Martin Priest Email & Phone Number

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.

San Antonio, Tx, Us

 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.

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.

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.

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.

 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.

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.

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