Jim Case Email & Phone Number

Milwaukee, Wisconsin, Us

Partnered with CEO, CFO, EVPs/business unit leadership and functional SMEs to identify and drive growth initiatives (e.g., business and technology acquisitions, divestitures, joint ventures, minority investments, partnerships, etc.) aligned with strategic and financial objectives for $18B revenue NYSE-listed provider of financial and payments technology software and services. Concluded nearly three dozen acquisitions, divestitures, minority/venture investments and equity-linked commercial partnerships across account processing, digital banking, card issuer processing, network services, payments, and merchant acquiring / processing, within North America, Lat Am, Europe and APAC.

Milwaukee, Wi, Us

Executive leader responsible for identifying, developing and driving strategies and initiatives to ensure growth of DLSS's business units and service lines. Managed oversight of two recently-acquired business units, and assessment of fit within business portfolio. Identified market and business prospects through collaborative research and analysis. Partnered with business unit GM's and developed strategies to exploit revenue opportunities and competitive position. Assessed financial impact and drove both organic and inorganic development from concept to fruition. Triaged pipeline of prospective growth initiatives ensuring alignment with business and corporate objectives. Partnered with CEO to reinstate and manage strategic planning process.

Kohler, Wisconsin, Us

Led M&A and Economics and Industry Analytics (E&IA) teams, providing M&A and economic, industry, and competitive intelligence coverage of Kohler's four business groups and extensive array of product sectors. Combined budget in excess of $2,000,000, with responsibilities including hiring, performance evaluation, and mentoring/counseling for performance improvement and career development.• Thought partner and advisor to C-Suite on corporate and business unit growth strategy. Led execution of acquisitions and divestitures. • Provided counsel and collaborated with Chief Financial Officer on matters of financial, business and investment strategy. • Completed ten acquisitions and three divestitures in support of corporate and business unit objectives, representing aggregate transaction value in excess of $400,000,000. • Served as point person in dialogue with opposing financial advisers, legal counsel, and principals. Negotiated terms of NDAs, LOIs, and Purchase Agreements, including price, structure, financial, and risk allocation matters (e.g., escrow, basket, cap, etc.). • Researched and advised on public company merger and acquisition rules in various international jurisdictions (e.g., UK, Germany, Switzerland, and India); in one case, enabling company to undertake without detection minority investment in publicly-traded entity, yielding gain in excess of $100,000,000.• Managed migration of Kitchen & Bath (K&B) market research team to corporate-level function responsible for expanded coverage of Kohler's business groups (i.e., Power, Interiors, and Hospitality and Real Estate (H&RE), in addition to K&B).

Milwaukee, Wi, Us

Managing Director, Manufactured Products Group 2003-2006 Led consumer and lightside building products investment banking practice. Set new business development strategy, including targeting and direct solicitation of prospective clients, as well as networking with third-party referral sources and collaborating with private equity coverage bankers. Managed multiple transaction engagement teams and new business prospecting initiatives. Negotiated engagement terms and fees, and provided financial advisory services to publicly- and privately-owned businesses. Broad interaction with boards of directors, chief executive officers, chief financial officers, and general counsel. Extensive experience with closely-held and family-owned businesses. • Completed seven sale mandates, representing nearly $700,000,000 of transaction value across diverse product categories, including hardware, glassware, cookware, housewares, and commercial play systems.• Drove maximum valuation for clients via highly skilled sale negotiations and creation of competitive tension/sale dynamic.• Implemented publication of consumer products monthly market compendium, tracking industry developments, public trading multiples, and deal activity, as well as featuring company deal activities in consumer and building products sectors.• Sold hardware client for nominal price $60,000,000 (60%) higher than runner-up bid, plus assumption by buyer of $16,000,000 in estimated post-retiree healthcare, environmental, and change of control payments/liabilities.

Milwaukee, Wi, Us

Assumed full responsibility for multi-transaction Newell Rubbermaid client relationship. Co-developed and led implementation of M&A group strategy, including introduction of focused private equity firm calling effort. Oversaw deal execution teams and collaborated with industry coverage bankers in M&A new business solicitation efforts. Continued to build new business transaction momentum in consumer products area, leveraging extensive transaction experience in the sector with Newell Co./Newell Rubbermaid. Completed six acquisitions and divestitures, totaling nearly $600,000,000.

Milwaukee, Wi, Us

Led execution of merger and acquisition assignments and assisted in development and implementation of M&A group strategy. Served as senior M&A advisory resource to multiple industry transaction teams within investment banking department, as well as secretary of company’s fairness opinion committee. Directed, trained, and mentored junior M&A group personnel. Closed $6,800,000,000 in transaction volume, including Newell Co.'s $6,300,000,000 merger with Rubbermaid in which company served as sole advisor to Newell, and rendered fairness opinion for transaction.

Milwaukee, Wi, Us

Key M&A execution resource among team that strengthened Baird’s legacy investment banking practice, leveraging company’s existing sales and trading, equity research, and wealth management platforms. Served as execution lead on public equity offerings and merger and acquisition assignments, as well as supporting senior investment bankers in new business calling efforts. Managed staffing/allocation and recruiting of financial analysts. Trained financial analysts, associates and other investment banking personnel in financial modeling and corporate finance concepts.

Master Of Management, Concentrations In: Finance, Accounting, International Business, Organization Behavior

Bs, Business Administration