INVESTMENT BANKING INSTITUTE

New York
212-380-7027

Boston
617-938-3775

Washington
202-558-2289

Chicago
312-698-9725

Atlanta
404-806-7632

Dallas
214-774-4891

Houston
713-344-0154

Philadelphia
215-279-8475

San Francisco
415-738-2527

Los Angeles
310-591-8218

Charlotte
704-248-2785

Toronto
416-619-4867

London
44 20 3286 5112

Sofia
359 2 489 0124

Frankfurt
49 69 5960 8701

Geneva
41 22 534 9559

Paris
33 970 445 689

HIGH QUALITY TRAINING IS A RESULT OF REAL WORLD EXPERIENCE:

As its exclusive training staff, IBI employs 12 investment bankers who have worked for some of Wall Street's most respected firms, each having between 5 and 20 years of I-Banking and Private Equity or Hedge Fund expertise. Moreover, each of our bankers have, at some point in their careers, been an instrumental part of the training programs and hiring process in the banks they worked for.

The IBI difference is clear: Training with our bankers allows the effective transfer of skills that you can directly apply when seeking to enter the finance industry and add value to the job from day one.

In addition to our training staff, IBI also maintains 3 more investment banking veterans (each with over 10 years of experience) available 7 days a week, to assist you with every facet of your career advancement.

Any of our bankers on staff will personally assist you with resume changes (to reflect our training) as well as reformat, and professionalize your resume as needed, guide you through interview Q & A's, mock interviews, and how to specifically target employers. (We will assist you in sending your resume to numerous firms and guide you through the interview process).

We invite you to call us and find out how, over the years, we have helped numerous individuals advance their careers and secure highly sought after jobs in the finance industry. Our dedication to your success is the most important part of our training program. (Please ask to see our Graduate testimonials).

Below you will find detailed descriptions of our US bankers, their professional experience, and their completed transactions; click "International" above for bankers in locations outside the United States. (Please call to obtain the resume of any of our instructors).

Live training-class photo

IBI NEW YORK BANKERS

ASHISH KOHLI is a seasoned investment banker with over 15 years of transaction experience across all product groups of investment banking and private equity including leveraged buyouts, mergers and acquisitions, private placements, IPOs and secondary offerings, high yield debt and restructuring. He also led IB Training programs in all the firms where he worked including leading the global analyst and associate training program at HSBC in NY and London.

Ashish's experience throughout the US and Europe includes his role as a Principal/Director for the Investment Banking Division of ThinkEquity Partners NY/Panmure Gordon UK in the Corporate Finance Group leading transactions across all industries. He was previously a Vice President of Investment Banking in the Execution Group (M&A and capital raising) for HSBC Securities (USA) Inc. in NY where he executed M&A and capital raising transactions in industries such as consumer/retail, real estate and oil and gas.

Prior to HSBC, Ashish was a Senior Associate for the Investment Banking Division of Jefferies & Company as a Generalist and in the Technology and Media Group where he focused on restructuring and recapitalizations, M&A advisory and capital raisings. He advised Samsonite on its recapitalization and the deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor.

In earlier years Ashish was an Associate in the Investment Banking Division of Credit Suisse First Boston/Donaldson, Lufkin & Jenrette where he worked in the Generalist and Technology Groups, advising and raising capital for companies across a number of different sectors. He also worked with DLJ's private equity group, one of the leading private equity groups on Wall Street.

Ashish earned an MBA from the Kellogg Graduate School of Management (Dean's List). He is also a Chartered Accountant (US CPA).

Selected Transaction Experience:

Managed a $2.1 billion IPO for Genuity
Managed a $1.2 billion high yield financing and lead-managed a $825 million convertible stock offering for PSINet
Managed the $750 million AIM listing of Hirco real estate fund
Advised Samsonite Corporation on its $600 million recapitalization transaction including $106 million new equity investment by Bain Capital, Ontario Teachers Pension Fund, and Ares Capital. Deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor
Advised William Grant & Sons on its potential $400 million acquisition of Svedka vodka in the U.S.
Represented the ad hoc committee of $380.5 million 13% Senior Notes of Mpower Holding Corporation in its successful restructuring
Managed a $200 million AIM listing of a close-ended fund focused on renewable energy and environmental services in Asia
Advised PlayCore on its $200 million sale to Chartwell Investments
Managed a $160 million SPAC offering for a company focused on acquisition of consumer and business service companies in the U.S.
Managed a $160 million high yield offering for IMAX corp
Lead-managed a $132.5 million IPO and a $110.7 million secondary offering for ManTech International Corporation

JC CHOI, who leads the IBI training program in New York, has practiced corporate finance for over 20 years and participated in landmark investment-banking transactions. Throughout his career, he has been an employee of three Fortune 100 companies two of which were Wall Street bulge-bracket banks. His investment-banking experience spans across M&A, financial restructuring, equity and debt financing (public and private), initial public offerings (IPO), high-yield merchant banking, and fairness opinions, (bankruptcy and non-bankruptcy).

