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 debt and equity professional experienced in 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 $864 million in middle-market companies. Jay consults on corporate finance advisory issues while leading an angel-funded medical device business as co-founder and CEO.
Jay is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Debt Capital Markets

Other Expertise

Employment

  • Co-founder | CEO

    2017 - PRESENT
    Addinex Technologies, Inc.
    • Devised a unique low-cost, patent-pending system to reduce the risk of opioid addiction.
    • Recruited a technical co-founder to design the medical device, lead the design of the application, and spearhead the patent process.
    • Developed partnerships with a major teaching hospital, large regional pharmacy chain, and leading technology provider to methadone clinics.
    • Led the company's fundraising efforts including the development of financial projections, investor deck, legal documentation, and investor sourcing, leading to an initial $200,000+ angel funding round.
    • Built three statement annual financials provided to investors.
    Focus areas: Capital Raising, Management, Patents, Partnerships, Strategy
  • Managing Partner

    2015 - PRESENT
    Curator Capital, LLC
    • Advised on the acquisition of a public BDC managing $3+ billion of private corporate debt by a $9 billion REIT, analyzing and valuing each portfolio investment and interviewing all investment staff.
    • Analyzed and valued each portfolio investment and negotiated the purchase price for the acquisition of a $300 million private corporate debt portfolio by a $5 billion investment manager.
    • Advised a West Coast-based technology-driven private debt startup on the build-out of its origination, underwriting, and portfolio policies, procedures, and infrastructure, and continue to assist them with investment analyses.
    • Assisted private equity firm on the raising of 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 the refinancing of a defaulted $22 million credit facility authoring the offering memorandum, contacting 100+ lenders, and receiving multiple term sheets.
    • Helped a search fund source term sheets for $14 million debt facility supporting a $31 million acquisition.
    Focus areas: Private Credit, Private Equity, Capital Raising, Capital Structure, Debt Restructuring, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Finance Strategy, Valuation
  • President

    2009 - 2015
    Centre Lane Investment Corp.
    • Managed fundraising, originations, portfolio management, and operations of a middle-market private debt fund.
    • Invested $200+ million returning a ~28% IRR to investors through mid-2011.
    • Managed the effort to take fund public on NASDAQ as a business development company (BDC) including the completion of all filings and a national fundraising road show.
    • Led the small business investment company (SBIC) licensing process including the completion of all required documentation and track record materials. Responded to all small business administration data requests and met with investment committee in Washington, DC.
    • Participated as an investment committee member.
    Focus areas: Private Credit, Private Equity, Capital Raising, Capital Structuring, Debt Workouts, Debt Restructuring, Investment Portfolio Management
  • Regional Head

    2003 - 2008
    Merrill Lynch Middle Market Finance
    • Led a team of 26 agents for middle-market leveraged loan transactions totaling $588 million with no losses.
    • Sourced transactions through internal private wealth advisor network and private equity firms along the Eastern seaboard, 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 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: Private Credit, Private Equity, Capital Structure, Debt Restructuring, Mergers & Acquisitions (M&A), Bank Debt Raises

Education

  • Master of Business Administration (MBA) degree in Finance
    1988 - 1990
    New York University - New York, NY, USA
  • Master's degree in Accounting
    1988 - 1989
    New York University - New York, NY, USA
  • Bachelor's degree in Economics
    1984 - 1988
    Cornell University - Ithaca, NY, USA

Certifications

  • Series 7 and 63
    JANUARY 1993 - JANUARY 2008
    Financial Industry Regulatory Authority (FINRA)

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