New York, NY
$100.0/min
N/A
0
$1.67/min
Worked closely with advisors, lawyers, and executive leadership to execute restructurings, negotiate amendments, underwrite
investments, and complete portfolio monitoring tasks for a $1.1 billion portfolio of distressed senior private placements
Secondary purchase and amendment for LATAM fruit producer – Purchased $30 million of senior notes (on top of current $50
million of holdings) from incumbent lenders and provided a comprehensive solution to address long-standing covenant defaults
while incorporating various incentives for a refinancing within three years and providing lenders with increased protections and
economics for additional risk through limits on restricted payments, annual coupon bumps, and increased amortization payments
Restructuring of distressed oil company – Solely built dynamic model to analyze outcomes of different production cases and
movements in energy prices, negotiated amendment where subordinated lenders would provide incremental equity in return for
senior lenders implementing an interest holiday, rescheduling amortization payments, and extending maturity, structured
covenants to ensure adequate liquidity while laying out a clear path to a sale of the business or refinancing within a year
Analyzed potential investments in senior debt (investment grade & high yield), mezzanine (subordinated debt & structured
preferred), and equity transactions totaling over $700 million in invested capital to date, across multiple industries
Participated in all stages of the deal process, including sourcing and origination, underwriting and due diligence, structuring,
composition of investment memoranda, portfolio monitoring, covenant modifications, and strategic exits / sales
Worked closely with C-Suite executives of twelve portfolio companies to monitor key performance metrics against goals and
achievements of strategic objectives and assisted in removing operational roadblocks and navigating logistical challenges
Developed dynamic financial models (integrated three-statement models with capital structure assumptions, forecasts, and
sensitivity/scenario analysis) to evaluate potential leveraged buyouts, recapitalizations, and other M&A transactions
Responsible for training, managing, and allocating work streams to junior investment analysts and interns
Syndicated transaction for Empire State Realty Trust, Inc. – Provided $115 million of senior unsecured notes as part of a PPC-
led $450 million investment-grade private placement issuance; arranged and negotiated structure, pricing, and terms amongst the
company and investor group consisting of four insurance companies
Structured secured refinancing for major sports league – Provided $55 million of senior secured notes to a special purpose entity
used to purchase notes from participating clubs; modeled stress-case scenarios to evaluate impact of season cancellations, work
stoppages, declines in TV contracts, etc.
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