Nick Simonetti, Cfa Email & Phone Number

Fort Worth, Texas, United States

Fort Worth, Texas, United States

Atlanta, Georgia, United States

• Led financial modeling to create sensitized sponsor, base, and downside cases to evaluate projected cash flow generation
• Authored transaction credit memos for Truist risk team outlining financial profile, deal structure, and potential risks
• Analyzed borrowing capacity under existing credit agreements for clients to provide financing alternatives for acquisitionsSelect transaction experience includes:
• EVERTEC $615MM Pro Rata Credit Facilities – Left Lead Arranger for refinancing of EVERTEC’s capital structure
• IDIQ $325MM Pro Rata Credit Facilities – Left Lead Arranger for refinancing of IDIQ’s capital structure
• INSP $485MM Total Credit Facilities – Left Lead Arranger for financing supporting the carveout of media assets from Cox

Atlanta, Georgia, United States

• Independent Consultant advising on capital structure, valuation, and operational challenges faced by businesses. Sample projects include:
• IP Valuation and monetization strategies for a portfolio of medical device patents
• Founder equity structuring for a newly-formed startup
• Contract analysis and cash flow modeling for neglected royalty streams of a company with licensed IP

Greater Chicago Area

• Performed initial screening on quality of loan books of fintech companies to evaluate credit quality of consumer borrowers, growth potential of book, and explore potential securitization options to limit downside risk.
• Created supply chain finance industry overview and sourced 3 potential investment opportunities within the space
• Co-wrote investment committee memo for a “Buy Now, Pay Later” lender

• Selected deal experience includes evaluating investment opportunities for the following:
• $125MM first lien term loan made against a large private investment firm’s portfolio of middle-market software loans: Built a dynamic financial model to determine potential impairment based on underlying default and.
• $200MM preferred equity investment in a snack maker supporting their acquisition of a regional competitor: Performed post-acquisition market analysis for and assessed potential synergies of the combined entity
• $55MM unitranche financing in support of a bid for a restaurant chain in Chapter 11: Evaluated go forward value of assets to determine maximum size of the first lien loan and equity that Fortress would extend to the.
• Performed initial due diligence on other potential deals, including evaluating an industrial recycler, casual dining franchisor, and medical device rental company

Houston, Texas Area

• I used various analytical techniques to guide investment strategies, evaluate fixed income securities, and execute trades for Avalon's fixed income clients. I supported our managing directors by providing key insight.
• Made investment decisions for clients in Avalon's Enhanced Cash, Enhanced Liquidity, and Short Duration strategies.
• Acted as liaison between brokers and custodians to ensure prompt settlement of trades. Managed relationships with multiple custodians and dozens of brokers.
• Performed credit research on bonds for the three aforementioned strategies. Ensured that investment decisions keep client portfolios within target Duration, Maturity, & Rating allocations.
• Created an algorithm to minimize tax consequences for clients transitioning between strategies.
• Combined a variety of analytical methods from traditional (dividend discount model) to statistical (ARIMA) to create a comprehensive model to forecast equity price changes.

• Analyzed client requirements to discern which projects would maximize long-term savings if implemented. Created reports highlighting how these savings would improve future financial performance of business units.
• Oil and Gas Supermajor (Houston, TX): Analyzed the financial benefits ($3MM savings) of an end-to-end Product Ordering system. Ensured that technical requirements were being met leading up to six key delivery dates.
• International Government Branch (Toronto, Ontario, CA): Mapped 225+ key to-be processes after a major overhaul of the client’s digital space. Created a requirements traceability matrix for 20 essential client policies.
• Internal Projects (Houston, TX): Organized two US-wide teleconference events that presented company views on key strategies. Co-creator of a sales pitch presentation made to a $47B construction company.
• Social Chair of the A-Team, Infosys' young professional development initiative. Created pairings for one-on-one mentorship opportunities between recent graduates & experienced consultants within the firm, as well as.

• Carbon nanotube manufacturing processes
• Chiefly involved with the improvement of the conductive properties of carbon nanowires.
• Used electrical readings, microscopy, and data processing software to chart the improvement of properties over time.
• Prepared findings for presentation to research mentor and executives of client and proposed ideas for future research into the improvement of conductivity of the wires.Impact Analysis of Nanotube-treated Glass
• Examined different batches of strengthening solutions to test their effectiveness in making glass panels more resistant to shattering.
• Designed, built, and refined an apparatus that enabled the user to measure the force impact required to shatter solution-treated glass.

Johnson Space Center, Houston, TX

• Created a prototype for a self-health-monitoring system to be installed in the exterior hulls of space vehicles.
• Developed a working proof-of-concept wherein copper wires were embedded in an autoclave-cured nanocomposite.
• Worked from project conceptualization through prototype stage, with hands on experience with the manufacturing of carbon nanocomposites.

Master Of Business Administration - Mba, Finance, Economics, And Strategic Management

Activities and Societies: Credit, Restructuring, Distressed Investing, and Turnaround Group (Co-Chair); Football Club (Co-Chair).

Bachelor Of Science (Bs), Materials Engineering

Activities and Societies: Willy Week Coordinator; President of Rice Club Quidditch Team; Jones Merchandise Coordinator; Jones Sports.