Corporate finance and capital markets professional providing business and transaction/deal-related financial modeling; financial advisory; valuations; market/industry research; debt and equity capital-raising; mergers, acquisitions, and divestitures support (i.e., M&A services); financial restructuring and capital structure optimization; and security analysis and research across equities and credit (i.e., bonds, loans, mezzanine, hybrids).

Source, evaluate, and recommend growth-oriented investments in the healthcare, technology, and consumer industries.

Researched and analyzed global value-with-a-catalyst/event-driven securities across the capital structure through the lens of a five-part methodology that considers bottom-up fundamental analysis, revaluation catalysts, capital structure review, actors assessment, and external influences.

Made portfolio management recommendations on $150+ million of broadly syndicated leveraged loans and middle-market club deals.

Supported senior analyst in covering 40+ high-yield credits in all industries of the oil and gas sector. Published research reports for buy-side clients and advised internal institutional sales team and loan, bond, and CDS traders.

Supported lead analysts in assigning and monitoring credit ratings for 25+, mostly speculative-grade, issuers with $20+ billion of public debt in all industries of the oil and gas sector.