Jung Min’s most recent Wall Street experience was as Managing Director of Westminster Securities, where he focused mostly on the Asian markets, with a particular focus on renewable and clean energy. Prior to joining Westminster Securities, Jung Min was a Vice President in the Financial Restructuring Group of Houlihan Lokey, where he helped source and successfully complete Houlihan Lokey’s largest ever debtor-side financial restructuring assignment as a Senior Associate of the firm. Prior to Houlihan Lokey, Jung Min was an Associate in the Telecommunications Group of Salomon Smith Barney (the investment-banking arm of Citigroup), where he worked on some of the most legendary telecom transactions of all time. Before coming to Wall Street, Jung Min was a Finance Manager at Ford Motor Company, focusing on both domestic and international finance. His first direct Wall Street experience was as an Investment Banking Summer Associate at JP Morgan Chase.

Jung Min received his B.A. degree in Economics from Brandeis University (1988), where he was a recipient of a full merit scholarship. Additionally at Brandeis, he was one among eight students selected by the Economics Department chiefs for the prestigious Lemberg Program for International Economics and Finance. He also attended The International University of Japan (IUJ) , a graduate school, located in Niigata, Japan, as a Brandeis University Lemberg Scholar representative. Jung Min received his MBA degree from The University of Michigan Business School in finance, where he graduated with honors distinction.

Selected Transaction Experience:

Advised GTE Corp., a nationwide telecom provider, in its $70-billion merger with Bell Atlantic Corp., to create Verizon Communications Inc., the largest telco in the U.S.

Advised WorldCom Inc., a local and long distance telecom provider, in its $40-billion merger with MCI Corp., a long-distance provider, including a fairness opinion

Advised Paging Network, Inc. – then the largest paging company in the U.S., through its financial restructuring of $2.2 billion in distressed debt/liabilities. Worked with Paging Network to effectuate a complex, three-part, pre-arranged Chapter 11 filing whereby the company emerged from bankruptcy by (i) merging with Arch Wireless (then the second largest paging company in the U.S.), (ii) partial reinstatement of secured bank debt, and (iii) debt-for-equity swaps for the remaining claims holders, all which closed contemporaneously

Advised Danka Business Systems PLC, an independent copy-machine distributor and provider of outsourced reprographics services in the U.S., in its successful restructuring of over $800 million in funded debt involving (i) the sale of Danka Services International (DSI)

Advised HQ Global Holdings, a commercial-office-space aggregator (a “re-lessor” of commercial real-estate office space), in its Chapter 11 bankruptcy proceedings with over $600 million in distressed debt/liabilities

Advised AmeriServe Food Distribution Inc. in its Chapter 11 proceedings with over $1.6 billion in distressed debt/liabilities

Co-managed a $1.6-billion secondary equity offering of Cable & Wireless Communications plc stock, which was Bell Canada’s entire 14.2% stake in the Cable & Wireless

Arranged a $400-million high-yield and bank-debt refinancing for U.S. Foodservice Inc., a major foodservice distributor

Advised IMPSAT Fiber Networks, Inc., a facilities-based, high-bandwidth telecom Internet & data service provider, in its Chapter 11 bankruptcy proceedings with over $1.2 billion in distressed debt/liabilities

Co-managed a $325-million cumulative convertible preferred stock 144A offering for Omnipoint Corp., a New York-based digital GSM cellular provider which was subsequently acquired by T-Mobile

ALEX YOO brings a wealth of knowledge to IBI, having worked as an Investment and Merchant Banker for 5 years, with significant experience in M&A, Principal Investments, Restructuring, Valuations, and Strategic Advisory. He has advised small to multi-national companies across a spectrum of industries including Telecom, Healthcare, Food and Beverage, Retail, Industrial and Transportation. He is currently CEO and Founder of AlexanderWest LLC.

