I am an analytical finance professional with diversified industry knowledge and investment experience. I have a track record of success in sourcing, structuring, and managing opportunistic and troubled investments across the capital structure, with a broad relationship network in performing credit and distressed markets on the private and public side. I also have experience negotiating complex financial transactions while serving as lead investor, board of director member, and advisor. I AM OPEN TO RELOCATION.I can add value to any organization by:* Targeting alternative investment opportunities across diverse markets such as direct lending, syndicated loans, asset-based lending, high yield, convertibles, distressed, and private equity.* Building relationships and devising negotiation strategies with key company stakeholders for board decisions and financial transactions.* Positioning companies for performance optimization and post-reorganizational turnarounds by evaluating and reassigning resource allocations to higher-impact operational and strategic initiatives and by recruiting company leadership capable of driving change.Areas of Expertise:Hard Skills: Credit Analysis, Financial Statement Analysis, Portfolio Management, Asset-Based Lending, Direct Lending, Distressed Investing, High-Yield Investing, Restructuring, Credit Agreements, Negotiations, Research-Based Investments, Financial Operations, Forecasting, Turnarounds, Boards of Directors, Corporate Finance, Liquidity Analysis, M&A, Capital Markets, Executive Recruiting, Investment Strategies, Operational ImprovementsSoft Skills: Results-Focused Leadership, Highly Analytical, Process-Oriented, Negotiation Skills, Excellent Verbal and Written Communication Skills, Good Decision-Making Skills, Public Speaking, C-Level Decision Support, Work Well Independently, Work Well with Team, Problem-Solving, Work Well Under Pressure, Multi-Tasking, InsightfulTechnology Competencies: Microsoft Office 365: Word, Excel, PowerPoint; Bloomberg, Capital IQKnowledge of Other Business Cultures: Extensive global business acumen. Lived and worked in London, UK, for two years while employed at Merrill Lynch. Worked with and facilitated numerous deals with companies and colleagues in Canada, Norway, Denmark, and Greece. Marketed to investors in France, Italy, and Switzerland.Industry Insights: Hedge Funds, Alternative Asset Management, Capital Markets, Investment Banking, Corporate Finance, Direct Lending, Asset-Based Lending, Syndicated Loans, Private Debt, Liquid Debt, Private Equity
Privatecapintel
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Managing PartnerPrivatecapintel Feb 2017 - PresentGreater New York City AreaCo-founded advisory firm targeting underserved industries needing capital raising, restructuring, and strategic advisory services. Educate debt investors about niche, emerging industries for investment. Coordinate debt placement activities across research, sales, and capital markets. Monitor capital markets to price and structure individual transactions. Negotiate in restructuring transactions and collaborate with legal counsel to define creditor remedies beyond Chapter 11. Review financials and prepare unaudited financial statements and projections for private small businesses.SPECIALIZED FUNCTIONS & SKILLS: pitch books, pitches to secure corporate engagements, due diligence, financial statements, projections, stakeholder negotiations, valuation, marketing materials, transaction pricing and structuring, business operations, deal term sheets, developing and presenting industry primers and legal risk analyses, accountingSELECT ACHIEVEMENTS:• Advised on $800M+ in direct lending, syndicated debt, restructuring, sale-leaseback, and Series A transactions.• Launched legalized cannabis debt capital markets practice for Seaport Global by creating, building, and executing a comprehensive business plan and advocating a positioned brand to prospective clients.• Drove $300M secured loan placement for Curaleaf Holdings, including overseeing company due diligence, drafting presentation materials, and devising sales and marketing strategy. • Legitimized shareholder takeover bid within a restructuring process for legalized cannabis operator by connecting and devising a negotiation strategy with key stakeholders, developing financial liquidity projections and revised budgets for proposed management, and identifying $300M in debt financing from new lenders.• Other advisory work: $114M secured note/unit offering for Harvest Health & Recreation, $35M 1st lien loan for KushCo, $35M Series A raise for a California-based operator, $15M sale-leaseback financing for DionyMed.
