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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