Piper Jaffray Companies announced the hiring of Chris Geyer and Tim Shea. Based in Minneapolis, MN Geyer and Shea will be part of the firm's diversified industrials & services investment banking group. Geyer re-joins Piper Jaffray from Lazard Middle Market's industrials investment banking group, where he advised chemicals companies. Prior to Lazard, Geyer spent four years in corporate development at Entegris, Inc. and began his career with Piper Jaffray investment banking. Geyer has advised on approximately 30 transactions valued in aggregate at more than $5 billion. He earned a Master of Business Administration degree from the University of Minnesota - Carlson School of Management and a bachelor's degree in business administration from the University of Colorado at Boulder. Shea was most recently the C.F.O. of Southwest Foodservice Excellence. Previously, he served as an investment banking director at Robert W. Baird & Co., covering companies in the facility services space. Shea has advised on dozens of transactions with an aggregate deal value of approximately $10 billion. He holds a Juris doctorate from the University of Wisconsin Law School, and a bachelor's degree in business administration from the University of Wisconsin - Madison, and is a CPA.
Moritt Hock & Hamroff LLP announced that Andrew B. Eckstein, Esq. has joined the firm as Counsel in its Creditors' Rights and Bankruptcy practice group. Eckstein resides in the firm's New York City office and joins the firm from Blank Rome LLP. Eckstein concentrates his practice in all aspects of complex debtor and creditor matters in bankruptcy cases and out-of-court restructurings. He represents debtors, creditors, creditors' committees, lenders, landlords, contract counterparties, equity-security holders and asset purchasers in matters involving real estate, developers, industrial companies, manufacturers, distributors, retailers, professional service firms, investment funds, media and telecommunications enterprises and transportation-related businesses. In addition to his practice, Eckstein is a certified mediator on the panel of mediators for the United States Bankruptcy Court for the Southern District of New York. He earned his Juris Doctorate from Albany Law School of Union University.
FTI Consulting, Inc. announced leadership appointments and the addition of three Managing Directors at FTI Capital Advisors, the wholly owned investment banking subsidiary of FTI Consulting, effective immediately. Glenn Tobias, who has been with FTI Consulting for more than eight years and has been instrumental in building the FTI Capital Advisors business, has been named C.E.O. of FTI Capital Advisors. He assumes the role from Carlyn Taylor, who becomes Chairperson of FTI Capital Advisors after more than 10 years as C.E.O. In addition, Asher Cohen, Peter Gray and James McLain have joined FTI Capital Advisors as Managing Directors. Tobias has more than 25 years of professional experience in M&A, debt and equity capital markets, project finance, corporate finance, executive management and consulting, including 12 years at BNP Paribas as the former Head of Energy Natural Resources and Project Finance. Prior to that, he spent six years at Global Crossing Limited as V.P. of Corporate Development and Structured Finance. Tobias holds FINRA Series 24, Series 79, Series 82 and Series 63 investment banking licenses. Cohen has more than 15 years of providing investment banking advisory services to TMT clients. Transactions include sell-side and buy-side M&A, private and public capital markets, fairness and solvency opinions, recapitalizations and financial restructurings. He previously led Houlihan Lokey's Telecom and Internet Infrastructure coverage. Cohen holds FINRA Series 7, Series 79 and Series 63 investment banking licenses. Gray has more than 30 years of experience in project finance, investment banking, merchant banking and M&A, focusing on international mining finance. He held numerous leadership positions across the mining industry, including as Co-Head of Commodities Trading at Gerald Metals' merchant banking and physical metals trading business in Switzerland and the United States. Gray also served as Head of KPMG's Energy, Mining and Natural Resources Group in Corporate Finance and spent almost 20 years with ANZ Investment Bank and NAB Capital in their Corporate Finance and Project and Structured Finance divisions. McLain has 18 years of M&A and corporate finance experience and has initiated and completed numerous strategic and financial transactions for healthcare companies. He has advised owners and management teams in a broad range of healthcare subsectors, including behavioral healthcare, specialty physician services, diagnostic labs, dental products and services, health and wellness, payor services and medical products. McLain holds FINRA Series 79 and Series 63 investment banking licenses.
