AEA ADVISORS LTD. Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015
Adam Wimmer
Corporate Finance & Capital Markets
• Global capital markets experience
• Extensive experience in debt markets and leveraged finance
• Developed and advised on multinational trade finance platforms for banks, importers and exporters
• Experienced in operational consulting for financial institutions, manufacturers and family offices
2015 - AEA Advisors Ltd. Boulder, CO Director, Corporate Finance & Capital Markets
• Focused on sourcing deals and funding for multinational projects including the Americas, Asia & Western Europe.
• Lead financial research, analysis, underwriting and finding finance partners 2011 – 2015 McGladrey LLP Colorado Manager, Risk Advisory Services
• Managed a regional financial institution advisory practice covering 150 institutions, member of the national troubled, international and unique financial institution consulting team
• Conduct Sr. Executive planning and strategy sessions on operational efficiency, market strategy and profit recapture while reducing risk profiles
• Managed multiple consulting projects at the same time, regulatory relationships and responsible for both client and firm financial success
• Reviewed and assisted in underwriting and securitizations of debt transactions across multiple industries and structures including highly leveraged transactions for Fortune 500 companies, sovereign nations, across multiple geographies and industries
• Developed financial models for clients to aid in management decisions, analyze regulatory frame works and loan loss reserves
• Responsible for training consultants within the firm on successful growth and client retention strategies 2009-2011 Fortner Baynes Levkulich & Garrison PC Colorado Senior Consultant, Leveraged Finance Markets
• Developed, Recruited and Led junior staff in developing their understanding of debt markets, specifically leveraged finance strategy and execution
• Managed a client portfolio of 100 financial institutions in the western United States • Developed consulting methodologies for the firm
2007-2009 Bank of Choice Colorado Vice President, Relationship Manager
• Banker with lending authority of $1.5MM specializing in commercial and industrial lending and relationship building
• Grew personal loan portfolio from $20MM to $150MM with the lowest loss rate and highest recovery rate in the bank
• Responsible for business development and client retention in all facets of the bank’s operational model,
2006 – 2009 Heartland Financial USA, Inc. Illinois, Colorado Portfolio Manager and Credit Analyst
• Responsible for credit analysis for banks in the Illinois and Colorado markets for a six bank community bank holding company
• Underwrote loan relationships from $0.5MM to $100MM: transactions include Real Estate, Gaming, Energy Extraction and Production, Aircraft and light manufacturing
• Developed training methodologies for junior analysts
AEA ADVISORS LTD. Page 2 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015
PROFESSIONAL MEMBERSHIPS and COMMUNITY INVOLVEMENT 2009- Present Risk Management Association- Rocky Mountain Chapter Denver, CO Board member of the Emerging Credit Professionals sub group 2010 - Present Institute of Internal Auditors Denver, CO Specialty Finance advisor 1998 - Present Special Olympics Denver, CO Volunteer
EDUCATION 2012 University of Virginia, Darden School of Management Charlottesville, VA Executive Education Program- Bank Analyst Certificate 2010 Iowa State University Ames, IA Executive Education Program – School of Agricultural Banking 2006 Drake University Des Moines, IA Bachelor of Arts – Quantitative Economics Bachelor of Science- Finance Core Strengths & Expertise Market Research & Competitive Intelligence Operations and Business Development Global Growth Strategy & Implementation Communication Strategy Development Cultural Intelligence (CQ)
Partner Identification and Recruitment Operations Strategic Planning Human Capital Strategy & Execution Program Planning & Execution
Industry Exposure Financial institutions Manufacturing Agriculture
Medical Technology & Devices Specialty Finance Mineral Mining and Extraction
Functional Exposure & Experience Global Business Development & Market Entry Financial Institutions management Senior Sales and Marketing Executive
Company Founder & Principal Senior Strategic Account Management Global Operations Management
PROGRAMS & PUBLIC SPEAKING v Risk Management Association Speaker- “Regulatory Considerations for the Allowance for Loan and Lease
Losses” – Presented to 150 senior bankers and facilitated discussion of the topic
v Consulting for Consultants- Hosted panel discussion for an internal McGladrey LLP training for 450 consultants on how to become better consultants