Dylan Gittleman
San Francisco Bay Area,CA
Summary
Enterprise Sales Professional- Experience selling to Private Equity & Venture-Backed companies C-level and VC & PE Partners. Experience includes selling venture debt, advisory services, valuations, research, SaaS offerings, liquidity event planning, and investment banking services. Results-driven sales performer with a solid history of success in bringing in new customers, managing revenue streams, and maintaining solid account relationships. Continuously monitor competitors and research market conditions to stay responsive and successful in dynamic environments. Persuasive negotiation and program management abilities.
Overview
23
23
years of professional experience
Work History
Director
Catskill Consulting
01.2019 - Current
- Market investment banking services as part of a team of subject matter experts that assist well-positioned late-stage venture-backed startups and Private Equity portfolio companies in Mobility, Fintech, AI, Logistics, SaaS, EVs, Cleantech, and Pharma explore, locate, and negotiate follow-on funding via public capital market SPAC mergers, and private capital via family offices, sovereign wealth funds, and VC firms
- The group also assists founding team members of late-stage startups with secondary share sales
- Clients: Fisker Inc - Convertible note and C round contract for startup EV manufacturer
- Partnered with Cowen Securities for SPAC merger
- Fisker Inc
- Merged with Spartan Energy in Q4 2020
- Jamloop.com is an OTT-streaming TV programmatic ad space buying platform
- Advisory work for capital raising and exploration of rollup acquisition-merger offers
SVP Liquidity Event Planning
US Trust Private Bank (BofA)
11.2017 - 06.2019
- Market the full spectrum of Wealth Management Services (Trust services, diversification strategies, portfolio management, estate planning, foundation services, and real estate financing) to founding teams and early employees of venture-backed companies nearing liquidity events
- Marketed services to early employees and founding teams of Pinterest, Lyft, Uber, Zoom, Slack, Coupa Software, Nuro, Houzz, Palo Alto Networks, and other venture-backed companies and VC firms
- I also marketed foundation management
- Clients included Bia-Echo Foundation
- Post-acquisition of Aranca, I explored Wealth Management and decided I preferred Enterprise Sales & Banking and left to co-found a boutique consulting firm
Vice-President Capital Formation
TMX
08.2016 - 12.2017
- Company Overview: (Toronto Stock Exchange- TSX Venture Exchange)
- Market the TSX and TSX Venture Exchange and a consortium of Canadian Investment Banks in the US as a source of public venture capital for companies looking to raise $5MM to $50M as an alternative to A-D round funding
- Focused on venture-backed companies with revenues from $5MM to $60MM, marketed the exchange as an option for follow-on funding and liquidity for founding teams, employees, and their VC and PE Investors
- Garnered interest from Floodgate, Structured Capital, Light Speed Ventures, Social Capital, Khosla Ventures, and Iron Pillar Capital
- Industry verticals SaaS, Tech, and Clean Tech
- (Toronto Stock Exchange- TSX Venture Exchange)
Vice President BD Venture Capital & Private Equity
Aranca
01.2013 - 12.2017
- Company Overview: (PE firm Acquisition 2017)
- Led US sales and BD initiatives that helped grow company revenues by 25% annually
- Led business development for the Investment Banking-Valuation Advisory division focused on VC and PE-backed companies
- Marketed services to CFOs and VC, PE, and Law firm partners
- Service offerings included valuations, research, outsourced financial analysts on a project and team basis, buy and sell side due diligence services for M&A, Equity Raises, and 2ndary Market transactions
- Valuations included 409A Valuation, Purchase Price Allocation, Fairness Opinion, secondary share sale valuations, and venture debt advisory
- Over five years grew the client base from 400 clients to over 1,500 VC & PE-backed private companies and small-cap public companies
- (PE firm Acquisition 2017)
- Managed relationships with A-D round startups, including unicorns Houzz, Pinterest, Fab, InMobi, Kixeye, Mu Sigma, Natera, Dataminr, Chegg, Egnyte, Coupa Software, CoreOS, Natera, Amobee, and large corporates like Singtel, Google, HSBC
- Formerly part of First Round Capital, Cowboy Ventures, and Alchemist Accelerator ecosystem programs
