Post Job Free

Resume

Sign in

M&A Professional

Location:
New York, NY
Posted:
January 09, 2015

Contact this candidate

Resume:

[pic]

Brett A Shisler

Contact Information:

*** **** **** ******

No. 7-B

New York, NY 10022

Email: abgjrh@r.postjobfree.com

Phone: 917-***-****

Fax: 917-***-****

PROFESSIONAL SUMMMARY

Career Highlights Key Accomplishments

As an intensely motivated professional, Brett A. Shisler One of 45 students in the 2011-2013 Master of Global

has applied his engineering education and financial Finance Program offered by NYU Stern, HKUST, and

expertise to rationalize and build businesses-from large Beijing's Tsinghua University. GPA: 3.8

corporations to entrepreneurial start-ups. Over the last Frequently published researcher and statistician with

year, Brett has worked with Gruppo, Levey & Co.'s columnist and Fox News contributor, Deroy Murdock, and a

leadership to create an infrastructure-focused merchant guest on CNBC's Squawk Box

bank, which ultimately will be spun off from GLC. As a Sourced capital commitments from wealthy individuals to

Vice President, he leads transaction-execution efforts for acquire and manage a lower-middle market company.

both the Investment Bank and the Levey Family Office. Evaluated 70+ potential acquisition opportunities;

Before GLC, Brett created a search fund to acquire and submitted six final-round offers, but consistently was

manage a lower-middle-market company. He earlier served outbid

Quad-C Management, a top middle-market private-equity Invited to join Quad-C after advising its New York

firm. Tapping Quad-C's $1 billion Fund VII, Brett assessed office's principals on several transactions

investment opportunities in such diverse sectors as basic Internally recruited into UBS' Leveraged Finance Group,

industrial, distribution, and consumer products. He also thanks to superior performance evaluations and positive

worked with portfolio companies - Document Technologies, working relationships

Max Media, NuSil Technologies, and Spa & Bath Holdings - Deloitte Award of Excellence - Ranked in top 2 percent

to develop strategic plans and evaluate add-on of US analysts

opportunities. Earlier, Brett was an analyst at UBS General Electric Lean/Six Sigma black-belt trained;

Investment Bank. He provided the Global Industrials Group Deloitte Lean/Six-Sigma Subject Matter Expert

financial advice on companies in the building products, Graduated No. 2 in major (Industrial Engineering) at

packaging, specialty chemicals, and automotive sectors. Rensselaer Polytechnic Institute (Troy, NY). GPA: 3.9

While in the Leveraged Finance Group, he focused on Upon graduation, received the Palmer Prize for

debt-financing transactions and financial-sponsor Engineering Excellence, the highest award in

acquisitions in multiple industries. Before UBS, at industrial-engineering education

Deloitte Consulting, Brett offered strategic guidance to Granted RPI's Volunteer Award as a fire fighter/EMT for

Fortune 500 industrial firms. He also served General Ground Zero recovery efforts on September 11, 2001

Electric, where he implemented lean-manufacturing Red Bull Brand Management Award of Excellence for

techniques across GE Americas. After extensive training developing a marketing plan to target college students

and examination, he earned a black belt in Lean Six Sigma. (2002 - '03 Student Brand Manager)

Brett holds a B.S. in Industrial Engineering from Valedictorian - Harry D. Jacobs High School (Algonquin,

Rensselaer Polytechnic Institute and an M.S. in Global IL) Class of 2000. GPA: 4.0

Finance from NYU/Stern, Hong Kong University of Science

and Technology, and Tsinghua University in Beijing. In his

spare time, Brett plays squash, strums his mandolin, and

stays abreast of politics and public affairs.

Brett Anthony Shisler

320 E. 58th Street; No. 7B; New York, NY 10022

Mobile: 917-***-**** abgjrh@r.postjobfree.com

Experience

Gruppo, Levey & Co.

New York, NY

Vice President of M&A

2010 - Present

Lead the execution process of M&A and private-placement engagements across media,

healthcare and industrial sectors

Developed infrastructure practice area, IFG Capital Management, which included the

acquisition of a infrastructure-focused private equity fund of funds

Aid the Levey Family Office in transaction due diligence and negotiations of buy-side and

sell-side opportunities

Select Transaction Experience:

Acted as Buy-Side Advisor to India Hospitality Corporation's purchase of Adelie, a

distressed London-based ready-made foods manufacturer

Acted as Sell-Side Advisor to Senoret, a leading manufacturer and distributor of pest

control products, on its sale to Woodstream

Quad-C Management

New York, NY

Private Equity Associate

Associate Program: 1/2008 to 7/2009

Sourced and evaluated new investment opportunities including recapitalizations, corporate

divestitures, management buyouts, and distressed debt; evaluated over 75 transactions - 26

letters of intent, five final-round bids

Developed investment theses surrounding equity commitments and managed transaction

process, including due diligence and structuring

Worked with portfolio companies to create and implement strategic plans as well as

assessed and executed add-on acquisitions and liquidity events; portfolio companies

included NuSil Technology, Spa & Bath Holdings, Max Media, and Document Technologies

Select Transaction Experience:

Acquisition of Document Technologies, a leading provider of litigation-support services to

law firms

Developed investment thesis, supported by extensive due diligence including financial

modeling, coordination of third-party customer calls and market diligence, and

negotiations with lenders to ensure financing in a distressed market

Acquisition of the Spa and Bath division of Pentair (NYSE: PNR) and the Spa and Bath

division of ITT Corporation (NYSE: ITT)

In accordance with our investment thesis for portfolio company, Spa and Bath Holdings,

executed a consolidation strategy to create a one-stop shop for bath-and-spa parts and

accessories. Worked with portfolio management to conduct due diligence of the add-ons,

evaluate integration expenditures and synergies, and amend bank agreements.

