Real Estate Vice President
Resume:
Jonathan S. Olsen
**** ******** ***** **., ******, OH 43017 415-***-**** ***.******@*****.***
EDUCATION
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Master of Business Administration, June 2003
UNIVERSITY OF PENNSYLVANIA, THE COLLEGE OF ARTS AND SCIENCES
1992-1996 Philadelphia, PA
Bachelor of Arts, Economics and English, May 1996
LICENSES & REGISTRATIONS
Series 7, General Securities Agent
Series 63, Uniform Securities Agent
EXPERIENCE
GOLDMAN, SACHS & CO.
2007-2008 San Francisco, CA
Vice President, Real Estate & Lodging Investment Banking
Responsible for sourcing and execution of real estate advisory and financing assignments across a broad range
of industry sub-sectors. Supported senior leadership in expansion of West Region Real Estate investment
banking business through business development and client management initiatives.
Oversaw quantitative and qualitative analyses related to various M&A advisory, restructuring, and debt and
equity financing assignments. Responsible for public and private company valuations, development of complex
financial models, formulation of marketing and client presentation materials, and regular communication with
clients, institutional investors, internal business/product partners and outside advisors.
Coordinated with product partners in debt capital markets, equity capital markets, CMBS, leveraged finance and
bank debt groups in connection with various acquisition/recapitalization and financing assignments.
Selected transactions include:
Centex Homes’ $455 million sale of a portfolio of developed, partially-developed and undeveloped
properties to a joint venture between RSF Partners, Farallon Capital Management, and Greenfield Partners
ProLogis’ $600 million high-grade bond offering
ProLogis’ $500 million convertible bond offering
Other significant relationships:
Apartment Investment and Management Company (“AIMCO”)
Alliance Residential Company
BRE Properties, Inc.
BANC OF AMERICA SECURITIES LLC
2003-2007 San Francisco, CA
Vice President, Real Estate Mergers & Acquisitions
Associate, Real Estate & Lodging Investment Banking
Responsible for day-to-day execution of transactions, including communication with clients, institutional
investors, and outside advisors, as well as creation of valuation analyses, offering memoranda, Board
presentations, and reviews/analyses of strategic alternatives.
Assisted in negotiations with respect to terms and pricing of various merger, acquisition, joint venture, and
buyout transactions. Drafted and negotiated client engagement letters, indemnification agreements, and other
relevant transaction and administrative documents.
Coordinated with product partners in CMBS, leveraged finance and bank debt a reas to perform due diligence
and conduct underwriting related to provision of stapled -on acquisition/recapitalization financing in connection
with various REIT, REOC, and lodging M&A assignments.
Selected transactions include:
ProLogis’ $5.5 billion merger with Catellus Development Corporation
Shurgard Storage Centers’ defense of Public Storage’s $4.4 billion unsolicited merger proposal
Bedford Property Investors’ $875 million sale to LBA Realty
Other significant relationships:
Essex Property Trust, Inc.
Highwoods Properties, Inc.
Realty Income Corporation
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP
Summer 2002 Hanover, NH
MBA Fellow
One of two MBA Fellows selected for a summer internship at The Tuck School of Business’ Center for Private
Equity and Entrepreneurship, an academic research center dedicated to advancing the understanding of private
equity investing.
Responsible for creation of course materials related to leveraged buyout investing for use in Private Equity
Finance course curriculum. Authored Note on Leveraged Buyouts (available as writing sample upon request),
as well as a related in-class valuation exercise.
Conducted practitioner interviews and research on topics including history of the LBO, financial theory behind
use of leverage in acquisitions, target investment criteria, exit strategies, capital structure, buyout firm
organization and structure, transaction mechanics, and valuation considerations.
PEPSICO, INC.
2000-2001 Purchase, NY
Associate, Corporate Strategy and Development
Member of team responsible for analyzing and executing PepsiCo’s corporate acquisitions, divestitures, and
strategic initiatives.
Responsible for financial and strategic analyses, including detailed revenue build -ups, DCF analysis,
accretion/dilution analysis, break-up analysis, and pro forma ROIC impact.
Selected transactions include:
PepsiCo’s $14 billion merger with The Quaker Oats Company
PepsiCo’s $370 million acquisition of South Beach Beverage Company (“SoBe”)
SG COWEN SECURITIES CORPORATION
1998-2000 New York, NY
Associate, Mergers & Acquisitions
Financial Analyst, Mergers & Acquisitions
Constructed valuation models utilizing comparable company, precedent transaction, discounted cash flow, pro
forma merger consequences, and leveraged buyout analyses.
Created Mergers & Acquisitions training manual for distribution to all incoming Analysts and Associates.
Selected transactions include:
Republic Automotive Parts’ $95 million merger with Keystone Automotive Industries
Contico International and Sommer-Allibert’s $65 million divestiture of Allibert-Contico
UBS SECURITIES LLC
1996-1998 New York, NY
Financial Analyst, Mergers & Acquisitions
Performed quantitative and qualitative analyses in connection with domestic and cross -border mergers,
acquisitions, leveraged buyouts, divestitures, and defense advisory assignments in a variety of industries.
Selected transactions include:
Renal Treatment Centers’ $1.3 billion merger with Total Renal Care Holdings
Lindt & Sprüngli AG’s $130 million acquisition of Ghirardelli Chocolate Company from Hicks, Muse,
Tate & Furst
PERSONAL Highly proficient with all Microsoft Office applications. Proficient with Argus.
Authored Note on Leveraged Buyouts for Tuck’s Center for Private Equity and Entrepreneurship for use
in Private Equity Finance curriculum (available as writing sample upon request). Other editorial credits
(from 1995 summer internship with The Charles Press, Publishers) available upon request.
Interests include golf, travel, modern American liter ature, surfing, snowboarding, and music.
Contact this candidate