PROFESSIONAL EXPERIENCE
Confidential, San Francisco, California
Consultant, Investment Banking
Responsibilities:
- Origination of new transactions through networking, pitching and strategic analysis of potential buyers
- Lead calls and meetings with interested parties providing company information and addressing questions to determine acquisition feasibility
- Due diligence including assessment of a company's market position, product, management and financials
- Composition of marketing materials for M&A process such as company overviews and financial models
Confidential, San Francisco, California
Vice President
Responsibilities:
- Led due diligence process through participating in management presentations, hosting third party advisor calls and analysing reports including industry studies and financial diligence
- Prepared and presented risk assessments to senior management committees including company and industry dynamics, financial modelling of scenarios and assessment of key credit risks and mitigants
- Negotiated key terms and conditions of loan facility documents with private equity clients
- Managed borrower portfolio covering performance versus covenants, financial reporting and amendments
- Mentored junior team members on new deal underwriting and existing borrower portfolio activity
- Corporate Visions (sales training business acquired by Sentinel Capital)
- In - Shape Health Clubs (chain of 60+ health clubs acquired by Fremont and Pulse Equity Partners)
- K&N Engineering (automotive performance parts manufacturer acquired by Gryphon Investors)
Confidential, San Francisco, California
Vice President
Responsibilities:
- Deal execution and transaction management including developing client pitches, structuring and settlement
- Drafted legal documentation including Indentures, Loan Agreements and Intercreditor Agreements
- Created financial models to assess cost of capital and capital structure implications of transactions
- Project management including development of online platform to monitor trading values and features
- Valued securities utilizing Bloomberg, Factset, Kynex and in-house proprietary Excel models
- Goodrich Petroleum's exchange of $109.25 million of 5% Convertible Senior Notes due 2029
- Callaway Golf's early conversion of $23 million of 7.50% Perpetual Convertible Preferred Stock
- Euronav's exchange of $125 million of 6.50% Convertible Bonds due 2018
Confidential, Berkeley, California
Vice President
Responsibilities:
- Project finance advisory for solar and renewable energy projects.
- Clients included SolarWorld (commercial solar), the San Diego County Water Authority (desalination Plant) and Freeport LNG (liquefaction and export facility).
- Built and maintained project finance models for deals such as a Hawaiian solar project ($50 million term loan) and the Carlsbad Seawater Desalination Project ($756 million tax exempt bonds)
- Structured offtake agreements such as power purchase agreements and water offtake agreements based on forecast cash flows, financing structures and technical assumptions
- Led relationship with SolarWorld's finance team to develop and standardize their project assessment process for over 25 commercial solar power projects
- Evaluated project feasibility through reviewing cash flows, credit support and third party agreements Conducted analysis for solar developers to select states based on electricity prices and government grants Drafted information memoranda for the sale of equity in energy projects such as an LNG export terminal
Confidential
Associate Director
Responsibilities:
- Structured bridge loan and long-term fixed income financing for the £3.6 billion sale of Confidential (a leading UK passenger rolling stock leasing company) to financial sponsors
- Sold fixed income securities to pension and hedge funds on investor roadshows including British Land's £1 billion senior secured bond and Angel Train's £4 billion bond program
- Led rating agency process with S&P and Confidential for a UK port operator seeking to increase leverage through the securitization of cash flows associated with port operations
- Negotiated legal documents and prepared investor marketing for Unifund, an innovative £500 million private placement repackaging vehicle enabling UK universities to tap previously inaccessible debt capital markets
- Produced weekly bond pricing and market updates for FTSE100 clients such as Confidential
Confidential
Manager
Responsibilities:
- Reviewed and incorporated technical, financial, insurance and legal due diligence findings into financial models and internal credit reports for the bank's project finance loan portfolio
- Managed internal credit monitoring system for loan drawings, risk-weighted assets and loss given defaults
