WILLIAM S. LEIB SR.

SENIOR CLIENT RELATIONSHIP MANAGER

ad2msz@r.postjobfree.com

973-***-****

Dallas-Fort Worth, TX

linkedin.com/in/williamsleibsr

SKILLS

Adaptability

Resource Management

Process Improvement

Mergers & Acquisitions

Contracts & Negotiation Intangible Sales

EDUCATION

MBA Matriculant

Economics

Fairleigh Dickinson University Madison, New Jersey

Bachelors of Science

Finance & Marketing

Fairleigh Dickinson University Madison, New Jersey

SUMMARY

Aggressive and motivated self-starter. Among the investment banking and Merger & Acquisition industry’s most prolific acquirer of new clients. Responsible for the acquisition of 900 new clients with over 22+ years of C-Suite experience. New engagements ranged from $2MM-500MM revenue with majority in the $5MM-25MM revenue range. Recognized as top sales producer in three Fortune 100 firms.

PROFESSIONAL EXPERIENCE

EXECUTIVE DIRECTOR 2021 – Present

EBB GROUP, Dallas-Fort Worth, TX

Direct interaction with existing Merger and Acquisition clients and acquisition of new accounts.

North American based, privately owned companies in the $20MM-500MM revenue range.

oMinimum EBITDA $3MM

Industry agnostic including:

oTransportation & Trucking, Manufacturing, Oil & Gas/Energy, Aviation Services, Retail, HVAC, Construction, Technology, Food Products, Health & Medical, and Wholesale Distribution

Daily operations include:

oCommunication with existing in-the-market clients to facilitate closings

oAdvancing large pipeline of prospects

Exceeds 300+ existing relationships

Accomplishments

o25+ new conversions to new engagements

Aggregate enterprise value exceeds $1 Billion

PROFESSIONAL EXPERIENCE continued

FOUNDER, PRESIDENT & CEO 2010 – 2021

316WallStreet, New York, NY & Dallas-Fort Worth, TX

Owned and operated M&A advisory firm providing new clients for:

oCapital Corporation

oGenerational Equity

oBenchmark International

oThe March Group

Clientele range from $2MM-100MM in Revenue

Market high dollar intangible M&A services at $29M-69M per retention engagement

oOver 300+ engagements

oAverage retainer $40,000

Responsible for obtaining $20,000,000 in retention fees out of a total of $40,000,000 collected over career

Delivered over 500 engagements to mid-sized and boutique M&A firms as an Independent Contractor & Managing Partner

Responsible for direct oversight of the Senior Sales team

PRESIDENT – NEW CLIENT ACQUISITON 2006 - 2010

International Business Group, Denver, CO

Responsible for opening 100+ new accounts with revenue ranges of $3MM-50MM

Retention fees of $39M-59M /per client

BUSINESS ANALYST / SENIOR VICE PRESIDENT 2000 - 2006

Citigroup - Capital Strategies, New York, NY & Irvine, CA

Top producing analyst in each year of employment in both revenue and clients

Initiated engagements with over 500 new clients and over $20,000,000 in direct revenue retention

First in revenues and new clients among 20 business analysts; 2001-2006

PRIVATE BANKER / SENIOR VICE PRESIDENT 1995 - 2000

Citibank, New York, NY

Deca Group private banking: Citi Bank’s premier banking services to wealthiest private clients. Clients were nationally known figures in business, sports, and politics.

Ranked 2nd among 91 private bankers in new assets under management.

WILLIAM S. LEIB SR.

SENIOR CLIENT RELATIONSHIP MANAGER

ACHIEVEMENTS

High value intangible Sales

Citigroup - Top producer using seminar model for consecutive 6 years

IBM – Among top producers of new business. 240% of first year quota

Merrill Lynch - Won recognition for firm wide highest first year producer

Morgan Stanley/Smith Barney – Top tier broker in state of New Jersey

Series 7, 3, 24, & 63 licenses – Not Current Studying for S.I.E., 63, 79 (Investment Banking)

Proficient in Financial Statements

Contact this candidate