14
years

Years of Experience

11/14

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Roynat Capital Other
Senior Associate
01/2017 - Present
Assisted in sourcing, structuring, negotiating and underwriting over $100 MM of senior and subordinated debt financing, primarily focused on mid-market M&A transactions by private equity sponsors

Day Capital Advisory Start-Up
Principal & Founder
06/2014 - 12/2016
Founded Day Capital Advisory, which focused on providing advisory services to small business clients, including building financial models and developing business plans. Provided seamless end-to-end advisory services to clients, from understanding their situation and financial position to advising on optimal financing structure and terms, to ultimately obtaining competitive offers and securing the financing. Sourced, marketed, negotiated and funded $2.1 MM of debt financing

Morgan Stanley Finance
Associate
01/2010 - 03/2014
Initially working in Calgary (1.5 years) then transferring to London (2.5 years), I primarily focused on oil & gas, working on 18 transactions, including buyside and sellside M&A, IPOs, Equity Private Placements, HY Debt Issuances, Refinancings and Credit Ratings. I also created and presented client presentations and detailed valuation analyses; built operating, three statement, valuation, LBO and accretion/dilution models and conducted comparable company and precedent transaction analyses.