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

Verified Expert  in Finance

Management Consulting Expert

Location
Houston, TX, United States
Toptal Member Since
December 11, 2017

Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.

Career Highlights

Managing Director
Anapolsky Advisors, Inc.

Education Highlights

Juris Doctor
Harvard Law School
Bachelor's Degree
The Wharton School

Case Studies

Work Experience

Managing Director

2014 - PRESENT
Anapolsky Advisors, Inc.
  • Led a turnaround team for a services company to implement internal controls, upgrade QB to NetSuite, create a 13-week cash forecast, complete audits, taxes, monetize assets, stabilize liquidity, prepare investor presentations, and develop dashboards.
  • 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.
  • Advised the lead bidder on purchasing a technology company. Prepared a financial model and investor presentation. Assisted due diligence, capital raising, and transaction negotiation.
  • Engaged as a financial advisor for multi-step refinancing of a rent-to-own leasing company. Drafted investor presentations, created financial models, negotiated with potential lenders, and assisted in reaching agreements with existing investors.
  • Led operational turnaround of a civil construction company serving municipalities. Monetized assets to address stretched payables. Created weekly cash budget to streamline operations. Exited unprofitable jobs. Negotiated with lenders and sureties.
  • Led the finance team for a healthcare company to overhaul roles/ responsibilities, automate payables, restructure payroll, renegotiate a loan, improve FP+A, revamp treasury, transition QB to Intacct, complete taxes, and streamline month-end close.
  • Consulted with a telecom company to raise equity capital from a family office to fund the buyout of an underperforming telecom services provider. Conducted due diligence. Assessed deferred capex for trucks, IT systems, and CRM applications.
  • Advised landlord of childcare centers in disputes with the operator. Made a financial model to analyze multiple scenarios on a site-by-site basis. Conducted due diligence. Developed a turnaround business plan. Led fundraising. Negotiated settlement.
  • Acted as a financial advisor for a multi-step refinancing of a construction bridge loan post the renovation of a 144-bed community hospital. Drafted investor presentations, created financial models, addressed regulatory issues, and negotiated deals.
  • Acted as the interim CEO for veterinary clinics, managed day-to-day operations, and led key negotiations with strategic alternatives and potential transactions. Drafted investor presentation and created financial model. Repositioned company for sale.
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 (Cost-down), 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, COO, Team Leadership, Team Management, Strategy, Business Transformation, Organizational Design, Communication

Adjunct Professor

2014 - 2020
Rice University: Jesse H. Jones Graduate School of Business
  • Authored a case study on American Airlines' bankruptcy 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 the 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, Communication

Distressed Credit Analyst, High Yield and Leveraged Loans

2010 - 2014
T. Rowe Price Associates, Inc.
  • 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.
  • Analyzed sub-par debt of McClatchy, a regional newspaper publisher. Created a financial model to evaluate credit metrics and forecast under multiple scenarios. Conducted numerous management meetings to assess a debt reduction plan.
  • 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 a profit and buying bonds.
  • Evaluated the certificate of designation for illiquid preferred stock to recover par plus accrued dividends from Spanish Broadcasting, a Spanish-language radio and TV stations operator. Along with Lehman Brothers, led the 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 dynamics and sales process.
  • 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 the holdco notes at profitable levels.
  • 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.
  • 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.
  • 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.
  • 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 to a stalking horse bidder for a higher price.
Focus areas: High-yield Accounts, Term Loans, Bonds, Bond Indices, Debt Workouts, Debt Restructuring, Debt Structuring, Debtor & Creditor Management, Debt Raises, 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, Communication

Vice President, Special Situations Group

2006 - 2010
American Capital, Ltd.
  • Served as an investment professional for buyouts and financings of the distressed middle-market companies for a 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 reorganization plan, 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.
  • Led refinancing, recruitment, systems upgrade, and operational improvements while on the board of directors for Pan Am Int'l Flight Academy. 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: Pro Forma Financial Statements, 13-week Cash Flow, Asset-based Lending, Revenue & Expense Projections, Capital Expenditure Planning, Cost Reduction & Optimization (Cost-down), Cost-benefit Analysis, Investment Portfolio Management, Cash Flow Forecasting, Due Diligence, Credit Underwriting, Debt Raises, 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 Modeling, 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), Team Management, Communication

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 a leading international law firm. Advised clients on matters involving a mix of contract negotiations and litigation tactics.
  • Represented clients in adversary proceedings to recover payments after the Seventh Circuit Court of Appeals reversed the Bankruptcy Court’s approval of a critical vendor motion allowing Kmart to pay 2,330 trade creditors in full.
  • 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 inland 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' reorganization plan 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: 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, Debt Raises, Bank Debt Raises, Senior Secured Debt, Subordinated Debt, Debtor & Creditor Management, Debt Structuring, Debt Workouts, Recapitalization, Debt Restructuring, Bank Covenants, Communication
1997 - 1999

