Created a tops down model used for long term planning as well as a budget for FY 2015 which was delivered to and approved by the Board of Directors
Constructed a robust product revenue forecast model through the review of 500+ customer contracts, and in the process, identified correctable billing issues which resulted in a significant increase in revenue
Compiled power point presentations for all C-level and Board of Directors meetings

Lead or supported the execution of live deals from screening to close including valuation, analysis and legal documentation
Worked alongside colleagues to turnaround or exit several distressed investments within the opportunities fund

Evaluated and executed follow on transactions for two portfolio companies in the online lending and restaurant industries
Conducted extensive valuation work for an E&P portfolio company operating in the Permian Basin
Analyzed large sets of data to determine how to best generate cost savings at a regional airline within the portfolio

Executed both sponsored and direct mezzanine transactions on behalf of Prudential Capital Partners funds II & III ($1.8B AUM)
Underwrote and structured 21 multi-currency investment grade and high yield transactions for a total of $1.9B, resulting in the origination of $940MM in privately placed bonds
Developed expertise in the energy, forest products and heavy industrials sectors
Engaged in all aspects of transaction sourcing, structuring, and execution, from idea generation to closing, in