Member of Board of ATL Portfolio Company Aero Accessories.Advised on M&A and debt on leveraged MBO of one of largest insurance agencies in Arkansas.Advised on corporate governance and aided a minority shareholding family in gaining Board control of a ~$300 million TEV basic materials company in Arkansas. Facilitated Vancouver family office PE-style investment into private company.

$100 million first time fund. Focusing on mezzanine investments in China, India, Japan, Korea and Southeast Asia.Responsible for fundraising and transaction origination, execution and structuring.Analyzed 100+ transactions and made written proposals on 10+ investments with one closed and soon to be exited at an IRR of 22% and another expected to close during Q1 2011.Strong relationships with leading Asian-focused and global private equity firms.

Head of Financial Sponsors Coverage, Asia, 2003 – 2005Responsible for financial sponsor coverage and LBO and acquisition financing.Generated approximately $8 million in gross fees in 2004 in a group which was newly formed in mid-2003.Noteworthy transactions:US$200MM high yield financing for Sun Sage BV, a holding company for Mando Corporation of South Korea, to provide a return of capital to JP Morgan Partners – first deal of its type in Asia.US$397MM leveraged loan financing for Wynn Resorts, the largest transaction of its type in Macau.

One of two senior aerospace and defense corporate finance bankers responsible for client relationships.Focused primarily on leveraged small-cap and mid-cap companies within the aerospace and defense and transportation sector, particularly those owned by private equity sponsors. Responsibilities included business development, marketing, transaction structuring, negotiation and execution.Promoted from Summer Associate to Associate in 1995, to Vice President in 1999 and then to Director in 2001.Demonstrated investment expertise with one co-investment (United Defense) yielding 10x return and a direct mezzanine investment returning ~25% per annum.Noteworthy transactions:Negotiation of four US$2+ billion restructurings of airlines in Latin America and Asia from 1994 through 2000. Negotiations involved creditors throughout North America, Latin America, Europe and Asia.Provision of complete package of products to DynCorp in 1999 to facilitate acquisition of GTE Information Systems Division. Provided $40 million of mezzanine private equity from DB Capital Partners, $270 million of bank financing and M&A advice on the transaction.US$800MM senior secured financing for United Defense to provide The Carlyle Group a US$400MM dividend (more than 2x return) during difficult market conditions for dividend recapitalizations.

Provided a wide range of management consulting services to financial services and telecommunications firms.Activities included: benchmarking of costs, revenues and other metrics; development of acquisition analysis models; development of product profitability models; and product re-engineering analyses.Promoted from Research Associate to Consultant.Most noteworthy transaction: developed an acquisition screening process to prioritize over 1,000 potential acquisition targets for a Northeast super-regional. Set of integrated spreadsheet and database models analyzed financial performance, branch network fit, and profit improvement potential related to each potential target.