Brian is a director at Intrepid Investment Bankers, Oaklins’ member firm in Los Angeles, and leads Oaklins’ toys & giftware team. He has worked on transactions across a variety of sectors, including manufacturing, industrials and business services, but concentrates largely on consumer products. Within the consumer products sector, Brian’s areas of expertise are in toys & giftware, apparel & lifestyle brands and personal & beauty care. Notable transactions he has been involved in are the sale of Shercon, Inc. to Protective Industries (d.b.a. Caplugs, a portfolio company of Windjammer Capital Investors); the recapitalization of CAbi, LLC; the sale of substantially all of Wild Planet Entertainment, Inc.’s assets to Spin Master Ltd.; and the merger of Micro Solutions Enterprises with Clover Technologies Group, a portfolio company of Golden Gate Capital.
Brian joined the firm in 2011, bringing nearly a decade of experience in mergers and acquisitions and leveraged finance. Previously, he had worked as a syndication officer at CapitalSource Finance, LLC, where he focused on underwriting and syndicating leveraged finance transactions. While at CapitalSource, he syndicated more than 25 loans totaling a value of over US$1.8 billion to 90 unique investors. He started his career in investment banking as an analyst at Mesirow Financial Investment Banking, focusing on merger and acquisition advisory services and fairness and solvency opinions. Brian graduated from the University of Michigan – Ann Arbor with a BA in History and has an MBA from the Anderson School of Management at UCLA. He is a registered representative licensed with FINRA.