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Management Sales

Location:
Huntersville, NC, 28078
Posted:
May 18, 2017

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Brian L. Davis *

BRIAN L. DAVIS

**** ******** ***** ***** *********, NC 28210 Cell: 704-***-**** ac0don@r.postjobfree.com PROFESSIONAL EXPERIENCE

GOLUB CAPITAL LLC, CHARLOTTE, NC JULY 2015-JUNE 2016 Credit Asset Management Firm

Managing Director/Middle Market Lending

Joined to develop a pipeline of non-sponsored opportunities for Golub Capital’s new Middle Market Lending office in Charlotte. Golub Capital is a nationally recognized credit asset manager, overseeing over $15 billion of capital. Golub Capital structures financing solutions with hold positions up to $300 mm.

Responsible for originating and executing new investment opportunities from intermediaries, service providers and outbound calling efforts, with a primary focus on the non-sponsored deal market across all of Golub Capital’s dedicated industry groups.

Worked closely with the firm’s senior industry professionals to create campaigns for the outbound calling efforts that were consistent with prior successes within the Golub Capital franchise. Led the initial calls and meetings with executives at target companies to assess the likelihood of progress through the Golub deal funnel. Also served as the primary screen for inbound efforts from intermediaries and other deal sources to attempt to funnel only qualified deals into the proper Golub Capital pipeline. Tasked with not only coverage of traditional investment banks, but coverage of smaller boutiques not traditionally covered by larger lending institutions.

Recruited and managed an Associate to facilitate and assist in the sourcing and maintenance of outbound campaigns. Created aggressive balanced scorecards to track performance at both a macro and granular level. Scorecards allowed the Charlotte team to quickly assess which campaigns were successful and when to re-focus efforts to other initiatives. Similarly, the metrics were also applied to coverage strategies for other sources of deal flow for the firm. TPG SOURCING ADVISORS, LLC, Charlotte, NC May 2012-December 2014 Private Equity Deal Origination Firm

President & Managing Director.

Founded and served as sole owner of a business created to source new investment opportunities for TPG Growth, a global private equity firm that currently manages more than $7 billion of capital. TPG Growth leverages the broader investment platform of TPG Capital, one of the largest private equity firms in the world, managing over $50 billion of capital.

Responsible for running all aspects of the business, including recruitment and management of five person team, management of P&L, overseeing implementation of CRM systems, and coordination of systems integration with TPG Growth deal pipeline.

Utilized aggressive balanced scorecard approach to manage junior team members regarding coverage efforts and direct calling productivity.

Over a two-year period, led conversations with 450 C-level executives, resulting in approximately a 20% conversion rate to discussions with deal professionals at TPG Growth and TPG Capital. Over 20 of the opportunities were actively discussed at the TPG Growth pipeline level, with 2 investments closed in the Healthcare sector.

Developed and managed relationships resulting in deal flow from over 50 investment banks and services firms that previously had limited or no relationships with TPG Growth.

Worked on opportunities globally, including several throughout Europe and Asia. SENTINEL CAPITAL PARTNERS, New York, NY April 2011-January 2012 Private Equity Firm

Managing Director & Head of Business Development

Recruited to join this New York based middle-market private equity firm that has approximately $2.6 billion of capital under management and targets companies for investment with EBITDA of $7 mm to $65 mm. Primary responsibilities included leading all deal sourcing and business development efforts, selection and implementation of firm’s first Customer Relationship Management system, establishing reports used to quantify and analyze new investment opportunities, and overseeing relationships with investment banks and other intermediaries.

Responsible for managing the Director of Business Development and recruited a Business Development Associate to facilitate firm-wide policies and procedures regarding the coverage of investment banks, independent sponsors, and other professional services firms. Also managed firm’s processes to identify add-on investments for select portfolio companies through an outbound calling strategy.

Through management of the firm’s Director of Business Development, the firm’s business development team assisted in sourcing two platform acquisitions in 2011.