Most recently, Alex served as an Associate for the Merchant Banking firm Tri-Artisan Partners where he worked on both principal investing and buy-side investment banking advisory activities. At Tri-Artisan, he worked extensively with CEOs, COOs and CFOs of small to large corporations, and gained extensive experience with LBO modeling, detailed operating models, and private company valuation.

Prior to Tri-Artisan, Alex was an Associate with Nomura Securities International where he executed cross-border M&A transactions between the United States and Japan. Alex started his career at Houlihan Lokey Howard & Zukin, a well known restructuring firm in New York. As a generalist, he worked on all product groups including Debtor and Creditor-side restructuring, buy-side and sell-side M&A, and private company, impairment, intangible asset, and derivative valuations.

Alex graduated from The Kelley School of Business and is a Level III CFA Candidate.

Selected Transaction Experience:

Advisor and co-investor to Apollo Management's attempt to acquire Toys "R" Us for over $6 billion in a heated auction process
Advised Sumitomo Corporation on the $1.1 billion acquisition of TBC Corporation, a Retail tire company with over 1,000 U.S. locations
Advised IMPSAT Fiber Networks, Inc., an Argentine company, on a Chapter 11 reorganization of $1 billion worth of debt
Advised Hoya Corporation, a Japanese optics company, in its attempt to purchase Pfizer's Opthalmology business for over $400 million
Advised Starband Communications Inc., a broadband satellite provider, in its reorganization of $200 million via a Chapter 11 bankruptcy proceeding
Advised Arthur D. Little, the Cambridge-based consulting firm, on the sale of seven divisions to five strategic and financial buyers under Section 363 of the Bankruptcy Code for $96 million
Advised Camino Real Foods in a leveraged buyout transaction by Casmar Capital Partners
Advisor and co-investor to Texas Pacific Group's attempt to acquire Outukumpu, a leading supplier of stainless steel, based in Finland

DAN KOBAYASHI is a senior investment banker with 10 years of investment banking experience in Mergers and Acquisitions, Leveraged Buyouts, Public Offerings and Private Placements of Debt and Equity, and Financial and Strategic Advisory Engagements. Dan has advised middle market and large capitalization companies in a variety of sectors including Financial Services, Business Services, Healthcare, Technology, Media and Telecommunications, Alternative Energy, Aerospace Defense and Consumer and Retail.

Dan currently serves as a Vice President in the Investment Banking Department of Dominick & Dominick LLC, an investment bank founded in 1870, and one of the earliest members of the New York Stock Exchange, where he takes an active role in the execution of mergers and acquisitions, equity and debt capital raises, and strategic advisory engagements.

Prior to Dominick & Dominick, Dan was a Senior Associate in the Financial Institutions Group of J.P. Morgan where he executed M&A, public and private equity and debt transactions, and strategic advisory assignments. Prior to joining J.P. Morgan, Dan was a Senior Associate with Milestone Merchant Partners LLC, where he focused on mergers and acquisitions in the financial services industry and led the firm’s analyst and associate recruiting. Dan began his career at Houlihan Lokey, working on sell-side M&A, fairness opinions, and ESOP and intangible asset valuations.

Dan graduated from The McIntire School of Commerce at the University of Virginia.

Selected Transaction Experience:

Advisor to The Blackstone Group's attempt to acquire PHH Corp. with General Electric Co. for approximately $1.8 billion

Managed a $500 million offering of Senior Unsecured Notes of American Capital, Ltd.

Managed a $170 million Initial Public Offering of European Capital, Ltd., a subsidiary of American Capital, Ltd.

Advised ResMAE Financial Corp. on its sale to Citadel Investment Group, LLC for $178 million

Advised New York Mortgage Trust, Inc. on the sale of its retail lending platform to IndyMac Bancorp, Inc.

Advised BFI Business Finance, Inc. on its sale to Pacific Western Bank for $35 million

Placement agent to The Rowman & Littlefield Publishing Group, Inc. in a $31 million senior debt financing transaction with CapitalSource, Inc.

Advised Lotto Sport Italia SPA on its acquisition of Etonic Worldwide, LLC

Advised Morgan Stanley on its cross-border acquisition of Access Home Loans Ltd.

Advised The Royal Bank of Canada on the sale of RBC Mortgage Co. to Home 1-2-3 Corp.

