37 years of experience working with corporate boards and company executives in evaluating and executing strategic transactions in a wide variety of industries. As an investment banker and corporate executive led corporate teams and external advisors in performing diligence on hundreds of companies and executing over $10 billion of acquisitions, divestitures, and capital market transactions. Global experience working with publicly-traded and PE-owned companies. From 2006 - 2013, led m&a for Syniverse Technologies, the global leader in mobile network & messaging interoperability services (SaaS), and participated in industry conferences and executive meetings to maintain and expand relationships with mobile technology companies, industry consultants, and investment bankers. From 1996 - 2004, worked in the corporate development group at EDS with IT outsourcing executives in telecommunication, healthcare, financial, oil & gas, and travel business units; advised operating teams in structuring and negotiating terms of large customer contracts and JV transactions. In 2005, lead the execution of several divestitures of non-core business units that generated significant and timely liquidity for EDS. As an investment banker and corporate executive maintained a long-term track record of providing valuable input to board members and c-suite executives regarding strategic transactions. As a corporate executive provided input on operational issues and excelled in completing transactions which achieved desired strategic goals. In summary, extensive experience as a trusted advisor to board members and C-suite executives on actions to increase the enterprise value of companies.

Joined at the invitation of GTCR (majority equity owner) as a direct-report to the CEO with responsibility for identifying, evaluating and executing acquisitions. In 2007, led the acquisition of a major publicly traded competitor in Europe with significant revenue and cost synergies ($290M purchase of Billing Service Group). Acquisition classified as a 3>2 consolidation by EU anti-trust division and required extensive work with economists and lawyers to overcome concerns; achieved clearance without remedies after a Phase II review. In 2008, assisted the CEO and Board of Directors in executing a secondary market stock sale that enabled GTCR to achieve a highly profitable and efficient exit. In 2009, led the diligence and negotiation of another strategic acquisition ($175M VeriSign Messaging Division with operations primarily in India and California) which significantly expanded the breadth of Syniverse's mobile messaging solutions and increased Syniverse's market valuation by 3x the acquisition price upon the day of closing. In 2010, assisted the Board of Directors and executive management team in evaluating potential acquisitions to add a significant new line of business and presented strategic alternatives for selling the company. In 2011, a key member of the executive team that executed the plan to pursue strategic alternatives which resulted in Syniverse being acquired by The Carlyle Group for $2.6 billion. In 2012, worked on the acquisition from Warburg Pincus of a large global competitor based in Luxembourg, MACH, for $715M and led the successful effort to comply within 60 days with the EU Phase II anti-trust remedy requiring the sale of a portion of the business to an EU approved "viable competitor". Failure would have terminated the transaction and triggered a multi-million dollar payment to Warburg Pincus. The divested business was sold to a portfolio company of an Israel-based PE firm; one of the most difficult transactions in my career!

Joined after Lehman Brothers closed its Dallas office. In corporate development role, assisted executives in health care, energy, telecommunication & financial institution divisions evaluate and negotiate acquisitions, joint ventures, divestitures, and outsourcing agreements globally. During initial three years, worked exclusively with healthcare business unit on transactions in US related to outsourcing of IT services supporting medicaid, medicare and pharmaceutical Industry. During last six years, assisted global business units on transactions in a large variety of industries: financial institutions (banks, brokerage firms, & mortgage companies), telecommunication (wireline, mobile & cable companies), travel (airlines & reservation companies), oil & gas, and electric utility. Transactions consisted of acquisitions, joint ventures, outsourcing agreements and divestitures of corporate business units.

In coordination with firm-wide resources, generated and executed investment banking transactions in SW region -- tax-exempt and taxable commercial paper & debt financing, interest rate and fuel price hedging & investment contracts. Diverse industry knowledge from raising capital for a wide variety of clients -- electric & gas utilities; hospitals & health care facilities; multi- and single-family housing; universities; state and local governments; airports & toll roads; and water & sewer providers.

Joined after working for Salomon Brothers in a similar capacity from 1985-1987 (move was triggered by Salomon closing its Dallas office). Managed a four-person investment banking group responsible for generating business in TX, LA, OK, NM, and AR. Achieved significant success in generating new business and obtaining repeat business from notable clients. After five years accepted a similar position with Lehman Bother and attraction was opportunity to work with former associates from Salomon Brothers in Lehman's NYC office.