Jeff Anapolsky, Finance Expert in Houston, TX, United States
Jeff Anapolsky

Finance Expert in Houston, TX, United States

Member since December 9, 2017
Jeff is a financial restructuring expert, including turnarounds, workouts, and bankruptcies. Jeff is a graduate of Harvard Business School and Harvard Law School with experience in multiple industries. As a seasoned professional, he creates credible financial projections, solves operational hurdles, manages debt and equity financings, negotiates mergers/acquisitions/divestitures, and helps clients reach milestones and achieve targets.
Jeff is now available for hire

Career Highlights

Education

Case studies

  • RTIC Coolers
    RTIC Coolers
  • Paradigm Precision
    Paradigm Precision
  • NextEdge
    NextEdge

Industry Expertise

  • Energy
  • Food & Beverage
  • Manufacturing

Other Expertise

Employment

  • Adjunct Professor

    2015 - PRESENT
    Rice University - Jesse H. Jones Graduate School of Business
    • Authored a case study on the bankruptcy of American Airlines and subsequent merger of USAirways and American Airlines for a corporate financial restructuring class.
    • Authored a case study on the bankruptcy of Radio Shack for corporate financial restructuring class.
    • Authored a case study on the merger of Sabine Oil & Gas, a portfolio company of private equity firm First Reserve, and Forest Oil and subsequent bankruptcy of Sabine Oil & Gas for a corporate financial restructuring class.
    • Gained access to a network of over 300 Rice MBA alumni across the energy industry.
    Focus areas: Due Diligence, Bank Debt Raises, Debt Structuring, Valuation Analysis, DCF Valuation, Value Investing, Private Company Valuation, Comparable Company Analysis, Cash Flow Modeling, Cash Management, 13-week Cash Flow, Discounted Cash Flow (DCF), Working Capital Management, Liquidity Coverage Ratio (LCR), Asset Valuation, Term Loans, Lending, Credit Analysis, Credit/Debt, Debtor & Creditor Management, Debt Restructuring, Debt Workouts, Bank Covenants, Mergers & Acquisitions (M&A), Financial Restructuring
  • Managing Director

    2014 - PRESENT
    Anapolsky Advisors, Inc.
    • Advised Environmental Processing Systems, a five-acre facility with two Class I nonhazardous disposal wells. Analyzed alternatives for an adjacent 114-acre tract of land for expansion opportunities to target the oil and gas industry.
    • Worked as a financial advisor to High Country Transportation, who was seeking to sell its trucking division to private equity that owned a competitor. Assisted in structuring financing to fund reorganization and eliminate personal guarantees.
    • Advised refinancing of M&I Electric, which was underperforming on power delivery solutions during an energy industry downturn. Created a financing presentation and managed initial due diligence for potential lenders.
    • Evaluated turnaround strategy for Merit Service Solutions, a B2B snow removal and lawn maintenance service provider, following a botched IT upgrade and management turnover. Worked with management and sponsor to create a negotiating strategy.
    • Advised the refinancing of Robins Cloud LLP, a law firm specializing in class actions and mass torts and negotiations with the lender.
    • Consulted with HCI Services to raise equity capital from a family office to fund the buyout of an underperforming telecom services provider. Assessed deferred capital expenditures for trucks, IT systems, and CRM applications.
    • Recommended investment in sub-par bonds of Genon Energy, a coal and natural gas power plant operator affiliated with NRG. Assessed corporate and capital structure, operating leases, pass-through certificates, credit metrics, and asset coverage.
    • Performed market research, advised on future growth strategies, and created internal presentations for Shedhub, an online shed company that offers B2B marketing and eCommerce services to shed manufacturers and dealerships.
    Focus areas: Financial Restructuring, Mergers & Acquisitions (M&A), Debtor & Creditor Management, Forecasting, Transaction Modeling, Valuation, Working Capital Management, Debt Workouts, Debt Restructuring, Bank Debt Raises, Private Equity, Investor Presentations, Value Investing, Cash Flow Modeling, Revenue & Expense Projections, Cost Reduction & Optimization, Credit/Debt, CFO, Bank Covenants, Capital Raising, Pitch Decks, Financial Advisory, Pro Forma Financial Statements, M&A (Buy-side), 13-week Cash Flow, Private Company Valuation
  • Managing Director

