Sector Experience
Financial Services
Business Services
Technology
Industrials
12
years
Years of Experience
2/21
Member Since
Experience
Macquarie Group
Finance
Senior Vice President - Investment Banking
Executed M&A advisory and leveraged finance transactions with focus on Business Services sector including leading coverage of Legal Services and IT Services sub-sectors
Led credit analysis, commercial / financial diligence and internal engagement with underwriting committee and risk management teams for leveraged finance transactions
Managed multiple teams of junior colleagues, providing instruction, review and feedback regarding work product
Led credit analysis, commercial / financial diligence and internal engagement with underwriting committee and risk management teams for leveraged finance transactions
Managed multiple teams of junior colleagues, providing instruction, review and feedback regarding work product
Macquarie Group
Finance
Vice President - Principal Transactions
Led execution of structured junior capital investments including financial and commercial diligence, term sheet negotiation, financial model construction, and presentation to internal approval committees
Engaged in asset management including budgeting, valuation and evaluating add-on opportunities for assets
Active in recruiting both MBA and undergraduate students at Georgetown University
Group staffer, in charge of coordinating project assignments for associates and analysts
Engaged in asset management including budgeting, valuation and evaluating add-on opportunities for assets
Active in recruiting both MBA and undergraduate students at Georgetown University
Group staffer, in charge of coordinating project assignments for associates and analysts
Carl Marks Advisory Group, LLC
Finance
Analyst - Restructuring
Engaged in credit advisory including building and analyzing financial forecast models, developing recovery analyses, driving covenant levels and reviewing credit agreements