Gardere Wynne Sewell LLP announced the bolstering of its Financial Restructuring and Reorganization Practice with the addition of three attorneys. Frank J. Wright, C. Ashley Ellis and Erin C. McGee join the firm's Dallas, TX office. Wright, who joins the firm as a Partner, focuses his practice primarily on corporate restructurings and strategic planning. He has a comprehensive national practice that is predominantly devoted to insolvency, reorganization, mergers and acquisitions, and related areas, as well as extensive litigation in the bankruptcy court and other federal courts. Wright has been counsel for parties involved in all facets of the bankruptcy process, including debtors, creditors, landlords, creditors' committees, shareholders and third-party purchasers. He has represented a variety of public companies and enterprises involved in diverse areas of business, including energy, real estate, transportation, manufacturing, healthcare and telecommunications. Ellis joins the firm as a Senior Attorney. She represents corporate entities in complex reorganization proceedings and has participated in related cases nationwide. She has extensive experience negotiating and drafting plans of reorganization and corresponding disclosure statements in Chapter 11 cases. Ellis is well-versed in structuring informal workouts for troubled companies, and she has also engaged in significant litigation arising under the Bankruptcy Code. McGee, who joins the firm as Staff Attorney, focuses her practice on litigation and commercial bankruptcy. She has experience in complex litigation involving securities, antitrust and patent law. She also has prior work experience with the U.S. Small Business Administration in e-discovery and commercial real estate.
Stoel Rives LLP announced that Gabrielle Glemann has joined the firm as an Of Counsel attorney in the Corporate Group in Seattle, WA. Glemann has significant experience in national and international corporate bankruptcy and bankruptcy litigation matters. She comes to Stoel Rives from Hughes Hubbard & Reed LLP in New York City, where she represented debtors, trustees, examiners and secured and unsecured creditors in Chapter 7 and Chapter 11 bankruptcies. Glemann received her law degree from Brooklyn Law School and her bachelor's degree from Bard College at Simon's Rock. She was selected as a New York Metro Rising Star by Super Lawyers for 2015 and 2016 and a Top 40 Lawyers Under 40 in New York from 2013 to 2016 by the American Society of Legal Advocates.
Forshey Prostok announced the promotion of three attorneys and the addition of two lawyers to its Dallas/Fort Worth offices. Suzanne K. "Suki" Rosen has been promoted to Partner. She has extensive experience litigating complex commercial disputes, including avoidance actions and other business bankruptcy matters. Throughout her 20-year career, Rosen has helped clients substantially reduce outstanding bankruptcy claims, smoothing the reorganization process and providing higher recovery to creditors. Matthew G. Maben also has been promoted to Partner. His practice includes bankruptcy, business reorganizations and creditor's rights. He also counsels debtors, creditors and trustees in restructuring and liquidation matters. He has been recognized three times among the "Leaders in their Field" in the prestigious Chambers USA legal guide. Lynda L. Lankford, with more than 25 years' experience in bankruptcy litigation, business reorganizations and creditor rights, has been promoted to Of Counsel. A former auditor who is Board Certified in Business Bankruptcy Law by the Texas Board of Legal Specialization, she is uniquely positioned to provide key financial insights to the firm's clients. Matthias Kleinsasser joins Forshey & Prostok as a Partner from Kelly Hart. He has extensive experience in bankruptcy litigation, as well as general business litigation in federal and state court. He began his legal career with a bankruptcy court clerkship, after which he practiced in the bankruptcy section of Weil, Gotshal & Manges. Laurie Dahl Rea joins as Of Counsel. Her career includes two federal judicial clerkships, as well as extensive experience representing debtors and creditors in large reorganizations and liquidations. Immediately prior to joining Forshey Prostok, Rea served as the Career Law Clerk to the Honorable Russell F. Nelms.