Advised Washington Mutual, Inc. on the sale of certain residential home loan centers to American Home Mortgage Investment Corp.

Advised Ponce General Corp. on its sale to First BanCorp. for $102 million

Advised Engineered Arresting Systems Corp. on its sale to Zodiac SA for $62 million

IBI ATLANTA

JC CHOI, who leads the IBI training program in New York and Atlanta, has practiced corporate finance for over 20 years and participated in landmark investment-banking transactions. Throughout his career, he has been an employee of three Fortune 100 companies two of which were Wall Street bulge-bracket banks. His investment-banking experience spans across M&A, financial restructuring, equity and debt financing (public and private), initial public offerings (IPO), high-yield merchant banking, and fairness opinions, (bankruptcy and non-bankruptcy).

Jung Min’s most recent Wall Street experience was as Managing Director of Westminster Securities, where he focused mostly on the Asian markets, with a particular focus on renewable and clean energy. Prior to joining Westminster Securities, Jung Min was a Vice President in the Financial Restructuring Group of Houlihan Lokey, where he helped source and successfully complete Houlihan Lokey’s largest ever debtor-side financial restructuring assignment as a Senior Associate of the firm. Prior to Houlihan Lokey, Jung Min was an Associate in the Telecommunications Group of Salomon Smith Barney (the investment-banking arm of Citigroup), where he worked on some of the most legendary telecom transactions of all time. Before coming to Wall Street, Jung Min was a Finance Manager at Ford Motor Company, focusing on both domestic and international finance. His first direct Wall Street experience was as an Investment Banking Summer Associate at JP Morgan Chase.

Jung Min received his B.A. degree in Economics from Brandeis University (1988), where he was a recipient of a full merit scholarship. Additionally at Brandeis, he was one among eight students selected by the Economics Department chiefs for the prestigious Lemberg Program for International Economics and Finance. He also attended The International University of Japan (IUJ) , a graduate school, located in Niigata, Japan, as a Brandeis University Lemberg Scholar representative. Jung Min received his MBA degree from The University of Michigan Business School in finance, where he graduated with honors distinction.

Selected Transaction Experience:

Advised GTE Corp., a nationwide telecom provider, in its $70-billion merger with Bell Atlantic Corp., to create Verizon Communications Inc., the largest telco in the U.S.

Advised WorldCom Inc., a local and long distance telecom provider, in its $40-billion merger with MCI Corp., a long-distance provider, including a fairness opinion

Advised Paging Network, Inc. – then the largest paging company in the U.S., through its financial restructuring of $2.2 billion in distressed debt/liabilities. Worked with Paging Network to effectuate a complex, three-part, pre-arranged Chapter 11 filing whereby the company emerged from bankruptcy by (i) merging with Arch Wireless (then the second largest paging company in the U.S.), (ii) partial reinstatement of secured bank debt, and (iii) debt-for-equity swaps for the remaining claims holders, all which closed contemporaneously

Advised Danka Business Systems PLC, an independent copy-machine distributor and provider of outsourced reprographics services in the U.S., in its successful restructuring of over $800 million in funded debt involving (i) the sale of Danka Services International (DSI)

Advised HQ Global Holdings, a commercial-office-space aggregator (a “re-lessor” of commercial real-estate office space), in its Chapter 11 bankruptcy proceedings with over $600 million in distressed debt/liabilities

Advised AmeriServe Food Distribution Inc. in its Chapter 11 proceedings with over $1.6 billion in distressed debt/liabilities

Co-managed a $1.6-billion secondary equity offering of Cable & Wireless Communications plc stock, which was Bell Canada’s entire 14.2% stake in the Cable & Wireless

Arranged a $400-million high-yield and bank-debt refinancing for U.S. Foodservice Inc., a major foodservice distributor

Advised IMPSAT Fiber Networks, Inc., a facilities-based, high-bandwidth telecom Internet & data service provider, in its Chapter 11 bankruptcy proceedings with over $1.2 billion in distressed debt/liabilities

Co-managed a $325-million cumulative convertible preferred stock 144A offering for Omnipoint Corp., a New York-based digital GSM cellular provider which was subsequently acquired by T-Mobile

IBI BOSTON

SPENCER ADAMS leads the IBI training program in Boston. Spencer is an accomplished finance professional with over 12 years experience as an investment banker and corporate executive. He has advised dozens of companies on a wide range of corporate finance and strategic initiatives and acted as a lead banker on transactions with an aggregate value in excess of $2 billion. Spencer has specific deal experience in initial public offerings, public and private equity offerings, convertible debt issuance, loan portfolio acquisitions/divestitures, corporate mergers & acquisitions, fairness opinions and financial restructuring.

