Summary
Vice President with experience in providing strategic advice related to mergers and acquisitions, privatizations, restructuring and recapitalization, and raising capital in the debt capital markets.
Experience
Lead deal execution and function as the key point of contact leading for communicating with senior deal team members and clients, including industry groups, syndicate/sales professionals, corporate executives, private equity clients, and bank/bond investors.
Lead end-to-end deal execution including ideating and drafting transaction marketing materials and offering memoranda related to the syndication of bank or bond financing.
Lead the internal credit committee approval process, including due diligence, in-depth credit analysis, and communication with the regulatory credit risk team.
Originate new transactions, presenting market update pitches to clients, and pitching ideas on how to structure and finance new opportunities.
Lead investor diligence by presenting to investors and helping answer questions to convert investor interest into orders during loan or bond syndication.
Conducted extensive quantitative economic, industry and company research and analysis.
Drafted and prepared pitch books with detailed industry materials for multiple technology sectors.
Conducted and modeled a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing.
Facilitated and coordinated product group idea generation and solutions development across a broad platform of global capabilities.
Drafted client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources.
Provide recommendations aligned with an organization's business goals and overall strategic and transactional objectives.
Constructing financial models to help clients assess growth strategies, capital structure decisions, and transaction alternatives.
Employed core valuation methodologies to help businesses evaluate their worth in the marketplace.
Appropriately positioned businesses in the investor community by articulating value propositions and anticipating potential concerns.
Education
Coursework
Gained deeper technical knowledge in Finance and Quantitative Modeling, starting from the fundamentals of quantitative modeling, by learning how to put data to work by using spreadsheets and leverage spreadsheets as a powerful, accessible data analysis tool.
Training
Skills
Industry Knowledge: Data Mining, Portfolio Management, Analytics, Financial Modeling
Self Evaluation
Internship
Certifications
Involvement
Awards
Publications
Languages