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1244 Grant Street
Boettcher Teacher Residency is a competitive program looking for candidates that want an exceptional teaching career. Throughout the application process, we identify the most qualified candidates for the program and employ a rigorous selection process. We enco... more.
Director Or Manager
The Hill School
Board of Trustees Member
Bachelor of Arts
Harvard Business School
Harvard Graduate School of Business Administration
Gates Capital Partners
Marshall F. Wallach, President
Marshall presides over GCP's Board of Managers. His career in management spans over thirty-five years. Prior to commencing his investment banking career, he was Vice President of Planning for Great Western United, a Fortune 300 U.S. corporation. Marshall began his investment banking career with Boettcher & Company, where he became a General Partner, and was integral in developing the firm's corporate finance and merger departments. In 1984, Marshall founded The Wallach Company, an investment banking firm which, for sixteen years, planned and executed mergers, acquisitions, divestitures and financings for middle-market corporations across the U.S. In 2001, the firm was sold to KeyCorp. He is currently President of Wallach Capital Advisors which provides investment oversight services for affiliates of the Gates Family. He also serves as director on a number of other profit and nonprofit boards and is active in numerous community organizations. Marshall earned a Bachelor of Arts (Economics) from Dartmouth College in 1965. He served in the U.S. Army as an officer for three years, and then earned an MBA from the Harvard Graduate School of Business Administration in 1970. Elizabeth Lovato works directly with Marshall Wallach, and joined Wallach Capital Advisors in August 2013. Marshall F. Wallach (bio above)
Board of Managers
Marshall E. Wallach has been a director or manager of Kaiser since November 1991.
Since 1984, Mr. Wallach has served as President of The Wallach Company, a Denver, Colorado based investment banking firm. The Wallach Company was sold to Keycorp on January 1, 2001. Mr. Wallach retired from The Wallach Company on December 31, 2003. Prior to forming The Wallach Company, Mr. Wallach managed the corporate finance department and established the mergers and acquisitions department of Boettcher & Company, a regional investment bank in Denver, Colorado. Mr. Wallach serves on the boards of several non-profit organizations and privately-owned corporations. He also serves on the Board of Tomkins, PLC and is currently President of Wallach Capital Advisors, Inc. which was incorporated in early 2004.
If the Conversion Proposal is approved and the related merger completed, the terms of these directors would end when Kaiser Inc. ceases to exist upon the merger, and the Board of Managers of Kaiser Ventures LLC would consist of Richard E. Stoddard, Ronald E. Bitonti, Todd G. Cole, Gerald A. Fawcett and Marshall F. Wallach Officers and DirectorsMarshall F. Wallach Director Marshall F. Wallach served as President of The Wallach Company, a Denver, Colorado based investment banking firm from 1984 through April 2001.The Wallach Company was sold to Keycorp on January 1, 2001.Since April 1, 2001, Mr. Wallach has served as Chairman of the Board of The Wallach Company.Prior to forming The Wallach Company, ___ Mr. Wallach managed the corporate finance department and established the mergers and acquisitions department of Boettcher & Company, a regional investment bank in Denver, Colorado.Mr. Wallach serves on the boards of several non-profit organizations and privately-owned corporations.He also serves on the Board of Directors of Tomkins, PLC.He has been a director since November 1991. ITEM 2.THE CONVERSION PROPOSAL Questions and Answers Related to the Conversion Proposal What does the Conversion Proposal mean for me? --------------------------------------------- If the Conversion Proposal is approved, you would receive $10 in cash as well as one Class A Unit for each of your shares of Common Stock.Why are we doing this? --------------------- The Conversion Proposal would permit us to recognize a tax loss from MRC this year, to distribute significant cash to our stockholders on a tax advantageous basis, to avoid the double taxation generally imposed on future corporate income distributed to investors and to deal more expeditiously with our remaining assets.More specifically, by converting to a limited liability company before December 31, Kaiser will save an estimated $10.5-$12.0 million in taxes in 2001 by capturing the significant tax losses associated with MRC. (Our actual tax savings can only be determined after the merger.) These tax savings mean that we can increase the cash distributed to our stockholders by almost $2.00 per share.In addition, a conversion should mean that most of our stockholders will be able to offset their tax basis in each share of Common Stock against the merger consideration, with only the difference taxed at capital gains rates.How would the conversion work? ----------------------------- Kaiser Inc. currently owns all of Kaiser LLC's Class A Units.If Kaiser Inc. merges with Kaiser LLC: . However, the Board of Managers would be reduced to five, from the current seven members of our Board of Directors, and would consist of Richard E. Stoddard, Ronald E. Bitonti, Todd G. Cole, Gerald A. Fawcett and Marshall F. Wallach.The Kaiser LLC Board of Managers would initially consist of Richard E. Stoddard, Ronald E. Bitonti, Todd G. Cole, Gerald A. Fawcett and Marshall F. Wallach, all of whom are currently members of the Kaiser Inc.Wallach (Chairman), Cole and MacDonald, has general responsibility for Kaiser's annual operating budget and capital plan, changes in Kaiser's capital structure, and Kaiser's credit facilities such as lines of credit, loans, and other forms of indebtedness.Cole (Chairman), MacDonald and Wallach.Marshall F. Wallach, Director
Gates Capital Partners
Phone: 303-316-3000 FAX: 303-316-3008
The Hill School Board of Trustees
Marshall F. Wallach '61, P '05, '07
The Hill School- The Family Boarding School