Jay Schiff, Finance Expert in New York, NY, United States
Jay Schiff

Finance Expert in New York, NY, United States

Member since January 10, 2019
Jay is a 25-year private investment professional experienced in capital raising, deal sourcing, underwriting, capital markets, portfolio management, and restructuring. As the regional head of middle-market finance at Merrill Lynch and president of Centre Lane Investment Corp., he has invested USD $864 million in middle-market companies. Jay consults on corporate finance advisory issues while leading an angel-funded medical device business as a co-founder and CEO.
Jay is now available for hire

Career Highlights

Education

Select Certifications

  • United States Patent and Trademark Office
  • Financial Industry Regulatory Authority (FINRA)

Case studies

Industry Expertise

  • Finance
  • Venture Capital & Private Equity
  • Healthcare Services
  • Financial Modeling
  • Startups
  • Capital Markets
  • Early-stage Startups
  • Debt Capital Markets

Other Expertise

Employment

  • Co-founder | CEO

    2017 - PRESENT
    Addinex Technologies
    • Devised a unique, low-cost system to reduce the risk of opioid addiction and recruited the co-founder and chief technology officer, director of business development, NIH grant writing consultant, FDA consultant, and medical and industry advisors.
    • Led the company's fundraising efforts, including the development of financial projections, executive summary, presentation deck, explainer video, legal documentation, and spearheading investor sourcing and tracking.
    • Raised a $280,000 convertible notes offering and a $550,000 series seed preferred stock round. Attracted a leading angel investor group to anchor the preferred stock raise.
    • Built partnerships with a software development firm, a large regional pharmacy chain, and a leading drug addiction treatment company. Initiated studies with a major teaching hospital and an Ivy League medical school. Applied for an NIH SBIR grant.
    • Managed all financial functions, including financial and tax reporting.
    Focus areas: Market Research & Analysis, Market Research, Business Plan Consultant, Business Plan Consulting, Angel/Seed Funding, Venture Capital, Pitch Deck Consultant, Pitch Decks, Early-stage Funding, Early-stage Startups, Medical Device Design, Financing, Healthcare, Fundraising, Microsoft Excel, Financial Modeling, Startups, Startup Funding, Microsoft PowerPoint, Forecasting, Three Statement Operating Model, Financial Statements, Health IT, Digital Health, Strategy, Partnerships, Patents, Management, Capital Raising, Fundraising Consultant, Seed Fundraising, Pitch Preparation, Medtech, Pitch Presentations, Private Company Valuation, Medical Devices, Valuation Modeling
  • Managing Partner

    2015 - PRESENT
    Curator Capital, LLC
    • Advised on acquiring a public BDC managing more than $3 billion of private corporate debt by nine billion dollar REIT, analyzing and valuing each portfolio investment, and interviewing 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 five billion dollar investment manager.
    • Advised a technology-driven private debt startup on the build-out of its origination, underwriting, and 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, pitching the deal to dozens of alternative lenders and generating multiple term sheets.
    • Supported an entrepreneur-owned company on refinancing a defaulted $22 million credit facility, authoring the offering memorandum, contacting more than 100 lenders, and receiving 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 Consultant, 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 Operating Model, 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 Structure, 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
  • President

    2009 - 2015
    Centre Lane Investment Corp.
    • Managed fundraising, originations, portfolio management, and operations of a middle-market private credit fund for a private equity firm.
    • Invested more than $200 million, returning a 28% IRR to investors in the first two years (information publicly available via SEC) and double-digit returns over the fund's life (latter information is under NDA).
    • Managed the effort to take funds public on NASDAQ as a business development company (BDC), including the completion of all filings and a national fundraising roadshow.
    • Led the SBIC licensing process, including the completion of all required documentation and track record materials. Met with the SBA investment committee in Washington, DC, with one of three investment committee members approving all transactions.
    Focus areas: Market Research & Analysis, Market Research, Business Plan Consultant, Business Plan Consulting, Pitch Deck Consultant, Pitch Decks, Financing, Fundraising, Microsoft Excel, Financial Modeling, Debt Structuring, Strategy, Management, Startup Funding, Startups, Initial Public Offerings, 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, Private Equity Valuation, Credit Investing, Credit Risk, Capital Structure, SBA, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Valuation, Credit Modeling, Private Placements, Distressed/Special Situations, Financial Statements, Debt Issuance, Debt Raises, Investment Portfolio Management, Debt Restructuring, Debt Workouts, Capital Structuring, 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
  • Regional Head — Middle Market Finance

    2003 - 2008
    Merrill Lynch
    • Led a team closing 26 lead-agented middle-market leveraged loan transactions totaling $588 million with no losses.
    • Sourced transactions through an internal private wealth advisor network and private equity firms in the Eastern region, Merrill Lynch's largest market.
    • Led internal projects, including the transition of the business to a new division, the development of profitability models, as well as the establishment of new approval guidelines.
    • Participated as an investment committee member and held individual credit authority up to $15 million.
    • Spoke regularly at conferences to audiences to promote the overall business.
    Focus areas: Market Research & Analysis, Market Research, Business Plan Consultant, Business Plan Consulting, Financing, Microsoft Excel, Financial Modeling, Debt Structuring, Capital Structuring, Management, Microsoft PowerPoint, Debt Capital Markets, Capital Markets, Capital Placement, Forecasting, Financial Services, Subordinated Debt, Junior Capital, Senior Secured Debt, Bank Covenants, Debt Workouts, Private Equity Valuation, Credit Investing, Credit Risk, SBA, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Valuation, Credit Modeling, Financial Statements, Debt Issuance, Debt Raises, Bank Debt Raises, Mergers & Acquisitions (M&A), Debt Restructuring, Capital Structure, Private Equity, Private Credit, Pitch Preparation, Due Diligence, Due Diligence Consultant, Pitch Presentations, Credit/Debt, Debt Financing, Private Company Valuation, Valuation Modeling, Investments, Commercial Lending

Education

  • Master of Business Administration (MBA) Degree in Finance
    1988 - 1990
    New York University - New York, NY, USA
  • Bachelor's degree in Economics
    1984 - 1988
    Cornell University - Ithaca, NY, USA

Certifications

  • Patent
    JULY 2019 - PRESENT
    United States Patent and Trademark Office
  • Series 7 and 63
    JANUARY 1993 - JANUARY 2008
    Financial Industry Regulatory Authority (FINRA)

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