Lead day-to-day origination and execution for a variety of capital raise transactions across hybrid capital, structured & growth equity, and private credit
Spearhead deal execution from investor outreach and positioning to final documentation, with deep involvement in valuation, structuring, and due diligence
Advise clients throughout the lifecycle of the capital raising process, including developing marketing materials, negotiating with investors, and facilitating due diligence processes
Develop tailored financial models and capital structure analyses to evaluate investor terms, optimize cost of capital, and enhance negotiation outcomes on behalf of clients
Extensive experience drafting and negotiating term sheets across first and second lien debt, convertible and non-convertible preferred equity, and several other bespoke financing structures
Draft detailed committee memorandums outlining the transaction rationale, sources and uses, pro-forma capital structure, company and industry overview, competitive positioning, and key transaction risks
Appointed capital markets staffer by group-heads to lead development and training for 15 junior associates and analysts, working closely with group-heads to implement key strategic initiatives across the group
Representative transactions include:
Project Arrow (in-market) – $350mm preferred equity to fund acquisition financing for a sponsor-backed software company
Project Caesar (in-market) – $4bn common and preferred equity financing to fund construction of a leading LNG project
Project Penguin (preparing to launch) – $700mm term loan and preferred equity financing to fund construction of a chemicals plant
Project Mercy (completed) – $90mm+ Series C financing for MACRO Media, led by BlackRock
Project Shopper (completed) – Spreetail’s $200mm capital raise
Project Green Shoots (completed) – $140mm development capital raise for a carbon capture company
Project Homestead (completed) – Corvias & the US Army’s $560mm subordinated debt financing
Project Bloom (completed) – NeueHealth’s $150mm delayed-drawn term loan with Hercules Capital
Capital Solutions Analyst / Associate
HSBC
01.2019 - 01.2021
Structured and executed hybrid capital solutions including senior/subordinated debt and preferred equity for North American and Latin American financial institutions
Created capital structure models showing impacts of new issuances or liability management transactions on regulatory and rating agency metrics
Debt Capital Markets Analyst
MUFG
01.2018 - 01.2019
Supported investment-grade debt transactions for U.S. corporate issuers across consumer and industrial sectors
Assisted in deal execution, including investor materials and pricing guidance
Education
BBA - Concentration in Finance
University of Michigan – Ross School of Business
05.2018
Additional
Avid follower of Berkshire Hathaway
University of Michigan & New York sports (Yankees & Jets)