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.

Selected transactions include:

• Advised Mitsubishi Electric (Japan/USA) on its acquisition of Smarter Grid Solutions (UK)
• Advised Esgee Technologies on its sale to Lam Research 
• Advised Microdesk on its sale to Symetri / Addnode Group AB (Sweden) 
• Advised EDS (and its Unigraphics subsidiary) on purchase of Structural Dynamics Research for $1.0 billion
• Advised BCE Emergis (now Telus Health) on its acquisition of SNS Assure & Assure Health for $235 million
• Advised Parcel Pro Inc. (specialty logistics / business services) on its sale to United Parcel Service (UPS)
• Advised Reaction Design (industrial design and simulation software) on its sale to ANSYS, Inc.
• Advised the Special Committee of Government Properties Income Trust (REIT) on a restructuring
• Advised Building Data LLC (a SaaS provider in the AEC/BIM software sector) on its sale to Trimble Inc.
• Advised Jada Toys Inc (consumer products) on its sale to Simba Dickie Group of Germany
• Advised Quote Software (a SaaS provider in AEC/BIM software) on its sale to Roper Technologies Inc.
• Advised FineTec (cybersecurity hardware) on its sale to Exclusive Group of France

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.

Pete Boukouzis, Managing Director, has over 20 years of experience in investment banking and finance. Mr. Boukouzis has advised on a variety of strategic matters, including valuation, mergers and acquisitions (M&A), business strategy, capital raising, business development, and business plan counseling. He has also served as an expert witness for plaintiffs and defendants, including cases involving the New York Attorney General and the Securities and Exchange Commission.

Mr. Boukouzis previously retired as the Managing Director and Head of U.S. Energy M&A at Bank of Montreal (BMO) Capital Markets in Houston, Texas At BMO, Mr. Boukouzis also served as a member of the firm's Fairness Committee, which approved fairness opinions on behalf of the firm. In addition, Mr. Boukouzis was formerly a Director at Rothschild, Inc. in the Merger and Acquisitions Group and an Associate Director at UBS Inc. in New York City.

Mr. Boukouzis has executed a broad range of investment banking transactions, including buy-side, sell-side, financial restructurings, and both debt and equity financings. Mr. Boukouzis has advised on domestic and cross-border transactions with corporate (private, public, and government-owned) and private equity clients around the world while also deeply involved in the financings of transactions. Collectively, Pete has executed approximately 50 transactions for over $37 billion in value.

Selected transactions include:

• SloanLED's majority sale to Harbour Group (private equity firm)
• ArcLight Capital's (private equity firm) acquisition of Gulf Oil and PPC
• Sale of Ultraframe plc (including Four Season Sunrooms; U.K.) to Latium Holdings Limited
• Gaz Metro's (Canada) acquisition of Central Vermont Public Service
• Kelso & Company's (private equity firm) acquisition of Hallmark Entertainment LLC from Hallmark Cards, Inc.
• Oil India's (India) formation of a joint venture with Carrizo Oil and Gas regarding its Niobrara assets
• Thermo Electron Corporation's merger with Fisher Scientific International
• Compagnie Generale de Geophysique's (France) acquisition of Veritas DGC Inc.
• PKN ORLEN's (Poland) acquisition of FX Energy
• Sterling Energy plc's (U.K.) acquisition of Whittier Energy Corporation
• Advice to New York-based hedge fund regarding its investment in a large cap US exploration and production company
• Thermo Electron's acquisition of Kendro Laboratory Products from SPX Corporation
• Cerberus Capital's (private equity firm) acquisition of a majority interest in Keane Energy
• Mid-Atlantic Convenience Stores' (owned by Catterton, a private equity firm) sale to Sunoco/ETP

Mr. Boukouzis holds an MBA from the University of Chicago Booth School of Business with concentrations in Accounting, Economics, and Finance and a B.S. in Chemical Engineering from the University of Illinois-Urbana/Champaign. Mr. Boukouzis has served as a Board Member and Executive Director for various non-profits and charitable organizations that support the community and education of youth including the San Diego Salvation Army Kroc Center, Annunciation Orthodox School, and the Africa School Assistant Project.