Howard & Howard Attorneys PLLC announced that several of our attorneys have been appointed/reappointed to various committees within the Illinois State Bar Association for the 2017-2018 term. The attorneys and their appointments/reappointments are as follows: Timothy D. Gronewold has been reappointed to serve as a Member on the Labor & Employment Law Section Council. Thomas E. Howard has been reappointed to serve as a Member of the Standing Committee On Judicial Evaluations - Outside Cook County and the Commercial Banking, Collections & Bankruptcy Law Section Council. Timothy J. Howard has been appointed to serve as Chair of the Senior Lawyers Section Council. Michael R. Lied has been reappointed as a Member of the Standing Committee on Continuing Legal Education.
Kramer Levin Naftalis & Frankel LLP announced that Sanjay Thapar has joined the firm as a Partner in the Leveraged Finance group. Thapar focuses his practice primarily on leveraged finance and capital market transactions providing loans to private equity-backed companies. He represents lead arrangers and senior and junior lenders in domestic and international financing transactions, including top-tier and mid-tier sponsor acquisition/leveraged buyout financings, and refinancing and recapitalization transactions, as well as workouts, debt restructurings and debtor-in-possession financings. Prior to joining Paul Hastings, Thapar was a counsel at Shearman & Sterling. His loan work includes large and middle-market syndicated, direct lender and club transactions, as well as first and second lien, asset-based, split-collateral and unitranche loans, across a variety of industries, including commodities, energy, governmental services, oil and gas, manufacturing, retail, and trucking and transportation. Thapar has worked on cross-border transactions with entities organized in Canada, the European Union, Mexico, Singapore, Switzerland, the United Arab Emirates and the United Kingdom. Thapar received his J.D. from Maurice A. Deane School of Law at Hofstra University, 1997 and B.B.A. from Baruch College, 1994.
Rothschild Global Advisory announced that Chris Gaertner has joined the firm, effective August 7, 2017, as Global Head of Technology and will lead the launch of the firm's new office in the San Francisco Bay Area. He will be joined by Walid Khiari, who joins the firm as a Managing Director on its Technology team. With nearly 30 years of experience, Gaertner has significant depth and breadth within the technology sector, most recently with Credit Suisse as Managing Director and Global Head of Corporate Finance Technology Investment Banking. Prior to Credit Suisse, Gaertner was a Managing Director at Bank of America Merrill Lynch and held roles as Head of Technology Investment Banking and Head of Global Software and Enterprise Technology Investment Banking. He was also previously a Managing Director and Head of Global Software at Lehman Brothers. Over his career, Gaertner has advised a number of leading technology firms, including Microsoft, Intel, HP, Ansys, Cisco, Oracle, Lyft, Palantir, Dell, Google, Adobe, Apple, IBM and Amazon, among others. Gaertner holds an MBA from The Wharton School at the University of Pennsylvania, a Master of Science degree in Electrical Engineering from Columbia University and a Bachelor of Science degree in Electrical Engineering from the U.S. Military Academy at West Point. Khiari joins Rothschild, effective August 7, 2017, after spending 20 years in investment banking. He joins Rothschild from Credit Suisse where he served as Director of Technology Investment Banking. Prior to this, he worked for Bank of America Merrill Lynch in the Technology Investment Banking group. He has worked with clients around the world and spent time early in his career in Tokyo, Japan. His recent transaction experience includes the $4.7 billion sale of Blue Coat Systems to Symantec, the $2 billion acquisition of Websense by Raytheon, and the $1.5 billion sale of Hybris Security to SAP, among others. Khiari has a deep and broad network across global technology markets, including Australia, Europe, Canada and Silicon Valley. Khiari holds a Bachelor of Science from the University of Paris and an MBA from The Wharton School.
Kenneth E. Noble, who has advised leading banks and other senior lenders in bankruptcy and restructuring matters for more than 25 years, has joined McGuireWoods' Restructuring and Insolvency Department as a Partner in New York as the firm continues its expansion of New York-based talent focused on meeting the needs of financial institutions. Noble represents domestic and foreign banks, financial institutions, investment funds and other creditor groups in middle market and large cap out-of-court workouts and bankruptcy proceedings. He has experience in a wide range of industries, including energy, healthcare, manufacturing, gaming and telecommunications. Noble, who joins McGuireWoods from Holland & Knight, previously led Katten Muchin Rosenman's New York insolvency and restructuring practice. Noble earned a Turnaround Atlas Award from the Global M&A Network for representing the administrative agent under a $125 million credit facility in the prepackaged restructuring of Penn Foster. He was a finalist for the Association of Corporate Growth's Art of the Deal Award for his work representing the lender under a $750 million bilateral credit facility in the out-of-court restructuring of M Resort Spa Casino Las Vegas.
