Karin K. Email & Phone Number

Greenwich, Connecticut, Us

Libertas Funding is a premier private credit firm specializing in flexible funding options for small and medium-sized businesses (SMBs) nationwide. Our mission is to empower businesses with access to the capital they need to thrive by offering innovative financial solutions tailored to their unique needs. Leveraging our deep industry expertise, we are committed to supporting SMBs in their pursuit of sustainable growth and long-term success. Originate approximately 250 deals and 35 closed transactions annually. Term sheet signed for $100M of investor capital from my network for the firm. First outside Institutional Sales hire, responsible for creating and executing strategy, deal sourcing program, CRM implementation and building the sales team. Leading outside institutional sales efforts firmwide, mentoring and coaching team in converting relationships into opportunities. Coordinating calendar of events, conferences sponsorship opportunities and budget while acting as brand ambassador nationally. Cultivating relationships with mid-market investment bankers, private equity firms, lenders, attorneys, accountants, and entrepreneurs resulting in robust deal flow, opportunities and access to financing, debt and equity partnership and co-invest opportunities for the firm. Reviewing and analyzing potential investments, monitoring creation of investment memos and evaluation system, assisting in presenting opportunities to the investment committee.  Building and leading a comprehensive targeting program to find potential new sourcing partners and assisting in managing all investor relationships and marketing for both potential investors and potential deal source relationships.

Columbia, Connecticut, Us

Trurefund's purpose and passion is to disruptively create a refund platform so customer friendly that customers will be willing to pay full price for digital goods. They enable your customers' refunds directly on our one-click refund platform for any digital goods you choose to sell.

Chicago, Il, Us

The Association for Corporate Growth (ACG) is an organization providing a global "community" for mergers and acquisitions and corporate growth professionals. Founded in 1954, ACG has grown to more than 14,500 members from corporations, private equity, finance, and professional service firms representing Fortune 1000, FTSE 100, and mid-market companies. There are 57 chapters in North America and Europe. These chapters meet regularly, support events and provide a forum for senior-level M&A professionals to network, share best practices and source deals.

Chicago, Il, Us

Baker Tilly Capital LLC, a wholly-owned subsidiary of Baker Tilly US, LLP (Baker Tilly), is a boutique investment bank specializing in merger and acquisition, buy- and sell-side advisory, and corporate finance services. - Developed internal and external relationships to source M&A transactions, resulting in a 300% increase in closed transactions and M&A revenue for FY 2022 compared to the previous fiscal year.- Informed practice leadership of changing market dynamics and discussed strategic accounts, ensuring alignment with business objectives.- Executed independent client/opportunity pursuit plan for private equity firms and their portfolio companies, maintaining a robust activity schedule and highly organized tracking of activities with proven results.- Drove collaboration across Baker Tilly service offerings, business development organization, and the broader partnership internationally, fostering a cohesive and integrated approach to client engagement.

Chicago, Il, Us

Monroe Capital is a private credit asset management firm with over $7B AUM specializing in direct lending and opportunistic private credit investing. - Originated approximately 150 deals annually, resulting in over $100M in closed transactions each year.- Reviewed and analyzed potential investments, conducting thorough due diligence to assess viability and potential risks.- Created investment memos and materials, presenting opportunities to the investment committee for evaluation and decision-making.- Oversaw underwriting team, providing guidance and support in structuring and documenting transactions.- Attended management meetings, representing the firm and gaining valuable insights into the businesses involved.- Partnered with colleagues to provide input and guidance on structure, pricing, and terms of transactions.- Coordinated with marketing team on the production of materials, sponsored and attended events, and contributed to general brand awareness campaigns.

Chicago, Il, Us

London, London, Gb

Alcentra NY, LLC is part of BNY Alcentra Group Holdings, Inc. (“Alcentra Group”), one of the world’s leading sub-investment grade credit asset managers focusing on the U.S. and European markets.- Originated approximately 150 deals annually, resulting in over $40M in closed transactions each year.- Cultivated relationships with mid-market investment bankers, private equity firms, lenders, entrepreneurs, and limited partners, driving robust deal flow and access to debt and equity partnership opportunities.- Initiated and led efforts to increase deal flow from intermediaries, private equity firms, attorneys, accountants, and other industry service providers.- Created marketing and business development strategies, executing the firm's annual growth and origination plan.- Developed and led marketing communications strategy, implementing and supporting brand management and website development.- Attended industry trade shows, managing conference logistics to prospect potential partners and generate maximum exposure and brand awareness through speaking opportunities and individual meetings.- Coordinated CRM for the firm, maintaining the opportunity pipeline, tracking activity, and optimizing deal sources.

Cleveland, Ohio, Us

CBIZ (NYSE: CBZ) is a professional services company, providing a comprehensive range of business services, products and solutions that help clients grow and succeed by better managing their finances and employees. - Achieved top salesperson status in CBIZ, sourcing 189% of goal in 2012 and 125% of goal in 2011.- Developed and executed comprehensive growth and support plans to assist segments and other business units in achieving their growth plans.- Coordinated data gathering and conducted meaningful analysis of financial information to provide firm leaders with statistics related to firm growth on a regular and timely basis.- Developed and implemented the firm's social media strategy, maintaining database strategy and implementation.- Supported the design and implementation of a Client Opportunity Planning process to secure the firm's largest, strategic, and at-risk clients.- Provided leadership and management to 4 direct reports, including Business Development and Marketing Managers.

Greenwich, Ct, Us

Fifth Street is a leading alternative asset manager that provides credit solutions to growing small & mid-sized businesses.• Headed up the New England deal origination and sourcing team; managed private equity transactions from inception to completion; sourced more than $2B in potential deals and successfully recommended and closed private equity transactions with total funding more than $50MM• Conducted all (non-financial) aspects of due diligence for deals; responsible for sponsor information, deal analysis, proprietary scoring; presented results and recommendations to the Investment Committee’s executive management• Strong collaborator across divisions to ensure all aspects of deal/transaction closing proceeded seamlessly; maintain strong working relationship with past and present deal teams• Leadership responsibility for 2 direct reports (analyst and business development professional)Business Development Associate 2005 – 2008• Responsible for investor communications, presentations and activities directed to the investment community including earnings announcements; telephone requests; Q&A’s; conferences; investor visits; one-on-one meetings; the annual report; shareholder meetings; and the website.• Successfully branded Fifth Street as a premier lender for the lower middle market client base; executed and measured all marketing programs to ensure branding was consistent with deal structuring and product offerings• Developed website with design elements and content contributions; ensured website design was consistent with creative messaging while ensuring user-friendly navigation for clients and investors was preserved and maintained• Traveled extensively to trade shows and conferences with direct client-facing responsibilities; collaborated closely with marketing professionals to manage list serve content and communications on a monthly basis