Brian MacLeod - Los Angeles

Brian MacLeod, Managing Director, has over 20 years of experience in investment banking and finance. Mr. MacLeod has provided financial advisory services in a wide variety of industries, including technology, business services, industrials, consumer products, media/telecom, and the financial sector.

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 (and previously an Associate) 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 50 completed investment banking transactions, having an aggregate value of over $25 billion.

Selected transactions include:

  • Advised Electronic Data Systems (EDS) of Plano, TX on its purchase of Structural Dynamics Research Corp. for $1.0 billion.
  • Advised BCE Emergis on its acquisition of SNS Assure & Assure Health for $235 million.
  • Advised Sierra Systems Group on its initial public offering for proceeds of $60 million.
  • Advised BC Gas on the sale of a 72 MW biomass power plant to TransCanada Pipelines LP for $215 million.
  • Advised Scott Paper Limited on strategic alternatives, culminating in its sale to Kruger for $350 million.
  • Advised Beatrice Foods on a capital restructuring and its subsequent sale to Parmalat for $300 million.
  • Advised Parcel Pro Inc. on its sale to United Parcel Service (UPS).
  • Advised Reaction Design on its sale to ANSYS, Inc.
  • Provided a fairness opinion to the Special Committee of the Independent Trustees of Government Properties Income Trust
  • Advised Building Data LLC (a SaaS provider) on its sale to Trimble Inc.

Mr. MacLeod holds a JD and an MBA (with honors) from the University of Toronto. In his MBA program, Mr. MacLeod received a commendation letter for achieving the highest grade in finance in his year (shared). 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 public accounting).  Mr. MacLeod also holds the CFA (Chartered Financial Analyst) designation, and he is a member of the CFA Society of Los Angeles.