Investment Banking Associate - Global Industrials Group

• Worked with multiple teams across the fund level, senior management, and two portfolio companies to develop a highly in depth operating model following combination of two portfolio companies. Model served dual role as detailed budget for management and strategic capital allocation model for the board. • Built integration plans for existing portfolio roll up strategy following an acquisition, prioritizing opportunities with respect to both financial significance and likelihood of achievement. Developed execution roadmap and presented findings to fund partners and senior portfolio company management. Identified 2.5x annual savings vs. original estimates.• Identified and developed PE investment ideas and wrote and presented screenings of these ideas to investment team • Analyzed portfolio companies sales team strategies quantified cost vs. benefit, highlighted best practices and established target areas for growth.

• Performed lead role in sourcing, pitching, structuring and negotiating new deals.• Managed a portfolio of clients as the primary liaison between Wells Fargo and the Customer.

• Supported senior business development officers in identification and acquisition of new clients. Performed lead role and managed underwriting team through internal credit approval process, due diligence and full underwriting of new credit facilities. Participant in structuring and negotiation tasks.• Assumed responsibility for idea generation to expand line of business products and coverage of industry, authoring thesis argument and investment rationale, developing prospect lists, and building financial analysis.• Responsible for monitoring portfolio and analyzing performance of portfolio companies.

• Participated in a 4.5 month advanced credit training program to enhance credit underwriting, client relationship management, and business development skills.• Performed credit analysis including: quantitative risk assessment, financial statement analysis and projections, industry and business risk evaluation, management assessment, and loan structuring.

• Monitored compliance of 20+ companies and analyzed performance through quarterly and annual reviews of a portfolio of credits with $500MM of commitments and $400MM of outstanding balances.• Collaborated with relationship managers and senior management to underwrite new and existing deals with multiple credit structures for a wide array of customers. Select transactions include: – Right Lead of a $75MM line of credit and $100MM term loan dividend recap for a publicly owned Middle Market Operating Company. – Right lead for the refinance of a $50MM line of credit and $73MM term loan for a PE owned Middle Market Operating Company. – Participant in a refinance of a $1,814MM term loan for a publicly owned large franchisor. – Sole Bank $20MM line of credit for the acquisition of 3 C&G properties in Las Vegas. – Left lead of a $8MM line of credit, $10MM development facility, and $141.5MM term loan for the PE acquisition of a middle market franchisee. • Conducted intensive modeling of multiple scenarios utilizing company projections and market trends to develop and present likely outcomes.• Assisted in executing transactions including documentation, due diligence, modeling and identification of key strengths and risks associated with the credit.

• Collaborated within a team of responsible for the Data Migration project; supported project implementation, progress reporting, issue identification and resolution, and planning.

• Researched, authored, and presented a White Paper developing the understanding of investors’ goals for exposure, risk, and return and discussing how to use International Fixed Income opportunities to reach them