    2014 - PRESENT
    Anapolsky Advisors, Inc.
    • Evaluated an exchange offer for holdco and opco subordinated debt into second lien debt for Venoco. Analyzed the credit agreement and bond indenture to find lien capacity. Did due diligence. Created a counterproposal and negotiated the term sheet.
    • Following Ch 11 filing by parent Engy Group, served as financial advisor to debtor Sacred Oak Medical Center to resolve an investor dispute. Created a transaction structure to accommodate the needs of various constituents and negotiated a resolution.
    • Served as Interim CEO for Vitalpet to manage day-to-day operations and lead key negotiations regarding strategic alternatives and potential transactions for veterinary hospitals. Provided essential testimony in litigation over corporate governance.
    • Served as expert witness for breach of fiduciary duties litigation involving Bailey Tool & Manufacturing. Case No. 16-30503 (BJH) filed in the Bankruptcy Court for the Northern District of Texas.
    • Recommended investing in a debtor-in-possession loan for Alpha Natural Resources which was seeking bankruptcy protection. Evaluated legal issues related to revolver drawdown to finance subsidiary’s purchase of natural gas assets.
    • Advised Arsham Metals Industries, the winning bidder at 363 auction regarding capex upgrades, joint ventures, and growth strategies.
    • Hired as an expert witness for Sherwin-Alumina's parent Glencore to defend against a complaint and claims objection filed by the creditors’ committee seeking recharacterization, fraudulent transfers, illegal dividends, and unjust enrichment.
    • Advised Lasco, a build-to-suit landlord of multiple childcare centers operated by Children's Learning Adventure. Analyzed multiple scenarios involving complex legal, financial, regulatory, and operational issues on a site-by-site basis.
    • Avised long-term owners A&B Valve & Piping after evaluating historical financial statements and inventory details to make no further investment in a regional distributor of valves, piping, fittings, and flanges during an energy industry downturn.
    • Advised Atlas Field Service, a vendor providing field oversight and safety programs for utilities. Following the bankruptcy of PG&E, assisted in filing proof of claim, monetizing claims, and considering critical vendor status.
    Focus areas: Financial Restructuring, Mergers & Acquisitions (M&A), Debtor & Creditor Management, Forecasting, Transaction Modeling, Valuation, Working Capital Management, Debt Workouts, Debt Restructuring, Bank Debt Raises, Private Equity, Investor Presentations, Value Investing, Cash Flow Modeling, Revenue & Expense Projections, Cost Reduction & Optimization, Credit/Debt, CFO, Bank Covenants, Capital Raising, Pitch Decks, Financial Advisory, Pro Forma Financial Statements, M&A (Buy-side), 13-week Cash Flow, Private Company Valuation
  • Managing Director

