Britt Nelson Email & Phone Number

San Jose, Ca, Us

Beverly Hills, Ca, Us

Beverly Hills, Ca, Us

Pasadena, Ca, Us

- Managed and underwrote fifteen borrowing relationships to primarily VC-backed, early-to-late stage companies with $6MM-$200MM revenue, accounting for $400MM in Bank deposits. • Representative industries include Traditional and Digital Media, Ad Tech, SaaS, Mobile Gaming, E-commerce, Private Equity funds; in addition to high net-worth athletes.- Closed in excess of $170MM in commitments via: • Working capital lines; • Cash flow term loans, and • Growth capital term loans - Generated leads from networking at industry conferences (i.e. B. Riley, Sundance, SXSW), as well as utilization of a network of individual investors, companies, and bankers in the Los Angeles and San Francisco areas.- Trained credit analysts and portfolio officers in specialized lending based on content production contracts, licensing agreements, recurring subscription revenue, and production credits.- Conducted market research and provided due diligence assistance to monitor the industry landscape for accretive acquisition opportunities for clients.- Interfaced daily with client C-suite staff to manage relationship needs.Selected Transaction Experience: • $75MM Revolving Line of Credit. • $35MM increase and subsequent syndication of a facility purposed for immediate M&A activity. • $15MM Revolving Line of Credit bifurcated with a $5MM growth capital term loan.

Irvine, California, Us

- Provided relationship and portfolio management, financial analysis, modeling, spreading, pitch books and investment decks, reporting directly to the Senior Managing Director of the Technology Banking division.- Supplied advisory solutions to both public and private technology companies for M&A, leveraged buy-outs, growth equity capital, junior and senior debt, recapitalizations and other transactional support.- Performed market screens identifying target companies and potential investors, detailed financial projections, modeled potential transactions, and due diligence.

Irvine, California, Us

- Responsible for the Technology Banking portfolio of 20+ deals and 50+ credit facilities for predominantly mid-cap companies ranging from $5MM-$150MM in revenue.- Drafted pre-screens and credit authorization’s for deals ranging from $5MM-$75MM which were ultimately approved by the Bank’s Chief Credit Officer, the President, and often the CEO.- Underwrote $200MM worth of deals.- Assisted in the structuring of covenants and subsequently was responsible for the testing of those covenants through the maturity of the facilities.- Created and processed numerous amendments and waivers.

San Jose, California, Us

Bachelor'S Degree, Economics; Emphasis In Finance || Minors: International Relations; Sports Media & Business

Education record