UBS Investment Bank

New York, NY

Financial Sponsors and Leveraged Finance Group, 3rd Year Analyst

2006 to 2008

Internally recruited to join the group through superior performance evaluations and

positive working relationships

Structured debt instruments for client refinancings, acquisitions, leveraged buyouts, and

dividend recapitalizations

Conducted rigorous credit analyses to ensure UBS had sufficient risk-adjusted returns on

its investment

Selected Transaction Experience:

Acted as Joint Bookrunner in support of Apollo Management's $1.25 billion acquisition of

Jacuzzi Brands

Created internal memorandum outlining the dynamics of the transaction, business, industry,

and risks and associated financial models to gain internal financing committee's approval.

Developed term-loan and bond-offering syndication materials and corresponding road-show

presentations to ensure placement of the debt.

Global Industrials Group, 2nd Year Analyst

Created marketing materials outlining UBS' advisory, debt, and equity product offerings

while updating clients on industry dynamics, competitor performance and market

opportunities

Built financial models for M&A transactions, IPOs, and debt offerings

Performed valuation through discounted cash flow, LBO, comparable company, and

precedent-transaction analyses

Select Transaction Experience:

Acted as sole M&A Advisor and Joint Bookrunner on Dayton Superior's dual-track sell-side

and IPO process

Created confidential information memorandum and managed M&A process while simultaneously

filing the S-1 for an IPO. Performed valuation analyses to support our recommendation on

whether to accept offers entertained by several bidders or to take the company public.

Deloitte Consulting

New York, NY

Strategy and Operations Business Analyst

2004 to 2006

Engaged in all aspects of strategic and operational advisory for financial sponsor and

corporate clients in various industries

Lean/Six Sigma black-belt trained; Deloitte Lean/Six-Sigma Subject Matter Expert

Received the Deloitte Award of Excellence for outstanding client work; consistently

received the top U.S. performance rating

Select Engagements:

Acquisition Due Diligence: Assessed industry conditions and target's market position as

well as customer perceptions of the brand. Study included an evaluation of potential

opportunities for pricing, design, and manufacturing improvements

Merger Integration: Consolidated and standardized financial statements in order to merge

nine lines of business onto a single general ledger. Merger created a $3.6 billion

division of a major aerospace and defense company. Engagement also focused on identifying

cost reduction opportunities through process redesign and material spending reduction.

Project saved $110 million.

education

2011-2013 New York University - Stern / University of Hong Kong

Science and Technology / Tsinghua University of Beijing

. Master of Science in Global Finance. GPA: 3.8

2000-2004 Rensselaer Polytechnic Institute

. B.S. in Industrial Management Engineering. GPA: 3.9. Rank in

Major: No. 2 of 43

. Upon graduation, received Palmer Award for Engineering Excellence,

the most prestigious prize in industrial-engineering education

Awards/Achievements

. Sourced $20 million in equity commitments from wealthy individuals to

acquire and subsequently operate a business

- Reviewed 70+ transactions with final-round offers on six targets;

After being outbid on each, returned capital to investors on one year

anniversary

. First Lean Manufacturing Engineer at General Electric; Managed the

creation and implementation of a Lean Manufacturing program across GE

Americas

. Rensselaer Polytechnic Institute Volunteer Award; Granted for Ground Zero

recovery efforts as a volunteer Fire Fighter/EMT on September 11, 2001

. Valedictorian of Harry D. Jacobs High School (Algonquin, IL) Class of

2000. GPA: 4.0. ACT Score: 29 - English: 31; Math: 26; Reading: 27;

Science: 32

REFERENCE LIST

Employer Reference Position Telephone E-mail Length of Relationship

(Yrs) GLC / IFG Bill Sprague President 212-***-****

abgjrh@r.postjobfree.com 4 GLC / IFG Chris Smith Partner in

Infrastructure Practice 212-***-**** abgjrh@r.postjobfree.com 3 GLC /

IFG Tim Schwarz Partner in Energy Practice 212-***-****

abgjrh@r.postjobfree.com 4 Magnify Capital Search Fund Michael Tew Head

of Origination 212-***-**** abgjrh@r.postjobfree.com 4 Quad-C Management

Tim Billings Partner in New York Office 212-***-**** abgjrh@r.postjobfree.com

2 UBS Investment Bank Harry Shaw Previous Managing Director of UBS'

Industrials Group 419-***-**** abgjrh@r.postjobfree.com 8 UBS Investment Bank

Chuck McMullan Previous Director of UBS' Industrials Group (917) 797-

8679 abgjrh@r.postjobfree.com 8 UBS Investment Bank Walter

Granruth III Previous Managing Director of Leveraged Finance (212) 821-

4104 abgjrh@r.postjobfree.com 4 UBS Investment Bank Youmna Salameh

Previous Associate of Leveraged Finance 212-***-**** abgjrh@r.postjobfree.com

7 Deloitte Consulting John Coykendall Partner at Deloitte Consulting

203-***-**** abgjrh@r.postjobfree.com 10 Deloitte Consulting

Harlan Irvine Partner at Deloitte Consulting 213-***-****

abgjrh@r.postjobfree.com 10 Fox News Channel Deroy Murdock Contributor

212-***-**** abgjrh@r.postjobfree.com 7



Contact this candidate