Ben is a finance professional with ten years of experience in investment management, M&A, strategy, and FP&A. His notable accomplishments include modeling for a $1 billion media/Saas acquisition, creating and executing a $400 million cost savings initiative, and leading the budget/commission planning process for a late-stage, venture-backed startup. He looks forward to working with small and large companies on funding, FP&A, and M&A projects.
Analyzed public and private companies based on fundamental financial strength and relative value analysis; generated trade ideas to pitch to the entire investment committee comprised of all analysts and portfolio managers which resulted in several executed trades.
Assisted a team of ten analysts and eight portfolio managers managing a $4.5 billion portfolio of senior and subordinated debt investments within CLO structures.
Modeled projections for individual companies based on economic assumptions and past performance.
Negotiated ten bankruptcies from the buy-side perspective with the goal of maximizing recoveries.