Contact:
Amy Hyland Jones
(704) 383-4995
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May 27, 2004
Lisa Beeson Joins Wachovia Securities Mergers and Acquisitions Group
Charlotte, NC - Wachovia Securities today announced that Lisa Beeson has joined the firm as a Managing Director in the Mergers and Acquisitions Group. Beeson will report to Mark Mealy, head of the group, and will be based in New York.
"Lisa is a highly regarded M&A professional, and we believe she will add significant value to both our group and our strategic dialogue with clients. The M&A product is a key part of our overall investment banking strategy, and Lisa’s sector knowledge, combined with her extensive knowledge and experience in mergers and acquisitions, will be of great value as our business grows," said Mealy.
Beeson has 17 years of investment banking experience, most recently as a Managing Director at Morgan Stanley, where she worked in the Mergers and Acquisitions Group. During her 11-year tenure at the firm, Beeson focused on industrial, healthcare and consumer companies. She has provided both sell-side and buy-side advisory services for public and private companies.
Beeson began her career in 1987 in the Mergers and Acquisitions Group at Smith Barney.
The Wachovia Securities Mergers and Acquisitions Group includes 19 bankers based in Charlotte. The group advises corporate clients in a range of industry sectors as well as sponsor groups.
Beeson earned a Bachelor of Science degree from the University of Pennsylvania.
Wachovia's Corporate and Investment Banking group provides the full range of capital raising, market making, financial advisory and transaction processing services to meet the needs of corporate and institutional clients. The division is comprised of several primary business units, including Investment Banking, Fixed Income, Treasury Services, Credit Capital Markets, Equity Linked Products, Equity Capital Markets, Capital Finance, International and Principal Investing. The Corporate and Investment Banking group is headquartered in Charlotte with primary offices in Baltimore, Philadelphia, New York, San Francisco, Atlanta, Boston, Chicago and London.
Wachovia Corporation (NYSE:WB) is one of the largest providers of financial services to retail, brokerage and corporate customers throughout the East Coast and the nation, with assets of $411 billion, market capitalization of $61.7 billion and stockholders' equity of $33.3 billion at March 31, 2004. Its four core businesses, the General Bank, Capital Management, Wealth Management, and the Corporate and Investment Bank, serve 12 million client relationships (including households and businesses), primarily in 11 East Coast states and Washington, D.C. Its full-service retail brokerage firm, Wachovia Securities, LLC, serves clients in 49 states. Global services are provided through 32 international offices. Online banking and brokerage products and services also are available through Wachovia.com.
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