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Summary
This Corporate M&A interim executive is a retired executive with 20 years of investment banking experience followed by 17 years of corporate M&A experience. He has extensive experience working with corporate teams and consultants (lawyers, accountants, economists & investment bankers) in negotiating and closing acquisitions and divestitures. Bill has led corporate teams and external advisors in executing over $10 billion of acquisitions and divestitures.
He has been retained as a consultant for various PE firms to lead diligence teams in evaluating and negotiating potential acquisitions by portfolio companies. Additionally, he was retained by the CEO of an early-stage ($7M in revenue) EV technology company to help the CFO prepare information and pursue options to either sell the company or raise additional funds from VC firms.
Highlights
- Buy and sell side transaction execution from beginning (identifying prospects) to end (integration)
- Technology – SaaS & IT Systems outsourcing
- eLearning – SaaS
- Negotiating and closing acquisitions
- Due diligence and setting up data rooms
- Investment Banking
Relevant Accomplishments
- Significant experience working with the owners, board members, management teams, and potential buyers (strategic & financial) of small and large companies throughout all phases of a divestiture.
- Managed the divestiture of a portion of business in Europe (~13M euros of revenue & 125 employees). This divestiture was required by the European Commission for antitrust reasons in order to complete a ~ $900M acquisition of a major competitor. He led the team that completed the sale within the 90-day time period required not only to satisfy the EC but also to avoid paying a very large penalty to the seller (high 8 digits)
- Completed various divestitures of small business units for Loyalty Management Software business (sold to one of the largest advertising companies in the US); Petroleum Software Accounting & Reporting Software business (sold to a competitor for its geographical expansion): Subscription Fulfillment business (sold to a competitor); and Digital Studios (sold to a PE firm)
Roles
- M&A Consultant & Board Member
- SVP, M&A
- Managing Director, M&A
- Senior Vice President, Lehman Brothers
- Managing Director & SW Regional Manager
Education/Certifications
- MBA
- S. Finance
Request Expert / Similar Expert
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To apply for this job email your details to haleymmagnani@gmail.com