Perella Weinberg Partners (PWP) announced that Cory Hill has joined the firm as a Managing Director in the Advisory business. Based in Los Angeles, Hill will work with Chris Mead, Partner and Head of the Los Angeles office, to provide strategic and financial advice to clients. Hill joins PWP from Bank of America Merrill Lynch, where he was a Director in the Global Investment Banking division focused on mergers and acquisitions, leveraged recapitalizations and financings. Prior to that, Hill was a Senior Associate at Shamrock Capital Advisors. He began his career in investment banking as an Analyst at Bear, Stearns & Co. Inc.
Alvarez & Marsal (A&M) has expanded its Transaction Advisory Group U.S. practice with two new Managing Directors: Peter Gougousis and Jeffrey Jones. Gougousis returns to A&M after co-founding the firm's Financial Industry Group in 2009. He has more than 13 years of financial services industry experience and specializes in accounting and financial analysis for both buy-side and sell-side transactions for private equity firms and strategic buyers. Gougousis advises clients on issues in sectors such as banking, specialty finance, asset management and financial technology. His experience serving clients ranges from due diligence to interim management roles, as well as advising on performance improvement issues. Prior to re-joining A&M, Gougousis was the V.P. of Financial Planning & Analysis at Strategic Funding Source. He began his career at KPMG working in both the audit and transaction services groups. Jones brings nearly 20 years of experience focusing on the investment community. He advises clients on high-yield, initial public offering and M&A transactions. Jones previously served as a Managing Director in Global Capital Markets at Donnelly Financial Solutions, where he advised on numerous high-profile deals. Prior to that, Jones held similar roles at Merrill Corporation and Elabra, Inc., offering software services around secondary offerings and government debt issuances. In addition, Damiano Dragone, formerly with EY, joins A&M as a Senior Director in New York and Christopher Merkt returns to A&M as a Senior Director in Los Angeles. Dragone performs financial buy-side and sell-side due diligence for proposed acquisitions, mergers and divestitures. He has executed dozens of transactions ranging from $20 million to $5 billion in multiple industries including manufacturing, technology and healthcare. Merkt advises both buyers and sellers in the financial and strategic evaluation of potential acquisition or divestiture targets within the technology vertical. He has served in interim management roles and advised on performance improvement issues. He started his career at PwC. Additionally, Director Scott Koprivetz (Los Angeles); Managers Jerry Cosmas (Chicago) and Mariya Verbitski (San Francisco); Senior Associates Matt Keller (Chicago), Pierce Autry (Nashville), Thomas Sherbakoff (San Francisco), Rajesh Mirchandani (Atlanta), Roshan Mirchandani (Atlanta), Raffi Bloom (Los Angeles) and Pedro Aguirre (San Francisco) and Associates Christopher Linkletter (New York), Nick Kidder (Atlanta) and Tyler Hosea (Houston) have joined A&M. All of these individuals are former Big Four professionals.
Houlihan Lokey, Inc. announced that Heather Smith has joined the firm's Capital Markets Group as a Managing Director and Head of Structured Equity. Smith will focus on providing customized equity capital solutions to corporate and financial sponsor backed clients for acquisition finance, growth capital and balance sheet recapitalizations. She is based in New York. Smith has over 20 years of experience in the private placement industry, having raised approximately $12 billion in equity and debt capital for companies in the U.S., Europe and South America. She joins from Sagent Advisors, where she was a Managing Director and Head of the Private Financing Solutions Group with a focus on raising equity and equity-linked securities utilizing complex financing structures for late stage companies. Previous experience includes leading a Private Placement Group at both Deutsche Bank and Greentech Capital where she raised equity, debt and project finance and serving as a Director in the Private Placements Group at Credit Suisse. Smith holds a B.A. in Economics, cum laude, from Harvard University and an MBA with distinction from the Kellogg Graduate School of Management at Northwestern University.
