U.S. Securities & Exchange Commission
SEC Seal
Home | Previous Page
U.S. Securities and Exchange Commission

James T. Glerum, Jr.

Managing Director, Co-Head of Chicago Office and Midwest Region; Head of Diversified Industrials Sector

James T. Glerum, Jr. is a Managing Director in the Investment Banking Department of UBS based in Chicago and is a member of the Firm’s Investment Banking Department Executive Committee. As Co-Head of the Chicago Office and Midwest Region, Mr. Glerum is responsible for managing one of UBS’ largest regional offices and the investment banking coverage of several of the Firm’s most important corporate relationships in the Midwest. In addition, as Head of the Diversified Industrial Sector of UBS’ Global Industrial Group, Mr. Glerum is responsible for the Firm’s investment banking coverage of a wide array of industrial manufacturing and service clients in industry sectors including construction and agricultural equipment, aerospace, factory automation equipment, flow control equipment, machinery, equipment rental services and engineering and construction services.

With over 20 years in investment banking, Mr. Glerum has executed a wide range of corporate finance transactions including: initial public offerings, follow-on common-stock offerings, convertible debt offerings, investment-grade debt offerings, high-yield debt offerings, leveraged lending transactions and private placements. Prior to focusing his coverage responsibilities on diversified industrial clients in the mid-1990s, Mr. Glerum’s client relationships spanned several industry sectors including retailing, healthcare, energy and technology. In addition, Mr. Glerum has provided strategic advisory services on corporate acquisitions, divestitures and mergers for industrial clients.

Prior to joining UBS in 2004, Mr. Glerum spent 15 years in the Investment Banking Department of Credit Suisse First Boston in Chicago, New York and Dallas and four years in the Investment Banking Department of PaineWebber in Dallas and Boston. Mr. Glerum holds an M.B.A. from the Harvard Business School and a B.A. in Economics and Mathematics from Denison University. Mr. Glerum is involved in several civic and charitable organizations including: the Civic Committee of the Commercial Club of Chicago, the Executive Committee of The Ravinia Festival, the Board of Trustees of Denison University, and the Economic Club of Chicago.

 

http://www.sec.gov/spotlight/ifrsroadmap/2007bios/jglerum.htm


Modified: 12/12/2007