- 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-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)