- 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