Head of Five Crowns Credit Partners, special situations lending to the lower middle marketTarget borrower criteria: $1-20mm of EBITDA$3-50mm loan amount

Sat on the board of directors to oversee and implement an operational turnaround (after converting a portion of our debt into a majority equity position)

Middle market credit investing (both performing and special situations)Investing in HY and leveraged loans on the secondary market;Sourcing, structuring, and executing private loans to companies;Restructuring businesses both financially and operationallyIndustry coverage: industrials, business services, natural resources, aerospace and defense

• Created comprehensive models analyzing financial structures for LBOs and recapitalizations• Developed financial statement projections for various financing alternatives and potential M&A scenarios• Prepared valuations using discounted cash flows, equity comparables, and M&A comparables• Performed comparable company analysis on bank debt and high yield issues to determine appropriate leverage

• Created financial models analyzing LBO feasibility and accretion / dilution for M&A activity• Drafted the offering memorandum and management presentation for an active sell-side engagement• Conducted due diligence and analyzed comparable companies for the restructuring of a media conglomerate• Prepared pitch books, presentations and memoranda for client meetings and internal evaluations