounting and tax matters, and she is also responsible for firm-wide finance and compliance functions.

Ms. Chan is a Certified Public Accountant and received her B.S. in Accounting and M.S. in Taxation from Golden Gate University.

Stephanie Hom

Controller
San Francisco Office
PH: 415-962-8508
download vCard

Prior to joining GLC in 2012, Ms. Hom was Controller at Partech International. Prior to Partech, Ms. Hom worked in various accounting areas at Union Bank. Ms. Hom is a graduate of San Francisco State University where she earned her B.S. in Business Administration.

Gilbert Harrison

Senior Advisor
PH: 646-768-4290
download vCard

Gilbert W. Harrison is the Chairman of Harrison Group, Inc. and a Senior Advisor in restructuring for GLC Advisors & Co. Mr. Harrison is the Founder and Chairman Emeritus of Financo, Inc. He founded Financo in 1971 in Philadelphia, where it became one of the leading independent middle market firms in the country, developing its reputation primarily in the retail and consumer industries. Over its 45 year history, Financo has expanded its service offerings significantly, developing resources beyond its traditional merger and acquisition and divestiture work into consulting, principal investments, restructuring and other services relating to the retail and consumer industries. As one of the industry's premier dealmakers, Mr. Harrison has been involved in orchestrating over 100 merger, acquisition and divestiture deals for retail, apparel, footwear and cosmetic clients.

Mr. Harrison's other activities include creating a course on mergers and acquisitions at The Wharton School; publishing various articles and academic studies on the state of retailing and mergers and acquisitions, including a chapter in the book entitled, The Mergers and Acquisitions Handbook; and lecturing throughout the country, including moderating and participating in seminars for Retail Week, International Council of Shopping Centers, National Retail Federation, FT Business of Luxury Summit, Russia Retail Summit and the World Retail Congress.

He is a member of the Board of Advisors and Executive Committee of The Peggy Guggenheim Collection of the Solomon Guggenheim Foundation in Venice and Mr. Harrison is presently a member of the Board and the Treasurer of the Southampton Hospital Foundation. He is one of the founders of the Retail and Apparel Leadership Group of UJA-Federation of New York, and is Chairman Emeritus of The Educational Foundation of the Fashion Institute of Technology. He also served the Wharton School Undergraduate Advisory Board of the University of Pennsylvania for eighteen years and has also served as a member of the Board of Directors of the American Apparel and Footwear Association.

Mr. Harrison received a Bachelor of Science in Economics from The Wharton School of The University of Pennsylvania in 1962 and his Juris Doctor from The University of Pennsylvania Law School in 1965.

Ishaan Advani

Analyst
New York Office
PH: 212-600-2407
download vCard

Ishaan Advani joined GLC in 2019 as an Analyst. Mr. Advani was previously a Summer Research Analyst at CIFC Asset Management where he focused on leveraged loan and high yield bond investments.

Mr. Advani holds a BA in Economics from Georgetown University.

Conway Chen

Analyst
New York Office
PH: 212-600-2410
download vCard

Conway Chen joined GLC in 2019 as an Analyst. Prior to GLC, Mr. Chen was a Summer Analyst at DCS Advisory, where he advised on M&A transactions in the technology sector.

Mr. Chen holds a BS in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania.

Nick Murray

Analyst
New York Office
PH: 212-600-2413
download vCard

Nick Murray joined GLC in 2019. Mr. Murray was previously a Summer Analyst in the Investment Banking division of Bank of America Merrill Lynch, where he worked in the Leveraged Financed Group.

Mr. Murray holds a BA in Economics from Georgetown University, where he graduated cum laude.

Pierce Nelson

Analyst
Denver Office
PH: 303-479-3852
download vCard

Pierce Nelson joined GLC in 2019 as an analyst. Previously, Mr. Nelson was a fall analyst at GLC where he assisted on M&A deals in both technology and financial sectors. In addition to GLC, Mr. Nelson was an intern within the alternative investments group at RBC Wealth Management.

Mr. Nelson holds a BA in Economics with a concentration in Business, cum laude, from Colorado College.

Justin Summers

Analyst
New York Office
PH: 212-600-2424
download vCard

Justin Summers joined GLC as an Analyst in 2019. Mr. Summers was previously a Summer Analyst at Adeptus Health Inc., where he worked on the execution of Adeptus’ post-bankruptcy operational turnaround.

Mr. Summers holds a BSBA with a concentration in Finance from the McDonough School of Business at Georgetown University, graduating summa cum laude.

Jack Hall

Analyst
New York
PH: 212-600-2409
download vCard

Jack Hall joined GLC Advisors in 2019 as an Analyst. Mr. Hall previously worked as an Analyst in the Valuation group of Ernst & Young Transaction Advisory Services, where he provided valuation advisory for financial services companies.

Mr. Hall holds a BS in Commerce with a concentration in Finance from the University of Virginia’s McIntire School of Commerce.

Alex Geier

Managing Director
New York
PH: 212-542-4558
download vCard

Alex Geier joined GLC in 2020 and is a Senior Healthcare banker with more than 25 years of overall experience across Services, Medical Devices and Pharma/Life Sciences, as well as deep subject matter expertise in the public and private credit markets.

Mr. Geier was most recently with BMO Financial Group, where he ran the Healthcare Sponsor Finance team for 6 years, and also served as a Managing Director covering Healthcare in the Leveraged Finance Group of BMO Capital Markets. Prior to joining BMO, Mr. Geier spent 12 years at UBS in Healthcare-focused roles in Leveraged Finance, Capital Markets and High Yield Research. He previously covered the sector as a High Yield Analyst at BT Alex.Brown and Bank of America.

Overall, Mr. Geier has worked on more than 200 Healthcare assignments, encompassing a wide range of transaction types (mergers and acquisitions, leveraged buyouts, dividend and other recapitalizations, restructurings, exit financings, refinancings and growth capital) and financing instruments (1st and 2nd-lien loans, high yield bonds and bridge loans, unitranche facilities, mezzanine debt and other equity-linked issues).

Mr. Geier has successfully completed the Series 63 and 79 FINRA Administered Qualification Examinations and holds an MBA from the Kellogg School at Northwestern University and an AB in Political Science and Economics from Duke University.

sitemap | sitemap xml | rss feed | sign in

Site Designed by Denver Website Designs