An MBA candidate at Chicago Booth with experience as an investor at BlackRock and investment banker at Wells Fargo, Nathan has executed $150+ million and $1+ billion in investment and M&A advisory transactions, respectively. He is an expert at building financial models, creating investor presentations, leading due diligence and fundraising, and freelances to help businesses tackle complex projects critical to their long-term success.
Evaluated and executed direct private investments in operating companies and illiquid assets across industries and capital structures on behalf of $5+ billion in client funds and accounts. Closed two transactions with $150 million invested.
Functioned as an integral member of close-knit deal teams, leading primary due diligence, developing financial models, creating investment memorandums, and negotiating transaction documents.
Executed and managed a growth equity investment in an Italian consumer broadband operator. Led the commercial diligence of the Italian consumer telecom market, including the analysis of two regional competitors as well as alternative broadband technologies. Created subscriber unit-economics to validate management's projections and to develop the investment case.
Underwrote a credit risk transfer transaction with a bulge-bracket investment bank, evaluating historical senior loan credit performance and constructing a detailed portfolio model to analyze the forecast asset performance and return outcomes.
Managed five portfolio company investments representing $400 million of committed capital and worked directly with management teams to build financial forecasts, analyze the capital structure, and prepare board presentation materials.
Advised on multiple buy and sell-side M&A transactions comprising $1.5+ billion in total transaction value and executed $5+ billion in public debt and equity capital raises.
Gained extensive experience throughout the financial services industry, with a focus on the asset management and specialty finance verticals.
Drafted the sell-side information memorandum and corporate operating model, authored the summary bid analysis for the management team, and managed a multi-party diligence process for Harvest Fund Advisors in the company's sale to Blackstone.
Prepared comprehensive company valuation materials, drafted an internal commitment memorandum, and reviewed the IPO transaction documentation for the planned $500 million IPO of LoanDepot.
Partnered with the CFO of a client to analyze product-level trends as well as significant changes in industry regulations to build a comprehensive operating model for a retail broker/dealer with $1+ billion of revenue.