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, solving common challenges, and fostering investment in the operational community.

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• Partnered with investors to provide feedback on over 50 business plans, fundraising pitches, and financial models for early-stage startups in preparation for investor meetings

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 cross-sale opportunities and restructuring of current loans. -Negotiated approval on over $2 million in loan applications after originally being declined due to strong credit knowledge and ability to manage client and credit needs. Became SBA loan specialist. -Facilitated credit risk management training to new relationship managers and branch managers which reduced bad credit exposure and increased productivity by focusing on credit-worthy clients-Implemented new community involvement strategy by creating and growing the SunTrust Young Professional Network for the Raleigh Chamber from 5 to 11 members in one year

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