David Bornstein Email & Phone Number

Led execution of all reserve-based transactions including borrowing base and 2nd lien transactions; negotiated term sheets, structured transactions, drafted or oversaw preparation of internal credit applications, presented transactions to credit, and oversaw documentation. Monitored portfolio accounts, which included analyzing financial statements.

Worked directly with managing directors and clients in all aspects of the transaction process, including performance of due diligence, preparation of offering memoranda, and structuring and marketing of transactions. Provided financial advisory services to companies, including those involved in financially distressed situations. Responsible for overseeing.

Worked on all aspects of the transaction process, including performance of due diligence, accretion/dilution and refinancing analyses, preparation of offering memoranda, structuring and marketing of transactions, negotiation of purchase and sale agreements, and negotiation of credit, equity and subordinated debt financing agreements.

Mba, Finance

Recipient of Verne F. Simons Scholarship Recipient of Jones Scholar Award (top 10%)

Juris Doctorate, Law

Bachelor Of Science (With Honors), Finance