- 2013-2015 Aranca was recognized as a Recommended Service Provider of the NVCA and worked with over two dozen PE firms
VP Sales & BD
Murgitroyd
01.2011 - 01.2013
- Company Overview: (Acquired by Sovereign Capital Partners)
- Developed and implemented the go-to-market sales strategy for this LSE-listed European Patent & Trademark Law firm’s Patent and Trademark filing and prosecution services and Cloud/SaaS IP Management Portal
- The combined offering allowed companies to file, docket, and manage patents in over 90 Countries with over 120 law firms
- Target markets included VC & PE-backed and middle-market public companies in the CA market
- Clients onboarded include Intematix, Proteus Digital Health, Fluidigm, Perceptimed, Cypress Semiconductors, Alfred Mann Foundation, UC Irvine, and US Law Firms
- Exceeded quota two years
- (Acquired by Sovereign Capital Partners)
Director Structured Lending
IBM Global Finance
05.2006 - 01.2011
- Marketed IBM Global Finance Solutions to C-level executives of middle-market companies, Fortune 500 Companies, and Private Equity Groups in the CA, OR, and WA markets
- Responsible for merging IGF offerings, negotiating complex contracts for structured financing scenarios, project financing, and for off-balance sheet leasing for IBM hardware, software-SaaS, and consulting sales teams
- Managed relationships with over 60 IBM clients and non-IBM prospects
- Structured lending solutions to displace incumbents in target non-IBM accounts
- IBM 100% Club exceeded $60MM to $90MM quotas as an individual contributor for three years and was promoted to team director
- Large clients included Visa, Cisco, eBay, Charles Schwab, Farmers Insurance, and Bank of the West
Vice-President – Private Banker/Lending Advisor
Merrill Lynch
08.2004 - 05.2006
- Responsible for marketing, originating, and structuring securities-based lending, jumbo mortgages, and real estate financing solutions for executives of public companies and ultra-high-net-worth individuals
- Experience structuring loans collateralized by restricted securities, concentrated stock, and diversified portfolios
- The target deal size is $10MM to $50MM
- Clients covered: Executives of SalesForce.com, Intel, Jet Blue, UPS, Oracle, Cisco, and Google, as well as Partners of VC firms
- 2004- Merrill Lynch (co-partnered region) 130% of quota $450MM production
Director of Sales/Business Development Private Equity
UPS Capital & Logistics
01.2002 - 03.2004
- Responsible for selling financing (Senior Debt, Term loans, acquisition financing) and SaaS Logistics management solutions to middle-market manufacturers, distributors, and Private Equity firms in the CA, WA, and OR market
- Originated senior debt lines from $5MM to $40MM
- Responsible for extensive credit analysis and deal write-up
- Exceeded $60MM annual quota
- (Banker Credit trained, SPIN & 6 Sigma Green Belt cert.)
Education
MBA - Accounting and Finance
CSU Long Beach
Bachelor - Economics, Minor in Psychology
University of California, Irvine
Skills
- Business Development, Relationship Management, Team Management, Financial Analysis, SWOT Analysis, Contract Negotiation, Public Markets, SPACs, Venture Capital, Private Equity, Sales, Investment Banking, Private Equity, Marketing to C suite, Public Speaking, Sales
Timeline
Director
Catskill Consulting
01.2019 - Current
SVP Liquidity Event Planning
US Trust Private Bank (BofA)
11.2017 - 06.2019
Vice-President Capital Formation
TMX
08.2016 - 12.2017
Vice President BD Venture Capital & Private Equity
Aranca
01.2013 - 12.2017
VP Sales & BD
Murgitroyd
01.2011 - 01.2013
Director Structured Lending
IBM Global Finance
05.2006 - 01.2011
Vice-President – Private Banker/Lending Advisor
Merrill Lynch
08.2004 - 05.2006
Director of Sales/Business Development Private Equity
UPS Capital & Logistics
01.2002 - 03.2004
Bachelor - Economics, Minor in Psychology
University of California, Irvine
MBA - Accounting and Finance
CSU Long Beach
Similar Profiles
Michelle DuBoisMichelle DuBois
Administrative Assistant at Catskill Mountain Housing Development Corp.Administrative Assistant at Catskill Mountain Housing Development Corp.
Elizabeth WallElizabeth Wall
Nursing Supervisor at The Pines At CatskillNursing Supervisor at The Pines At Catskill
Anna O'SheaAnna O'Shea
Program Coordinator at Catskill Hudson Area Health Education CenterProgram Coordinator at Catskill Hudson Area Health Education Center