• Value-based portfolio manager that co-manages a concentrated, long-only equity portfolio.• Co-manage $1 billion for institutions and high net worth individuals.• Generate equity investment ideas for a five+ year investment horizon through comprehensive, bottom-up, fundamental investment analyses • Maintain daily and weekly communication with fellow portfolio managers on existing portfolio• Function as a cohesive team member that constructively challenges fellow investment professionals • Represent firm at investment presentations and conferences

• Worked alongside senior bankers in advising clients on mergers and acquisitions, restructuring, and capital raising activities.• Performed merger and pro forma impact analyses, valuation analyses, leveraged buyout analyses and accretion-dilution analyses.• Interacted with firm’s financial sponsor and corporate clients.• Led the production of deal proposals, execution and due diligence processes.• Performed detailed analyses on company operations, competitive position, and specific market and product positioning.• Structured mezzanine debt instruments for cash-constrained clients.• Evaluated investment opportunities for firm’s principal investment affiliate. Conducted market research and analyzed returns based on various deal structures.

• Originated, structured, priced and syndicated Leveraged Loans and High Yield transactions for financial sponsor and corporate clients.• Performed comprehensive credit analyses to identify key drivers of cash flow as part of development of optimal capital structure. Ran sensitivity analyses to evaluate various financing alternatives.• Analyzed credit agreements and indentures of acquisition targets in order to determine maximum amount of permissible debt and identify securities that may remain new capital structure.• Assisted in the execution and syndication of Leveraged Loans and High Yield securities by drafting marketing materials, Investment and Offering Memorandums, and rating agency presentations.