February 15, 2014

Vol. 29 , No. 09   

View Entire Issue (Vol. 29 , No. 09)

2014 Claremont Finance Conference
PROGRAM 6:15 p.m.

Mark is a founding partner of Dean Bradley Osborne. He started his career with Morgan Stanley in 1985 after graduating from The University of California at Berkeley with a BS in Business Administration. He worked for two years as an analyst in the Firm's Mergers & Acquisitions department. From 1987 to 1989 he attended Stanford Business School where he earned his Masters in Business Administration. He returned to Morgan Stanley in 1989 as an associate in the Corporate Finance department. Mark was the Global Head of Morgan Stanley’s Financial Sponsors coverage group for eleven years before becoming Chairman of the Group in 2011.

As Head of the Financial Sponsors Group, Mark was responsible for managing all of Morgan Stanley’s relationships with private equity firms globally. He has been involved in many of the largest and most complex LBOs. In addition, he has had the privilege of advising many private equity firms on financing and strategic opportunities at the GP level. Notable transactions where Mark was involved include the $45Bn LBO of TXU, $20Bn merger of Seagate and Veritas and the subsequent $2Bn LBO of Seagate’s disk drive business, $12Bn LBO of NXP, $11Bn LBO of SunGard and the $8Bn LBO of Avaya. At the GP level, Mark was involved in the $5Bn IPO of KPE, the subsequent merger of KKR and KPE and relisting of KKR on the NYSE, IPO of Blackstone, and the sale of a minority stake in TPG to CDB.