Ben Perlman Email and Phone Number
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Tree Line is a lower middle market direct lender focused on providing flexible credit solutions to businesses operating throughout North America. We work directly with management teams and sponsors to provide a financing solution that adds value to a company long after close.With over $1.3 billion of committed capital, Tree Line provides senior one-stop term loans, unitranche term loans and equity co-investments.Key investment criteria:-EBITDA: $3M+-Credit Facility Size: $5-150M-Ownership: sponsored & non-sponsored-Industries of Interest: software, tech-enabled services, business services, healthcare services, consumer, niche manufacturing and financial services-Geography: North America
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Senior Vice PresidentTree Line Capital Partners Jul 2023 - PresentSan Francisco, California, Us
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Vice PresidentTree Line Capital Partners Jul 2020 - Jun 2023San Francisco, California, Us
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Senior AssociateTree Line Capital Partners Aug 2018 - Jun 2020San Francisco, California, Us
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Senior AssociateWhite Oak Global Advisors, Llc May 2018 - Jul 2018San Francisco, California, Us -
AssociateWhite Oak Global Advisors, Llc Jan 2017 - Apr 2018San Francisco, California, UsWhite Oak Global Advisors, LLC ("White Oak") is a multi-strategy, fixed-income private investment fund that provides short- to intermediate-term debt facilities to middle-market companies. White Oak is an SEC-registered investment adviser that was established in 2007 and has over 70 professionals in San Francisco, New York, Chicago, Denver, and Atlanta. With over $3 billion in assets under management, White Oak works with its borrowers and partners to provide creative funding structures to support near- to mid-term growth initiatives.
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Senior AnalystWhite Oak Global Advisors, Llc Jan 2015 - Jan 2017San Francisco, California, UsWhite Oak Global Advisors, LLC ("White Oak") is a multi-strategy, fixed-income private investment fund that provides short- to intermediate-term debt facilities to middle-market companies. White Oak is an SEC-registered investment adviser that was established in 2007 and has over 70 professionals in San Francisco, New York, Chicago, Denver, and Atlanta. With over $3 billion in assets under management, White Oak works with its borrowers and partners to provide creative funding structures to support near- to mid-term growth initiatives.
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AnalystWhite Oak Global Advisors, Llc Jan 2014 - Jan 2015San Francisco, California, UsWhite Oak Global Advisors, LLC ("White Oak") is a multi-strategy, fixed-income private investment fund that provides short- to intermediate-term debt facilities to middle-market companies. White Oak is an SEC-registered investment adviser that was established in 2007 and has over 70 professionals in San Francisco, New York, Chicago, Denver, and Atlanta. With over $3 billion in assets under management, White Oak works with its borrowers and partners to provide creative funding structures to support near- to mid-term growth initiatives.
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Valuation AnalystErnst & Young Sep 2012 - Jan 2014London, GbValuation and Business Modeling Group - Prepared complex valuation models and financial analyses to deliver key business insights across more than 25 engagements. Performed segment, company, and industry analysis and authored technical financial reports. -
TutorCal Poly Athletic Department Jan 2012 - Jun 2012Tutor 11 current Cal Poly Athletes 1-on-1 in Intro Statistics courses
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Vice PresidentCal Poly Fma Mar 2011 - Mar 2012Book speakers, help run weekly meetings, and other administrative club duties
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Equity Research InternAbr Investment Strategy, Llc Jun 2011 - Sep 2011Worked with analysts to build financial models and provide industry research across the Technology, Media, and Telecom (TMT) sectors.
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Wealth Management InternVellum Financial Mar 2011 - Jun 2011Worked with Portfolio Manager to test option income strategy, utilizing the ThinkOrSwim trading platform
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Digital Communications InternAmerican Ratings Corporation, Diamond Certified Jun 2010 - Aug 2010Novato, Ca, Us
Ben Perlman Skills
Ben Perlman Education Details
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California Polytechnic State University-San Luis ObispoStatistics -
Petaluma High School
Frequently Asked Questions about Ben Perlman
What company does Ben Perlman work for?
Ben Perlman works for Tree Line Capital Partners
What is Ben Perlman's role at the current company?
Ben Perlman's current role is Senior Vice President at Tree Line Capital Partners.
What is Ben Perlman's email address?
Ben Perlman's email address is bp****@****oly.edu
What is Ben Perlman's direct phone number?
Ben Perlman's direct phone number is +170748*****
What schools did Ben Perlman attend?
Ben Perlman attended California Polytechnic State University-San Luis Obispo, Petaluma High School.
What are some of Ben Perlman's interests?
Ben Perlman has interest in Personal Fitness, Cooking, Golden State Warriors, Hobbies Include Surfing, Avid Fan Of Chelsea Fc, Sf 49ers, Swimming, Movies.
What skills is Ben Perlman known for?
Ben Perlman has skills like Financial Analysis, Equity Research, Corporate Finance, Microsoft Excel, Economics, Financial Modeling, Portfolio Management, Finance, Valuation, Powerpoint, Economic Research, Business Valuation.
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