Martin Priest

Martin Priest Email and Phone Number

Capital and Financial Advisor for Closely Held Companies | Solving Complex Economic Problems @ Martin Priest & Co
Martin Priest's Location
San Antonio, Texas, United States, United States
Martin Priest's Contact Details

Martin Priest personal email

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About Martin Priest

Capital and Finance are important, but they don't need to be hard or intimidating.In the simplest form, I am a treasure hunter.I unearth brilliant entrepreneurs, ideas and companies, then draw the map to execute the game changing transaction they need to release their next round of growth and help them monetize their equity. It's my deepest belief that by mastering finance, we can create economic freedom and opportunity for more people. As a former investment banker now in private practice, my job is to structure & participate in deals that create new revenue, opportunity & wealth for my clients. My primary focus is on closely held US businesses with $1 million to $50 million in revenue.My approach is purposely simple because the tactics can be very complex. We ask 3 simple questions: 1. What's the problem which is holding you back? 2. Who has the solution? 3. How do we get the solution from them as fast as possible?When you work with me, you get high-level experience, technical mastery, and the benefit of more than $10 billion dollars of transactions which is rarely available to smaller businesses. My network and relationships are precious to me, but available to my clients. I hope that my perspective, creativity and empathy enriches the world around me every day.Here's what a few clients have said about me: - "Martin came up with a genius deal for us that is still paying off multiples today" - CB, Professional Services Partner - "When we met him, we were not sure, and then he just blew us away with how he simplified our funding" - TM, Factory Owner -"It's like we have a fancy banker working for us that we would never be able to meet, much less afford. His experience and relationships are unbelievable" - MW, Financial Services Owner If we connect, here are the relationships I am focused on developing:- Kind and sincere entrepreneurs and business leaders that want to succeed while making or doing something useful for the world- Operational experts whose skills I can refer to my clients either as a service provider or leaders within the organizations- Community & thought leaders who I can learn from, and I can help along the way too.Importantly, I want to have real relationships - not cyber connections. So, no spamming. Let's talk like human beings to one another. If I can help, reach out to me, and let's have a conversation.Newsletter: https://sendfox.com/martinpriest

