Brian Shaughnessy

Experience

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  First Fidelity Bank

  Feb 1988 - Dec 1993

  Real Estate Loan Workout Officer

  Brian was a Real Estate Loan Workout Officer for First Fidelity Bank, the largest NJ bank. Prior to being assigned as a loan workout officer, Brian completed First Fidelity's Professional Banker Program (Credit Training), and was a Officer within the Operations Division as a Department Head (Exceptions Processing and Dormant Control). He also completed the bank's formal Management Training Program.

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  PNC Bank / Midlantic Bank

  Jan 1994 - Feb 1996

  Assistant Vice President

  Brian was a Assistant Vice President and Relationship Manager responsible for new business development, origination and management of commercial real estate portfolio consisting of income producing investment properties, owner occupied properties and construction loans.

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  The CIT Group

  Feb 1996 - Apr 2000

  Vice President & Director

  Brian managed the Asset Recovery and Liquidation Group within CIT's Small Business Lending Corporation. His team was responsible for servicing, collection, workout, and liquidation of a $1.5 billion debt portfolio including franchise finance, middle market SBA loans, conventional real estate, and equipment loans and leases.

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  Lehman Brothers

  Apr 2000 - Aug 2008

  Senior Vice President

  Brian worked in the Principal Finance Group within Lehman Brothers. He was responsible for asset / portfolio management of defaulted and distressed principal positions (loans, equipment finance, franchise finance, esoteric receivables and securitization residuals). He managed collection, workout, litigation, and recovery phases of these legacy positions including managing third party service providers and consultants, and direct workout, restructuring and liquidation of high profile, large dollar, litigious, or bankrupt obligations. His responsibilities included overseeing diligence teams for principal investments opportunities (distressed debt obligations and defaulted equipment lease portfolios). In addition, Brian originated new business with private equity/hedge funds and participated in M&A, distressed debt and refinance opportunities of senior, mezzanine, and subordinated debt opportunities and equity participations. This included expanding groups’ role through advisory engagements and/or lead diligence teams with opportunities in debt participations, securitization & principal investments. Show less

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  Garrison Investment Group

  Aug 2008 - Mar 2015

  Managing Director

  Brian developed, implemented and managed a distressed debt investment agenda within this private equity ($4 billion AUM) purchasing performing, non-performing, distressed and defaulted commercial obligations & portfolios (including bank loans, commercial mortgages, asset based loans, equipment leases, SBA unguaranteed loan positions, etc.). Ultimately he invested over $1 billion purchasing over 60 portfolios of commercial loans totaling over $2.5 billion. His responsibilities included complete diligence and assessment of risk & collateral concerns on investments opportunities including review of documents, business and financial condition, credit capacity, asset assessment & collateral valuation, cash flow projections and exit strategy/alternatives. To accomplish this task he built an in-house team to source, diligence, underwrite, administer, service, workout & realize loan/portfolio investments to above market return. Additionally, he established and manage relationships with key service providers, attorneys, auditors, investment sales brokers, property managers, receivers and investment partners. Show less

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  Berkeley Research Group LLC

  Mar 2015 - Jul 2016

  Managing Director

  Provides financial institutions with superior diligence, valuation, capital markets, and regulatory advisory services. Sectors served include financial services, real estate, private equity, capital markets as well as consumer and corporate finance.Loan Diligence and Valuation Services. Advisors to banks and financial institutions in both single asset and portfolio level diligence and valuation services. • Buy-Side Bank M&A and Target Diligence. • Warehouse Finance. • Acquisition support. • Asset monitoring and surveillance. Bank Regulatory Advisory Services. Implementation and documentation of Dodd Frank and Basel III. The team addresses data quality deficiencies to be compliant with Comprehensive Capital Analysis and Review (“CCAR”) and Dodd-Frank Asset Stress test (“DFAST”), Consumer Financial Protection Bureau (“CFPB”), as well as The Home Mortgage Disclosure Act (“HMDA”) compliance. • Data Validation and Aggregation. • Home Mortgage Disclosure Act. • Valuation. Capital Markets Advisory Services. Seasoned investment bankers and loan sale advisors that have worked with hundreds of financial institutions. Advisory services include:• Private Capital Raises• Loan Sales Advisory• M&A Advisory• Introductory Services• Corporate Finance• Special Situations Show less

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  BRG Capital Advisors, LLC

  Jul 2016 - Jul 2020

  Chief Executive Officer

  BRG Capital Advisors, LLC is a U.S.-registered broker dealer and member of FINRA and SIPC. BRG Capital Advisors, LLC (www.brgca.com) seasoned investment bankers and advisors who work on a wide variety of transactions relating to specialty finance, corporate finance, real estate, healthcare and IT/Telecom/Technology as follows:• Private capital raises• Refinancing or growth capital• M&A advisory• Introductory services• Loan sales advisory• Special situations

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  IMT Commercial, LLC

  Aug 2020 - now

  Co-Founder and Chief Executive Officer

  IMT Commercial is an alternative asset acquisition and management firm, and investment company with portfolio companies consisting of the largest motor coach asset manager/ dealership; a loan servicing business; and a financial service company. (www.imtcommercial.com)