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Director, Distressed InvestingAngelo, Gordon & Co. Sep 2007 - Mar 2016New York NyIdentified, managed distressed company investments. Handled financial modeling, liquidity analysis, valuation of assets and enterprises; secured and unsecured bonds, loans, trade claims; corporate structures, financial covenants, legal terms. Proficient in creditor negotiations. Familiar with US/international court processes. Drafted and negotiated shareholder agreements. Formation of and participation on portfolio company boards. SPECIALIZED FUNCTIONS & SKILLS: creditor negotiations, credit agreements, shareholder agreements, board formation, executive recruiting, networking, legal counsel collaboration, portfolio management, board of directors member, bankruptcy proceedings, workouts, credit analysis, financial controls and operations, financingSELECT ACHIEVEMENTS:• Managed individual exposures of up to $300M within firm’s $6B distressed funds.• Managed $1B investment in Lehman insolvency, yielding 15% IRR through analysis of financial statements, creditor contract legalities, and inter-company transactions and participation in negotiations of multi-jurisdictional processes.• Generated double-digit returns in Overseas Shipholding Group, focusing on asset and enterprise valuation relative to balance sheet liabilities and estimated tax claims and participating in bank loan creditor group of Chapter 11.• Facilitated Team Tankers' post-reorg turnaround by reallocating resources, recruiting leadership, and orchestrating new board of directors and CEO transition as director.• As director on Excel Maritime board, led transaction committee negotiations for sale of company assets to Star Bulk.• Other shipping and financials exposure: unsecured bonds in CIT, 1st lien loan Chembulk, 1st lien loan Excel Maritime, 1st lien loan Eitzen Chemical, 2nd lien loan Chrysler Finco, Madoff feeder fund claims, post reorg equities. • Other situations evaluated: shipping loan portfolio trades, ad hoc opportunities in munis, coal, industrials, metals and mining, telecom, retail. -
Credit Analyst And Portfolio Manager, Convertible Arbitrage InvestingTpg Angelo Gordon Oct 2002 - Sep 2007New York, New York, United StatesOversaw investments in high-yield and convertible markets in the US and Europe. Specialized in debt capital markets pricing. Developed expertise in quantitative modeling of convertible bonds, engaged in trading convertible bonds, stocks, and credit default swaps (CDS). Implemented fundamental screens to identify special situation investments spanning busted convertibles, directional hedge trading options, and straight bond investments. SPECIALIZED FUNCTIONS & SKILLS: financial modeling, liquidity analysis, credit analysis, valuation of enterprises and assets, capital markets, trading, financial statement analysisSELECT ACHIEVEMENTS:• Handled $100M of co-managed European convertible book within a larger $ 1B+ investment portfolio.• Showcased a mix of strategic insight and practical trading skills by administering a high-yield straight investment book valued at approximately $100M and a US convertible bonds book.• Evaluated industries opportunistically with sectors including healthcare, biotech, pharmaceuticals, media, telecom, retail, consumer products, etc. -
Vice President, Convertibles ResearchMerrill Lynch Feb 2001 - Sep 2002London, United Kingdom -
Director Of ResearchMeritage Advisors Llc Jan 2000 - Dec 2000San Francisco, California, United States
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Associate Analyst, High Yield ResearchBear Stearns & Co. Inc. Jan 1999 - Dec 1999New York, New York, United States
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Associate Analyst, High Yield ResearchPainewebber Incorportated Mar 1997 - Dec 1998New York, New York, United States
Danielle Leone Education Details
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Communication, General -
Master Of Business Administration (M.B.A.) -
English In Fiction Writing
Frequently Asked Questions about Danielle Leone
What company does Danielle Leone work for?
Danielle Leone works for Privatecapintel
What is Danielle Leone's role at the current company?
Danielle Leone's current role is Versatile Investment Professional \ Credit Analyst \ Restructuring Expert.
What schools did Danielle Leone attend?
Danielle Leone attended Stanford University, New York University - Leonard N. Stern School Of Business, New York University.
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Danielle Leone
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Danielle Ojeda
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