Christopher Carlucci Email & Phone Number

New York, Ny, Us

New York, Us

New York, Us

New York, Us

Brightwood Capital Advisors, LLC provides debt and equity capital solutions to US based companies with EBITDA of $5 million to $75 million.Since 2010, we have created and managed private investment funds on behalf of institutions and high networth individuals. We currently manage over $2 billion in assets under management and 50 employees, making us one of the leading direct lending and lower middle market platforms. Brightwood oversees two Small Business Investment Company (SBIC) vehicles and several Limited Partnerships. All Brightwood managed funds possess flexibility to invest in both debt and equity structures (e.g. unitranche, senior secured, second lien and subordinated debt, preferred stock and equity). Brightwood provides capital solutions in five core areas: Technology & Telecommunications, Healthcare Services, Business Services, Transportation & Logistics and Franchising.

New York, New York, Us

New York, New York, Us

Analyst for the Middle Market Banking GroupCiti’s Middle Market Banking Group originates, structures, and executes debt financing transactions for Middle Market ($50MM - $10B in Revenue) companies across many industries including Healthcare, Industrials, Consumer & Retail, Technology, Business Services, and Energy (Upstream Exploration & Production, Midstream, Energy Services)Structure, underwrite, and monitor senior secured floating/fixed rate debt products for both investment and non-investment grade Middle Market companies Structure, underwrite, and monitor leveraged financing for clients who are engaging in recapitalizations, divestures, partner buyouts, and/or acquisitionsProvide clients additional financial solutions including cash management, foreign exchange hedging, and interest rate derivatives for fixed rate debt productsAttended 3 month Formal Credit Training Program covering credit analysis, financial accounting, financial statement analysis, financial modeling, corporate valuation, and structuring.

Waltham, Massachusetts, Us

One-on-one tutoring with students struggling to achieve passing grades in sophomore, junior, and senior level finance and accounting classes Walk students through various applications of finance and accounting and practice for examsMentor students by showing them the proper ways to organize their schedules and prepare for exams

Zurich, Ch

Assisted financial advisors managing over $700 million in client fundsConducted comprehensive review of client portfolios, including meeting with clients, advisors and lawyers to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestionsClosely examined debt and currency markets, evaluating trends and assessing data to determine investment opportunitiesMade suggestions to senior staff based on information

Member of a six-person management consulting team that composed a strategic business plan and developed a comprehensive marketing strategy for Fancl (a Chinese cosmetics company) to penetrate the U.S. market Business plan consisted of an in-depth US market analysis, analysis of Fancl strengths/weaknesses, marketing plan, projected cash flows, and revenue/expense forecastsPresented business plan to Fancl Senior Executives

Bachelor Of Science, Corporate Finance And Accountancy

Cfa Level Ii Candidate, Passed Level I Of The Cfa Program

Mandarin