Michael Burchell Email & Phone Number

Baltimore, Maryland Area

Private Fund Manager for fixed income portfolio.

Baltimore, Maryland Area

Oversee the lifecycle of all new engagements from creation to closure for private investment bank dedicated to healthcare. Regularly discuss relevant engagements and transaction details with executive leadership. Leverage strength in sales and customer services to cultivate strong, long-term relationships with new and existing clients. Offer referrals to FRE and FNM lenders as needed.» Originated and closed $48MM multi-facility portfolio, serving as representative to large-scale REIT and negotiating with multiple parties including COO and Acquisitions head, the buyer’s representative, legal representatives, and facility operators to ensure a seamless transaction.» Assisted multiple portfolios on debt options and sourcing, serving as point of contact for multiple commercial and specialty lenders.» Tapped to assist REIT in establishing efficient, new operator over multiple facilities, identifying and evaluating multiple candidates while guiding REIT on transition.» Worked with private REIT to identify potential acquisition targets of assisted living facilities for foreign investor.

Baltimore, Maryland Area

Managed new client acquisitions for bridge loans and financing for leading FHA / HUD healthcare lender. Devised and implemented electronic marketing and new client relationships program to drive firm’s competitive edge. Closed multiple refinancing and bridge to HUD transactions for Assisted Living and Skilled Nursing facilities.» Originated and closed $700MM+ in new business through refinancing, acquisitions, and new construction financing through bridge loans and HUD financing.» Negotiated the $90MM refinancing of a 12-facility assisted living portfolio to regional operator before reselling the portfolio to private REIT 14 months after original sale.» Coordinated with client to sell 10-facility portfolio to private REIT based on an accelerated year-end schedule

Baltimore, Maryland Area

Served as Institutional Equity Sales Trader, trading US equities for international and domestic accounts and managing trades in NYSE and NASDAQ stocks. Served as member of Diversity and Awareness Group and co-managed recently formed US middle markets equity desk.» Managed multiple high-profile projects including secondary coverage for multiple accounts within the firm’s top 10, and US hedge funds coverage as well as major international accounts.

Baltimore, Maryland Area

Recruited to independent investment management firm to activate accounts and improve client retention strategies. Assisted new institutional desk to identify and connect with prospective clients. Transitioned equity clients to alternative investments after firm’s refocus to institutional clientele within advisory and core business.

Baltimore, Md / London, Uk

Directed team of 7 for international institutional equity desk to provide trading coverage for financial institutions internationally. Handled all facets of institutional sales trading including trade execution, order flow management, and risk assessment for capital commitment, among others.» Hired to company following acquisition of Alex. Brown & Sons due to exceptional proactivity in account management and financial analysis.» Drove international revenues up from $9MM to $35MM in 3 years with a single digit loss ratio.» Traveled monthly to London and Western Europe in order to cultivate strong working relationships with clients and cross-sell a wide variety of products.

Baltimore, Maryland Area

Supported senior investment bankers within renowned investment firm in providing financial modeling, memorandums, and client presentations. Assisted with multiple transactions involving IPO, acquisitions, and private equity placements within healthcare and energy industries.» Tasked with evaluating and recruiting new talent in financial analysis from various universities.» Oversaw roadshows for IPOs and secondary offerings for new clients spanning multiple cities.

Bachelor Of Business Administration - Bba, Finance

Bachelor Of Business Administration - Bba, Finance