Martin Priest's Current Company Details
Martin Priest & Co

Martin Priest & Co

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Capital and Financial Advisor for Closely Held Companies | Solving Complex Economic Problems
Martin Priest Work Experience Details
  • Martin Priest & Co
    Principal
    Martin Priest & Co 2020 - Present
    New York City Metropolitan Area, New York, Us
    Solve complex financial problems for clients, which include specialty finance companies, money managers, banks, closely held industrial and services companies and real estate developers.Structure transactions to raise private credit, institutional equity and asset backed programs.Developed strategic initiatives which included mergers & acquisitions, family office and LP direct investments.Advise on capital positioning of closely held companies for expansion or exit objectives.Transaction highlights: secured $200 million term sheet for startup specialty lender, $100 million of M&A activity, arranged whiskey gestation finance facility, turnaround real estate development company, advised on liquidity management and interest rate duration risk.
  • The University Of Texas At San Antonio
    Associate Professor
    The University Of Texas At San Antonio Sep 2021 - Jan 2023
    San Antonio, Tx, Us
  • Orsco Finance Llc
    Principal | Financial Engineer | Small Business Financial Advisor | Financial Consultant
    Orsco Finance Llc Nov 2015 - Oct 2020
     Marketed start-up small business funding conduit to acquire esoteric financial assets and distribute to targeted investors. Secured $25 million anchor investor.  Created a recurring revenue model to provide small business financial strategy advice to targeted clients using Facebook, Google, Youtube and LinkedIn digital marketing algorithms. Structured and marketed esoteric assets owned by small business clients including: solar panel recievables, oil royalty trusts, distressed mortgage notes, major legal case contingent fees, medical equipment manufacturer and start-up SAAS companies. Each created funding vehicle gave working capital access to the clients who previously were unable to access traditional funding sources at significantly lower, non-recourse rates. Read the entire 2017 Tax Reform Bill and built an optimization model for clients which when implemented saved clients up 24% in their tax liability by restructuring their business.
  • Daiwa Capital Markets
    Director Cmo Trading
    Daiwa Capital Markets 2014 - Oct 2015
    New York, New York, Us
     Established start-up CMO (Collateralized Mortgage Obligation) trading desk. Managed $1.5 billion position of CMOs, Specified pools, Mortgage Derivatives with larger money managers and banks.  Developed and executed trade ideas on behalf of the firm and clients across multiple products. Prepared weekly market relative value reports and distributed them to clients. Marketed new platform for clients including trade ideas, relative value and counterparty capabilities with investor presentations and investment idea write-ups.
  • Bnp Paribas
    Director, Mortgage Trading And Structurer
    Bnp Paribas Sep 2013 - Oct 2014
    Paris, Fr
     Managed $6 billion portfolio focused on relative value performance of collateral and its interaction with structure or leverage.  Communicated institutional capabilities and trade views to clients using written research, meetings and presentations.  Spoke at conferences on topics including: structure, relative value in collateral types, origination trends and their impact on performance, and public policy trends. Increased sector involvement with regional banks by focusing on regulatory capital requirements, asset liability management, hedging and portfolio needs with daily client calls, weekly presentations and targeted account visits. Traded with large and middle market banks, money managers, insurance companies and REITS. Structured new investment ideas for clients in both CMO and pass-through format. Determined and communicated creation value with traders.
  • Cantor Fitzgerald
    Managing Director New Issue Cmo Trading
    Cantor Fitzgerald Jan 2010 - Sep 2013
    New York, New York, Us
     Built new issue CMO structuring business from zero volume to over $1.5 billion monthly investor subscriptions in 6 months. Managed $2 billion portfolio and team of 4 traders and structurers.  Traded Specified Pools, fixed and adjustable rate CMOs and Derivatives. Hedged interest rate, mortgage basis and creation risk. Built risk framework that communicated positions with management, accounting and operations Automated arbitrage process to identify opportunities in the marketplace. Marketed firm’s capabilities and investment ideas to prospective and current clients while working with sales force to deliver investor road show presentations at client offices and industry conferences. Identified and established new business relationships with 173 money managers, insurance companies, banks and hedge funds which allowed us to increase volume 300% in 3 years and improve revenue significantly. Maintained media relationships with financial news reporters and provided background information for stories about significant market dislocations and developments.
  • Hsbc Global Banking And Markets
    Senior Vice President
    Hsbc Global Banking And Markets Apr 2005 - Dec 2010
     Created Mortgage conduit which integrated bulk purchases, loan by loan pricing, servicing and securitization. Traded Subprime and Alt-B whole loans and managed the new issue business and syndicated structured vehicles. Warehoused $6 billion in balance sheet. Pipeline hedged wet and dry loan production Wrote policies and procedures for whole loan trading, underwriting guidelines, pricing and prepayment models. Designed the first time-tranche credit sensitive subordinate structure used in MBS. Negotiated Mortgage Insurance risk transfer securitization with investors and rating agencies.
  • Ubs
    Associate Director - Structurer
    Ubs 2004 - 2005
    Zurich, Ch
     Structured and traded subprime whole loans. Issued new securitizations, prepared deal documents and marketed securities to clients. Created the credit sensitive PAC structure, hyper-tranched Net Interest Margin execution and established the firm’s scratch and dent securitization program.
  • Lehman Brothers
    Associate Structured Finance
    Lehman Brothers 2001 - 2004
    Us
     Structured agency & non-agency CMOs, CDOs, consumer ABS and risk transfer securitizations. Priced non-performing loans for investor needs and regulatory capital relief. Prepared term sheets and transaction documents to optimize tax, legal and investor demands
  • Ge Capital - Financial Guaranty Insurance Company
    Intern
    Ge Capital - Financial Guaranty Insurance Company 2000 - 2000

Martin Priest Skills

Investment Banking Derivatives Fixed Income Finance Capital Markets Bloomberg Asset Management Structured Products Trading Portfolio Management Equities Valuation Hedge Funds Structured Finance Financial Modeling Investments Funding Private Funding Asset Liability Management Alm Interest Rate Hedging Hedging Commodity Risk Management Small Business Lending Accounting For Small Businesses Small Business Financial Management Financial Risk Management Interest Rate Risk Management Asset Based Lending Mortgage Lending Consumer Lending Cash Flow Lending Asset Backed Lending Real Estate Lending Lending Solutions Oil And Gas Industry Agribusiness Futures Trading Commodity Markets Capital Structure Equity Funding Commercial Funding Small Business Consulting Business Loans Invoice Finance Entrepreneurial Finance Strategic Finance

Martin Priest Education Details

  • University Of Chicago
    University Of Chicago
    Economics And Mathematics

Frequently Asked Questions about Martin Priest

What company does Martin Priest work for?

Martin Priest works for Martin Priest & Co

What is Martin Priest's role at the current company?

Martin Priest's current role is Capital and Financial Advisor for Closely Held Companies | Solving Complex Economic Problems.

What is Martin Priest's email address?

Martin Priest's email address is ma****@****hoo.com

What is Martin Priest's direct phone number?

Martin Priest's direct phone number is +121271*****

What schools did Martin Priest attend?

Martin Priest attended University Of Chicago.

What skills is Martin Priest known for?

Martin Priest has skills like Investment Banking, Derivatives, Fixed Income, Finance, Capital Markets, Bloomberg, Asset Management, Structured Products, Trading, Portfolio Management, Equities, Valuation.

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