Jeffrey Marlough
** ***** **** ****, ***** Salem, NY 10560
917-***-**** ? *********@*****.***
Corporate Development Professional
Strategic investment professional with successful strategy creation
achievements, transactional experience, international acumen and proven
management skills. Identify opportunities, gather resources, and gain
executive support to move projects and processes forward. Manage
investment process from identifying targets to providing on-going support
to ensure they reach full potential.
Competencies & Highlights
Financial Expertise Industry Assessment Board Level Presentations
Business Plan Development Executive Management Corporate Governance
Acquisitions and Modeling and Analysis International Relations
Divestitures
> Leading role in company transforming acquisition from concept to
integration. $530mil public acquisition and merger of existing
investments to create large market competitor. - Mitsui & Co.
> Initiated and promoted restructuring and sale process for
underperforming healthcare company. Sale price of $25.0mil was above
expected pre-restructuring target price of $18.7mil. - Mitsui & Co.
> Launched cross-border marketing program meeting with executives at 25
U.K. companies on acquisition opportunities that led to four
assignments. - Kaupthing
PROFESSIONAL EXPERIENCE
MITSUI & CO. (U.S.A.), INC., New York, NY
2005 - Present
Director, Investments
Develop strategies, execute acquisitions and manage corporate investments
and portfolio companies across a broad spectrum of industry sectors
including healthcare, chemicals, and heavy machinery. Actively involved in
building better companies through strategic initiatives.
Impact: Leadership in the creation of platform companies to consolidate
similar investments in the steel products sector. Implemented strategy
through mergers, acquisitions and divestitures. Eleven investments
consolidated into two platforms with revenues of $1.2bil and $800mil.
. Initiated review of Mitsui's investment in MED3000 (healthcare
information technology company), delivered executive level
alternatives presentation, gained stakeholder consensus that led to a
21% after tax gain on investment upon sale to McKesson (NYSE:MCK).
. Support and co-work with senior executives on strategy promotion,
investor issues, financing, and governance. Director experience on the
Boards of Certis USA, Intercontinental Terminals Company, MED3000,
Mitsui Rail Capital and Road Machinery.
KAUPTHING BANK, New York, NY 2002 - 2004
Vice President, Investment Banking
Managed merger & acquisition transactions from initiation through closing.
Supervised financial and legal due diligence. Advised clients on
valuation, process, and financing structures, and negotiated transaction
terms at this then leading Nordic investment bank.
Impact: Initiated and led marketing efforts in the U.K. to develop cross-
border transactions. Met with senior executives at 25 companies that led
to four assignments.
. Advised Flaga Group (ICEX: FLG) on their acquisition of Sleep Tech, a
provider of sleep disorders diagnostics and treatment services.
. Advised healthcare information technology company EKO Systems on their
second round of venture capital financing.
UBS INVESTMENT BANK, New York, NY 2000 -
2002
Associate Director, Mergers & Acquisitions
Prepared extensive valuation and pro forma analyses in various industries,
including healthcare, industrials and consumer products; modeled
acquisition and financing structures; drafted offering memoranda; prepared
management presentations; and coordinated the due diligence process.
Impact: Utilized transaction knowledge to create a "Going Private" template
that was utilized firm-wide for presentation to publicly listed clients
seeking to take their companies private.
. Advised Carlyle Group on the sale of their portfolio holding InSight
Imaging (NASDAQ: IHSC) to J.W. Childs.
. Advised NEC (TSE: 6701) on their strategic investment in Hutchison
Whampoa (HK: 13).
. Advised Huffy Bicycles (NYSE: HUF) on company sale process and debt
restructuring.
BROWN GIBBONS LANG & COMPANY LLC, Cleveland, OH 1999 -
2000
Associate, Investment Banking
Extensive modeling capabilities - revenue build-up, merger, LBO, leveraged
recapitalization, and DCF - for valuation and financing analyses. Drafted
offering memoranda, administered the distribution of transaction
information, and prepared management presentations.
Impact: Leveraged engineering background to improve the pitch for the sale
of Eaton Corporation's specialty motor division. BGL won the mandate
partly based on my input.
. Advised Eaton (NYSE: ETN) on the sale of its Vickers Electronic
Systems to Siemens (NYSE: SIE).
. Advised Curtis Industries and parent Paragon Holdings on sale to
Barnes Group (NYSE: B).
BELCAN ENGINEERING, Cleveland, OH 1997 -
1999
Project Engineer
Led development of laser welding technologies for Duracell 9 volt battery
manufacture.
GORDONIX, INC., Cleveland, OH
1993 - 1997
Founder and President
Developed and marketed electronic testing equipment for use in the electric
utility industry for specialized applications. Main customer was Centerior
Energy Corporation (NYSE: CX) a Fortune 500 electric utility corporation,
now FirstEnergy Corp. (NYSE: FE).
EDUCATION
M.B.A. (2000)
Case Western Reserve University, Cleveland, OH
B.S. Electrical Engineering (1993)
University of Akron, Akron, OH
M.A. International Relations (attended, await language requirement)
The Fletcher School of Law and Diplomacy, Tufts University, Boston, MA
ADDITIONAL INFORMATION
Harvard Business School - Mitsui-HBS Global Management Academy (2012)
The Aspen Institute Socrates Seminar- Host Committee (2011, 2012 & 2013)
NACD Director Professionalism - National Association of Corporate Directors
(2010)
The Wharton School, University of Pennsylvania - Mitsui CFO Program (2010)
Previously held the FINRA Series 7 General Securities Registered
Representative license
Proficient in conversational Japanese - Level 4 of Japanese Language
Proficiency Test