Optimized all sourcing and activity reports used in firm’s weekly meetings to track new investment opportunities, analyzed all sources of investments and monitored which investment banks were to be considered for exits of portfolio companies. Brian L. Davis 2

MCCOLL PARTNERS INVESTMENT BANKERS, Charlotte, NC 2006-April 2011 Investment Bank

Managing Director & Partner (2008 to April 2011), Director (2006-2008)

Recruited to McColl Partners (Subsequently acquired by Deloitte Corporate Finance) to create and manage the firm’s Business Development Group.

Established and led the firm’s Financial Sponsors Group (FSG) in 2008, overseeing coverage of approximately 200 middle market private equity firms. Implemented performance dashboards to track portfolio company coverage and hold bankers accountable for industry coverage responsibilities.

Managed all marketing efforts for the firm, utilizing a team of Vice Presidents, analysts, and interns to develop and pursue leads. Responsible for tracking and evaluating performance of the firm’s business development and industry groups, as well as establishing balanced scorecards to track industry banker marketing efforts.

Served on firm’s Marketing, Strategic Planning and Compensation Committees. Results during tenure:

Led business development effort resulting in over seventy (70) new engagements. Attended meetings, managed creation of materials, and recruited and led an internal team of analysts and a Vice President of Business Development to win engagements with clients across the firm’s focused industry groups. By 2010, deals engaged by the Business Development Group represented close to 50% of the firm’s revenues.

Managed effective implementation of firm’s Customer Relationship Management software. Allowed firm professionals to more effectively track business development efforts, target companies of interest, and establish disciplined follow-up and sourcing work flows. Also enabled the firm to effectively summarize relationship history with financial sponsors, industry group performance metrics, and real-time information on the current deal pipeline.

Recruited and managed team of eight business development professionals. Effectively recruited over 15 new hires into an intense investment-banking culture. Established metrics to track performance and return-on-investment for employees. DEWOLFF, BOBERG & ASSOCIATES, INC. – Charlotte, NC and Baltimore, MD 1999 to 2005 Private Management Consulting Firm

Managing Director (2002 to 2005). Also served on Board of Directors (2002-2005). Regional Vice President (“RVP”) of Sales – Mid Atlantic (1999 to 2001)

Worked with C-level executives at client companies in a wide range of industries to analyze existing operating and financial processes and business requirements. Deliverables included customized solutions to improve productivity and profitability. Targeted areas included operations improvement, supply chain management, lean manufacturing techniques, ERP optimization, and productivity and change management programs. Services to Private Equity sector included due diligence and portfolio company optimization.

Joined as RVP of Sales selling business assessment and consulting services to senior executives at Fortune 1000 companies.

Promoted to Managing Director with responsibility for the Business Development, Research and Marketing Groups, which generated $65 mm in annual sales.

Results as Managing Director at DeWolff, Boberg & Associates:

Designed and administered the firm’s business development strategy and attended key “closing” meetings with RVPs. Also led all major client presentations for the entire Operations group. Negotiated contracts valued at $500,000 to $5 mm with clients, and oversaw analysis and project delivery. o Supervised 8-10 Regional Vice Presidents and a Director of Research with 20 indirect reports.

Created and led firm’s Private Equity (PE) Practice in 2003, which grew to over 20 Private Equity firms with $28+mm in fees in 2005, including global clients such as The Carlyle Group, The Blackstone Group, Harvest Partners and Onex.

Increased new client fees from $16 mm to $20 mm in first year of assignment with 7 RVP’s down from 12 the prior year.

Improved several Key Performance Indicators, including: first meetings to analysis (60% improvement); new project fee

($800,000 to $1.4mm); conversion from assessment to project (45% in 2002 to 70%+ in 2005); profit margins (up 10%). DUN & BRADSTREET (D&B) – McLean, VA and Charlotte, NC 1992 to 1998 Business Information Analytics

Senior Director – Financial Services Practice (1997 to 1998) National Account Executive (1993 to 1997)

Business Analyst (1992)

EDUCATION

FURMAN UNIVERSITY – Greenville, SC • Bachelor of Arts. UNC KENAN-FLAGLER BUSINESS SCHOOL- Financial Analysis for Non-Finance Managers. HARVARD LAW SCHOOL- Program on Negotiation for Senior Executives.



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