Dustin Aaron Friedman

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Vice President of Corporate Development (M&A) and Strategy

SS&C Intralinks

Jan 2022 - Jan 2025 (3 years 1 month)

• Built, founded, and scaled a formal M&A program from the ground up aligned with corporate 5-year strategy; sourced 100+ targets and closed 3 strategic acquisitions with a 2-person team. • Recognized critical gaps in the syndicated lending product suite that had caused $20MM in lost market share to competitors over the prior decade. ◦ To reverse this, I led a team that executed an acquisition of a syndicate lending platform, integrating and retaining 100% of the clients within 30 days. This resulted in recaptured market share and $6MM in new annual recurring revenue. • Drove 10% YOY growth for a $500M subsidiary by leading a high-impact acquisition within a $6B portfolio. • Orchestrated the go-to-market strategy for SS&C Intralinks' Ecosys

Director, Strategic Initiatives

First National Bank of Omaha

Jan 2019 - Jan 2022 (3 years 1 month)

• Launched a new advisory business unit focused on family-owned business sales and intergenerational wealth transfer, aligning with strategic long-term growth objectives. • Secured $2M in advisory fees and $100M in new assets under management by advising on transition plans and applying advanced financial modeling techniques. • Collaborated with academic partners to integrate AI and big data into client segmentation, informing a go-to-market strategy that drove $10M in revenue growth.

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Vice President

Bridgepoint Investment Banking

Jan 2015 - Jan 2019 (4 years 1 month)

• Negotiated an 18x EBITDA valuation for a client—double the industry norm—in a landmark sale by utilizing precise valuation skills and financial modeling. • Managed a $20M franchise sale that drove $2M in fees and $20M in follow-on deal revenue through a private equity roll-up strategy and focused deal structuring. • Led and mentored a team of 5 analysts and associates across multiple high-stakes client transactions, fostering effective cross-functional collaboration. • Developed detailed financial planning and analysis models to support various industry projections and strategic deci sion-making, leading to more informed business strategies and improved financial outcomes • Formulated corporate growth strategies for market expansion

Director, Corporate Development & Strategy

West Corporation

Jan 2013 - Jan 2015 (2 years 1 month)

• Reported directly to the CFO and led a team of approximately 10 in Corporate Development, Financial Evaluation & Analysis, and Competitive Intelligence to support strategic initiatives. • Transformed the company from a traditional call center model to a SaaS communications leader, contributing to a $2B

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Manager, Strategic Development & Acquisitions

Tenaska Capital Management

Jan 2009 - Jan 2013 (4 years 1 month)

• Established a new solar energy division and developed two of the world's largest solar sites, generating $200M in enterprise value through strategic M&A execution. • Managed M&A activities for a $2B PE fund and secured a $1 B credit facility to expand gas trading operations, employing rigorous deal structuring methods. • Directed over $400M in solar development from concept to operation, securing $500M in financing for a 130MW site.

Manager, International M&A & Divestitures

AIG

Jan 2007 - Jan 2009 (2 years 1 month)

• I played a crucial role in AIG's strategic restructuring, focusing on international transactions • Obtained board approval for a $174M acquisition of Fuji, Fire and Marine product division. This strategic transaction secured AIG's #1 market share for this product vertical in Japan. • Led $30M sale of life insurance business to buyer in the Peruvian insurance market. ◦ Hedged risks with currency swaps and other instruments. • Collaborated with the U.S. Federal Reserve on a strategic review committee, driving alignment in corporate development strategies through effective cross-functional leadership.

Technology Consulting

Accenture

Jan 2004 - Jan 2006 (2 years 1 month)

• Created a real-time quoting interface that increased new business by 20%, generating $100M in consulting revenue through technological integration and financial analysis. • Negotiated and secured contracts ranging from $10M to $50M for post-acquisition technology integration projects at Fortune 500 clients. Oversaw synergy capture and product integration execution on multiple segments.

Dustin Aaron Friedman

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