Dan has extensive investment banking experience structuring and executing M&A transactions across a wide-range of industries and deal structures. Prior to joining Woodbridge, Dan served as a VP in the Mergers & Acquisitions group at Wells Fargo, focusing on the Energy, Power & Utilities sectors. He began his investment banking career in the Mergers & Acquisitions group at Deutsche Bank, advising clients primarily in the Industrials, Energy and FinTech sectors. Dan holds a BA from Columbia University and an MBA from the University of Virginia Darden Graduate School of Business.
Bryan brings an extensive investment banking background to Woodbridge clients. His transaction experience includes all aspects of mergers and acquisitions, equity and debt capital raisings and valuation analyses. Prior to joining Woodbridge, Bryan served as COO for Jones Companies, having been promoted from VP, Partnerships, Strategy & Corporate Development. Previously, Bryan led and successfully negotiated transactions across a range of industries for BMO Capital Markets. Earlier in his career, he worked as an analyst at Bank of New York and Putnam Lovell NBF. Bryan earned a Bachelor’s degree in Business Administration from University of Colorado at Boulder.
With over 25 years’ experience, Rez Mahboubi is a seasoned M&A and Corporate Development executive with extensive global experience sourcing, structuring and executing M&A, private equity and strategic investment transactions across a wide range of industries. Prior to joining Woodbridge , Rez led various M&A transactions involving public and privately-held companies. Earlier in his career, Rez held investment banking positions at BNP Paribas, Barclays and JP Morgan. He holds a Bachelor’s Degree in Engineering from the University of Glasgow and an MBA from Emory University’s Goizueta Business School with majors in finance and strategy. He is also a UK Chartered Management Accountant.
Based in the Washington, DC area, Goldie has over 15 years of international investing and consulting experience in emerging markets, with a focus on Latin America and the Caribbean. Prior to joining Woodbridge, Goldie was responsible for private equity transactions for the Inter-American Development Bank’s (IADB) private sector arm in Washington, DC. She has completed transactions in industries such as food & beverage, energy efficiency, education, housing, financial institutions and fund of funds. Earlier in her career, Goldie was a consultant at the Wharton Small Business Development Center and at Zemi Communications. She earned an MBA from UPENN’s Wharton School with majors in Finance and Management, an MA in Political Science from Hebrew University, and a BA in International Relations from Instituto Tecnológico Autónomo de México (ITAM).
Gary has extensive financial advisory experience across a broad range of industries. Prior to joining Woodbridge, Gary was principal of a New York-based, middle-market M&A firm serving a diverse base of clients. Earlier he served as CFO and as a Corporate Development executive for a women’s apparel company. He also has experience performing due diligence for private equity and has worked on Wall Street and at two hedge funds conducting equity research and analysis. Gary holds a Bachelor’s degree in Business Administration and an MBA in Finance and is Chartered Financial Analyst (CFA).
Derek is an accomplished corporate development and mergers and acquisitions professional with extensive finance and mergers and acquisitions experience across industries. Prior to joining Woodbridge, Derek was the Vice President of Corporate Development for Sony DADC New Media Solutions, Sony’s cloud-based platform-as-a-service digital video distribution service. In his executive role at Sony, Derek led all potential acquisitions, divestitures and investments, corporate development, long-range planning, forecasting and oversaw the Global Video P&L. As part of his role, Derek was on Sony DADC New Media Solutions Executive Management Committee.
Prior to Sony, Derek led and sold his family’s 35-employee audio/video installation business, was a financial and strategic consulting to a number of companies across industries, and led strategic planning for EMI Music. He began his post-business school career managing mergers and acquisitions for EY.
Derek holds an MBA in Finance from the Charles H. Kellstadt Graduate School of Business at DePaul University and a BS in Business Administration from Miami University (OH).
Ash is an accomplished mergers and acquisitions professional with a background in negotiation, corporate planning and business strategy. Prior to joining Woodbridge, Ash served as Director, Planning & Corporate Development for Allstream, a major Canadian communications company. At Allstream, among other responsibilities, Ash managed mergers and acquisitions, which included identifying needs and cultivating acquisition opportunities, overseeing due diligence, negotiating definitive agreements and assisting with integration. Earlier in his career, Ash was a Senior Auditor at AlliedSignal and, earlier, a Senior Associate at PwC. He holds an MSc in Finance from Drexel University, an MBA from the University of Scranton, and is a Chartered Financial Analyst (CFA).
Prior to joining Woodbridge, Peter led a boutique corporate finance advisory firm serving clients in a variety of countries and industries. Previously, he was Managing Director at Houlihan Smith & Company where he focused on M&A and Private Placements. Peter also held executive positions at ABN AMRO Bank NV for many years, serving in various strategic roles related to international corporate finance. Early in his career, Peter worked for Fuji Bank Ltd. He has worked and studied in Europe, Latin America and the Middle East. Peter completed the Berkeley Executive Program at UC Berkeley and holds a BS in Business Administration from Georgetown University.
Roy D. Sutton, III is a successful C-Level and M&A executive. He brings more than 20 years of experience in corporate P&L and sales management, investment banking and corporate finance to assist clients with projects. Before joining Woodbridge, he was a commercial lender for Union Bank and an owner/partner with the roles of CFO, COO & EVP for several national businesses. Having been a principal or facilitator in over 100 transactions, Roy provides financial and operational advice to entrepreneurs and middle-market business owners on strategies to maximize their company’s value.
Roy works primarily in manufacturing, distribution, business services and IT projects. Roy experience also includes entertainment, art, video and film. After attending the University of Southern California, Roy lived in Los Angeles, New York, Chicago, Sacramento, Boston and now lives in Jacksonville with his wife and two daughters.
Michael C. Muzzy spezialisiert sich auf Dienstleistungen in der strategischen Geschäftsplanung. Bevor er seine Beratungsfirma, Equity Transfers, 1996 mitbegründete, war Mike Chief Financial Officer und Vorstandsmitglied bei Bennett X-Ray Technologies. Davor war er als Manager in der Buchhaltung und Wirtschaftsprüfung bei Laventhol & Horwath tätig, wo er interdisziplinäre Erfahrungen mit mittelständischen Firmen in vielen Branchen gesammelt hat. Mike ist ein Gründungsmitglied der Long Island Angel Network, Inc. und ist ein amtlich zugelassener Buch- und Rechnungsprüfer und lizenzierter Immobilienmakler für den Bundesstaat New York. Er hat einen BA-Abschluss in Betriebswirtschaft von der Adelphi University.