Director Investment Banking
Portland, Oregon Area
- Led West Coast based Investment Banking team focused on middle market companies ($50M - $2B in revenue.) Clients included family-owned and sponsor-controlled private companies, public companies, and Alaska Native Corporations.- Covered the market as an Industry Generalist investment banker, leveraging KeyBanc Capital Markets (“KBCM”) industry verticals and product groups (mostly located in Cleveland and NYC.) - Advised companies on M&A strategies (buy-side, sell-side, capital raising) and the full gamut of capital raising solutions (senior pro-rata, institutional, high yield, asset based, and junior capital.) - Collaborated with Key Bank’s Middle Market Commercial Banking teams on investment banking opportunities with their clients and prospects. Awarded “Investment Banking Partner of the Year” in recognition of a significant investment banking transaction with a Commercial Bank client.