Charles Blase Email & Phone Number

Santa Clara, Ca, Us

• Support Middle Market private equity firms’ Leverage Buyouts, M&A, and Dividend Recaps through Cash Flow and Recurring Revenue Credit Facilities.• Manage and strengthen deep relationships with Middle Market Private Equity firms.• Lead and Manage Deal Teams through Credit Underwrites.• Assess Incoming Deal Opportunities, attend Lender Presentations, and write Credit Packages. • Present Credit Underwrite Packages to Loan Committee.• Lead Credit Agreement negotiations with Private Equity Firms and their Counsel.• Attend Client Quarterly Board Meetings, building deep relationships and monitoring portfolio.• Present quarterly portfolio reviews to Credit, analyzing KPIs, reimbursement trends, etc.

Santa Clara, Ca, Us

Our team within Silicon Valley Bank provides Senior Credit Facilities to Sponsor backed cash generating companies in the healthcare industry. Targeting >$5.0 million of annual cash generation, our facilities support leveraged buyouts, mergers, and dividend recapitalizations. Through underwrite and management of our loan portfolio, we at SVB create long lasting relationships with Private Equity firms as well as their portfolio companies that we work with on a daily basis. Senior Secured Credit Facilities solidify a Company's capitalization allowing management to focus on taking their business to the next stage of growth.

Santa Clara, Ca, Us

Santa Clara, Ca, Us

Gb

Perform quarterly reviews and year end audits• Performed audits of numerous public and private companies, from Fortune 500 companies to Bio-Tech start ups• Sectors include Telecommunications, Defense Contractors, Health Sciences, Education, and Bio-Technology.• Calculated analytics/ratio analysis to identify financial trends and form expectations• Analyzed financial statements to evaluate changes and abnormalities in balances• Effectively communicated with management to resolve accounting issues• Evaluated internal control policies and procedures• Performed audits under US GAAP and IFRS (International Financial Reporting Standards)• Coached associates through procedures and arising issues

Internship. Hands on training including auditing non-profits, auditing 401-k's, tax preparation, and learning CSA software for both tax and audit accounting.

San Diego, Ca, Us

Coached ages 8-18 for weekly camps. Managed overnight campers and parents concerns.

Bachelor'S Degree, Accounting

Education record