Brian Bank

Doer
DISC Type : ds

Strategy and Client Development, Investment Funds Group at Kirkland & Ellis LLP

San Francisco, California, United States

Overview

Brian Bank is a Partner for Strategy & Client Development in Kirkland & Elliss Investment Funds Group. He leverages over 25 years of experience as both an institutional limited partner and a placement agent to advise clients on fundraising, investor relations, and market conditions. He holds an MBA from Cornell University and a BA from Middlebury College.

There is no publicly available information regarding Brians personal life, hobbies, or interests outside of his extensive professional career in the investment funds industry. His focus appears dedicated to his client advisory role.

Brian brings a rare dual perspective to his clients, having deep experience on both the investor (LP) and fundraising (placement agent) sides of private equity.

Personality Overview

Fast-paced

Results Focused

Risk-Accepting

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Private Equity Fundraising
He provides strategic and tactical advice to private funds clients on all aspects of fundraising, from firm formation to new fund launches.
LP Psychology
He frequently speaks about understanding the psychology and motivations of Limited Partners (LPs) to help General Partners (GPs) build stronger relationships.
Investor Relations
Draws on decades of experience to advise clients on limited partner communications, crisis management, and relationship management.

Media Appearances

Brian has no verified media appearances

Work History

6-2017
Strategy and Client Development, Investment Funds Group at Kirkland & Ellis LLP
10-2015 - 3-2017
Principal - Head of US Private Equity Origination at First Avenue Partners LLP
5-2015 - 10-2015
Founder at Redwing Advisors, LLC
1-2013 - 3-2015
Director of Private Equity at Aspiriant
2-2011 - 12-2012
Director, Investors Relations, ACI Funds at Aspiriant

Education

1995 - 1997
MBA from Cornell Johnson Graduate School of Management
1987 - 1991
BA from Middlebury College

More Information

Social Presence :

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Exp : N/A Location : San Francisco, California, United States Job Level : N/A Designation : Strategy and Client Development, Investment Funds Group at Kirkland & Ellis LLP
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Use phrases like 'your team deserves', 'best in class' etc.
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Brian

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Brian take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Brian

Personality Compatibility


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