Bill is a leader within Capital Alliance's Technology Group, and has active involvement in a large number of complex, high technology transactions. As program manager on the firm's 14 USConnect transactions, he successfully negotiated record breaking valuations for his sellers. As a result, he and Ed Dawson were awarded "Dealmaker of the Year" in Amsterdam in a competition among the 35 worldwide investment banking firms in M&A International. He was co-winner with Tom Kuthy of the same award the following year at the M&A International meeting in New York. Over the span of his career, Bill has been involved in the creation, sale, or acquisition of companies in several industries, including computer software, energy, publishing, and insurance/risk management. He has been President/CEO of two companies: American Financial Alternatives, Inc. and Interactive Training Solutions, Inc., and has had experiences which have given him a direct understanding of the challenges and frustrations of the shareholders and managers involved in the sale of a company. He spent six years with Hall Financial Group in Texas and California where he was a key manager involved in the sale and marketing of real estate investment funds, as well as the acquisition, disposition, and management of investment-grade office and multi-family properties. He also spent three years with Merrico Investments Corp. where he researched and analyzed the real estate portfolios of many insurance companies and savings & loans for acquisition. He is a published author and has served as an expert product advisor in the property/casualty insurance industry. He is an honors graduate of Southern Methodist University, and has done graduate studies at the University of Texas at Dallas. |