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Vincent McCarley, CEO, has overall
responsibility for all accounts and is responsible for directing
the resources of BMcB toward the successful completion of all
investment banking and financial advisory services. Since 1990,
Mr. McCarley has structured over 200 transactions totaling over
$4 billion, both as financial advisor and underwriter.
Leonard Berry, Managing Director/Principal,
serves as day-to-day banker on a broad range of financial advisory
and underwriting assignments. Additionally Mr. Berry provides
the overall underwriting and sales supervision.
Don Backstrom, Managing Director/Principal,
serves as day-to-day banker focusing primarily on the structural
issues associated with revenue bonds. He has significant experience
involving pledged revenues, including sales taxes, water and sewer,
as well as tax increment financings. Mr. Backstrom also has had
direct involvement with the utilization of structured derivative
products.
VINCENT E. MCCARLEY, CHIEF EXECUTIVE OFFICER
Vincent McCarley has served as a senior manager
and financial advisor for numerous governments, financing authorities,
and non-profit organizations throughout the United States. Mr.
McCarley’s senior engagements have included state agency
issuers (California, Washington, Connecticut, and Mississippi),
major cities (Los Angeles, Baltimore, Indianapolis, and Philadelphia),
in addition to a wide range of local issuers. Recent financing
engagements have included airports, seaports, redevelopment, education,
water/sewer, and other infrastructure. His experience also includes
capital fund planning, the analysis of project financings and
related bond pricing, escrow structures, yield analysis and transferred
proceeds.
Recent financing engagements include Alameda County
RDA, St. Louis Board of Education, CA Infrastructure & Economic
Development Bank, San Diego Regional Airport Authority, San Francisco
Bay Area Rapid Transit, CA Health Facilities Financing Authority,
Detroit School District, San Francisco RDA, Oakland Joint Powers
Financing Authority, CA Department of Water Resources, and CA
Public Works Board among others. Mr. McCarley serves as lead co-financial
advisor to the San Francisco International Airport, San Francisco
Community College District, and East Bay Municipal Water District.
Mr. McCarley is a Municipal Securities Principal,
with Series 7, 63, and 53 registrations. Mr. McCarley holds a
MBA from Pepperdine University, a MA from Ball State University,
and a BA from Indiana University.
LEONARD R. BERRY, MANAGING DIRECTOR/PRINCIPAL
Leonard Berry has over 20 years of combined professional
experience in the investment banking and brokerage industry. He
has served as a project leader in numerous financial advisory
and underwriting capacities. Mr. Berry's activities include account
development, structuring and marketing of bond issues, securities
and investment sales, feasibility studies and cash flow analysis,
official statement preparation, public and private financial presentations,
and general banking. He currently serves on the statewide Debt
Technical Advisory Committee for the California Debt and Investment
Advisory Commission.
Mr. Berry has extensive experience with transportation,
infrastructure, and redevelopment oriented clients. Mr. Berry's
financing experience includes providing services to Alameda County
RDA, CA Infrastructure & Economic Development Bank, City of
Inglewood, San Francisco Bay Area Rapid Transit, CA Health Facilities
Financing Authority, San Francisco RDA, Los Angeles CRA, Oakland
Joint Powers Financing Authority, CA Department of Water Resources,
CA Public Works Board, City of Atlanta, Port of San Francisco,
San Diego RDA, and San Francisco Transportation Authority among
others. For the last six years, the Port of Los Angeles has benefited
from Mr. Berry's enterprise financing expertise as co-financial
advisor. He is also financial advisor to Tuskegee University.
Mr. Berry holds a Master of Communications and a
Bachelor of Arts degree with a major in Social Communications
and General Studies from the University of Washington. Mr. Berry
is a Municipal Securities Principal and General Securities Principal,
with Series 7, 24, 52, 53, and 63 registrations.
DON BACKSTROM, MANAGING DIRECTOR/PRINCIPAL
Prior to the establishment of BMcB, Don Backstrom
served for thirteen years in California State Government. For
over six of those years, Mr. Backstrom served as California Deputy
State Treasurer, where his duties included serving as the Executive
Director of the California Industrial Development Financing Advisory
Commission, the California Educational Facilities Authority, and
the California School Finance Authority. Mr. Backstrom’s
Wall Street experience includes two major Wall Street firms and
four years at a small minority firm.
In his career, Don Backstrom has served as Senior
Manager on over $8 billion of various types of financings. Mr.
Backstrom’s clients include the CA Infrastructure &
Economic Development Bank, City of Inglewood, CA Health Facilities
Financing Authority, Los Angeles CRA, CA Department of Water Resources,
CA Public Works Board, Los Angeles Community College District,
Riverside County RDA, San Diego RDA, State of California, Santa
Clara Valley Water District, Los Angeles Wastewater System, and
Lynwood Public Finance Authority among others. Mr. Backstrom serves
as financial advisor to the Compton Community College District.
Mr. Backstrom attended the American Institute of
Banking, California State University at Dominguez Hills and holds
a Series 52 Securities registration.
JACQUELINE LEE, ASSOCIATE
Jacqueline Lee provides general administrative and
analytical support. Ms. Lee has extensive mathematical computation
and organizational skills and will be instrumental in all aspects
of the operational requirements of any assigned engagement. Ms.
Lee currently tracks and documents all of our variable rate, auction
rate and commercial paper transactions and provides reports to
the issuing authorities as requested. Additionally she generates
time & responsibility schedules, deal spread sheets and other
mathematical models as required, and helps monitor all of our
trades with our clearing brokers, clients and dealers.
Ms. Lee graduated magna cum laude with a bachelor
of art degree in economics from the University of California,
Santa Barbara.
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