Dave Mahlum

Inspirer
DISC Type : id

Managing Director Corporate M&A at Phillips 66

Houston, Texas, United States

Overview

Dave is the Managing Director of Corporate M&A at Phillips 66, leveraging extensive corporate finance experience from his time in investment banking at Credit Suisse. He specializes in the energy sector, having advised on over $17 billion in transactions. He holds an MBA from the UW Foster School of Business and is described as "thorough and personable. "

Advised on over $17 billion of M&A and capital markets transactions for Power and Utility companies.

Personality Overview

Charming & Persuasive

Fast Adopter

Generous

They don’t mind taking a stand if they believe in something.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Corporate M&A
As the current Managing Director of Corporate M&A at Phillips 66, this is his primary professional focus, building on years of transaction experience at Credit Suisse.
Energy Sector Finance
His career has centered on the energy industry, from advising Power and Utility companies at Credit Suisse to his current senior role at Phillips 66.
Capital Markets
His background includes deep experience in capital markets transactions, including debt/equity issuances, share repurchases, and structured financing.

Media Appearances

Dave has no verified media appearances

Work History

6-2016
Managing Director Corporate M&A at Phillips 66
7-2013 - 6-2016
Corporate Treasury at Phillips 66
7-2007 - 7-2013
Vice President at Credit Suisse
2000 - 2005
Managing Consultant at Interlink

Education

MBA from UW Foster School of Business
Bachelor of Arts (B.A.) with distinction from University of Washington

More Information

Social Presence :

Prographics :

Exp : 24 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Managing Director Corporate M&A at Phillips 66
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Dave

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Dave take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Dave

Personality Compatibility


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