Managed a portfolio of 21 clients with over $2.6 billion in committed capitalLed pitch presentations to internal risk committee executives and potential clients for new credit investmentsUnderwrote senior credit investmentsLed credit documentation negotiations with clients and counselMonitored existing portfolio company financial performance and compliance with covenantsMaintained relationships with existing portfolio clientsMentored the team of analysts, providing support in ongoing training and new analyst on-boardingDeal Experience:• Played an integral role in the deal execution process of over 40 transactions including:o The Men’s Wearhouse $1.8 billion acquisition of Jos. A. Banko Petco Animal Supplies’ acquisition of Drs. Foster & Smitho BC Partners’ $8.7 billion acquisition of PetSmarto Sycamore Partners’ spin off of the Torrid banner from Hot Topico Barnes & Noble’s spin off of Barnes & Noble Educationo CVC Capital Partners’ and CPP Investment Board’s $4.6 billion acquisition of Petco Animal Supplieso Barnes & Noble Education’s acquisition of MBS Textbook Exchangeo CVC Capital Partners’ sale of Leslie’s Poolmart to Catterton Partnerso Caleres’ $255 million acquisition of Allen Edmondso Golden Gate Capital's merger of Eddie Bauer and PacSun• Bankruptcy/Restructuring experience:o The Limited I Payless I rue21 I Gymboree I Sears Canada I Charming Charlie I Southeastern Grocers I Fred’s I Pier 1 Imports

Managed a portfolio of 16 clients with over $1.7 billion in committed capital

Provided portfolio management support to a portfolio of 20 clientsMonitored financial metrics of companies within my portfolio with a focus on EBITDA based leverage and liquidity metricsGenerated quarterly risk profile reports on portfolio companies utilizing trailing twelve month financial dataLed new client due diligence processes including collateral analysis, pro-forma financial modeling, and sensitized scenario analysis with a strong focus on debt repaymentPlayed an instrumental role in the completion of internal risk approvals and credit investment pitches to internal risk committee executivesAssisted in the preparation of pitch books for corporate bankersSupported credit documentation negotiations and distribution of documents and information to bank group during deal closing processes

Provided critical support and assistance on analysis, due diligence, budgeting, and program administration on a variety of tasks for the following federal grant opportunities and state-funded programs:o $320,000 multi-organization outreach program;o $1.2 million Regional Federal Grant opportunity;o $400,000 Industry small business program;o Over $15 million in 3 company projects

Generated quarterly performance reports for several investment productsCreated on-boarding process flows for new investment productsPerformed competitive research on investment product marketing strategies

Created and implemented Key Performance Indicator Database for CEOAssisted with day-to-day finances while shadowing CFOAnalyzed financial statements for potential acquisitionsShadowed CEO in day-to-day business meetings