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Michelle Schrey, Finance Expert in London, United Kingdom
Michelle Schrey

Finance Expert in London, United Kingdom

Member since September 29, 2019
During her time at Deutsche Bank and special situation fund TPG Sixth Street Partners, Michelle executed debt, equity, and M&A transactions and investments for both large global corporations and fast-growing start-ups totaling more than $17 billion. Michelle launched her own consulting practice as a way to utilize her skill set to help clients with complex capital raising, M&A, corporate finance, and venture capital projects and transactions
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Career Highlights

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Industry Expertise

Other Expertise

Employment

  • CEO and Founder

    2019 - PRESENT
    NV Finance
    • Served as an outside CFO for a SaaS startup at Series B stage helping them raise venture debt and equity as well as preparing a budget model.
    • Served as a fundraising advisor to a fast-growing startup in the logistics market that was looking for acquisition financing.
    Focus areas: Accounting, Treasury & Liquidity Management, Budgeting, Financial Modeling, Financial Consultation, Fundraising, Venture Capital, Venture Debt

  • Investment Professional, Vice President

    2014 - 2019
    TPG Sixth Street Partners
    • Executed debt financing transactions for new and existing portfolio companies.
    • Performed both public and private fundamental credit analysis/due diligence including building and stress testing business models and liquidity forecasts.
    • Presented and discussed findings to the TSSP Investment Committee.
    • Managed deal teams (allocating work, reviewing work product, monitoring processes, and progress), co-ordinated with other lenders in syndicates, and managed process with external diligence providers.
    • Reviewed and negotiated loan documentation.
    • Monitored existing portfolio companies including regular meetings with senior executives to receive updates on the companies’ performance and upcoming financing needs.
    • Built a network with other debt financing providers, private equity and venture capital funds and advisors to source deals.
    Focus areas: Credit Reviews, Valuation, LBO Modeling, Fundraising, Capital Structure, Venture Debt, Three Statement Operating Model

  • Leveraged Finance Associate

    2013 - 2014
    Deutsche Bank, London
    • Worked on loan and high-yield bond transactions in different sectors including healthcare, payment services, industrials, software and business services worth more than $7.5 billion. Responsibilities included:.
    • Analyzed credit investments, building and stress testing operating models, preparing internal credit committee memorandums. (Credit analysis).
    • Prepared rating models and management materials for meetings with credit rating agencies for first-time issuers. (Rating process).
    • Built and maintained operating models, drafted marketing documents for management presentations with prospective lenders, participated in 1-on-1 lender education meetings, and drove investor Q&A process. (Syndication/investor relations).
    • Reviewed term loan and bond documentation. (Loan documentation).
    • Drafted pitch decks illustrating capital structure alternatives, pro forma capitalization, and proposed key debt terms for various prospective clients. (Sourcing).
    Focus areas: Mergers & Acquisitions (M&A), Leveraged Finance, Financial Modeling, Capital Markets, Capital Raising, Capital Structure

  • M&A and ECM Analyst

    2011 - 2013
    Deutsche Bank, Frankfurt a.M.
    • Executed M&A, ECM, and strategic advisory assignments for major corporations in different sectors including SAP, Wirecard, BASF, Kion, and TUI.
    • Prepared investor presentations and IPO/equity raise materials. Drafted management presentations, fairness opinions, and internal committee materials for IPOs and fairness opinions.
    • Provided financial modeling and forecasting. Built three statement financial models and merger models to assess the financial attractiveness of the proposed merger and likely credit rating impacts.
    • Coordinated the diligence process with all counterparties, scoped diligence reports, reviewed diligence materials, and reviewed equity research ahead of IPOs.
    • Drafted pitch decks illustrating potential M&A targets, takeover defense mechanisms, and equity placement options for various prospective clients.
    Focus areas: Mergers & Acquisitions (M&A), IPOs, Initial Public Offerings, Equity Investment, Due Diligence, Accretion/Dilution Analysis, Three Statement Operating Model, Financial Modeling, Capital Raising, Capital Structure

Education

  • Master's degree in Finance
    2010 - 2011
    London School of Economics and Political Science - London, England
  • Bachelor's degree in Business Administration
    2007 - 2010
    European Business School - Germany
  • Semester abroad participant in Business Administration
    2009 - 2009
    University of Hong Kong - Hong Kong

Certifications

  • ACCA Candidate
    SEPTEMBER 2019 - PRESENT
    ACCA
  • CFA Candidate
    JULY 2012 - PRESENT
    CFA Institute

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