JU L IAN MARKBY
*** ******** **** • Greenwich, CT 06830 •
( H) 203-***-****. (W) 203-***-****.
E-mail: *******@*********.***
EM P LOYMEN T
PRINCIPAL
J. MARKBY & ASSOCIATES, INC.
Providing independent M &A and consulting services to clients.
• Recently worked in a Corporate Development capacity with a public
renewable energy fi rm expanding strategic relationships and raising capital;
and with a life settlement company in a similar role.
• Provide advice, consult on and give expert witness testimony on complex
l i tigation involving investment banking business; have completed five multi-
million dollar assignments and am working on others.
• Served on the board of three hedge funds managed by Greenwich Alternative
I nvestments and advised on potential strategic relationships and
i nstitutional fund marketing.
• Previous M &A assignments include advising clients in the media/telecom and
restaurant industries.
M ANAGING D IRECTOR
Wasserstein Perella / D resdner Kleinwort Wasserstein
1998-2004
• Buil t and managed a highly profitable private equity placement team that
i ncluded 10 professionals in NY and SF (1998-2003). Successfully raised over
$2 billion of equity for companies in the Consumer and Retail Industries,
E nergy, Technology/Internet businesses and general industrial sector from
p rivate equity investors.
• Managed the U.S. coverage of private equity fi rms (2001-2004). Marketed
advisory services, including restructuring advice; completed over $5 billion of
t ransactions.
• Refocused and led the Media/Telecom M &A Advisory Group marketing and
client relationships (2001-2004).
• Completed over $30 billion of M &A or Restructuring t ransactions.
• Led or participated in equity and/or debt financings for a number of
l arge cap media/entertainment clients.
MANAGING DIRECTOR
MCKI N LEY CAPITAL L LC
1995-1998
• Developed, negotiated and completed private equity placements for
companies in the outdoor advertising, paging, broadcasting, database
management and magazine and real estate industries raising over $100
m illion of equity capital.
• Developed and managed a portfolio of co-investments in the completed deals.
M ANAGING D IRECTOR
PaineWebber Incorporated
1990-1995
• Recruited, t rained and managed a team of investment bankers to market and
execute Corporate Finance and M &A t ransactions with targeted
media/telecom companies.
• Developed relationships and completed M &A advisory and financing
t ransactions with large and mid-sized media/communication companies.
F IRST V ICE PRESIDENT
Drexel Burnham Lambert Incorporated
1987-1990
• Increasing levels of responsibili ty for the origination and execution of M &A
deals and public and private debt or equity t ransactions.
VARIOUS POSITIONS FROM CREDIT TRAINEE UP TO A ND I NCLUD ING V ICE PRESIDENT
The First National Bank of Boston
1980-1987
• Top performing credit t rainee assigned to group financing acquisitions and
g rowth capital needs in the media and entertainment industries.
• Promoted to sector head in 1985 with responsibility for the cable TV and
p ublishing industry P&L.
E D UCAT ION
Columbia University ‘80
MBA Majored in Finance and Accounting
Research Assistant to Professor Bur ton, former Chief Accountant at the SEC, and
former Deputy Mayor for Finance for NYC during the 1970’s financial crisis and
subsequently Dean of Columbia Business School.
US and U K citizen, Series 7 and 63 licensed