Spencer served as a Vice President of investment banking at The Kessler Group in Boston, MA, an industry focused boutique that works with banks and other financial institutions to buy and sell credit card and consumer loan portfolios. During his tenure at The Kessler Group the firm completed over 20 transactions with an aggregate value of approximately $3 billion.

Prior to joining the Kessler Group, Spencer was the Chief Financial Officer at Empact Solutions, Inc., an early stage software company funded by MC Venture Partners. Prior to Empact, Spencer was a Vice President at Deutsche Bank in the Global Investment Banking Group where he focused on technology and telecommunications companies.

Spencer received his BA in Political Science from the George Washington University where he graduated Magna Cum Laude and Phi Beta Kappa. He holds an MBA from the Amos Tuck School of Business at Dartmouth College.

Selected Transaction Experience:

Lead managed a $250 million convertible debt offering for Manugistics, Inc. - a global supply chain and logistic software company

Lead managed a $65 million secondary equity offering for Jakks Pacific, Inc. – a leading maker of licensed toys and entertainment products including World Wrestling action figures, Discovery Kids and the Smurfs

Co-managed a $85 million secondary equity offering for Jakks Pacific, Inc.

Advised The Elan Ski company on their privatization and financial restructuring in connection with the divestiture of state owned enterprises in the former Republic of Yugoslavia

Advised Manugistics, Inc. on their $270 million acquisition of Talus Software

Coordinated a $50 million private equity investment in TManage, Inc. – an IT services company that provided outsourced telecommuting programs for large corporations

Advised Arrow Automotive Industries on their $125 million restructuring

Advised a confidential financial institution client on a potential $5.4 billion asset divestiture

IBI CHARLOTTE

SCOTT LEE is an accomplished investment banker and entrepreneur with over 5 years of industry experience. Scott brings significant experience in M&A, Financial Restructuring and Strategic Advisory to IBI. He has advised management teams across multiple industries, including those for early-stage and large publicly-traded companies. Furthermore, Scott has participated in and organized various in-house banking training programs throughout his banking career. Scott is currently the Founder and CEO of Wunderbloc, an online New York City marketing destination.

Prior to joining IBI, Scott was an Associate in the Investment Banking division of Montgomery & Co., LLC in San Francisco. At Montgomery, Scott specialized in M&A advisory for high-growth technology companies; he was highly involved in all stages of the M&A process.

Scott also served as an Investment Banking Financial Analyst in Houlihan Lokey Howard & Zukin's New York office. As a Financial Analyst, Scott worked extensively in the Financial Restructuring Group advising both debtor and creditor constituents in in-court and out-of-court restructuring scenarios. Given his strong background in M&A and Financial Restructuring, Scott brings a deep technical knowledge of corporate valuation and financial modeling.

Scott earned a BS in Finance and Information Systems from NYU's Leonard N. Stern School of Business.

Selected Transaction Experience:

Advised XO Communications, Inc. in its search for strategic alternatives and Chapter 11 Plan of Reorganization of $5.2 billion in debt
Advised on the solvency of Bay View Capital Corporation pursuant to its $3.0 billion sale of Bay View Bank to U.S. Bancorp
Represented $600 million of unsecured creditors in the cross-border (U.S./Belgium) restructuring and 363 asset sale of Lernout & Hauspie Speech Products, N.V.
Advised DivX, Inc. (NASDAQ: DIVX) in its $167 million Initial Public Offering
Advised on the fairness of Hexcel Corporation's $125 million equity financing from a group of private investors
Structured and negotiated a "pre-packaged" Chapter 11 Plan of Reorganization on behalf of the 11 7/8 % Senior Discount Noteholders of Knology Broadband, Inc.
Advised JonesTrading in its private placement of $50 million in common stock
Advised PC Tools in its private placement of $20 million in preferred stock

