Leo Mahon

About Leo Mahon

Senior financial executive with over 25 years of strategy, M&A and capital markets advisory experience helping global organizations achieve the next level of growth, profitability, and shareholder value. Manage and execute inorganic growth plans – manage acquisition pipelines, identify and develop relationships with investment targets, lead valuation analyses and M&A execution. Manage internal and external cross-functional diligence and integration teams. Coordinate relationships with external service providers and networks to support target relationship development. Accomplished leader with a global perspective and a demonstrated ability to build collaborative, high-performing teams that achieve challenging goals. Highly effective managing multiple, complex initiatives in rapidly changing and ambiguous environments. He leverages over 20 years of M&A and capital markets experience advising public corporations, financial sponsors and family-owned businesses. He has extensive experience advising boards and management teams on acquisitions and divestitures to strategic and private equity buyers and has served in an advisory role in activist situations. In addition, Leo has advised on and executed a wide range of capital markets transactions, spanning the full range of equity and debt financing alternatives.His transaction experience includes closing over 85 M&A and capital markets transactions exceeding $55 billion in total.Leo holds an MBA (Beta Gamma Sigma Honors Society) from the University of Chicago Booth School of Business and B.S. degrees in finance and accounting from Marquette University. Certified Public Accountant (inactive).

Experience

1. Director of Corporate Development

   Caterpillar Inc.

   Oct 2023 — Present · Chicago, IL, US

Education

• Marquette University

  Bachelor of Science (B.S.) Degrees, Accounting and Business Administration with Finance Specialization

  1988 — 1992

• The University of Chicago Booth School of Business

  Master of Business Administration (M.B.A.), Accounting and Finance

  1998 — 2000

• Marquette University

  Bachelor of Science - BS, Accounting and Finance

Skills

• Financial Modeling
• Financial Planning
• Financial Analysis
• Financial Audits
• Due Diligence
• Strategy
• M&a Negotiations
• Collaborative Leadership
• Turning Around Under Performing Businesses
• Key Business Drivers
• Business Development
• Business Transformation
• Debt & Equity Financing
• Divestitures
• Corporate Development
• Boards of Directors
• Senior Executive Leadership
• Capital Raising
• Board Negotiations
• Strategic Partnerships
• Integration Planning and Financing
• Mergers & Acquisitions
• Investor Relations
• Board Advisory Services
• Cross-Functional Team Leadership
• International Business Development
• Capital Markets
• Global Strategy
• Private Equity
• M&a Analysis
• Board Advisory
• Valuation
• Leadership Development
• Cross-Border Transactions
• Corporate Finance
• Staff Development
• Risk Analysis
• Strategic Planning
• Investment Banking
• Integration Planning