Blank Rome LLP announced that David J. Moise and Jill E. Misener have joined the firm in the Tax, Benefits and Private Client group in New York. Moise joins the firm as a Partner with over 30 years of experience and a robust federal, state and local tax practice. Joining Blank Rome as Of Counsel, Misener also has significant experience in tax procedure and controversy. Both come to Blank Rome from Withers Bergman LLP. Moise focuses on federal, state, and local tax examinations, appeals and litigation matters, as well as federal and multi-state voluntary disclosures. He also has significant experience with tax collection procedures, including tax liens and levies, as well as collection administrative appeals, installment agreements and offers in compromise. Further, he has extensive capabilities with regards to various treaty issues, such as disputes between the United States and the United Kingdom, resolving key issues and working with Competent Authority to avoid duplicative taxes. Misener represents high-net-worth individuals and entities before federal and state tax authorities in controversy resolution matters, bringing her experience in examinations, administrative appeals, voluntary disclosures and collection matters with her to Blank Rome. Misener has also advised and represented clients residing outside the United States with U.S. tax issues, and has guided numerous clients through the IRS's various offshore voluntary disclosure programs. Moise received his B.A. from Syracuse University, his J.D. from Pace University Law School and his LL.M. in Taxation from Boston University School of Law. He is a member of the American Bar Association Tax Section and the New York Bar Association Tax Section. Misener received her B.S. from Washington & Lee University, her J.D. from the University of Kansas School of Law and her LL.M. in Taxation from New York University School of Law. She is also a member of the American Bar Association Tax Section, the New York Bar Association and the Federal Bar Association.
FTI Consulting, Inc. announced the expansion of the firm's Retail & Consumer Products practice with the addition of three Senior Managing Directors in the United States and Australia. J.D. Wichser, who will be based in Chicago, joins from Alvarez & Marsal and will lead FTI Consulting's U.S. Retail & Consumer Products practice. Khaled Haram joins from PricewaterhouseCoopers (PwC) and will be based in New York. Kate Warwick, who will be based in Melbourne, Australia, also joins from PwC, where she led the Retail & Consumer focus of that firm's Australian Deals team nationally. At FTI Consulting, Ms. Warwick will lead the firm's Australian Retail & Consumer Products practice. Wichser, whose clients have included multibillion-dollar global retailers and consumer-focused businesses, has more than 30 years of experience in both consulting and in the industry as an executive at a leading international big-box retailer. He focuses on retail performance improvement, including supply chain operations, merchandising processes, store operations, field performance and productivity management, e-commerce, IT due diligence and SG&A strategy. He partners with and assists retailers in identifying, evaluating and implementing programs to improve SG&A effectiveness and reduce costs across their operations. As a former retail operator, he provides clients with a broad perspective on approach and problem-solving. Haram brings more than 25 years of experience, focusing on delivering solutions across the deal continuum, including operational and SG&A due diligence for carve-out transactions, post-merger integration, operating and profitability improvement initiatives and synergy realization projects. He has worked on more than 60 retail and consumer products transactions in the past four years, with values ranging between $200 million and $4 billion. Haram previously served as President and C.O.O. of a mid-market, publicly traded company in the LED lighting industry, as C.F.O. of a $1.3 billion distributor of media and entertainment products and as an executive at one of the world's leading manufacturers of prestige beauty, skincare, fragrance and hair-care products. Warwick has more than 20 years of experience in the areas of restructuring and turnaround management, corporate finance and performance improvement. She specializes in advising and working with boards, shareholders, senior management and other stakeholders to maximize value and manage and mitigate risk. Warwick's retail and consumer clients include specialty, apparel, footwear, electronics, furniture and food and beverage companies. She has worked with some of Australia's largest retailers with onshore and offshore operations, as well as with U.K. operators on complex restructurings and business transformations, supporting these businesses as they transform their business practices, regenerate revenue streams, reduce costs and unlock cash across their operations.