Stephen Scott Cobb, III, CFA
Washington, DC 20016
202-***-**** (h)
202-***-**** (c)
*******@*******.***
Experience
****-******* ****** ********* **********, DC
Vice President, Investment Banking
. Work on investment banking teams on domestic and
international M&A and strategic consulting assignments
across a range of industries
. Manage the preparation of offering memorandums, valuation
models, and other analyses by associates and analysts
. Assist managing directors in negotiations; interacting with
client's senior management and legal counsel
. Perform valuations of prospective clients
. Recent transaction experience includes:
. Working on the multi-billion dollar acquisition
of a publicly traded industrial business by a
multi billion European diversified industrial
company (presently in negotiations)
. Working on the sale of a $700 million publicly
traded U.S. based diagnostics company
(presently in negotiations)
2006-2009 Willamette Management Associates Arlington, VA
Senior Manager
. Supervised financial advisory, business valuation and
litigation services assignments including company
valuations, purchase price allocations, ESOP valuations,
forensic accounting economic damages/lost profits analysis,
and financial advisory services managing junior staff
. Valuations assignments consisted of financial statement
analysis, discounted cash flow analysis, comparable
publicly traded companies analyses, and analysis of mergers
and acquisitions of comparable publicly traded and
privately held companies
. Review and prepared reports and presentations disclosing
and explaining valuation conclusions
. Interact regularly with senior management and legal counsel
as part of assignments and marketing
2003-2006 Ellin & Tucker, Chartered Washington, DC
Senior Manager, Business Valuation, Forensic, and
Litigation Services
. Supervised and coordinated business valuation and
litigation services projects determining staffing levels
and project budgets
. Assisted in sales and marketing efforts including
preparation of presentations, articles, marketing materials
. Regularly interacted with senior management and legal
counsel as part of marketing and engagement assignments
1997-2003 Haverford Capital Advisors Paoli, PA
Senior Manager
. Performed business valuations on a variety of middle
market companies primarily using discounted cash flow
and market approaches
. Provided sell side merger and acquisition advisory
services including preparing offering memorandums,
identifying and contacting potential buyers,
structuring and negotiating letters of intent, and
managing the due diligence process
. Assist clients in the capital raising process
including preparing business plans, developing
financial pro formas, contacting venture capitalists
and other potential investors
1994-1997 Rh ne-Poulenc Rorer Collegeville, PA
Financial Analyst, Managed Care Contracting
. Consulted on the implementation of an automated
system for payment of rebates to managed care
companies and pharmacy benefit managers
. Assisted in the development of a financial model to
ensure compliance with Medicare most favored nation
requirements
1994 Sam Katz for Governor Campaign Philadelphia, PA
Deputy Press Secretary and Director of Communications
. Coordinated media communication for special events
such as press conferences, campaign stops, and
primary night coverage
. Organized the preparation and distribution of policy
papers and press releases
1993-1994 Ivax Industries Horsham, PA
Consultant
. Designed and tested enterprise software package
ensuring appropriate accounting principles and
controls were in place prior to company-wide
implementation
1989-1991 Strategic Analysis, Inc. Reading, PA
Research Analyst
. Researched and prepared business valuations,
strategic and competitive assessments, and industry
studies
Education
Yale School of Management, New Haven, Connecticut
Master's degree in Business Administration (MBA), 1993
Drexel University, Philadelphia, Pennsylvania
BS, Business Administration, 1989
City University, London, England
Studied Economics and Finance, 1986-1987
Other
Chartered Financial Analyst
Series 7 and 79 licenses
Member of The CFA Institute and Washington DC Society of
Financial Analysts
Candidate for the Accredited Senior Appraiser (ASA)
designation
Member of the American Society of the Appraisers
Vice President, Washington, DC Metro Area Chapter of the
American Society of Appraisers
Completed ASA course "Valuation of Intangible Assets for
Financial Reporting Purposes"