Carter Henry Email and Phone Number

- Executed over $300bn in regular way investment grade USD, EUR, and GBP bond issuances, M&A transaction financings, liability management transactions, and loan refinancings- Conducted capital structure optimizations and ratings agency analyses utilizing agency ratings grids and methodologies- Participated and presented in numerous loan committee processes and meetings, working with Barclays Credit and Portfolio teams to appropriately manage risk / exposure to clients- Fostered relationships and conducted bespoke analyses for new clients including Apple, Citadel Securities, and Meta Platforms, resulting in Barclays’ winning transactions- Created an issuance decision matrix that is regularly being used by one of the largest technology companies in the world, and was instrumental in winning their business for Barclays- Worked closely with other teams across the bank including Syndicate, Risk Solutions, ESG, ECM, Credit, Equity-Linked, Leveraged Finance, and Coverage to deliver the entire firm for clients- Interacted with clients in meetings as part of presentation teams, as well as individually, on ad hoc requests- Interfaced with other bookrunners and communicated with internal / external legal counsel throughout transactions- Consolidated and summarized market research, agency reports, company filings, and regulatory updates- Trained analysts and interns, led junior-team projects, delegated and reviewed deliverables, participated in the junior recruiting processSelect Transaction Experience & Recognitions:- Apple’s USD 5.25bn Multi-Tranche Offering, May 2023- Warner Bros. Discovery’s USD 30bn Acquisition Financing, May 2022 (USD Bond Deal of the Year - IFR)- Meta Platforms’ USD 10bn Inaugural Offering, August 2022 (North American Bond Deal of the Year - IFR)- Verizon’s USD 25bn Spectrum Financing, March 2021- T-Mobile’s USD 19bn Sprint Acquisition Financing, April 2020 - Apple’s EUR 2bn Inaugural Green Bond Offering, October 2019

- Created presentations outlining strategic alternatives, potential acquisitions, and market updates- Completed financial modeling, sensitivity and stress analyses, and presentations regarding a potential re-franchising of a Southwestern US-based restaurant chain, a whole business securitization of a Southeastern US-based restaurant chain, and a financing transaction for a European-based consumer business- Liaised between Consumer Retail Group and Capital Markets teams given extensive Debt Capital Markets experience

- Researched economic and crime data, interviewed and spoke with government officials, created and presented reports to government clients including Brazil, El Salvador, Guatemala, Honduras, Qatar, Ukraine, and Uruguay- Assisted CEO with country-client policy recommendations to decrease crime and improve economic prospects- Traveled to Brazil to perform in-country criminal analysis: reviewed crime scenes, training facilities, law enforcement personnel, compiled a report and provided recommendations directly to the Amazonas State Government- Performed personal and corporate white collar crime investigations for companies and individuals

- Worked with the investment team, wrote research reports on positions, events, and prospective investments- Created daily briefs including all investment positions, risk metrics, relevant data releases, and sell-side views- Automated reports and analyses using Excel, VBA, and Bloomberg, saving intern and analyst time each day

- Worked with a team focused on optimizing client liquidity structures and funding BNP Paribas’ balance sheet- Conducted company research, created pitchbooks, end-of-day reports, and client liquidity briefs- Performed penetration analysis to determine deposit potential of existing bank clients

- Worked directly with the Managing Director of the firm, which led to experiencing all parts of the M&A deal process- Participated in a buyer search, performing research on companies that could buy the represented firm- Assisted with managing clients and co-represented the advisory firm on two separate M&A deals- Performed company analysis, assisted in the creation of deal teasers, CIM's, LOI's, NDA's, and due diligence- Gained experience with databases, particularly Axial, DealNexus, and Firmex- Actively participated in conference calls and email chains, both within the company and with clients

- Worked with a group of 12 retail wealth management advisors, participating in conference calls, sales presentations, and security analysis- Created client account analysis spreadsheets, assisted with client marketing blasts- Assisted the financial advisors with asset reallocations, researched and analyzed various US companies- Presented research and analysis to two advisors, who after discussing my recommendations, made changes to their US domestic portfolio and included a new company.

- Worked with the co-CEO's of the firm- Assisted with client acquisition, billing, scheduling, and project analysis- Created project reports detailing cost, revenue, profit- Presented a set pricing list for projects based on project reports

- Worked directly with the Senior Operations Manager of the New York, New Jersey, and Connecticut offices- Assisted in the logistics of merging DTI and Merrill Corp., doubling the size of DTI in New York- Created maps of client sites and formed regional zones to improve business efficiency- Assigned employees to certain zones of the region, created pay-data reports and pro-formas, visited client sites- Presented work in meetings with managing partners and operations managers

- Starting pitcher- Competed against the mens national teams of the Czech Republic, Germany, and Belgium

- Starting pitcher- All League Award 2014- All Section Honorable Mention 2014- All League Award 2015- All Section Award 2015