- Built a market map that highlighted the positioning of 10 companies in the specialty chemicals sector.
- Identified a leading company in the market, developed a relationship with the owners, executive managed the team, and led a $130 million investment.
- Built the bottoms-up financial forecast and the LBO model.
- Managed the financial, commercial, operational and legal due diligence.
- Spearheaded deal negotiations, arranged the acquisition debt financing, and negotiating the term sheet and the credit agreement with the banks.
- Developed presentation materials for the investment committee and the board of directors.
- Identified, presented to, and negotiated with co-investors.
- Originated and executed a $30 million investment in a $135 million renewable energy platform investment.
- Identified the opportunity through a direct relationship with the CEO and led the term sheet negotiations, due diligence, and the preparation and presentation of detailed materials to the investment committee.
- Served as a board director and vice chairman of the credit approval committee of a factoring company with $275 million of assets.
- Realized a partial exit by extracting 20% of the initial investment as dividends.
- Helped grow the company's market share by 2.5x, assets by 5x, and book value by 6x over two years by arranging new debt financing to underwrite new loans, evaluating and approving add-on acquisitions and monitoring performance, reviewing budgets, analyzing and approving new loan requests.
- Led and coached PineBridge's private equity team.
Focus areas: Transaction Structuring, Discounted Cash Flow (DCF), DCF Valuation, Minority Investments, Value Investing, Investment Summaries, Investment Monitoring, Investment Briefs, Investments, Investment Memoranda, Investment Thesis, Financial Systems, Financial Engineering, Financial Advisory, Equity Financing, Feasibility Studies, Revenue & Expense Projections, Project Evaluation, Projected Cash Flow, Project Finance, Debt Raises, Debt Restructuring, Financial Management, Financial Planning & Analysis (FP&A), Business Planning, Accounting, Dividend Policy, Management Buyout Finance, M&A (Buy-side), Leveraged Buyout Modeling, Revenue Modeling, Transaction Modeling, M&A Modeling, Valuation Modeling, Cash Flow Modeling, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions (M&A), Private Equity, Financial Analysis, Complex Transaction Agreements, Valuation, Term Sheet Negotiations, Cross-border M&A, Integration, Valuation Multiples, Bloomberg, Funding Process, EMEA, Turkey, Financial Options, Equity Raises, Investment Return Scenario Analysis, Funds Flow, Value Creation, Microsoft Word, Three-statement Modeling, Fundraising Consultant, Post-merger Integration, Portfolio Management, Investor Presentations, Acquisitions, Portfolio Company Support, Models, Private Equity Valuation, Private Company Valuation, Bank Covenants, Debt Capital Markets, Capital Structure Optimization, Debt Structuring, Forecasting, Business Services, Finance Strategy, Investor Agreements, Investor Relations, Capital Structure Analysis, M&A Earn-out Agreements, Merger Benefits, Market Entry, Growth Equity, Equity Valuation, Credit Modeling, Credit Ratings, Emerging Growth Companies, Loans, Debt Financing, Debt Issuance, Financing, Board Work, BOD, Board Development, Shareholder Value, DCF Modeling, Term Sheets, Share Purchase Agreements, Entry Strategy, Growth Strategy, Investment Committee Advisory, Investment Ideas, Pitch Decks, Exit Planning, Buyer Lists, Equities, Equity, Strategy, Investment Cases, Exit Strategy, Finance, Leveraged Finance, Contract Negotiation, Negotiation, Price Negotiations, Terms & Conditions, Legal Contract Drafting, Legal Documentation, Legal Structuring, Financials, Investment Banking, Board Presentations, Term Sheet Advisory, Precedent Transaction Analysis, Transaction Comparables, Strategic Planning & Execution, Transaction Advisory, Investment Capital Raising, Healthcare, Microsoft Excel, Microsoft PowerPoint, Banking & Finance, M&A (Sell-side), Credit Risk, Credit Reviews, Term Loans, Recapitalization, Comparable Company Analysis, Financial Closing, Project Papers for Proposed Financing, SME/SMB Financing, Equity Investment, RFP Negotiation, Investing, Investment Funds, Pro Forma Analysis, Scenario Analysis, Quality of Earnings, Business Strategy, Emerging Markets, Financial Data, Boards, Debt, Bank Debt Raises, Capital IQ, United Arab Emirates, Bahrain, Chief Strategy Officer, Company Strategy, Growth Strategy Consultants, Strategic Initiatives, Strategic Partnerships, Strategic Planning, Funding Strategy, Investment Analysis, Venture Capital, Middle East, Pro Forma Financial Statements