Michael Spears Email & Phone Number

San Francisco Bay Area

Lead responsibility for strategy, partnerships, and platform development.

Piedmont

Specialized consulting and management services, primarily to growth stage companies and startups.Negotiated banking, investment banking, venture capital and joint venture proposals. Provided impactful strategic insight and transaction leadership to senior management teams and key principals.Developed lifecycle framework and tools to guide companies through tailored strategic and financial decisions at critical junctures in time. Various Industries and operating challenges.ACHIEVEMENTS: • Over 25 investment, financing, consulting & advisory assignments for emerging growth and start up clients.• Repositiioned innovative beverage company as nutritional ingredient formulation.• Originated bioenergy venture opportunity to capitalize upon “carbohydrate economy” in emerging markets. • Built alliances with partners in the entertainment, real estate, banking, project finance and clean energy sectors.. • Led development of business vision and strategy, operating practices, and governance.

San Francisco

Led a team of commercial and investment banking professionals to establish a diversified west coast presence for middle market to Fortune 500 clientele. Developed market strategy, recruited talented professionals and orchestrated strategic assignments for national and international clients. Acquisitions, divestitures, joint ventures and complex financings. Analyzed public and private market alternatives for debt and equity to optimize capital costs and transaction structures. ACHIEVEMENTS: • Over 40 diversfied, financing, lending and strategic transactions totaling several billion dollars.• Led successful effort to advise and convert multibillion dollar consumer products company capital restructuring.• Developed and implemented suite of standard financial models and integrated analytical framework.• Recognized by senior management for notable Greenwhich ratings improvement among strategic clients.• Innovative structures utilizing convertibles, swaps, currencies, taxation, options, etc. • Achieved culture change through recruitment, development and retention of high performance staff as the firm moved up market. VICE PRESIDENT Conceived, originated and executed upper middle market mergers & acquisitions, and strategic financial alternatives. ACHIEVEMENTS: • Elevated credibility and execution capacity of M&A group, including key role in sale of an MLB franchise.• Standardized presentation suite and analytics for mergers, acquisitions, divestitures, recapitalizations, buyouts, ESOPS etc.• Early contributor to integration of credit, lending and other institutional strengths into the repositioning of the group.

New York, San Francisco

Increasing responsibility for public and private market capital raising transactions and financial advisory assignments. Detailed research, analysis and execution of bond and equity offerings, mergers and acquisitions, currency and interest rate hedging, divestitures, initial public offerings, takeover defenses, etc. Global product platform. Developed leveraged buyout and capital structure models.ACHIEVEMENTS: • Led analysis and execution team for $2 billion restructuring and sale of diversified public company.• Numerous financing alternatives, credit analysis and valuation assignments for underwriting purposes.• SEC filings, trading floor interface, information memoranda, selling memos, board presentations.• Managed details of road show presentations for public/private financings.• Completed comprehensive global products and markets program scoring above 90%.

San Francisco

•Performed audit, annual reporting and analytic review services for Fortune 500 and emerging growth clientele. Earned California CPA license.

Mba, Business

Finance & Strategic Management Bain & Co. Internship

B.S., Business

Activities and Societies: Phi Beta KappaHighest Honors Accounting & Finance