    2014 - PRESENT
    Anapolsky Advisors, Inc.
    • Raised debt financing for RTIC Coolers, a successful startup of roto-molded coolers amid trade dress and unfair competition litigation with a competitor. Created the financing presentation and managed initial due diligence for potential lenders.
    • Served as expert witness for Tandy Brands, a Chapter 7 trustee following an Article 9 sale to senior lender Salus Capital. Created an expert report on breach of fiduciary duties, conflicts of interest, and duties owed to creditors due to insolvency.
    • Advised Urban Air, an ownership group of five underperforming adventure parks. Designed a comprehensive turnaround plan after performing financial analysis, creating financial projections, and considering industry benchmarks for each site.
    • Advised Bar Over Hat Midstream, an operator of salt-water disposal wells in North Carolina, on strategic acquisitions and financing. Conducted multi-party negotiations.
    • Organized Forest Oil's creditors to litigate change of control and fraudulent transfer claims following a merger with Sabine Oil & Gas during an energy industry downturn. Interviewed and selected counsel. Replaced indenture trustees.
    • Advised the owners of Kimzey Casing Services to make no further investment in casing services during an energy industry downturn. A co-borrower’s default forced the company into bankruptcy. Recommended that the owners bid at a bankruptcy auction.
    • Served as financial advisor for Lockwood International, potential buyer seeking to acquire subsidiary Lockwood Manufacturing Group in 363 sale. Lockwood sought bankruptcy protection following alleged embezzlement, loan default, and litigation.
    • Following a merger with Forest Oil, evaluated scenarios for recoveries for second lien loans and unsecured bonds in out-of-court restructuring and bankruptcy for Sabine Oil & Gas. Researched and assessed legal arguments against second lien loans.
    • Provided senior secured rescue financing for Trigeant, a troubled asphalt refinery following negative development in litigation. After subsequent default, initiated foreclosure proceedings and sold debt at par plus accrued to the equity holder.
    • Advised the winning bidder in the 363 sale of Trigeant amid a family dispute. Navigated legal issues to complete the acquisition, including real v.s personal property rights and issues with a plan of reorganization and DIP loan.
    Focus areas: Financial Restructuring, Mergers & Acquisitions (M&A), Debtor & Creditor Management, Forecasting, Transaction Modeling, Valuation, Working Capital Management, Debt Workouts, Debt Restructuring, Bank Debt Raises, Private Equity, Investor Presentations, Value Investing, Cash Flow Modeling, Revenue & Expense Projections, Cost Reduction & Optimization, Credit/Debt, CFO, Bank Covenants, Capital Raising, Pitch Decks, Financial Advisory, Pro Forma Financial Statements, M&A (Buy-side), 13-week Cash Flow, Private Company Valuation
  • Managing Director

    2014 - PRESENT
    Anapolsky Advisors, Inc.
    • Created bottoms-up financial projections (income statements, balance sheets, statements of cash flow) for making strategic decisions based upon realistic assumptions about price and volume, variable/fixed costs, liquidity, and capital expenditures.
    • Produced investor presentations for fundraising. solicited potential investors, obtained non-disclosure agreements, managed data rooms, negotiated term sheets, facilitated due diligence, and got deals closed.
    • Created financial models for a 13-week cash budget to use in negotiations about forbearance agreements, debtor-in-possession loans, use of cash collateral, and liquidity management.
    • Engaged as financial advisor for a multi-step refinancing of a construction bridge loan following the renovation of Heights Hospital, a 144-bed community hospital in Houston Heights.
    • Served as chief restructuring officer for Humble Surgical Hospital, an outpatient surgical hospital, following rulings favoring Aetna ($41 million) and against Cigna ($16 million) regarding nearly identical allegations on past billing practices.
    • Served as debtor Engy Containers' financial advisor to resolve an investor dispute. Raised capital to complete manufacturing plant build-out and refinanced bank debt.
    • Served as an expert witness for arbitration involving a dispute between majority and minority shareholders after Gautier Steel restructured Bar Mill as employee stock ownership plan (ESOP) and Plate Steel Mill as a standalone subsidiary.
    • Advised early childhood education provider Children’s Learning Adventure. Created a recapitalization plan over discounted buyouts of landlords. Restored revenue and earnings to prior levels by focusing liquidity on marketing and growth.
    • Advised a family office on foreclosure strategy for senior debt investment in overleveraged startup apparel company Marolina Outdoor. Evaluated liquidity needed to execute the business plan. Introduced investors to potential merger partners.
    • Engaged by Newfound Rentals as a financial advisor for multi-step refinancing of a rent-to-own leasing company. Created an investor presentation, negotiated with potential lenders, and assisted in reaching agreements with existing investors.
    Focus areas: Private Company Valuation, 13-week Cash Flow, M&A (Buy-side), Pro Forma Financial Statements, Financial Advisory, Pitch Decks, Capital Raising, Bank Covenants, CFO, Credit/Debt, Cost Reduction & Optimization, Revenue & Expense Projections, Cash Flow Modeling, Value Investing, Investor Presentations, Private Equity, Bank Debt Raises, Debt Restructuring, Debt Workouts, Working Capital Management, Valuation, Transaction Modeling, Forecasting, Debtor & Creditor Management, Mergers & Acquisitions (M&A), Financial Restructuring
  • Distressed Credit Analyst, High Yield and Leveraged Loans

