General Investing >> Money Manager Interviews >> April 19, 2004
ROBERT J. WOOLWAY is a managing director of Relational Advisors, LLC. He
has been a successful investment banker for nearly 20 years and has
executed a wide variety of mergers, acquisitions, divestitures and
financing transactions on behalf of large companies and private equity
firms. Prior to joining Relational Advisors, he was a managing director
of Dresdner Kleinwort Wasserstein in the Los Angeles office where he was
responsible for the firm's investment banking coverage of western US
corporations and financial sponsors. Previously, he was head of J.P.
Morgan's Los Angeles office, responsible for investment banking and
other activities in the Southwest. In 1995, Mr. Woolway joined Merrill
Lynch & Co. as a director in the Los Angeles-based investment banking
group and was promoted to managing director in 1997. At Merrill Lynch,
he led investment banking coverage of financial sponsors and several
large corporations on the West Coast. Prior to joining Merrill Lynch,
Mr. Woolway was with Salomon Brothers and worked initially in New York
and then for nine years in the Los Angeles Corporate Finance department
covering corporations and financial sponsors. He began his investment
banking career at Dean Witter Reynolds in Los Angeles as a financial
analyst following his graduation from Harvard University in 1981 with an
AB degree with honors in Economics. In 1985, Mr. Woolway earned an MBA
degree from Stanford University's Graduate School of Business, where he
was an Arjay Miller Scholar. Profile
JOEL L. REED is the principal responsible for the activities of
Relational Advisors, LLC. He is also a principal and founder of
Relational Investors and Titan Investment Partners. Mr. Reed has advised
numerous public and private companies' boards of directors concerning
mergers and acquisitions, financings, shareholder matters and crisis
situations. Prior to joining the firm in 1994, Mr. Reed was the
president and chief executive officer of Wagner & Brown Ltd. of Midland,
Texas, a privately owned group of companies engaged in energy, real
estate, manufacturing, agribusiness and investment services. During his
10 years with Wagner & Brown, Mr. Reed's major accomplishments included
formation of an in-house investment-banking group, numerous investments
and acquisitions with financing commitments in excess of $10 billion.
From 1981 to 1984, Mr. Reed was a member of the founding group of
Ensource, Inc., a NYSE-listed company, as well as its controller and
chief financial officer. Prior to 1981, he was a manager with Deloitte,
Haskins & Sells. He has served as a member of boards of directors for
public and private corporations. Mr. Reed is currently a director of Del
Mar Database, Inc. A 1973 graduate of Oklahoma State University, Mr.
Reed holds Bachelor's and Master's degrees in accounting and is a
Certified Public Accountant. Profile
operations?
Mr. Woolway: Relational Advisors is a preeminent private investment
banking firm providing financial and strategic
