Brian Kubis Email & Phone Number

Raleigh, NC, US

San Francisco, California, US

The Operators Guild is an exclusive, invitation-only network for the world’s top finance and operational company builders within high-growth and tech sectors. Spanning over 20 chapters globally—including SF, NY, LA, Austin, Denver, Toronto, Vancouver, Seattle, Chicago, Miami, London and more -- it serves as a collaborative hub for sharing best practices.

Los Angeles, California, US

Mclean, VA, US

Fort Lauderdale, FL, US

Durham, NC, US

Mooresville, NC, US

Mooresville, NC, US

• http://www.blackstoneentrepreneursnetwork.org/network/meet-our-fellows/former-blackstone-fellows/
• Wrote business plan that included market and competitor analysis, strategic due diligence, financial models and product launch strategies for a medical device company
• Developed acquisition strategy and value proposition for medical device company
• Led due diligence effort for six technology, healthcare, and life science companies for potential investment
• Created strategy to identify startup companies from NCSU, UNC, Duke, NCCU, and the community to evaluate and provide mentorship through Blackstone’s Entrepreneurs-In-Residence program
• Advised software startup on $5 million fundraising strategy, pricing model, and management structure

Raleigh, North Carolina, US

• Developed technology commericalization strategy for new NC State University product, initiating joint venture and partnership opportunities with several large insurance organizations.
• Presented $441.4-$452.3 million valuation based on M&A financial analysis to advisory panel of industry professionals for the ACG Case Competition (2nd place).
• Uncovered synergies derived from strategic acquisition and mitigated potential challenges of implementation in M&A case competition.
• Prepared income statement, balance sheet, and cash flow statement to evaluate capital budget and financing decisions for public and private companies
• Created in depth pro forma to get NPV & IRR for mixed used real estate development project for the ULI Urban Design Case Competition

Raleigh, North Carolina, US

• Strategized $1.2 million fundraising campaign for healthcare software company & $8 million fundraising campaign for cancer treatment company
• Completed due diligence and commercialization plan for $2 million SBIR Phase II Grant proposal
• Researched and analyzed $42B healthcare IT industry trends to uncover 2 new growth opportunities

Charlotte, NC, US

-Ranked #25 in the bank out of 500 Commercial Relationship Managers based on increasing portfolio profitability and successfully exceeding goals through business development-Retained, grew and deepened relationship that was losing $10,000 in annual profitability to now bringing in $23,000 in annual profitability by understanding client’s needs resulting in.

Charlotte, NC, US

-Underwrote and monitored commercial loan packages for clients with revenues up to $50 million-Increased relationship manager productivity by 25% by supporting current clients and completing financial analysis during loan review

Charlotte, NC, US

-Completed 11 month training program supporting multiple lines of business including Relationship Managers, Credit Administration, and Commercial Underwriting-Concluded program with real world simulation of taking commercial loan package from start to finish ending with a presentation to a panel of senior professionals for final evaluation

Chapel Hill, North Carolina, US

Mba, Finance, Entrepeneurship

Business Banking

Bachelors Of Science, Economics / Information Science