    2010 - 2014
    T. Rowe Price Associates, Inc.
    • Advised the creditors’ committee to challenge the 363 sale of manufactured homes operator Palm Harbor Homes to competitor Fleetwood Homes. Attracted additional bidders at auction and sold the company for a higher price to a stalking horse bidder.
    • Analyzed sub-par debt of McClatchy, a regional newspaper publisher. Created a financial model to evaluate credit metrics and forecast under multiple scenarios. Conducted multiple management meetings to assess a debt reduction plan.
    • Recommended that McGraw-Hill Education invest in leveraged loans following a split-up with S&P Global and buyout by Apollo despite a challenging industry environment due to the print-to-digital transition.
    • Evaluated the certificate of designation for illiquid preferred stock to recover par plus accrued dividends from Spanish Broadcasting, an operator of Spanish-language radio and TV stations. Along with Lehman Brothers, led settlement negotiations.
    • Analyzed corporate carve-out for Trader Corp, a company that produced used car publications in Canada and was pursuing print-to-digital transition. Conducted on-site due diligence to understand competitive dynamic and sales process.
    • Analyzed sub-par debt of Lender Processing Services, a service provider to the mortgage industry. Recommended increasing investment in bonds following a “robo-signing” scandal involving faulty foreclosures of sub-prime mortgages.
    • Evaluated the commitment of Sprint to financially support its affiliate ClearWire in its 4G wireless strategy as ClearWire’s liquidity dwindled. Conducted on-site due diligence to determine the feasibility of a monthly financial forecast.
    • Represented the lead creditor in an ad-hoc committee of bondholders in a Brazilian power distributor's insolvency proceedings. Negotiated with the debtor and secured creditors and indenture trustee.
    • Researched commodity, regulatory, tax, competition, liquidity, and covenant issues for regulated and unregulated divisions of Energy Future Holdings, a regional power provider. Recommended writing short-dated TCEH credit default swaps.
    • Following the nuclear meltdown of the Fukashima-Daiichi power plant in Japan, recommended investing in TEPCO’s sub-par European bonds because of favorable security and maturity profile.
    Focus areas: Debt Raises, High-yield Accounts, Term Loans, Bonds, Bond Indices, Debt Workouts, Debt Restructuring, Debt Structuring, Debtor & Creditor Management, Senior Secured Debt, Subordinated Debt, Convertible Debt, Financial Modeling, Investment Thesis, Investment Monitoring, Credit Investing, Value Investing, Investment Summaries, Credit Risk, Credit/Debt, Financial Risk Assessment, Credit Analysis, M&A Modeling, Cash Flow Modeling, Valuation Modeling, Valuation, Asset Valuation, Recapitalization, Return Analysis, Financial Restructuring, M&A Earn-out Agreements, Rollups, Credit Underwriting
  • Distressed Credit Analyst, High Yield and Leveraged Loans

