Executive Director
CurrentI cover a portfolio of diversified non-investment grade mid-cap clients in the Midwest region of CCBSI. Transaction types include, M&A, Sponsor LBOs, corporate restructurings and working capital facilities originated in the bank pro rata market (including ABL), institutional market, and bond market.Primary responsibilities include:- Assessing creditworthiness of borrowers and determining risk involved in extending credit- Analyzing financial statements and conducting fulsome… Show more I cover a portfolio of diversified non-investment grade mid-cap clients in the Midwest region of CCBSI. Transaction types include, M&A, Sponsor LBOs, corporate restructurings and working capital facilities originated in the bank pro rata market (including ABL), institutional market, and bond market.Primary responsibilities include:- Assessing creditworthiness of borrowers and determining risk involved in extending credit- Analyzing financial statements and conducting fulsome credit analysis- Financial modeling- Leading due diligence process- Structuring and negotiating debt transactions- Partner across the firm with Relationship Managers, Debt Capital Markets professionals, Investment Bankers, and Treasury professionals.- Portfolio management primarily associated with large syndicated loans, treasury management and derivative products. Show less
