Lindsay Gray Email & Phone Number

Florida, United States

Los Angeles, Ca, Us

San Francisco, California, Us

Responsible for leading a national team of professionals that focus on new business loan originations for technology resellers and manage vendor relationships for multibillion dollar revenue technology distributors and OEMs. Established standardized screening and pricing approval templates and processes to facilitate new lending opportunities.

San Francisco, California, Us

Responsible for covering private equity, investment banking, and other referral relationships and executing new financing transactions with public and private companies. Focus on originating asset based loans greater than $35MM and cash flow loans greater than $10MM. Experience in structuring first lien/second lien, bifurcated, and unitranche deals with many alternative capital providers. Involvement in all aspects of the new business including sourcing, structuring, approving, documenting, and negotiating financings.

Charlotte, Nc, Us

Delivered banking services to middle market companies with revenue between $50M and $2B. Led a team of dedicated solution experts that assist middle market clients in achieving their overall strategic objectives by advising them on financing strategies, treasury management solutions, international banking, FX and interest rate risk management, and investment banking strategies.

Charlotte, Nc, Us

Originated and and underwrote asset based facilities to support client platform investments, add-on acquisitions, growth initiatives, recapitalizations, and turnarounds.

Charlotte, Nc, Us

Originated, structured, and documented debt products (both single lender and syndicated credit facilities) including acquisition, construction, subscription lines, and secured and unsecured lines of credit for select debt clients including national and regional private real estate companies and opportunity funds.

Toronto, Ontario, Ca

Underwrote and structured CMBS loans for all property types and presented deals to the firm’s credit committee and key officers. Also underwrote transactions for the small loan multifamily program.

Dallas, Texas, Us

Worked primarily on debt placement, while also contributing to the investment sales and note sales groups’ efforts. Performed financial and market analysis, prepared offering documents, marketed transactions from RFP to closing, and facilitated the due diligence process.

St. Louis, Missouri, Us

Selected from investment banking analyst class to join the Real Estate Finance group. Focused primarily on CMBS securitization and worked on both fixed and floating rate transactions. Completed formal investment banking credit training program and financial modeling coursework.