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Aaron Witalec
Senior Managing Director at 360 Capital Partners
Professional Background
Aaron Witalec is a prominent figure in the world of corporate finance and M&A advisory services, specializing in corporate turnaround, financial restructuring, and guiding companies through various financial challenges. With a wealth of expertise spanning multiple industries, Aaron is adept at managing both healthy and underperforming companies. His comprehensive experience includes out-of-court restructurings, loan workouts, and navigating Chapter 5 and Chapter 11 bankruptcies. Furthermore, he has successfully facilitated a wide array of transactions including acquisitions, divestitures, and Chapter 7 liquidations.
As a Senior Managing Director at 360 Capital Partners, Aaron has honed his skills in M&A advisory, providing tailored buy-side and sell-side services to corporate clients and private equity firms alike. His history of working on over 200 domestic and cross-border transactions—valued anywhere between $5 million and $2 billion—speaks volumes about his capability to deliver results for his clients. These transactions cover a broad range of sectors, showcasing his versatility and in-depth understanding of various market dynamics.
One of Aaron's standout qualities is his unparalleled sell-side investment banking experience. This includes expertly positioning companies for sale, conducting rigorous market research, crafting comprehensive offering memoranda, executing effective marketing plans, managing company presentations, and negotiating favorable deal terms. As a result, he has consistently brought quantifiable benefits to his buy-side clients, such as adjustments to reported EBITDA and net assets, modifications in purchase and sale agreements, and strategies for working capital adjustments. These efforts culminate in enhanced pricing and terms for corporate acquisitions, underscoring his value as an advisor and strategist.
Not only is Aaron recognized for his financial acumen, but he has also received accolades for his contributions to the industry. He was honored with the M&A Advisors’ prestigious 40 Under 40 Emerging Leaders Award, solidifying his reputation as a rising star in the field of M&A.
Education and Achievements
Aaron Witalec has an impressive educational background, having completed multiple graduate degrees at the University of Michigan. His academic journey includes:
- Masters of Science in Accounting
- Masters of Science in Finance
- Masters of Science in Mechanical Engineering
- Bachelor of Science in Engineering Mathematics
- Bachelor of Science in Mechanical Engineering
This diverse educational foundation equips him with a unique blend of technical and analytical skills that he applies to complex financial situations, striking the perfect balance between engineering principles and sophisticated financial strategies.
His professional experience spans various esteemed organizations, including:
- Senior Managing Director at 360 Capital Partners
- Vice President at Quantum Ventures of Michigan LLC
- Managing Director - Corporate Finance at UHY Advisors
- Director - Corporate Finance at UHY Advisors
- Vice President - Investment Banking at O'Keefe & Associates
- Senior Associate at Brown Gibbons Lang & Company
- Manager at PricewaterhouseCoopers
- Associate at KPMG
Each of these roles contributed to his extensive knowledge and skill set, allowing him to build strong analytical and leadership capabilities. Aaron’s previous positions at some of the largest firms in the finance industry have enabled him to tackle diverse financial challenges and achieve remarkable results for his clients.
Achievements
Aaron Witalec's career is distinguished not only by his extensive transactional experience but also by his commitment to continuous improvement and excellence in every endeavor. His numerous achievements include:
- Over 200 Domestic and Cross-Border Transactions: Demonstrating deep expertise in various sectors, Aaron has successfully led and managed a large volume of transactions, showcasing his effectiveness and industry knowledge.
- M&A Advisors’ 40 Under 40 Emerging Leaders Award: Recognizing outstanding professionals in the field, this award highlights Aaron's influence, dedication, and track record of success in the M&A landscape.
- Certified Turnaround Professional (CTP): This certification serves as a testament to his expertise and understanding of restructuring practices, equipping him with the skills to navigate complex financial challenges effectively.
In summary, Aaron Witalec is a highly accomplished professional in the realm of corporate finance and M&A advisory with a solid educational foundation and a track record of success. His unique blend of technical knowledge, strategic insight, and a proven ability to deliver tangible results makes him an invaluable asset to any organization or client seeking to navigate the complexities of financial restructuring, mergers, and acquisitions.