Bio

Brian MacLeod, Managing Director, has over 20 years of experience in investment banking and finance, advising companies in a variety of industries including technology/media/telecom, business services, industrials, and consumer products, completing over $25 billion worth of transactions. Mr. MacLeod was previously head of the software investment banking practice at Dresdner Kleinwort Wasserstein (and its predecessor firm, Wasserstein, Perella & Co.), based in San Francisco. In addition, Mr. MacLeod was formerly an Executive Director at CIBC World Markets and a Vice President in investment banking at RBC Capital Markets. Mr. MacLeod has executed a broad range of investment banking transactions, including buy-side, sell-side, financial restructurings, initial public offerings, and both debt and equity financings. Mr. MacLeod has been retained many times to provide formal valuations and fairness opinions, and he has provided expert testimony as a valuation expert. Mr. MacLeod was profiled as a leading “dealmaker” in The Deal magazine (an investment banking trade publication). In total, Mr. MacLeod has acted as financial advisor on over 75 completed investment banking transactions, having an aggregate value of over $25 billion. Mr. MacLeod holds a JD and an MBA (with honors) from the University of Toronto. During law school, Mr. MacLeod was a class prize winner and an assistant editor of the law review. Mr. MacLeod practiced corporate and securities law for several years at the beginning of his career. Mr. MacLeod is a licensed CPA (Certified Public Accountant) (CO) (not currently engaged in the practice of accounting). Mr. MacLeod also holds the CFA (Chartered Financial Analyst) designation, and he is a member of the CFA Society of Los Angeles.