Glen Carnes, Mba, Cpm Email & Phone Number

Los Angeles, California, United States

*Unique background of 17 years as VP, SVP, MD roles (including executing IPO and M&A transactions) with tier-1 investment banking and advisory services firms.*Accomplished in corporate finance, capital markets and M&A having raised more than $13 billion in 58 IPO, equity, and debt financing transactions, and closed 138 M&A transactions for $18 billion in value.*Oversee deal execution – Fully understand process, lay out a plan to ensure successful outcome. Regularly lead discussions and provide direction to client management teams, investors, etc.*Involved in overall transaction and client strategy. Oversee due diligence, ensures information flow and review is done effectively*Corporate Development – Identifies new/expanded business opportunities through existing deals and network. Shows capability to drive new business for the firm.*Willing to roll up sleeves and dive into the model, when necessary, as product must be market and client-ready for review. Fully mastery of complex models and equity structures. Has fundamental understanding of project and company valuation methodology.*Strong & long-standing relationships with institutional investors, equity research analysts and investment bankers. *Never missed Sec compliance or guidance in 10 years as a public company across all companies

Newport Beach, California, United States

*Source, diligence, and recommend inorganic investments. Present key risks and merits of opportunities to CEO and Investment committee.*Review and negotiate legal contracts and amendments in conjunction with operational due diligence team and internal and external council.*Actively Monitor and Evaluate portfolio post-investment through frequent interaction with managers, reviewing investment data, and representing Global Vision at annual partner meetings.*Supervise the revenue cycle of subsidiary companies, constantly reviewing procedures while.eliminating inefficiencies.*Document and communicate results in a concise and meaningful fashion for diverse audiences.*Develop/maintain strong network of industry players and keep abreast of industry trends.*Author white papers for client consumption and present at client events.*Train and manage Junior team members.*Member of Investment & Asset Allocation committees

Newport Beach, California, United States

*Develop and drive M&A corporate strategy*Work independently and in collaboration with internal groups to provide detailed economic analyses of new opportunities (e.g., market research, business intelligence, competitive analysis, development plan, commercial forecast, NPV analyses) to inform business decisions.*Present business rationale, analyses, and proposals to senior executives *Coordinate the evaluation and diligence of new opportunities endorsed by the Strategic Investment Counsel across multiple functional areas including Research, Clinical, Regulatory, Commercial, Manufacturing, Finance, Legal, Intellectual Property and other groups*Develop deal concepts and negotiate term sheets and definitive agreements in collaboration with corporate legal and finance groups*Participate in and potentially lead the deal process from first contact with potential partners to execution of agreements*Establish an extensive network of strong and trusting relationships with prospective collaborators, advisors, and industry investors with the goal of expanding the external perception of strategic partner of choice

Los Angeles, California, United States

* Lead multi-dimensional investment due diligence engagements that combine deal sourcing, negotiation, developing purchase agreements, structured financing, deal closing, and post- closing strategic integration and executions plans.* Conducted contract review and negotiated/documented deal terms and amendments.* Developed and implemented effective monitoring procedures and tools for ongoing assessment of portfolio performance & presented recommendations for any course of action.* Cultivated and maintained key relationships with managers, industry specialists and peers.* Attended partner meetings and served as the company’s representative on select advisory boards.* As a senior member of the investment team, played a key role in vetting opportunities across asset classes (public equities, hedge funds, real estate, fixed income).* Performed research and presented recommendations for various aspects of the overall investment management process including capital market analysis, asset allocation, portfolio construction, liquidity and risk management.* Provided guidance and training to future staff members.

Greater Los Angeles Area

*Oversaw and directed all phases of strategic finance, sales, corporate development, investor marketing strategies, relationship management, and strategic planning initiatives in support of corporate goals and objectives.* Managed and held full accountability oversight for $ 2.2 billion in portfolio companies’ investments for corporate clients, non-profits, and high net worth individuals.* Delivered 300 presentations to 2.3K clients evaluating appropriate capital structure, debt capacity, liability management opportunities, and financing alternatives.* Partnered with a 13-member sales team to develop strategic marketing campaigns, generating4.3K new business leads within the fir month of implementation.* Presented pitch books to 1.2k potential corporate clients on investment opportunities within the portfolio, closed 60% of deals.* Established, monitor, and adjust portfolio construction to maintain optimal and a diversified holding of stocks to achieve return, capital appreciation, and dividend goals.* Generated allocation studies across a set of mandates or products in accordance with investment guidelines and benchmarks to exceed target expectations.Initiated and launched 13 processes that boosted credit commitment response times, decreasing approval time for enormous commitments by 70%.* Delivered pitches across a spectrum of debt and risk management products to 15.k clients in US and in emerging market countries* Coordinated with product and risk management teams to deliver service to 12.1k clients, contributing to fee revenues in excess of $300M annually* Collaborated with product groups across 15 firms to provide capital raising, risk management and liquidity management solutions.* Negotiated pricing and contracts with over 150 system vendors and achieved 60% reduction in spending (~100M

Master Of Arts - Ma, Accounting

Classes are online-Obtaining required Accounting credits necessary for CPA exam

Master Of Business Administration - Mba, Banking, Corporate, Finance, And Securities Law

Bachelor Of Science In Management, Accounting And Finance