EVP Mergers & Acquisitions, Financial Services, Planning, Execution, and Operations for Accelerated Growth
Atlanta, Georgia
EVP, Mergers & Acquisitions @ InComm Mergers & Acquisitions: ● Led all aspects of the company’s acquisitions including strategy, target identification, financial and cultural due diligence, contract negotiations, board approval, and operational integration to achieve enhanced growth. ● Handled divestiture of assets, investment in private companies, joint ventures, earn-outs, private equity financing, and IPO preparedness including investment...
EVP, Mergers & Acquisitions @ InComm Mergers & Acquisitions: ● Led all aspects of the company’s acquisitions including strategy, target identification, financial and cultural due diligence, contract negotiations, board approval, and operational integration to achieve enhanced growth. ● Handled divestiture of assets, investment in private companies, joint ventures, earn-outs, private equity financing, and IPO preparedness including investment banker selection, reverse diligence and drafting of the SEC Form S-1. ● Completed 30 transactions in the past 8 years including the acquisition of American Express (“AMEX”) Prepaid: ✔ $6 billion of annual load volume for open loop gift cards and general purpose reloadable cards sold through numerous channels including online, retail, tax, mall, and AMEX. ✔ With AMEX’s structure as bank issuer, network, and acquirer, the transaction was unique and complex that required the negotiation of an asset purchase agreement, program management and processing services agreement, merchant acceptance agreement, transition services agreement, and exclusivity agreement. Finance Executive: Managed due diligence process utilizing a matrix organizational structure across functional areas of sales, finance, accounting, tax, technology, operations, human resources, and legal.Merger Integration: Oversaw post-merger integration of acquisitions including stand-alone companies and carve-outs of larger organizations.Payments Strategy: Executed against a three-pronged acquisition growth strategy that included product expansion, geographic expansion, and core business expansion.Global Experience: Acquired companies in the US, Hong Kong, and Austria. Set up a joint venture in Colombia. Laid foundation to launch new operations in The Russian Federation.Equity Capital Raises: Instrumental in raising $250 million from Blackstone’s Tactical Opportunities group and $100 million from New Mountain Capital. Atlanta, GeorgiaRegional Board Director, Georgia @ ServisFirst Bank Atlanta, GeorgiaAdvisory Board Member @ Instant Financial Atlanta, GeorgiaBoard Director @ KargoCard From June 2014 to November 2015 (1 year 6 months) Shanghai City, ChinaPrincipal, Senior Equity Research Analyst @ Piper Jaffray - Performed comprehensive analysis of financial technology and service companies defined as those companies who help financial institutions do business more effectively through software and service solutions- Present recommendations to institutions salespeople From November 2001 to October 2003 (2 years) Minneapolis, MinnesotaVice President, Senior Equity Research Analyst @ WR Hambrecht + Co - Performed comprehensive analysis of financial technology and service companies defined as those companies who help financial institutions do business more effectively through software and service solutions- Present recommendations to institutions salespeople From August 2000 to November 2001 (1 year 4 months) San Francisco, CaliforniaDirector, Senior Equity Research Analyst @ SunTrust Equitable Securities, Inc. - Performed comprehensive analysis of B2B and financial service companies- Present recommendations to institutions salespeople From 1997 to 2000 (3 years) Nashville, TennesseeAssistant Vice President, Equity Research Analyst @ Principal Financial Securities, Inc - Performed comprehensive analysis of technology companies- Present recommendations to institutions salespeople From 1994 to 1997 (3 years) Dallas, TexasAssociate Research Analyst @ Rauscher Pierce Refsness, Inc. - Supported two equity senior research analysts covering the retail and restaurant industries From 1994 to 1994 (less than a year) Dallas, TexasCredit Analyst @ Bank One, Texas N.A. - Participated in the loan officer training program while playing final year of baseball and working on an MBA From 1993 to 1994 (1 year) Fort Worth, TexasChief Development Officer @ Global Payments Mergers & Acquisitions: ● Led all aspects of the company’s acquisitions including strategy, target identification, due diligence, contract negotiations, and board approval to achieve channel diversification and growth objectives.