Juris Doctor in Law

Harvard Law School - Cambridge, MA

1996 - 1999

Master of Business Administration (MBA) in General Management

Harvard Business School - Boston, MA, USA

1989 - 1993

Bachelor's Degree in Math

University of Pennsylvania - Philadelphia, PA

1989 - 1993

Bachelor's Degree in Finance

The Wharton School - Philadelphia, PA, USA

Finance

Transaction Modeling, Debt Workouts, Lending, Term Loans, Cash Management, Comparable Company Analysis, Debt Structuring, Bond Indices, Senior Secured Debt, Subordinated Debt, Convertible Debt, Financial Modeling, Investment Thesis, Investment Monitoring, Investment Summaries, Credit Risk, Financial Risk Assessment, Credit Underwriting, Capital Structuring, Transaction Structuring, Investment Memoranda, Market Research, Contribution Margin Analysis, Refinancing, Promissory Notes, Debt Raises, Secured Loans, Loan Management, Debt, Financial Planning & Analysis (FP&A), Ratio Analysis, Profit Ratio Statements, Three-statement Modeling, Leveraged Buyout Modeling, Asset-based Finance, Corporate Finance, Pro Forma Financial Statements, Statement of Cash Flows, Projected Cash Flow, 13-week Cash Flow, Cash Flow Modeling, M&A (Buy-side), M&A Modeling, Weighted Average Cost of Capital (WACC), Cost of Capital, Junior Capital, Capital Raising, Valuation, Discounted Cash Flow (DCF), DCF Valuation, Valuation Modeling, Valuation Analysis, Private Company Valuation, Private Credit, Private Equity Valuation, Private Equity, Bank Debt Raises, Bank Covenants, Debt Restructuring, Fundraising, Operating Expenses (OPEX), Revenue & Expense Projections, Sales Expense Forecasting, Cash Flow Forecasting, P&L Forecasting, Forecasting, Interest, Fixed Income Analysis, Financial Restructuring, Mergers & Acquisitions (M&A), Credit/Debt, Debtor & Creditor Management, CFO, Funds Flow, Financial Advisory, Value Investing, Asset-based Lending, M&A (Sell-side), Debt Analysis, Cost of Debt, Equity Raises, Deal Advisory, Deal Analysis, Corporate Treasury, Minority Investments, Profitability Analysis, Profitability Optimization, Rollups, Venture Debt, Consumer Loans, Consumer Lending, Liquidity Coverage Ratio (LCR), Fixed Asset Lending, Funding Process, Cash Flow Calculation, Cash Flow, M&A Reporting, M&A Earn-out Agreements, Revenue Modeling, Budgeting, Equity Capital, Capital Budgeting, Growth Capital Raising, Working Capital Management, Asset Valuation, Equity Valuation, Cost Management, Expense Reduction, Financial Options, Equity Derivatives, Fixed-income Derivatives, Cost Benchmarking, Finance Strategy, Investment Decision-making, Business Advisory, Credit Investing, Project Finance, Letters of Credit, Convertible Equity, Fund Formation, Startup Funding, Venture Funding, Tax Planning, Cost Reduction & Optimization (Cost-down), Credit Analysis, Due Diligence, High-yield Accounts, Recapitalization, Return Analysis, Equity Financing, Growth Equity, Pricing Strategy, Accounting, Cost-benefit Analysis, Capital Expenditure Planning, Investment Briefs, Acquisition Accounting, Product Bidding, Rollup, Investment Portfolio Management, Share Buybacks, Interest Rate Swaps, Seed Fundraising, Purchase Price Allocation, Forward Contracts, Fixed-asset Accounting, Structuring of Funds, Fund Structure, Capital, Lifetime Value (LTV), Free Cash Flow (FCF)

Output Software

Adobe Acrobat Pro, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel

Industry Expertise

Banking & Finance, Court Records, Small Business, Food & Beverage, Law, Litigation, Fine Arts, Energy, Telecommunications, Consumer Products, Consumer Finance, Insurance, Aerospace & Defense, Healthcare, Steel Fabrication, Retail & Wholesale, Financial Markets, New Business Ventures