    2010 - 2014
    T. Rowe Price Associates, Inc.
    • Determined that Radio Shack's asset value and liquidity would support its risky turnaround. Recommended writing short-dated credit default swaps to express the thesis that the company would not default on convertible bonds.
    • During a takeover battle between Carl Icahn and Blackstone for power company Dynegy, analyzed the attractiveness of Dynegy’s sub-par debt. After Dynegy entered bankruptcy, evaluated dual DIP loans for coal assets and gas assets.
    • Analyzed make-whole provisions for above-par debt and distressed equity for American Capital. Recommended avoiding bonds but buying stock. After an out-of-court settlement, recommended selling the stock at profit and buying bonds.
    • Following the global financial crisis, analyzed regulatory, industry, and political issues affecting insurance companies providing credit enhancement for corporate and municipal bonds. Recommended writing credit default swaps.
    • Negotiated a favorable outcome for illiquid holdco discount notes in Ch. 11 of Reddy Ice. Organized an informal committee of noteholders to enhance negotiating leverage with the debtor and sponsor. Exited holdco notes at profitable levels.
    • Evaluated sub-par debt of specialty paper manufacturer NewPage amid industry overcapacity and negative print-to-digital trends. During bankruptcy, assessed the potential merger of NewPage with competitor Verso.
    • Recommended exiting loans issued by textbook publisher Cengage Learning, which was a portfolio company of Apex Partners, following the hiring of a new CEO. Avoided steep losses as the company failed to execute its strategic plan.
    • Analyzed legacy investments in post-exit loans issued by publishers SuperMedia and Dex One of telephone directories. Recommended exiting positions before distress developed and reentering Dex Media post-petition loans.
    • Following the bankruptcy filing of local newspaper publisher Gatehouse Media, analyzed the valuation of reorganized equity as an investment opportunity and potential for a merger with Lee Enterprises.
    • Analyzed investment in leveraged loans and high yield bonds of Getty Images following a buyout by The Carlyle Group and initial public offering of competitor Shutterstock. Evaluated split-up value.
    Focus areas: Debt Raises, High-yield Accounts, Term Loans, Bonds, Bond Indices, Debt Workouts, Debt Restructuring, Debt Structuring, Debtor & Creditor Management, Senior Secured Debt, Subordinated Debt, Convertible Debt, Financial Modeling, Investment Thesis, Investment Monitoring, Credit Investing, Value Investing, Investment Summaries, Credit Risk, Credit/Debt, Financial Risk Assessment, Credit Analysis, M&A Modeling, Cash Flow Modeling, Valuation Modeling, Valuation, Asset Valuation, Recapitalization, Return Analysis, Financial Restructuring, M&A Earn-out Agreements, Rollups, Credit Underwriting
  • Distressed Credit Analyst, High Yield and Leveraged Loans