IBI CHICAGO

Managed a $2.1 billion IPO for Genuity
Managed a $1.2 billion high yield financing and lead-managed a $825 million convertible stock offering for PSINet
Managed the $750 million AIM listing of Hirco real estate fund
Advised Samsonite Corporation on its $600 million recapitalization transaction including $106 million new equity investment by Bain Capital, Ontario Teachers Pension Fund, and Ares Capital. Deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor
Advised William Grant & Sons on its potential $400 million acquisition of Svedka vodka in the U.S.
Represented the ad hoc committee of $380.5 million 13% Senior Notes of Mpower Holding Corporation in its successful restructuring
Managed a $200 million AIM listing of a close-ended fund focused on renewable energy and environmental services in Asia
Advised PlayCore on its $200 million sale to Chartwell Investments
Managed a $160 million SPAC offering for a company focused on acquisition of consumer and business service companies in the U.S.
Managed a $160 million high yield offering for IMAX corp
Lead-managed a $132.5 million IPO and a $110.7 million secondary offering for ManTech International Corporation

IBI DALLAS & HOUSTON

JEFFREY NOLAND is a senior finance executive and former investment banker who brings nearly 15 years experience involving M&A, complex valuations of both private and public companies, and structuring real estate private equity transactions to IBI Texas.

Most recently, Jeff served as Vice President of Newport Coast Capital Management, LLC, a real estate development and investment management firm in Southern California backed by ING Realty Partners, where he was responsible for structuring, negotiating, and financing complex real estate transactions involving the purchase and/or development of major Southern California resort properties, office buildings, raw land, and high-end residential communities.

Prior to his role at NCCM, Jeff was a Senior Associate and project manager for Charles River Associates, where he was charged with the coordination and management of damages analyses and expert witness testimony for large corporate litigation matters.

In addition, Jeff has extensive experience as an investment banker with Fleet M&A Advisors (formerly Howard, Lawson & Co.) in their M&A and securities valuation practices. He was involved in dozens of valuations of public and private companies for M&A advisory, pre-IPO valuations, stock option/warrant valuations, hostile takeover defense, and tax purposes.

Jeff also worked as Senior Manager of Business Development with Siebel Systems, where he structured, negotiated, and closed over 100 complex licensing deals involving intellectual property from Silicon Valley's leading companies.

Jeff holds an MBA from The Wharton School of Business at the University of Pennsylvania.

Selected Transaction Experience:

$1.2 billion damages award ($200 million actual damages and $1.0 billion of punitive damages) against a major U.S. financial institution

$600 million in damages to client for patent infringement by Dell, Gateway, Hewlett-Packard, and others

$235 million in damages against an air cargo services company

Pre-IPO rights valuation for $178.8 million IPO of Internet incubator company

$125 million purchase and conversion of a 560-room luxury hotel to condominium hotel

Pre-IPO rights valuation for $56.4 million IPO of Internet company

$55 million purchase and conversion of a 475-room hotel to full-service independent- and assisted-living facility

$27 million purchase and planned $40 million renovation of a 193-room full-service hotel for resale as a luxury condominium hotel

$25.9 million raw land acquisition and $60 million development of 5,400 acres in Cabo San Lucas, Mexico

Sell-side advisory for $20 million sale of insurance (property/casualty) company

Sell-side advisory for $15 million sale of regional formalwear company

Successful Defense from hostile takeover attempt of publicly traded microwave electronics company

IBI LOS ANGELES

CHARLES BUSH leads the IBI training program in Los Angeles. Chuck has 15 years of experience as an investment banker, consultant, and Chief Financial Officer with a track record of originating complex financial transactions, including senior and mezzanine debt, equity, and M&A transactions. He is an expert in building dynamic financial models that investors, company executives, and business owners rely on to make intelligent, informed financial and strategic decisions.

As a team leader at Monitor Company, Chuck advised Fortune 100 CEOs on M&A and LBO transactions in construction materials, financial services, telecommunications, and lottery and gaming industries.

For the last 10 years, Chuck has been an investment banker, consultant, and CFO focusing on transactions in media entertainment and technology. He was an Assistant Vice President in JPMorgan’s Entertainment Industries Group, where he participated in multi billion dollar senior debt transactions for Dreamworks SKG, MGM, and Walden Media, M&A transactions for major studios and cable networks, and the IPO of Dreamworks Animation.

Chuck has been CFO of two start-up media companies and was instrumental in originating and negotiating debt and equity capital raising using sophisticated financial models to analyze transactions and manage company capital structure. As Founder and Chief Executive Officer of Great Road Capital, Inc. he has provided financial advice to a host of companies in a variety of industries and has been instrumental in raising hundreds of millions of dollars.