Geographic Expertise

United States, Tunisia, China, Israel, Brazil, Mexico, Canada

Data & Analysis Software

Bloomberg, Factset

Other

Investor Presentations, Bonds, Boards, Board Presentations, Dispute Resolution, Acquisition Analysis, Debt Financing, Change Management, P&L Management, IRR, COGS Analysis, Turnaround, Business Strategy, Competitor Analysis & Profiling, Quality of Earnings, Post-merger Integration, Deal Closure, Deal Structuring, Deal Execution, Leveraged Finance, Modeling, Business Loans, Loans, Litigation Support, Revenue Projections, Liquidation Analysis, Bankruptcy & Insolvency, Interim Management, Sales Forecast Management, Debt Issuance, Pro Forma Analysis, Leveraged Buyout (LBO), Investment Ideas, Funding Presentations, Investment Presentations, Financial Presentations, Restructuring, Investment Banking, Statistics, Underwriting, Pitch Decks, Executive Presentations, Client Presentations, Negotiation, Term Sheets, Terms & Conditions, Investment Committee Advisory, Trusted Advisor, Complex Transaction Agreements, Multi-tasking, Business Consulting, Distressed/Special Situations, Investment Cases, Credit Modeling, Creditor's Rights Litigation, Fixed Costs, Cash Flow Analysis, Investment Capital Raising, Financial Forecasting, Microsoft 365, Transaction Advisory, Transaction Comparables, Term Sheet Advisory, Term Sheet Negotiations, Loan Valuation, Part-time CFO, Turnaround Consultant, Investment Modeling, Bankruptcy, Restructuring Consultant, Corporate Restructuring, Liquidation Valuation, Liquidity Events, Distressed Assets, Value Proposition, Exit Planning, Exit Strategy, Leveraged Credit, Leverage Analysis, Private Equity Consultant, Private Placements, Private Placement Memoranda, Private Placement Marketing, Private Capital Markets, Private Placement Structuring, Fundraising Consultant, Cash Flow Consultant, Fractional CFO, Interim CFO, Due Diligence Consultant, Investments, Business Models, Alternative Investments, Equity Investment, Strategy, Corporate Finance Consultant, Family Office, Family Office Consultants, Business Law, Business Services, Treasury Management, Process Transformation, Business Transformation, Financial Transformation, Treasury, Investment Research, Investment Analysis, Investment Strategy, Investment Manager, Commercial Lending, Attorney at Law, Business Analysis, Pitch Deck Consultant, Industry Analysis, Media, Healthcare Services, Process Design, Financial Analysis, Reporting, Business Process Re-engineering, Organizational Change Management (OCM), Key Performance Indicators (KPIs), Operations, Performance Improvement, Organizational Design, Performance Management, Key Performance Metrics, Performance Analysis, Business Performance Management (BPM), Organizational Strategy & Design, COO, Team Leadership, Team Management, Communication, Corporate Law, SPACs, Special Purpose Acquisition Companies (SPAC), Manufacturing, Public Company Reporting, Decision Modeling, Roadshows, Expert Witness, Contract Negotiation, Management Consulting, Investment Consulting, Investing, Portfolio Company Support, Fixed Income, Cash Flow Management, M&A Pipeline Management, Recurring Revenue Modeling, Relative Valuation, Analysis of Variance (ANOVA), Investor Agreements, Credit Ratings, Share Purchase Agreements, Shareholder Return, Accretion/Dilution Analysis, Decision Analysis, Debt Collection, Hedge Funds, Mutual Funds, Investment Funds, Deal Flow Origination, Credit Cards & Transaction Processing, Early-stage Venture Capital, Startups, Joint Ventures, Commercial Law, Patent Law, Antitrust Laws, Intellectual Property Law, Fintech, Software as a Service (SaaS), Healthcare Supply Chains, Veterinary Medicine, Microsoft Power BI, Upstream Oil & Gas Management, Construction Estimation, Acquisitions, Equity, Board Work, Expansion Strategy, Power Generation, Quarterly Reporting, Annual Operating Plans, Partnerships, Partnership Structuring, Business Partnerships, Consolidation, Deal Sourcing, Vendor Management, Treasury & Liquidity Management, Turnaround Management, Large-scale Turnaround & Transformation, Variance Reporting, Presentations, Trademark Law, Intellectual Property, eCommerce, eCommerce Payments, Growth Strategy, Supply Chain Optimization, Distribution, S&P Capital IQ, Product Licensing, Derivatives, Appeals, Business Process Outsourcing (BPO), Enterprise Resource Planning (ERP), Integration, Advisory, Capital Advisory, Client Services, Client Preparation, Client Development, LinkedIn Marketing, Strategic Planning & Execution, Lean Six Sigma, Supply Chain, Supply Chain Management (SCM), Investment Decision Support, Shared Services, Synergy Cost Project Management, Syndication, Fixed Asset Management, Labor Contract Management, Initial Public Offerings, Senior Executive Recruiting, Mediation, Subpoenas, Search Fund, CAPEX, Finance, NPV, Civil Engineering

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