Sales Service

STEPHEN R. RAYMOND

* ******* *****

Moorestown, NJ 08057-2150

856-***-**** (O) 856-***-**** (H) 609-***-**** (Cell)

********@*****************.***

Structured and executed a wide range of complex transactions, including corporate sales,

acquisitions, mergers, joint ventures, corporate restructurings, recapitalizations, and leveraged

buy-outs across a broad range of industry sectors.

SELECTED CAREER ACCOMPLISHMENTS

The Benchmark Group, Inc. November ’02 - Present

MANAGING DIRECTOR– Investment Banking

The Benchmark Group is a financial services firm that provides that provides business succession

planning, estate planning, and investment banking services to privately-held and closely-held firms.

Boutique investment banking group, provides both M&A Advisory and Corporate Finance solutions

to privately held businesses. Services include mergers and acquisitions, private placements,

recapitalizations, management buyouts and strategic advisory.

• Spearheaded "Deal Making" successes and handled all aspects of transactions.

• Originated new business, performed due diligence, and structured transactions.

• Conducted, research, feasibility analysis, and documentation.

• Developed offering memorandum.

• Facilitated and established buy out strategies/plans.

• Negotiated and closed transactions.

Boenning & Scattergood, Inc. February – November ‘02

VICE PRESIDENT – Investment Banking

Boenning & Scattergood is a full-service, regionally focused investment bank.

• Originated new business, performed due diligence, and structured transactions.

• Conducted, research, feasibility analysis, and documentation.

First Union Securities 1992-2002

The Mid-Atlantic Companies, Ltd. (acquired by First Union December 1998)

VICE PRESIDENT - Private Business Group

Private Business Group specializes in M&A for privately held and closely held businesses.

• Provided corporate finance services to middle-market companies.

• Managed team of associates and analysts who provide on-going support for all aspects of the

transactions.

• Marketed corporate services to strategic partners on nationwide basis and built strong external/internal

working partnerships with diverse financial service groups and individuals.

• Conducted comprehensive financial/strategic analyses that facilitated M&A activities and capital

formation and effectively represented privately held, middle market businesses.

CIGNA Worldwide 1986-1992

MULTINATIONAL UNDERWRITER

1989-92

ASSOCIATE UNDERWRITER

1986-88

• Underwrote/serviced multinational property and casualty cash flow insurance programs for non-U.S.

based multinational companies and underwrote/serviced international property captive programs for

Fortune 100 companies.

• Performed risk analysis, financial evaluation, and risk pricing. Responsible for cash flow

management/evaluation of captive and cash flow insurance programs.

EDUCATION & PROFESSIONAL

Drexel University MBA, Accounting Concentration 1992

Philadelphia, Pa

Bucknell University BA, Economics & Japanese Studies 1986

Lewisburg, PA

Sophia University 1984

Tokyo Japan

- FINRA Series 79 qualified

- Rotary Exchange Student (one year) to Japan

- Proficient in Japanese language

- Enjoys cycling, skiing, golf

Contact this candidate