Chuck holds an MBA from The Wharton School of Business and a BA in Economics from Harvard University.

Selected Transaction Experience:

Lead managed (as Assistant Vice President with VP) $2.0 billion senior credit facility for MGM secured by its $5.0 billion film library.

Led industry team in valuation of Dreamworks Animation in its split from the live action film business and subsequent IPO of over $2 billion.

Lead managed (as Assistant Vice President with VP) $1.5 billion securitization for Dreamworks SKG.

Advised senior management of a major construction products company on merger and acquisition decisions using sophisticated valuation modeling techniques, leading to a $350 million divestiture.

Advised private equity investor in the multi-million dollar merger of Lions Gate Films and Artisan Entertainment.

Raised over $100 million for film and television projects as CEO of advisory firm Great Road Capital, Inc.

IBI PHILADELPHIA

Advisor to The Blackstone Group's attempt to acquire PHH Corp. with General Electric Co. for approximately $1.8 billion

Managed a $500 million offering of Senior Unsecured Notes of American Capital, Ltd.

Managed a $170 million Initial Public Offering of European Capital, Ltd., a subsidiary of American Capital, Ltd.

Advised ResMAE Financial Corp. on its sale to Citadel Investment Group, LLC for $178 million

Advised New York Mortgage Trust, Inc. on the sale of its retail lending platform to IndyMac Bancorp, Inc.

Advised BFI Business Finance, Inc. on its sale to Pacific Western Bank for $35 million

Placement agent to The Rowman & Littlefield Publishing Group, Inc. in a $31 million senior debt financing transaction with CapitalSource, Inc.

Advised Lotto Sport Italia SPA on its acquisition of Etonic Worldwide, LLC

Advised Morgan Stanley on its cross-border acquisition of Access Home Loans Ltd.

Advised The Royal Bank of Canada on the sale of RBC Mortgage Co. to Home 1-2-3 Corp.

Advised Washington Mutual, Inc. on the sale of certain residential home loan centers to American Home Mortgage Investment Corp.

Advised Ponce General Corp. on its sale to First BanCorp. for $102 million

Advised Engineered Arresting Systems Corp. on its sale to Zodiac SA for $62 million

IBI SAN FRANCISCO

MARC WERRES is an accomplished Investment Banker with over 7 years of industry experience. Marc brings significant experience in financial restructuring and distressed sell-side mergers & acquisitions to IBI San Francisco. He also has considerable experience investing in publicly-traded securities related to a wide variety of capital markets transactions as a buy-side investment professional.

In addition to his work as an instructor with IBI, Marc is the Managing Partner of Werres, Tseng & Co., an investment management firm he founded in 2009. Prior to founding Werres, Tseng & Co., Marc served as an Analyst for Vardon Capital Management, LLC, a New York-based hedge fund. He was responsible for Vardon’s investments in the U.S. retail sector. Marc has extensive experience analyzing and valuing companies and securities, investing in complex transactions, conducting due diligence, managing and building sophisticated financial models; and drafting investment recommendations.

Marc started his career as an Investment Banking Analyst for Houlihan Lokey Howard & Zukin, a boutique investment bank, in New York. While at Houlihan Lokey, Marc completed a comprehensive analyst training program and worked on a wide-variety of investment banking engagements, including creditor-side financial restructurings, distressed sell-side M&A engagements, fairness opinions, solvency opinions, and other valuation engagements.

Marc graduated with honors from New York University's, Leonard N. Stern School of Business.

Selected Transaction Experience:

Advised the unsecured creditors committee representing $1 billion of bonds through PG&E NEG’s financial restructuring and reorganization under Chapter 11 of the United States Bankruptcy Code

Conducted a distressed sale process for Jillian’s Entertainment, a restaurant operator, culminating in the sale of certain assets to Dave & Buster’s and Gemini Investors for approximately $65 million under Section 363 of the United States Bankruptcy Code

Worked with Sunrise Capital, a private equity firm affiliated with Houlihan Lokey Howard & Zukin, to evaluate an acquisition of American Pad & Paper, LLC, a bankrupt manufacturer and distribution of writing pads, filing supplies, retail envelopes and specialty papers

Directed a hedge fund’s investments in publicly-traded securities related to the following transactions:

