Cortland Credit provides shorter-term asset-based revolving and term loans ranging in size from $5-100 million to mid-market companies seeking financing for organic growth, acquisitions, business transitions, and/or additional operating liquidity to offset longer net operating cycles. Cortland is sector agnostic and can provide financing in North America, Europe and Australia.

Initiated coverage of the Eastern Canadian market by opening a new office in Toronto. The Managing Director is responsible for: (a) building brand awareness through business development activities; (b) sourcing new transactions; (c) negotiating and underwriting financing transactions; (d) building and managing a local team to grow the Company’s market presence; (e) participating as a key member of the executive team to develop near-term and long-term tactical and strategic plans; (f) managing the existing portfolio of relationships. Contributions included:1) For fiscal 2016, exceeded the Company’s Best Case forecast scenario for the Toronto market on all key metrics including: a) Months to First Deal (3 mo. vs Target of 6 mos.); b) Volume of Closed Transactions ($29.4 million, exceeded Target by 535%); c) Net Revenue (exceeded Target by 850%)2) Funded over $75 million (15 transactions) of new business compared to expectation of $50 million3) Built the Toronto-based team from one (myself) to six. Involved in all aspects of recruiting, hiring, training, performance reviews, career planning / development for all staff.4) Played a significant role in strategic planning with a focus on marketing, brand management, people management and sales force effectiveness.

Managed a team of 7 direct reports; including 5 account managers and 2 administration employees. The Director has overall responsibility for a portfolio of 85 relationships, $300 million in assets and $80 million in loan volume, including full P&L responsibility. The Director is responsible for working with the team to develop and execute on business development plans, source deals, provide coaching and mentoring on transaction structuring and execution, manage risk and manage all HR functions for the office including hiring and compensation. Contributions included:1) Achieved 122% and 129% of sales target for the office for fiscal 2014 and 2015, respectively2) In addition to management responsibilities, personally sourced, underwrote and closed $22 million and $24 million of transactions in 2014 and 2015, respectively.3) Hired a new Associate Director that delivered 175%+ of full year target in his first year.4) Greatly increased coaching and mentoring within the office including defined market coverage plans, weekly office meetings and monthly one-on-one meetings with sales staff to discuss strategy

Manage a portfolio of approximately 30 small to medium sized businesses and deliver patient financing solutions by drawing on a spectrum of financial instruments including term debt, leasing and subordinated debt. The Associate Director is responsible for relationship management, business development, portfolio management and credit underwriting within an assigned territory. Roynat transactions range from $500k to $50 million with Roynat acting as both a sole investor and as part of a syndicate for larger transactions. Contributions included:1) Achieved 192% of sales target in fiscal 2013 and was the #3 ranked Associate Director in Roynata) Closed the most profitable transaction for Roynat in fiscal 20132) Achieved 289% of sales target in fiscal 2012 and won the Top Producer Award for Roynata) Closed the largest and most profitable transaction for Roynat in fiscal 20123) Significantly improved Roynat’s presence in the syndication, cash flow and subordinated debt lending markets by a focused calling program on mid-market investment banks, commercial banks, accounting firms and brokers

Provide financial advisory services to clients looking to grow their business or optimize their capital structure by advising on mergers and acquisitions transactions or by raising debt or equity in the capital markets. The role of the Associate is to be a key member of a small deal team helping to develop new sources of business by providing thought leadership in terms of business strategy, capital structure and researching potential acquisition targets. In addition, responsible for managing client relationships, preparing marketing materials, completing complex financial analysis and managing transaction execution. Contributions included:1) Advised Cossette Inc., Canada’s leading marketing-communications company, on its sale to Mill Road Capital in a transaction valued at approximately $140 million. Prepared effective marketing-related documents and interacted on a consistent basis with senior executives from the Company and potential buyers, which led to a transaction premium of 142%2) Structured a complex transaction for Lake Shore Gold, allowing the Company to raise $77 million in common shares and flow-through common shares in a single packaged offering3) Responsible for entire transaction execution, including negotiation of engagement letter and fee arrangement, investor targeting, client relationship management and syndication for a A$44 million private placement for Coalspur Mines

Summer internship during MBA

Developed relationships with heavy equipment vendors, where GE would be their “lender of choice” for equipment that they sell. Once these business partners were targeted, referral agreements had to be negotiated. I structured and underwrote financing transactions with the end-user customers of the equipment with an average transaction size of $800k.

Improved the effectiveness of the Canadian sales organization by providing them with the tools, training and reporting capability to allow for more strategic sales management. In addition, I managed GE’s At the Customer for The Customer initiative (“ACFC”), which is a value proposition where GE shares its well renowned management tools with its customers.

Managed a portfolio of over 400 mid-market accounts to increase the volume of asset-based financing agreements. I was responsible for all prospecting and marketing activities, administration of client accounts, coaching assistant account managers and credit underwriting. The average transaction size was $400k, with the largest transaction being $7MM.