Kate is an Investment Associate for Tanarra Restructuring Partners (TRP) with 4 years investment banking experience with special focus in debt lending for clients across private equity and secondary funds, private credit and hedge funds.Kate now channels her detail oriented inquisitive nature with TRP who focus specifically on credit special situations including the acquisition of distressed debt in otherwise attractive or robust businesses experiencing short-term or intermediate stress as well as credit situations with attractive risk-return parameters. TRP work with owners to restructure these companies for success and are highly sought after by owners given our reputation as genuine partners who seek to minimise adverse employment outcomes where possible.Before joining Tanarra, Kate managed Credit Risk at Macquarie Group within both the Financial Institutions and Middle Markets teams; with primary coverage of Fund Finance (Subscription Commitment Facilities and NAV backed loans) and Treasury & Debt Markets (warehouses, securitisations and bond trading).Her time with the Middle Markets leverage and acquisition finance team built expertise in aged care, health care, transport & logistics and telecom industries across PE sponsors, public and private companies spanning emerging corporates through institutional clients. Kate holds a Bachelor of Science from Monash University, Victoria and has 2 years work experience in dental which now is instrumental to TRP who actively monitor the aged care, health care and child care industries for opportunities.
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ManagerMacquarie GroupSydney, Nsw, Au -
Investment AssociateTanarra Restructuring Partners Oct 2023 - PresentSydney, New South Wales, AustraliaTanarra Restructuring Partners (TRP) focuses specifically on credit special situations including the acquisition of distressed debt in otherwise attractive or robust businesses experiencing short-term or intermediate stress (for example due to credit stress/supply chain post-COVID impacts) as well as credit situations with attractive risk-return parameters. We work with owners to restructure these companies for success and are highly sought after by owners given our reputation as genuine partners who seek to minimise adverse employment outcomes where possible. -
Senior AnalystMacquarie Group Apr 2022 - Oct 2023Credit Risk, RMG (Financial Institutions)Credit analysis and ongoing monitoring of Financial Markets and Asset Management clients including banks, funds (incl. hedge funds), fund managers and brokers. Works closely with senior management and deal teams to identify relevant credit issues and assess and recommend transactions for approval. Involves analysis of financial statements, stress testings and other quantitative research along with acting as key contact for business requests and managing Credit appetite. Preparation of materials for client calls and meetings with senior management. Main businesses covered: Fund finance (Secondaries, PE Funds, Private Credit etc), Debt markets and Treasury, Equity and Derivatives (incl. Structured Equity and Cash Equities).3 month secondment to RMG Credit's BFS Middle Market team working with the Leveraged & Acquisition Finance team. Key industries covered include aged care, health care, transport & logistics and telecom industries across PE sponsors, public and private companies spanning emerging corporates through institutional clients. -
AnalystMacquarie Group Jul 2021 - Mar 2022 -
AssociateMacquarie Group Feb 2020 - Jun 2021 -
Dental NurseChesterville Dental Aug 2019 - Feb 2020 -
Dental Nurse And ReceptionistThe Tooth Doctor Jul 2018 - Feb 2020Malvern East, Victoria
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Receptionist And Membership ConsultantRecreation Health Club Jul 2014 - Feb 2020Brighton EastReceptionist at a busy health club. Involved in welcoming members, receiving and diverting calls, stock maintenance and member account administration.
Kate Robertson Skills
Kate Robertson Education Details
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Human Pathology
Frequently Asked Questions about Kate Robertson
What company does Kate Robertson work for?
Kate Robertson works for Macquarie Group
What is Kate Robertson's role at the current company?
Kate Robertson's current role is Manager.
What schools did Kate Robertson attend?
Kate Robertson attended Monash University.
What skills is Kate Robertson known for?
Kate Robertson has skills like File Management, Sales Consulting, Customer Service, Multi Line Phone, Stock Management.
Who are Kate Robertson's colleagues?
Kate Robertson's colleagues are Susan Tsang, Mohit Pandey, Zach Kanlapan, Vivek Bhatia, Jamie Horay, Latika Aggarwal, Saru Sivapalan.
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Kate Robertson
Director Leadership Coaching And Career Transition Services | Psychologist | Accredited CoachMelbourne, Vic -
Kate Robertson
Macquarie Park, Nsw1glory-global.com -
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1icebreakercommunications.com
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1kpmg.com.au
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