- Worked with an early-stage healthtech company as its de facto CFO. Built the company's financial model, helped with its pitch deck, advised on its capital structure and cap table, attended investor meetings, assisted in term sheet negotiations, etc.
- Advised a technology-driven private debt startup on the build-out of its origination, underwriting, portfolio policies, procedures, and infrastructure, and worked full time over two years as the head of the investment team.
- Assisted a private equity firm in raising a $9 million second-lien term loan to help finance a $36 million acquisition, pitched the deal to dozens of alternative lenders, and generated multiple term sheets.
- Advised on acquiring a public BDC, managing more than three billion dollars of private corporate debt by nine billion dollar REIT, analyzed and valued each portfolio investment, and interviewed all investment staff.
- Analyzed and valued each portfolio investment and negotiated the purchase price to acquire a $300 million private corporate debt portfolio by a $5 billion investment manager.
- Supported an entrepreneur-owned company in refinancing a defaulted $22 million credit facility, authored the offering memorandum, contacted more than 100 lenders, and received multiple term sheets.
- Helped a search fund source term sheets for a $14 million debt facility supporting a $31 million acquisition.
Focus areas: Market Research & Analysis, Market Research, Business Plan Consulting, Pitch Deck Consultant, Pitch Decks, Financing, Fundraising, Microsoft Excel, Financial Modeling, Debt Structuring, Investment Portfolio Management, Capital Structuring, Strategy, Management, Startup Funding, Startups, Microsoft PowerPoint, Investment Thesis, Debt Capital Markets, Capital Markets, Capital Placement, Forecasting, Financial Services, Subordinated Debt, Junior Capital, Senior Secured Debt, Bank Covenants, Bank Debt Raises, Debt Workouts, Private Equity Valuation, Credit Investing, Credit Risk, Three-statement Modeling, Capital Advisory, Credit Modeling, Private Placements, Distressed/Special Situations, Financial Statements, Debt Issuance, Debt Raises, Valuation, Finance Strategy, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Debt Restructuring, Capital Raising, Private Equity, Private Credit, Fundraising Consultant, Pitch Preparation, Due Diligence, Due Diligence Consultant, Pitch Presentations, Credit/Debt, Debt Financing, Private Company Valuation, Valuation Modeling, Investments, Commercial Lending, Credit Analysis, Finance, Banking Relationships, Commercial Banking, Loans & Lending, Business Strategy, Business Planning, Investment Banking, Investment Strategy, Banking & Finance, Deal Flow Origination, Deal Sourcing, Leveraged Buyout (LBO), Revenue & Expense Projections, Budgeting, Loans, Trucking, Storytelling, M&A (Buy-side), Business Models, Business Modeling