P Olivier Sarkozy

Bio

Oliver Sarkozy is a Managing Director and head of the Global Financial Services group. He is based in New York. Prior to joining Carlyle, Mr. Sarkozy was Global Co-Head of the Financial Institutions Group at UBS Investment Bank. He joined UBS in January of 2003, after spending 11 years at Credit Suisse First Boston, where he was a Managing Director in the Financial Institutions Group. While at UBS, he worked on many of the largest mergers in the U.S. financial industry, including advising Sallie Mae in its attempted $25 billion take-private transactional and subsequent recapitalization, ABN Amro on its $21 billion sale of LaSalle Bank to Bank of America, Mellon on its $17 billion merger of equals with the Bank of New York, Charles Schwab on its sale of U.S. Trust to Bank of America, MBNA on its $36 billion sale to Bank of America, Wachovia in its $14 billion acquisition of Southtrust, National Commerce in its $7 billion sale to Suntrust, and Regions Financial in its $6 billion merger of equals with Union Planters. While at CSFB, Mr. Sarkozy advised Wachovia in its merger of equals with First Union and concurrent defense against a competing hostile proposal from Suntrust, Dime Bancorp in its merger with Washington Mutual, Corestakes Financial it its sale to First Union, Wells Fargo in its merger with Norwest ,and Wells Fargo in its successful hostile acquisition of First Interstate, amongst others. In addition, Mr. Sarkozy was responsible for a number of important equity capital raising transactions, including CIBC $2.9 billion recapitalization and Sallie Mae in its $3.0 billion recapitalization. He also acted as lead advisor in a number of other notable transactions, including Dime Bancorp's private placement of preferred and other equity securities to Warburg Pincus, as part of their successful defense against a hostile tender offer from North Fork to the recapitalization of Glendale Federal Bank, representing the then largest recapitalization in history. Mr. Sarkozy is a member of the Board of Directors of BankUnited. Mr. Sarkozy received his masters in medieval history (with honors) from St. Andrews University in Scotland.