Jake Messinger Email & Phone Number

Chicago, Illinois, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

• Evaluated confidential information memorandums for precedent debt and equity investment opportunities in the lower middle market and presented merits and risks associated with potential investments to the deal team
• Compiled company-specific data in Excel, such as customer churn and concentration analysis, to better assess raw data provided by targets and gauge risks associated with investment
• Generated models using company-provided financials and logical assumptions to estimate the internal rate of return and cash-on-cash return for Fidus and sponsors and analyze fixed charge coverage and leverage ratios
• Contributed to the healthcare team by participating in the team’s weekly meeting and updating the healthcare precedent transaction database to compare deals that the Company considered in the healthcare industry
• Attended a weekly company-wide meeting in which partners and managing directors addressed investment opportunities in the Company’s pipeline and the status of active portfolio investments
• Completed financial covenant, modeling, portfolio valuation and legal documentation training

Lake Forest, Illinois

• Analyzed financial reports provided by loan applicants to determine credit worthiness
• Drafted credit approvals for commercial customers requesting up to $750,000 in loans
• Collaborated with underwriters to learn about and perform credit approvals
• Participated in a weekly bank-wide credit approval committee to approve multi-million-dollar credit applications
• Updated customer insurance policies through outreach to participating agencies to secure collateral
• Completed compliance, anti-money laundering, accounting, and financial analysis training in Wintrust University

Bachelor Of Science - Bs, Finance, General

Education record