    2010 - 2014
    T. Rowe Price Associates, Inc.
    • Generated reported returns of 47% over a one-year period and 21% over a three-year period by investing over $300 million in distressed and other special situations for $25 billion high yield and leveraged loan mutual funds.
    • Recommended investments in a wide variety of special situations, including airlines, chemicals, consumer products, education, energy, financial institutions, manufacturing, media, municipal, retail, telecommunications, and utilities.
    • Analyzed bond indentures and credit agreements, reviewed offering memoranda, created financial projections, calculated absolute and relative values, researched legal issues and assessed risks.
    • Represented a firm on creditors’ committees for workouts. Helped select counsel and manage litigation. Testified as a firm designated witness. Served on a trustee oversight committee for post-bankruptcy distributions.
    • Evaluated cost savings, forecasts, and synergies for American Airlines. Recommended purchase of trade claims for superior risk/reward over AMR Corp. convertible bonds. Enhanced returns with inv. in AAMRQ stock and AMR Corp. DIP loans.
    • Recommended against investing in the sub-par debt of aircraft manufacturer Hawker-Beechcraft during bankruptcy due to questionable regulatory approval for the Chinese acquirer’s bid.
    • Represented a creditors’ committee in the reorganization of Solutia, a Monsanto spinoff and global manufacturer of materials and chemicals. Researched the treatment of discounts for valuing claims. Analyzed fraudulent transfer/preference issues.
    • Made a proposal to the official committee of equity holders for Tronox to backstop a high-yield debt offering for a competing plan of reorganization, giving equity holders leverage to settle with the official committee of unsecured creditors.
    • Recommended exiting a bond position with Great Atlantic & Pacific Tea Company because of a misguided strategic plan. The company filed for bankruptcy. Recommended against investing in a DIP loan and distressed debt because of questionable viability.
    • Prior to bankruptcy filing, evaluated business strategy, industry trends, and product competitiveness for Kodak, a troubled imaging company with sub-par debt. Following bankruptcy filing, recommended investing in debtor-in-possession loan.
    Focus areas: Debt Raises, Credit Underwriting, Rollups, M&A Earn-out Agreements, Financial Restructuring, Return Analysis, Recapitalization, Asset Valuation, Valuation, Valuation Modeling, Cash Flow Modeling, M&A Modeling, Credit Analysis, Financial Risk Assessment, Credit/Debt, Credit Risk, Investment Summaries, Value Investing, Credit Investing, Investment Monitoring, Investment Thesis, Financial Modeling, Convertible Debt, Subordinated Debt, Senior Secured Debt, Debtor & Creditor Management, Debt Structuring, Debt Restructuring, Debt Workouts, Bond Indices, Bonds, Term Loans, High-yield Accounts
  • Vice President, Special Situations Group

    2006 - 2010
    American Capital, Ltd.
    • Served as an investment professional for buyouts and financings of distressed middle market companies for private equity firm with $12 billion under management.
    • Managed teams of associates, attorneys, accountants and other professionals to close 11 buyouts and financings.
    • Led the deal team for senior loans to bankrupt art gallery Berry-Hill Galleries in Upper Manhattan. Managed multi-party negotiations for a plan of reorganization, resulting in over 100% recoveries to creditors and the family retaining full ownership.
    • Provided senior secured rescue financing for troubled asphalt refinery Trigeant following negative development in litigation. After subsequent default, initiated foreclosure proceedings and sold debt at par plus accrued to the equity holder.
    • While on the board of directors for Pan Am Int'l Flight Academy, led refinancing, recruitment, systems upgrade, and operational improvements. Expanded market share and increased margins through the acquisition of a competitor. Sold to ANA Holdings.
    • Led the deal team for a buyout of three manufacturers of precision-machined aerospace engine components exceeding $150 million. Consolidated underperforming businesses into an industry leader. Sold to a portfolio company of The Carlyle Group.
    • Led a $40 million bargain purchase of New England Confectionary Company, a 160-year old producer of sugar and chocolate products. Managed due diligence, financial modeling, and transition. Served on the board of directors to set long-term strategy.
    • Served on the board of directors for an underperforming custom wood doors manufacturer and distributor. Improved on-time delivery and profitability after upgrading management and investing in equipment. Sold to Masonite International Corp.
    Focus areas: Debt Raises, Pro Forma Financial Statements, 13-week Cash Flow, Asset-based Lending, Revenue & Expense Projections, Capital Expenditure Planning, Cost Reduction & Optimization, Cost-benefit Analysis, Investment Portfolio Management, Cash Flow Forecasting, Due Diligence, Credit Underwriting, Rollups, Valuation Analysis, Expense Reduction, Financial Restructuring, Market Research, M&A Earn-out Agreements, Credit Investing, Investment Memoranda, Investment Thesis, Discounted Cash Flow (DCF), Valuation, Bank Covenants, Transaction Structuring, Credit Risk, Transaction Modeling, Leveraged Buyout Model, Financial Modeling, Cash Flow Modeling, M&A Modeling, Term Loans, Recapitalization, Budgeting, Working Capital Management, Acquisitions, Accounting, Junior Capital, Capital Structuring, Pricing Strategy, Credit/Debt, Private Equity Valuation, Senior Secured Debt, Bank Debt Raises, Debt Structuring, Debt Workouts, Growth Equity, Private Equity, Equity Financing, Convertible Debt, Subordinated Debt, Debtor & Creditor Management, Debt Restructuring, Corporate Finance, Mergers & Acquisitions (M&A)
  • Corporate Attorney, Financial Restructuring Group

