Jonathan Weitzel Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Led various underwriting processes for the firm's direct lending platform for later stage, enterprise software companies in addtion to handling portfolio management responsibilities

San Francisco Bay Area

Led the growth capital team’s debt underwriting / diligence process on the west coast (e.g., customer/vendor/auditor/investor reference calls, financial modeling/stress testing, legal negotiation, portfolio management etc.). Transactions consisted of 20 investments into enterprise software companies.

San Francisco Bay Area

• One of three senior underwriters that led the firm’s $2.6BN direct lending platform to middle market companies• Led the underwriting process (e.g., customer/vendor/auditor/investor/ industry expert reference calls, financial modeling/stress testing, legal negotiation working direct with external counsel etc.) • Received Investment Committee approval to fund nine transactions, totaling $225MM, across various industries• Steered the process on three exits totaling over $100MM and generating an average IRR of 16%

Menlo Park, Ca

Collaborated with a Partner on a $1.5BN high net worth client to review, analyze, and present tactical and strategic asset allocation recommendations to the investment committee across the fixed income, absolute return, equity, private equity, and real assets sectors. Co-led effort with CEO and CIO to manage the firm’s fixed income fund by identifying fund managers with attractive risk-adjusted returns accompanied by strategies that express the firm’s macro economic viewsAuthored the firm’s monthly letter to managed accounts, providing macro economic and asset class commentary

New York, Ny

Worked closely with a Managing Director to structure financial and strategic alternatives for Flying J Inc., a fully integrated oil company with $18BN in revenues Spearheaded the valuation and potential sale of Flying J Inc.'s oil exploration and production subsidiary Coordinated with a Vice President to evaluate and negotiate capital structure alternatives for creditors of American Capital, Ltd., a principal investment firm with $13.0BN under management (Nasdaq: ACAS)

San Francisco, Ca

Led one of 10 sector teams that managed Wells Fargo's multi-billion dollar principal investment portfolioActively managed high-grade, high-yield, and convertible bonds, leveraged loans, credit default swaps, and public equities in the publishing, printing, broadcasting, theater, cable, and satellite sectors Recommended investment opportunities to investment committee using credit analysis, relative value analysis, capital structure arbitrage, and portfolio management techniques Received approval to participate in the group's first IPO investment, National CineMedia, Inc., an in-theatre advertising distributor with $380MM in revenues (Nasdaq: NCMI) Recognized as youngest Analyst to be promoted to Senior Analyst; 10 months versus two-year standardCredit Management Training Program Mar. 2003 - Sept. 2003AssociateReviewed seven financial transaction case studies in teams by analyzing financial statements, financial performance, industry trends, and comparable companies; proposed analyses to Relationship ManagersScored second highest on accounting entrance exam (94%) and elected to deliver ceremonial graduation speech

San Francisco, Ca

Managed a $400MM loan portfolio including companies in real estate, entertainment, beverage, and storageTeamed with Relationship Manager and Loan Team Manager on a $1.4BN syndicated leveraged loan transaction for a publicly traded beverage company with $3.2BN in revenues

Master, Business Administration; Finance And Accounting

Activities and Societies: Member of the Private Equity & Venture Capital Group, Hedge Fund Group, and Distressed Investments GroupDean's.

Bachelor Of Science, Business Administration / Finance; Literature

Activities and Societies: Bachelor of Science – Business Administration / Finance, Minor – Economics Major G.P.A. 3.7/4.0 | Dean’s List |.