M A N
Resume:
WILLIAM S E N I O R C L I E N T R E L S. A T I O N LEIB S H I P M A N A SR. G E R
*******@*******.***
Dallas-Fort Worth, TX
linkedin.com/in/williamsleibsr
SKILLS
Adaptability
Resource Management
Process Improvement
Mergers & Acquisitions
Contracts & Negotiation
Intangible Sales
E D U C A T I O N
MBA Matriculant
Economics
Fairleigh Dickinson University
Madison, New Jersey
Bachelors of Science
Finance & Marketing
Fairleigh Dickinson University
Madison, New Jersey
S U M M A R Y
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. P R O F E S S I O N A L E X P E R I E N C E
FOUNDER, PRESIDENT & CEO 2010 – Present
316WallStreet, New York, NY & Dallas-Fort Worth, TX
• Owned and operated M&A advisory firm providing new clients for: o Capital Corporation
o Generational Equity
o Benchmark International
o The March Group
• Clientele range from $2MM-100MM in Revenue
• Market high dollar intangible M&A services at $29M-69M per retention engagement
o Over 300+ engagements
o Average 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
WILLIAM S. LEIB SR.
S E N I O R C L I E N T R E L A T I O N S H I P M A N A G E R P R O F E S S I O N A L E X P E R I E N C E c o n t i n u e d 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.
o Minimum EBITDA $3MM
• Industry agnostic including:
o Transportation & Trucking, Manufacturing, Oil & Gas/Energy, Aviation Services, Retail, HVAC, Construction, Technology, Food Products, Health & Medical, and Wholesale Distribution
• Daily operations include:
o Communication with existing in-the-market clients to facilitate closings
o Advancing large pipeline of prospects
Exceeds 300+ existing relationships
• Accomplishments
o 25+ new conversions to new engagements
• Aggregate enterprise value exceeds $1 Billion
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. A C H I E V E M E N T S
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