Frank Colombo, Cfa Email & Phone Number

New York, New York, Us

Manage data products including Viridian Deal Tracker Conduct and supervise modeling and valuation for investment banking clientsKey player in capital raises, M&A, and advisory assignments

New York, New York, Us

Lead the development and enhancement of Viridian's Deal Tracker / Value Tracker / Credit Tracker suite of widely followed cannabis industry data products.Actively involved in all aspects of cannabis investment banking including capital raises, M&A, and advisory.Supervise creation of modeling and valuation for client assignments

Designed and taught innovative course on financial statement analysis, emphasizing integrated modeling, risk analysis and valuation

Head of Credit and Risk for start-up debt fund established to finance the rapidly growing cannabis industry • Key participant in fundraising activities • Developed the firm’s lending policies and procedures • Pioneered innovative financing product to address the unique needs of the nascent cannabis industry • Devised strategies to mitigate warrant portfolio risk • Structured loan proposals with covenant and collateral packages

Completed challenging analysis assignments for corporations, distressed debt funds, and private equity funds Recent engagements include: • Led all phases of analysis for a private equity purchase of a minerals mining company including on-site due diligence, management interviews, projection model construction, valuation analysis, and financing structure design • Prepared inventive valuation analysis on wind turbine blade intellectual property leading to options for monetization • Constructed complex corporate projection model for major Canadian trade finance company that was used to procure financing for a management buyout of the business • Conducted an in-depth valuation review of the office REIT industry resulting in profitable trading recommendations for a distressed debt hedge fund • Statistical consulting assignments supporting Ph.D. theses in business, education, and criminology

New York, New York, Us

Founding member in charge of research during start-up and growth of highly successful distressed debt trading firm • Hired, trained and supervised senior distressed debt analysts• Designed, authored and published distressed debt research with trade recommendations • Established strong relationships with portfolio managers and analysts at buy-side distressed funds• “Best Pick” selections significantly outperformed the distressed debt market for three consecutive years

Executed demanding merger and acquisition assignments as strategic advisor• Negotiated terms and established valuation and financing for a $1.5 billion regional food company acquisition • Due diligence, modeling, valuation analysis, and negotiation of a $60 million bank credit facility for the acquisition of a public petroleum marketing company

Managed staff of 21 high yield analysts in NY and London and directed all high yield credit research and research publications worldwide• Active member of High Yield Commitment Committee and key participant in credit due diligence• Lead analyst on over 20 new high yield issues across a wide variety of industries• Originated building products issues that produced over $10 million in fees• Upgraded research staff by adding seven analysts in NY and London• Forged strong relationships with key portfolio managers and analysts• Designed rating agency and roadshow presentations• Performed key role in restructuring negotiations as member of two bankruptcy creditor committees

Directed all credit and fixed income research and Chief Credit Officer on High Yield Commitment Committee • Achieved excellent underwriting record in over 100 transactions• Key contributor in building Dillon Read into top ten underwriters of high yield bonds• Executed capital market functions including marketing, structuring, and rating agency and roadshow presentations• Established strong relationships with high yield issuers and portfolio managers leading to increased underwriting and trading

Master Of Business Administration - Mba

Cfa

Bachelor'S Degree, Economics