CVS’s acquisition of Caremark Rx for approximately $26.5 billion

The acquisition of Albertsons by a consortium comprised of Supervalu, CVS and Cerberus Capital Management for approximately $17.4 billion

Rite Aid’s acquisition of Jean Coutu’s U.S. subsidiary for approximately $3.4 billion

A&P’s acquisition of Pathmark Stores for approximately $1.3 billion

Boise Cascade’s acquisition of OfficeMax for approximately $1.2 billion

Talbots’ acquisition of The J. Jill Group for $517 million

Catterton Partners’ acquisition of Restoration Hardware for $179 million

IBI WASHINGTON

JC CHOI, who leads the IBI training program in New York and Washington, has practiced corporate finance for over 20 years and participated in landmark investment-banking transactions. Throughout his career, he has been an employee of three Fortune 100 companies two of which were Wall Street bulge-bracket banks. His investment-banking experience spans across M&A, financial restructuring, equity and debt financing (public and private), initial public offerings (IPO), high-yield merchant banking, and fairness opinions, (bankruptcy and non-bankruptcy).

Jung Min’s most recent Wall Street experience was as Managing Director of Westminster Securities, where he focused mostly on the Asian markets, with a particular focus on renewable and clean energy. Prior to joining Westminster Securities, Jung Min was a Vice President in the Financial Restructuring Group of Houlihan Lokey, where he helped source and successfully complete Houlihan Lokey’s largest ever debtor-side financial restructuring assignment as a Senior Associate of the firm. Prior to Houlihan Lokey, Jung Min was an Associate in the Telecommunications Group of Salomon Smith Barney (the investment-banking arm of Citigroup), where he worked on some of the most legendary telecom transactions of all time. Before coming to Wall Street, Jung Min was a Finance Manager at Ford Motor Company, focusing on both domestic and international finance. His first direct Wall Street experience was as an Investment Banking Summer Associate at JP Morgan Chase.

Jung Min received his B.A. degree in Economics from Brandeis University (1988), where he was a recipient of a full merit scholarship. Additionally at Brandeis, he was one among eight students selected by the Economics Department chiefs for the prestigious Lemberg Program for International Economics and Finance. He also attended The International University of Japan (IUJ) , a graduate school, located in Niigata, Japan, as a Brandeis University Lemberg Scholar representative. Jung Min received his MBA degree from The University of Michigan Business School in finance, where he graduated with honors distinction.

Selected Transaction Experience:

Advised GTE Corp., a nationwide telecom provider, in its $70-billion merger with Bell Atlantic Corp., to create Verizon Communications Inc., the largest telco in the U.S.

Advised WorldCom Inc., a local and long distance telecom provider, in its $40-billion merger with MCI Corp., a long-distance provider, including a fairness opinion

Advised Paging Network, Inc. – then the largest paging company in the U.S., through its financial restructuring of $2.2 billion in distressed debt/liabilities. Worked with Paging Network to effectuate a complex, three-part, pre-arranged Chapter 11 filing whereby the company emerged from bankruptcy by (i) merging with Arch Wireless (then the second largest paging company in the U.S.), (ii) partial reinstatement of secured bank debt, and (iii) debt-for-equity swaps for the remaining claims holders, all which closed contemporaneously

Advised Danka Business Systems PLC, an independent copy-machine distributor and provider of outsourced reprographics services in the U.S., in its successful restructuring of over $800 million in funded debt involving (i) the sale of Danka Services International (DSI)

Advised HQ Global Holdings, a commercial-office-space aggregator (a “re-lessor” of commercial real-estate office space), in its Chapter 11 bankruptcy proceedings with over $600 million in distressed debt/liabilities

Advised AmeriServe Food Distribution Inc. in its Chapter 11 proceedings with over $1.6 billion in distressed debt/liabilities

Co-managed a $1.6-billion secondary equity offering of Cable & Wireless Communications plc stock, which was Bell Canada’s entire 14.2% stake in the Cable & Wireless

Arranged a $400-million high-yield and bank-debt refinancing for U.S. Foodservice Inc., a major foodservice distributor

Advised IMPSAT Fiber Networks, Inc., a facilities-based, high-bandwidth telecom Internet & data service provider, in its Chapter 11 bankruptcy proceedings with over $1.2 billion in distressed debt/liabilities

Co-managed a $325-million cumulative convertible preferred stock 144A offering for Omnipoint Corp., a New York-based digital GSM cellular provider which was subsequently acquired by T-Mobile

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