● Completed $860 million merchant acquiring joint venture with HSBC UK, the largest acquisition in Global’s history. ✔ Developed business plan used to justify valuation, performed comprehensive due diligence, and structured and negotiated the transition services and 10-year operational relationship based upon feedback from all senior level teams. ● Divested struggling US and Spain money transfer business to PE firm. ✔ Unleashed $100 million in capital tied up in business value and working capital for this capital intensive, retail business model. ✔ Deconverted operations between signing and closing to reduce ongoing service dependencies. Finance Executive: ● Managed due diligence process utilizing a matrix organizational structure across functional areas of sales, finance, accounting, tax, technology, operations, human resources, and legal.Payments Strategy: Developed Global Payment’s first 5-year strategic plan. ● Worked with senior executives to identify and understand key strengths, weaknesses, opportunities, and threats of each area. ● Presented initial findings and four key growth initiatives to board of directors receiving unanimous approval.● Provided board updates with focus discussions around international expansion, competitive positioning, disintermediation technologies, regulatory reform, and other macro opportunities and threats.Global Experience: Acquired companies in the US, UK, Russia, and Spain. Set up JV in Spain with Caixa Bank. Laid foundation to launch in Brazil.Debt Capital Raises: Structured and executed a $300 million US credit facility and a C$175 million Canadian credit facility. ● Met loan officers and carried out a competitive bidding process to obtain best fee and deal structure (covenants). From October 2003 to February 2011 (7 years 5 months) Atlanta, Georgia
InComm
EVP, Mergers & Acquisitions
Atlanta, Georgia
ServisFirst Bank
Regional Board Director, Georgia
Atlanta, Georgia
Instant Financial
Advisory Board Member
Atlanta, Georgia
KargoCard
Board Director
June 2014 to November 2015
Shanghai City, China
Piper Jaffray
Principal, Senior Equity Research Analyst
November 2001 to October 2003
Minneapolis, Minnesota
WR Hambrecht + Co
Vice President, Senior Equity Research Analyst
August 2000 to November 2001
San Francisco, California
SunTrust Equitable Securities, Inc.
Director, Senior Equity Research Analyst
1997 to 2000
Nashville, Tennessee
Principal Financial Securities, Inc
Assistant Vice President, Equity Research Analyst
1994 to 1997
Dallas, Texas
Rauscher Pierce Refsness, Inc.
Associate Research Analyst
1994 to 1994
Dallas, Texas
Bank One, Texas N.A.
Credit Analyst
1993 to 1994
Fort Worth, Texas
Global Payments
Chief Development Officer
October 2003 to February 2011
Atlanta, Georgia
Mergers & Acquisitions: ● Led all aspects of the company’s acquisitions including strategy, target identification, financial and cultural due diligence, contract negotiations, board approval, and operational integration to achieve enhanced growth. ● Handled divestiture of assets, investment in private companies, joint ventures, earn-outs, private equity financing, and IPO preparedness including investment banker selection, reverse diligence and drafting... Mergers & Acquisitions: ● Led all aspects of the company’s acquisitions including strategy, target identification, financial and cultural due diligence, contract negotiations, board approval, and operational integration to achieve enhanced growth. ● Handled divestiture of assets, investment in private companies, joint ventures, earn-outs, private equity financing, and IPO preparedness including investment banker selection, reverse diligence and drafting of the SEC Form S-1. ● Completed 30 transactions in the past 8 years including the acquisition of American Express (“AMEX”) Prepaid: ✔ $6 billion of annual load volume for open loop gift cards and general purpose reloadable cards sold through numerous channels including online, retail, tax, mall, and AMEX. ✔ With AMEX’s structure as bank issuer, network, and acquirer, the transaction was unique and complex that required the negotiation of an asset purchase agreement, program management and processing services agreement, merchant acceptance agreement, transition services agreement, and exclusivity agreement. Finance Executive: Managed due diligence process utilizing a matrix organizational structure across functional areas of sales, finance, accounting, tax, technology, operations, human resources, and legal.Merger Integration: Oversaw post-merger integration of acquisitions including stand-alone companies and carve-outs of larger organizations.Payments Strategy: Executed against a three-pronged acquisition growth strategy that included product expansion, geographic expansion, and core business expansion.Global Experience: Acquired companies in the US, Hong Kong, and Austria. Set up a joint venture in Colombia. Laid foundation to launch new operations in The Russian Federation.Equity Capital Raises: Instrumental in raising $250 million from Blackstone’s Tactical Opportunities group and $100 million from New Mountain Capital.
What company does Jeff Baker work for?
Jeff Baker works for InComm
What is Jeff Baker's role at InComm?
Jeff Baker is EVP, Mergers & Acquisitions
What industry does Jeff Baker work in?
Jeff Baker works in the Financial Services industry.
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