• Prepared quarterly and special board presentations for management team and shareholders, highlighting key business performance indicators, new product strategy, M&A opportunities, capital raising activity and exit considerations
• Coordinated financial and strategic review of potential acquisitions, leading valuation analysis and target due diligence

• Invested across syndicated loans, high yield bonds, distressed debt and post reorganization equity for funds that managed >$60 billion; covered technology, chemicals and metals & mining sectors, achieving greater than overall fund returns on investment recommendations
• Performed in-depth sector and company-specific due diligence to build financial models and form investment recommendations, using corporate filings, earnings calls, equity research, management meetings and industry events

• Provided leveraged finance and buy-side M&A advice to clients through LBO and credit analysis; worked across all sectors, supplying private equity and corporate clients with buyout, bolt-on and exit ideas for investments
• Facilitated due diligence for internal credit underwriting approval process, negotiated credit commitment letters and drafted leveraged loan and high yield bond offering memoranda