Gregory Giamalis, Mba, Cpa Email & Phone Number

New York, Ny, Us

Stamford, Ct, Us

Amsterdam, North Holland, Nl

Mclean, Va, Us

Analyst/Associate – Underwrote middle market healthcare loans ($12MM - $115MM of EBITDA) across behavioral health, med device, contract research, dental, insurance sectors (>$900MM of Balance Sheet Commitments)• Executed 15 transactions including leveraged buyouts, acquisitions, refinancings, and dividend recapitalizations• For each loan transaction, constructed an expected case and a downside case utilizing company-specific insight from data room documents and quality of earnings reports, while also considering industry dynamics through research, diligence calls, and 3rd party studies• Assembled valuation models using Discounted Cash Flow, Public Comp, and M&A Comp methods• Completed various sections of credit approval memos including Company, Industry, Free Cash Flow, EBITDA Adjustments, and Model Drivers analysis• Created diligence questions lists and led diligence calls with private equity sponsors• Prepared PD and LGD ratings, pricing models, and Credit Decision Authority Tool for deal teams• Coordinated with 3rd party teams including the Originations, Capital Markets, Investment Research, Treasury Management, KYC/AML, Enterprise Valuation, Regulatory/Legal, and Closing Teams• Supported Senior underwriters in pitching transactions to the Investment Committee• Served as portfolio manager for six accounts (>$500MM of credit exposure) completing amendments and upsizes, annual reviews, and refreshing risk ratings, in addition to discussing recent financial performance quarterly with the senior leadership team

Mclean, Va, Us

Worldwide, Oo

Lead calls regarding audit status and open issues with client’s management and fund administrator.Reviewed financial statement drafts and provided comments to client Assistant Treasurers and staff.Prepared documentation and management representation letters for N-1A and N-2 consents.Oversaw work of first-year staff and interns.

Worldwide, Oo

Completed planning and substantive testing of investments, derivatives, and real estate transactions on registered and non-registered funds, including exchange funds.Performed analytical review and risk assessment procedures on engagements.Oversaw extensive confirmation process for derivatives and mortgage liabilities.

Worldwide, Oo

Served Clients in the medical device and internet-based advertising industriesPerformed audits on both public and privately held clients, handling cash, sales, and more

Bachelor'S Degree, Economics

Mba/Ms Accounting

Education record