★ Focus on Middle Market M&A advisory in the Software and IT MSP space.• Extensive experience with companies in sectors like Cloud Computing, SaaS, Data Analytics, AI, and Business and Professional Services.

★ Focus on Middle Market M&A advisory in the Software and IT space.• Extensive experience with companies in active IT sectors like Cloud Computing, SaaS, Data Analytics, AI, and Business and Professional Services.

★ Led the credit risk assessment and valuation of middle market companies in the direct lending space, • Led and managed KBRA’s Private Corporate Credit to build a bottoms-up financial database of US and European Middle Market Credits often the subject of recent M&A activity. • Led the credit risk assessment and valuation of middle market companies in the direct lending space, predominantly in IT and software, on the back of recent M&A activity.• Developed relationships with leading asset managers and arrangers in the direct lending space through periodic discussions on our outlook around private credit, in-depth discussions on credits in their portfolios, in-person client visits, research publications, and investor conferences.• Led the migration of analytics and data storage from individual laptops and local servers to a cloud environment, ensuring compliance with KBRA's data privacy and cybersecurity requirements.• Implemented innovative AI projects to read and categorize borrowers based on the strength of their credit agreements and business risks.• Improved data accuracy through a multi-step data integrity testing process, including unique mapping between corporate entities and KBRA IDs, and alignment of financial information with each entity's unique ID. Oversaw the operational process for recording new deal activity and tracking KBRA's active portfolio.• Resolved conflicts with asset managers, engaging in one-on-one conversations, explaining KBRA's assessment approach, and negotiating project delivery deadlines while considering client needs and resource allocation.

★ Provided credit risk oversight of their non-agency structured and middle market portfolio. • Provided credit rating assessments for middle market companies in NYL’s CLO portfolio and its direct lending business. Reviewed credit agreements, liquidity and business profiles, covenant packages, debt maturity, cost-cutting opportunities, and financing options. • Assessed NYL's $6.3 bn acquisition of Cigna's group life, accident, and disability insurance business, anticipating an increase of over 9 million customers and a stronger strategic business portfolio for the core retail life insurance franchise. Evaluated Cigna's assets' impact on economic and regulatory capital in collaboration with the credit risk group.• Played a key role in the successful implementation of Risk Frontier at NYL, developing Through the Cycle assumptions for SF products, validating output, and automating the validation process.• Applied NAIC's corporate default stress scenarios to over 4,000 CLO tranches, indicating potential revisions in C1 charges for BB and Equity tranches.• Evaluated climate risk capabilities among major vendors and integrated climate risk analytics into credit risk framework for Corporates, impacting capital requirements and emissions metrics.• Implemented the CIO's Investment Plan, improving key metrics while respecting constraints. Presented results to the Credit Risk Committee.

★ Served as lead analyst for new issue CLO transactions. • Key responsibilities include recommending ratings for new issue CLO transactions to the Rating Committee, interpreting CLO indentures to understand rating implications under Moody's methodology, communicating modeling and indenture issues to arrangers and internal stakeholders, and writing and publishing pre-sale reports on transactions.• Played a key role in developing or enhancing methodology frameworks in the consumer and corporate ABS groups including CLOs, Rental Cars, and Solar Loans. Recommended improvements to existing methodologies to resolve analytical issues raised by the Methodology Review Group and worked with the Model Development Group to convert methodological frameworks to models.• Lead author for several CLO research articles, including the CLO Outlook 2019 used to improve investor outreach and address market concerns.

★ Assisted domestic and global financial institutions with Dodd-Frank and SIFI-submission requirements • Ensured timely delivery of projects, designed and implemented project plans, created regulatory submissions and presentations, and communicated with group leadership. Projects included liquidity stress testing, operational risk submission for resolution planning, counterparty credit risk assessment, and model validation.

★ Loan Portfolio Credit Risk Management and Leveraged Loan Credit Strategy• Performed daily review of loan portfolio positions relative to risk limits. Developed and presented to senior management a Weekly Risk Report summarizing notable risk positions, exposure relative to risk limits, emerging market risks, and potential resolution strategies.• Developed and implemented a 5-year Business Plan to project revenues and assess funding and capital needs across the loan portfolio.• Assisted in evaluating Return on RWA (RORWA) for the global portfolio to identify under/outperforming sectors. Worked with business units to evaluate RORWA after accounting for ancillary Business Revenues from M&A and derivatives, expected losses, funding, and liquidity costs. • Made recommendations for efficient risk mitigation including direct loan sales, CDS and/or Structured Trades, and ensured timely execution via the relevant product teams.

★ CLO Strategy • Responsibilities included regularly contributing trade ideas and market color on Structured markets to the Citigroup Structured Credit Biweekly. Worked with the Research head and Sales teams to communicate market views and recommend trade ideas for clients.

★ M&A Investment Banking Analyst - Deal Origination | Media-Telecom• Worked in Lehman’s M&A department as lead M&A analyst in the Media and Telecom sector overseeing transaction development in the industry. Played a key role in supporting several $1bn+ sell-side transactions in the cable and satellite industry.• Coordinated with senior managers through all facets of an M&A transaction. Worked with Managing Directors to prepare marketing materials to support client engagements. • Built, managed, and evaluated financial models, conducted financial analysis, and created financial statement projections. Conducted DCF, comparable company, and comparable transaction analysis to identify M&A candidates.