    2002 - 2006
    Akin Gump Strauss Hauer & Feld LLP
    • Specialized in corporate reorganization, including complex Chapter 11 cases and out-of-court workouts, for leading international law firm. Advised clients on matters involving a mix of contract negotiations and litigation tactics.
    • After the Seventh Circuit Court of Appeals reversed the Bankruptcy Court’s approval of critical vendor motion allowing Kmart to pay 2,330 trade creditors in full, represented clients in adversary proceedings to recover payments.
    • Represented Dynegy in a $100+ million dispute involving thousands of energy swaps and forward agreements governed by a controversial master netting agreement. Led a key portion of the mediation that resulted in a settlement.
    • Advised a debtor in an out-of-court workout of Grant Geophysical, a leading provider of seismic acquisition services to the oil and gas industry in land and transition zone environments. Subsequently acquired by Geokinetics.
    • Represented Farmland Industries' creditors’ committee in a five-way breakup, resulting in 90% recoveries to unsecured creditors. Successfully opposed the vendor’s attempt to make an unsecured claim an administrative expense.
    • Collaborated with the core team of attorneys and investment bankers opposed to Exide Technologies' plan of reorganization with a billion dollars at stake. Critiqued the debtor’s valuation and supported the creditors’ committee’s valuation.
    • Advised the official committee of unsecured creditors for Oakwood Homes, a bankrupt manufactured homes operator seeking to sell to Clayton Homes, a portfolio company of Berkshire Hathaway.
    • Represented secured noteholders for Weirton Steel opposing a takeover attempt by WL Ross. Researched case law on credit bidding, free and clear title, valuation, and stalking horses. Drafted pleadings. Favorably settled the dispute on appeal.
    • Litigated, mediated, and settled numerous bankruptcy claims for Allegiance Telecom Liquidating Trust. Evaluated security interests, subordination issues, executory contracts, leases, letters of credit, and employment agreements.
    Focus areas: Debt Raises, Rollups, Financial Restructuring, Mergers & Acquisitions (M&A), Financial Risk Assessment, Working Capital Management, Credit Analysis, Credit/Debt, Credit Risk, Credit Investing, Investment Memoranda, Investment Summaries, Investment Briefs, Investment Thesis, Private Equity, Derivatives, Equity, Equity Capital, Equity Valuation, Equity Financing, Convertible Debt, Bank Debt Raises, Senior Secured Debt, Subordinated Debt, Debtor & Creditor Management, Debt Structuring, Debt Workouts, Recapitalization, Debt Restructuring, Bank Covenants
  • Analyst

    1993 - 1996
    Wasserstein Perella & Co.
    • Hired and coordinated real estate brokers to market properties for Hechinger. When open bidding failed to produce desired results, created novel two-tier closed bidding procedures to generate higher proceeds for unexpected creditor recoveries.
    • Advised a debtor in a highly successful balance sheet restructuring of overleveraged supermarket chain Pathmark Supermarkets.
    • Built a store-by-store financial model for Pathmark that optimized diverting debt service to capex investment based on historical analysis.
    Focus areas: Restructuring

Other Experience

Education

  • Juris Doctor in Law
    1997 - 1999
    Harvard Law School - Cambridge, MA
  • Master of Business Administration (MBA) degree in General Management
    1996 - 1999
    Harvard Business School - Boston, MA
  • Bachelor's degree in Math
    1989 - 1993
    University of Pennsylvania - Philadelphia, PA
  • Bachelor's degree in Finance
    1989 - 1993
    The Wharton School - Philadelphia, PA

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