Managing Director
CurrentExecute tax-exempt and taxable debt financing transactions for a national client base, across a broad range of size, clinical service scope, credit quality, debt mix and complexity.Senior underwriting experience to date includes over 100 transactions and a total issuance amount of over $10 billion.Responsible for business development efforts, including the identification and communication of opportunities to match evolving needs of healthcare providers with tailored capital markets solutions.Skilled in plan of finance design, capitalizing on macro market trends and specific structures based on clients' needs and goals.Fluent in the mechanics and strategy of legal and security structure documentation, from design through negotiation at execution.Insightful credit analyst, crafting powerful value propositions to communicate core credit strengths through the bond rating agency selection and presentation process, as well as investor education and marketing including in-person national road shows. Expert in final negotiation and bond pricing to achieve optimal outcomes in terms of bond cost, covenants, security and structure.Ongoing client service including debt structure optimization, market education, investor relations and rating agency relations. Develop strategic and tactical interest rate derivative strategies to complement borrowers' liability management goals. Evaluate and execute strategic opportunities ranging from affiliation to full asset acquisition or divestiture.
