Daniel W. Monberg

65 LaBrea ▪ San Rafael, CA 94904

808-987-9171 (C) ▪

FINANCIAL SERVICES EXECUTIVE

Dynamic and top-performing Financial Services Executive with demonstrated skill in creating and implementing customized strategies that provide maximum asset control and capital recovery. Certified expert witness and consultant resource for credit analysis, due diligence, bankruptcy restructures, litigation, and equipment valuations/dispositions.

Core Knowledge & Skill Areas:

Staff Development / Restructuring / Mergers/Acquisitions
Financial Analysis / Asset Management / Litigation
Liquidation / Cash Flow / Negotiation

PROFESSIONAL EXPERIENCE

GGP GLOBAL, LLC, San Rafael, CA/Hilo, HI2003 – Present

Founder and Managing Partner

Worldwide Asset Management Company

Founded a global asset management company that has assisted financial institutions, equipment lessors, and venture capital firms worldwide in asset management. Design and facilitate seminars for the Equipment Leasing Association’s conferences on lending, asset management, appraisal, problem account workouts, and litigation. Obtained certification as an expert witness on Equipment Management and Valuations with the Bankruptcy & District Courts.

Business Contributions:

  • Testified as expert witness, saving Fortune 500 equipment leasing company from $5 million judgment brought by Board of Directors.
  • Hired to represent venture capital firm in restructure of Hong Kong-based Portfolio Company and the liquidation of over $10 million (original equipment cost).
  • Retained by top workout firm and Johnson & Johnson in the restructure and liquidation of state of the art new bio-tech facility with original equipment cost in excess of $ 50 million, resulting in a return to investors of more than 50% of original equipment cost.
  • Conducted orderly liquidations of all assets for Dotcom Company, returning $5 million to investors from asset sales and closure of properties.

DOMINION VENTURES, San Francisco, CA1991 – 2003

Partner

Venture Capital Firm

Directed a $200 million portfolio of capital equipment leases. Hired as consultant by national banks and leasing organizations to serve as interim CEO/COO on merger and acquisitions or closures of defaulted companies. Participated in Credit Committee review of funding proposals, financial spreadsheet analysis and due diligence of market analysis, and proof of concept viability.

Business Contributions:

  • Successfully conducted restructures/workouts of $30 million in defaulted company assets, which avoided liquidation and retained cash flow for investors.
  • Performed due diligence and financial analysis of emerging technology companies and presented reports at Credit Committee meetings with a 75% approval of presentations.

DANIEL MONBERGPage Two

ARTHUR ANDERSON, LLC, San Francisco, CA1990 – 1991

Staff Appraiser

Big Eight Accounting Firm

  • Performed due diligence and financial analysis of emerging technology companies and presented reports at Credit Committee meetings with a 75% approval of presentations.

Oversaw appraisals of capital equipment for M&A and tax purposes.

BANK OF AMERICA LEASING, San Francisco, CA1986 – 1990

Staff Appraiser and Chief Inspector

Directed appraisals, residual estimations, and negotiations of dynamic leasing portfolio. Aided the senior vice president with restructures, defaults, and repossession of non-performing accounts. Managed lease structure and compliance as Chief Inspector of BankAmerilease’s capital equipment lease portfolio. Obtained certification as an appraiser with a Machinery and Equipment designation from the American Society of Appraisers.

Business Contributions:

  • Contributed to the valuation and sale of $450 million (original equipment cost) with a residual return to the bank of 45%.
  • Partnered with senior vice president and Credit Department on the workout of non-performing assets, resulting in an uninterrupted rental stream while avoiding liquidation.

EDUCATION

Bachelor of Science in Pre-Law

University of Minnesota—Winona, MN

PROFESSIONAL AFFILIATION

Committee Member/Advisor

Equipment Leasing Association