A highly motivated and highly accomplished Financial Services professional. A proven revenue producer, Business Development & Salesperson for his firms. Managing and building key account client relationships (with leading Private Equity Groups (PEGs) and C-Level company executives), selling complex solutions & services, sourcing and creating new business opportunities for the firm. Extensive experience covering Private Equity (PEG) groups, Financial Sponsors, Corporations, and leading VC firms while working at several leading Wall Street firms: Jefferies, Lehman Brothers, UBS, and Merrill Lynch and smaller boutiques such as Legend Merchant Group and Spectrum Capital Advisors. Servicing the customer's needs and exceeding their objectives is priority. Earn assignments, referrals, and repeat business by providing outstanding service to our clients (satisfied PEG Funds and portfolio companies). Managed and built sales teams across the country.
• New Business Development / Business Development Officer / Sales
• Key Account / Client Relationship Manager
• Private Equity Funds & Institutional Account Coverage
• C-Level Sales & Negotiations
• Complex Solution Sales and Services to clients
• Customer Negotiations
• Trusted Advisor to C-Level Executives
• B2B Sales - Institution to Institution
• Identify Talent / Build Teams
• Leadership / Management
• Sales Manager and Sales Team Manager
• Catalyst / Opportunity Creator
• Problem Solver
• Process / Detail Oriented
• Tier 1 Experience
• National Account Coverage & Travel
Specialties: Sales/Relationship Manager, Private Equity Firm Coverage, Leveraged Buyouts, Corporate Development, Growth Equity, Marketing Solutions & Services, Institutional Investors, Buy & Sell Side Due Diligence Services, M&A Investment Banking, Middle Market Companies, & Trusted Advisor.
Head of Business Development - National Private Equity Coverage -TRAS-Transaction Advisory Services @ My responsibilities are to represent my firm by marketing, maintaining, and developing deep relationships with leading Private Equity Funds located around the country in major markets and industries and ultimately selling our firm's professional M&A Transaction and Regulatory Advisory Services to the PEG Funds and to their portfolio companies and to C-level executives. In doing so, I help place our experienced consultants into key projects and they perform and deliver results to the client. I lead all business development opportunities for our National Private Equity TRAS team and actively manage and monitor our firm's pipeline of activity.
Examples of services would be:
-Preparing a company for Sale Transaction or a Private Capital Raise,
-Preparing a company for their upcoming Audit (quarterly or Year End),
-Specific issues facing the company CFO/CEO,
-Regulatory and Reporting issues and challenges,
-Financial Statement Compilation,
-Business Advisory,
-Business Intelligence
-Strategic Planning,
-Project Management Services,
-Due Diligence for Buy Side and some Sell Side. From June 2013 to Present (2 years 7 months) Leadership Gift Officer (LGO) - Advancement Office @ I was proud to work part time as a Leadership Gift Officer along with a strong Advancement Team soliciting gifts and donations from dedicated alumni in order to help propel the University even further as a world class leader in higher education around the globe. From January 2013 to June 2013 (6 months) Senior Managing Director; Head - Private Equity & Financial Sponsors Coverage @ Served the firm's clients by leveraging his vast network of professional relationships with the senior executives and key decision makers of institutional investment firms, private equity firms (PEGs), and strategic corporations focused in the Defense, Aerospace, Intelligence, Federal Services and Homeland Security sectors. In addition to having covered PEG Groups and having coordinated Business Development activities across the various divisions of the firm, Mr. McGowan also assisted clients in Due Diligence, corporate finance, market intelligence, and other assignments requiring industry and financial services acumen. In addition, Mr. McGowan also conducted outreach to major law firms, accounting firms, and other key alliance partners of the firm. From July 2010 to November 2012 (2 years 5 months) Senior Managing Director / Head of Business Development & Client Relationship Management @ Member of the M&A Investment Banking team at Legend. Primary focus was developing and sourcing new business for the firm, and handling key account relationships. Helped to market our firm's deal flow (such as selling a company to a strategic buyer, or helping a company raise equity and/or debt in a private offering marketed to institutional investors). Utilized my own business relationships and networked heavily among leading Private Equity firms (PEGs), VC firms, and small corporations. Marketed our firm's services to PEG funds, VC's and portfolio companies. Helped find strategic buyers and additional tuck-in acquisition targets for emerging growth companies. Raised equity and/or debt for various growth companies. Focus areas: Industrial Manufacturing & Distribution, Security Technologies, Aerospace & Defense, some Healthcare and Media. Represented both Public and Private companies. From November 2006 to March 2012 (5 years 5 months) Managing Director - Equity Sales, Private Placements, I-Banking @ Managing Director - Institutional Sales & Marketing of firms services, sourced Investment Banking opportunities, marketed Private Placements & Alternative Investments to Institutional Investors. Called on large Asset Managers, Private Equity Groups PEGs, VC's Venture Capital firms. (industrial, technology, defense & healthcare-biotech). From March 2002 to November 2005 (3 years 9 months) Institutional Sales - Equities, BDG-Banking Development Group @ Led sales and marketing efforts to generate transactional business with equity trading accounts. Called on various institutional investment managers while at Lehman Brothers Inc. Also introduced many private companies into the Investment Banking department and also the Banking Development Group / venture capital unit. From July 1998 to March 2002 (3 years 9 months)
MBA, Finance @ NYU Stern School of Business From 1996 to 1998 Finance, Finance @ Lehigh University - College of Business and Economics From 1983 to 1987 West Essex High School From 1980 to 1983 Brad McGowan is skilled in: Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Relationship Management, Sales, Due Diligence, Corporate Finance, Alternative Investments, Venture Capital, Financial Services, Valuation, Strategy, Asset Managment, Equities