Ankur Patel, Cfa Email & Phone Number

• Extensive experience investing in the financial services space (asset managers, commercial finance, consumer finance, portfolios, business development companies, equipment finance, debt collection, REITS, structured credit, and ABS products); demonstrated versatility to opportunistically pivot and execute complex transactions in additional sectors including industrials, media & entertainment, retail, restaurants, and energy.• Transaction Types Executed & Managed: Corporate Credit (Direct Lending and Liquid Credit), Equity (Preferred & Structured Equity, Common Equity), Real Assets (Commercial Real Estate, Sale Leasebacks, Energy), Portfolio Acquisitions, Bespoke Cash Flow Acquisition and Financing, Structured Credit (CLOs, CDOs), Asset Backed, Restructurings, DIP Financing.• Leveraged analytical and structuring expertise to support strategic growth of company's lender & asset manager finance business. Responsible for day-to-day asset management of large portion of the portfolio.• Primary lead for quantitative analytics, with responsibility for building a range of models including those for buyout transactions, M&A, bottom's up credit/equity investment forecasts, portfolio acquisitions, structured credit, and structured products (Intex and Excel).

Greater Atlanta Area

• Member of Financial Services (FIG) industry coverage team focused on delivering M&A, public & private equity, leveraged finance, securitization, and derivatives products and services to companies in the specialty finance, bank, insurance, asset manager, and broker-dealer sub-sectors. • Managed team’s analyst and associate pool (training, deal assignments, sub-sector rotation planning, performance management and annual reviews).• Transaction Types Executed: Term Loans, Revolvers, Mezzanine Debt, High Yield, IPO's, Equity Secondaries, Dividend Recapitalizations, Leveraged Buyouts, Derivatives, Mergers & Acquisitions Advisory, and Private Equity Capital Raises. Select details on executed transactions available upon request.

Springfield, Massachusetts Area

Participant in MassMutual's MBA Executive Development Rotation Program Rotation III: (MMFG) MassMutual Investor Services (Broker Dealer) – Director of Finance• Responsible for division’s corporate finance team and development of financial statements, monthly trend reports, and business forecasts.Rotation II: (MMFG) Babson Capital Management (Barings) – Structured Credit• Performed analysis of cash flow and synthetic structured credit investments to acquire desired tranches and positions.• Coordinated a broad cross-functional team consisting of members from Structuring, Credit Analysis, Trading, Legal, Compliance, Marketing, Portfolio Administration, and Operations to assist in launch of the company’s credit derivative business. Rotation I: (MMFG) Babson Capital Management (Barings) – Financial Products Division• Assessed product launch opportunities as a key member of division's New Product Development team. Product research included analysis of financial markets, regulatory environment, deal structure, risk-return analysis, and risk mitigation techniques.• Partnered with a key SMA and large fixed income manager to underwrite and structure a $1.0bn guaranteed separate account transaction which employed an enhanced S&P 500 indexing strategy.• Developed Monte Carlo simulation models to set and maintain required risk-based capital for transactions and products.

Greater New York City Area

• Performed actuarial and financial analysis to build pricing models as part of firm’s health care management consulting business.• Promoted from Analyst to Associate during third year prior to departing for MBA program.

Mba, General Management And Finance

Activities and Societies: South Asian Society, Finance Club, Consulting Club

Ba, Biology/Biological Sciences, General

Activities and Societies: • (Research) Pulmonary Genetics at University of Pennsylvania's Institute for Environmental Medicine •.