Brian Ballo

Current

Executive Director at Corporate Finance Associates

Past

Managing Director at Marino Capital Partners, Inc.
Vice President at US Realty Capital
Managing Director at Hunter Wise Financial Group

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Education

University of San Diego School of Law
California Western School of Law
University of Michigan

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Connections

75 connections

Industry

Investment Banking

Websites

Brian Ballo ’s Summary

Brian Ballo is Executive Director at Corporate Finance Associates ("CFA"), a leading middle-market M&A investment bank that provides advisory services to business owners in sell-side, buy-side, and corporate finance transactions.

As CFA’s corporate development ambassador, Brian focuses on forging national and international strategic alliances that generate new M&A deal-flow for all CFA Members offices. He operates out of CFA’s corporate office in Laguna Hills, CA.

Brian’s background includes 10 years as a corporate finance investment banker (Marino Capital, Hunter Wise Financial), 15 years as a business attorney (Corporate Counsel roles), and 4 years as a real estate investment banker (US Realty Capital, SCI Investments).

An accomplished rainmaker, Brian has designed and managed business development and marketing campaigns that have successfully originated new client pipelines, primarily in the high technology, Internet, software, and real estate industries.

Brian’s mission is to leverage CFA's M&A expertise in Industry Practice Groups and CFA’s large North American footprint. Generating new business with firms in India, Asia and the emerging markets are CFA strategic priorities he is pursuing.

Brian is actively reaching out to international, national and regional firms that are likewise interested in negotiating cross-referral deal-flow relationships. Key representatives at these types of firms should contact Brian at (949) 305-6710 or bballo@cfaw.com to discuss win-win business development arrangements.

Brian Ballo ’s Specialties:

Negotiate Strategic Alliances; M&A I-Bank Corporate Development; M&A Business Development; Marketing, Branding, Public Relations; Draft Transactional Agreements; Corporate General Counsel; Structure Corporate Finance; Private Equity Group Relations

Brian Ballo ’s Experience

Executive Director

Corporate Finance Associates

(Privately Held; 51-200 employees; Investment Banking industry)

March 2008 — Present (10 months)

Corporate Finance Associates www.cfaw.com (CFA) is a middle-market investment bank with over 50 professionals in 40 offices worldwide. CFA provides advisory services to business owners in business sales and acquisitions, as well as a range of corporate finance transactions.

During its 51 year heritage, CFA has refined the process of selling middle-market businesses to protect the confidentiality of the seller, while reaching out to a gobal audience of qualified and interested buyers. CFA principals, working in industry practice groups, provide expert guidance from project inception to completion.

Review CFA's website at www.cfaw.com for more information on CFA's services and track record. CFA's principals and practice groups stand ready to help you start navigating the process of successfully closing a merger, acquisition or capital transaction. For inquiries regarding strategic alliances, contact Brian Ballo, CFA's Executive Director, at (949) 735-6500 or bballo@cfaw.com
Managing Director

Marino Capital Partners, Inc.

(Privately Held; 1-10 employees; Investment Banking industry)

May 2001 — February 2008 (6 years 10 months)

Marino Capital Partners www.marinocompany.com is an boutique international investment banking firm focused on representing companies seeking capital to accelerate the growth of their business. Typical clients have unique products or services, substantial growth prospects, and a seasoned management team with the vision and experience to execute on a well-conceived plan.

Marino Capital's services include participating in the preparation of all offering materials, including executive summaries, PowerPoint presentations, presentation binders, private placement memorandums, and supplemental due diligence documentation. Their systematic profiling and matching of an investment opportunity with proprietary investor databases enables Marino Capita to conduct targeted capital raising campaigns.
Vice President

US Realty Capital

(Privately Held; 11-50 employees; Real Estate industry)

December 2006 — August 2007 (9 months)

US Realty Capital www.usrealtycapital.com provides creative capital solutions for commercial real estate owners and developers throughout the United States. As a national mortgage banking company with 10 offices, US Realty Capital originates over $1.5 billion of debt and equity each year.

US Realty Capital can provide permanent loans, construction loans, bridge and mezzanine loans with floating or fixed rates, as well as equity. Capital sources include life insurance companies, wall street securitized lenders, government agencies, local, regional, national and foreign banks, credit companies, pension funds, private capital and opportunity funds.

The US Realty Capital Team has financed all types of property including apartment, office, retail, industrial, and land. Our experience, knowledge, integrity and relationships ensure the most favorable financing terms for our clients seeking debt or equity solutions for their real estate financing needs.
Managing Director

Hunter Wise Financial Group

(Privately Held; 11-50 employees; Investment Banking industry)

1998 — 2000 (2 years)

Hunter Wise Financial Group www.hunterwise.com is a specialized investment banking firm providing institutional financing, merger, acquisition, divestiture and advisory services. Clients include small to medium-sized public companies, as well as selected middle market, privately-held businesses.

Hunter Wise works to create win-win corporate finance transactions based on industry knowledge and long-term key relationships which result in a buyer-seller union or debt / equity financing.

Brian Ballo ’s Education

University of San Diego School of Law

LL.M., tax, 1990

Coursework in corporate tax, international business transactions.

Activities and Societies:

Experience in preparing trusts and estate planning.
California Western School of Law

JD, Corporations, 1982 — 1985

Clerking positions at SAIC, US Attorney's Office and the California Court of Appeals.

Activities and Societies:

Lead Articles Editor, Law Review
University of Michigan

BA, English, 1974 — 1978

Research positions.

Activities and Societies:

Honors Society.