Service Management

Resume: Robert B Segal, page * of * pages

Robert B. Segal

** *** ****** ****, *******, NY 10901

Cell: +1-917-***-****, Email: *******@**********.*** Executive Summary

Team leader and principal investment banker at major Wall Street investment banks with special strengths in deal execution, financial modeling and deal structuring, new business proposals, client relationships and training. Recognized for break-through analyses and financial structuring creating significant value-added for clients and impregnable client loyalty for the firm. Specialized in quantitative portfolio analysis for momentum trading models in Harvard MBA research and executed several first of a kind transactions on Wall Street including: deep discount original issue public debt underwriting, retail AAA-rated securitized mortgage bonds, underwritten public debt offering for a third party leveraged lease special purpose vehicle backed by a take or pay contract and, an IPO for a venture capital start-up. A leader in the conversion from slide rules and calculators to PC’s in a major bracket investment bank. Special Strengths

Valuations Team building Presentations

Leverage Buy-out modeling Restructuring Exchange offers Project finance Defeasance refunding Leveraged leases Debt and Equity Underwritings Mergers Takeovers and defenses Spin-offs and divestitures Negotiating transactions Financial modeling Business plans Bankruptcy advisory services Acquisition negotiations Negotiated private placements Independent Board member Start-up CEO Line Experience

SEGAL & Co. Incorporated – New York 1989-Present

Founder, responsible for assisting companies in raising capital through private placements, as well as negotiating mergers, acquisitions, divestitures and restructurings. Founded in 1989, Segal & Co. has successfully operated on a stand-alone basis and through a series of joint ventures: In revenue sharing joint ventures with:

1989-1991 C.J. Lawrence, Morgan Grenfell - Managing Director, Senior Investment Banker 1991-1995 Charterhouse Inc. - Managing Director, Senior Investment Banker 1995-1997 Lepercq, de Neuflize & Co. - Managing Director, Head of Corporate Finance A “rainmaker” for each of these three international investment banks, used client relationships, industry knowledge, creative structuring talent, transaction management skills and access to funding sources as critical skills in successful deal closings.

Vitreum Communications Group, LLC. – Tisbury, MA 2009-2012 Developed strategic and financial plan then managed private equity and debt funding for start-up communications service provider offering all-IP FTTP quad play service on Martha’s Vineyard. Oceanic Digital Communications, Inc. – Bahamas 2000-2004 Served as strategic consultant and investment banker, then co-founder and Chairman, President & CEO for this start-up provider of wireless communications services in underserved markets in the Caribbean Resume: Robert B Segal, page 2 of 2 pages

and Latin American region. Acquiring mobile wireless licenses to provide service to more than 18.3 million potential customers, Oceanic built networks and provided service in several of its operating territories before selling both licenses and operations to larger companies. Instrumental in strategic planning and raising over $300 million to acquire licenses, deploy the networks and develop the infrastructure, in less than two years, established the Network Operations Center in Miami and recruited several highly qualified executives including COO, CFO and Country Managers for various licensed territories.

Smith Barney & Co. Incorporated – New York 1975-1989 Managing Director, Head of Mid-Atlantic Region, Corporate Finance providing leadership in client acquisition and management including numerous transaction executions for clients ranging in size from start-ups to Fortune 100 corporations. Initiated computer modeling in valuation and strategic planning advisory services as well as complex structuring of securities, LBO analyses and merger and acquisition services. Investment banking experience extends to numerous transactions ranging from cross-border mergers and acquisitions and financing, to leveraged buyouts and public and private debt and equity financings, project finance, derivatives, initial public offerings and tax-exempt bonds. Industry expertise ranges from telecommunications to building materials, chemicals, environment, leisure, natural resources and technology to food and paper and forest products. Left as an equity partner to found SEGAL & Co. after firm was acquired by Primerica, a prelude to its acquisition by Citibank. Stelber Industries, Inc. 1974-1975

Executive Vice President, COO & Director responsible for multi-national operations, finance and strategic planning. Restructured management, information systems and logistics among manufacturing plants in Austria and Portugal that exported product to USA private label department and discount store chains. Drastic dollar devaluation undermined the fundamental economic footings of the company in 1975, leading to its demise and a return to Wall Street. Hornblower & Weeks-Hemphill, Noyes Incorporated 1969-1974 Departed as a Corporate Vice President and Shareholder having been recruited by Harvard classmates as a new entry associate, quickly rising to become the youngest equity partner in the firm in 1972, based on contributions in computer analyses for financial strategy recommendations that led to financing transactions.

Gruss & Co. 1968-1969

Associate with securities analysis and portfolio management responsibilities based on relative strength computerized momentum trading models developed in MBA program research study. Education

Harvard Business School – MBA 1968 with concentration in finance University of Manitoba – BSc 1965 majoring in economics

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