Daniel Anaya Email & Phone Number

Beverly, Massachusetts, Us

Beverly, Massachusetts, Us

Beverly, Massachusetts, Us

Manchester, Nh, Us

•Analyzed market driven business plans. Led cross functional teams to determine Operations and other organizational requirements to execute. Drove key business decisions and launched major initiatives into the organization•Allocated XX million of growth capital across global portfolio of manufacturing and distribution assets•Justified and managed XX million annual increase in R&D budget leading to XX million of innovation EBITDA

Philadelphia, Pa, Us

•Led the development of the annual budget and oversaw operating companies' monthly forecasting process.•Oversaw the sales force and financial integration of Comcast’s first Business Services acquisition, a $60M CLEC with 2400 subscribers.•Developed a division wide reporting function across 5 newly organized operating entities.

Gb

•Performed due diligence on the financial situation of severely distressed automotive suppliers on behalf of Tier 1 or OEM clients.•Proposed a funding mechanism for the US subsidiary, of an insolvent Tier 1 supplier. Negotiated agreements with stakeholders and achieved a solution that minimized funding and operated within existing debt agreements.• Developed prospect screening tools utilizing Bloomberg and Capital IQ. Reviewed credit documentation to determine specific events that would require retaining a financial adviser.

Waltham, Ma, Us

• Analyzed and challenged financial and operating assumptions of multiple operating companies with over $5 billion of annual revenue.• Assembled reports and other presentation material for C-level management and the board of directors.• Redesigned a 40+ worksheet excel template to improve reporting accuracy and further automate monthly and quarterly internal business unit reporting.

Milwaukee, Wi, Us

• Analyzed Fixed Income, Mezzanine, and Private Equity investment and co-investment opportunities.• Developed detailed operating and financial models. Worked with management teams and financial sponsors to develop sensitivities to key transaction assumptions.

Boston, Ma, Us

Member of a 12 person investment team managing $11 billion invested in leveraged loans. The group purchased initial loan syndications and actively participated in the par and distressed secondary loan markets.Assistant Vice President 1998 – 2003•Analyzed investments in the primary and secondary bank loan market across a variety of debt centric capital markets transactions including leveraged buyouts, refinances, DIP financing, and plans-of-reorganization. •Managed 40 leveraged credits constituting $1.6 billion in net assets.•Recommended lending structures, covenants, and pricing to loan originators. Negotiated amendments and other changes to credit agreements and related documentation.•Negotiated restructuring plans with subordinate creditors, equity sponsors, and management teams.•Monitored the performance of existing investments and made buy/sell recommendations to portfolio managers and a credit committee.

Mba

Leveraged Finance

Ba, Economics, International Relations

High School