Robert Collins Email & Phone Number

JMI.AI provides on demand research, business analytics, and process efficiency services to institutions globally. We have partnered with over 400 clients and are supported by 1,000+ analysts and domain experts across the financial services and technology sectors.• Investment Banking: support across the M&A cycle including financial modeling, valuations, due diligence, origination, marketing, and business development. Full support for Equity and Debt Capital Markets.• Private Equity: deal screening, research & due diligence, financial modeling & assumption validation, and portfolio monitoring.Venture Capital: target evaluations, deal screening, deal due diligence, IC memos & detailed transaction research and portfolio maintenance activities. • Hedge Funds: stock screens, earnings summary & quarterly updates, financial modelling, creating tear sheets, detailed research reports, industry analysis and data analytics.• Fixed Income & Credit Research: delivering value-add services for our credit clients to enable them to focus on core competencies. JMI supports with financial modeling, capital structure and covenant analysis, leveraged loans and private debt memos, coverage initiation, and maintenance.• Data Analytics: AI, ML, and visualization experts help clients navigate today's world of complex data.

Houston, Texas, United States

Acuity Knowledge Partners is a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector. Headquartered in London, Acuity Knowledge Partners has two decades of transformation experience in servicing over 550 clients with a specialist workforce of over 6,000 analysts and delivery experts across its global delivery network. Acuity provides clients with unique assistance not only to innovate, implement transformation programs and increase operational efficiency, but also to manage costs and improve their top lines.Areas of expertise include the following:• Investment Banking: origination and trading support• Investment Research support: covering all asset classes in terms of ideation, data science, and research support across the buyside and sell side• Commercial Lending support: across origination, credit assessment, underwriting, and covenant and portfolio risk for all lending types• Private Equity: origination, valuation and portfolio monitoring support• Asset Management services support: across marketing, investment research, portfolio management/optimisation, risk and compliance• Corporate and Consulting services: market and strategic research; survey work; treasury and counterparty risk support; and CEO office support, including M&A, FP&A and investor relations support• Compliance support: AML analytics, KYC, counterparty credit risk modelling and servicing across banks, asset managers and corporates• Data Science: web scraping, data structuring, analytics and visualization These services are supported by our proprietary suite of Business Excellence and Automation Tools (BEAT) that offer domain-specific contextual technology.Acuity Knowledge Partners is assisted by Primeria, a leading private equity organization that backs specialist growth businesses and management teams.

Houston, Texas

Regions is one of the largest banks in the United States and provides retail and commercial banking, trust, stockbrokerage, and mortgage services. It operates 2,000 automated teller machines and 1,500 branches in 16 states primarily in the southern and midwestern United States.• Offered a broad range of financial products and services for clients in the business unit• Oversaw a portfolio of fifty clients including two largest Government & Institutional clients with deal size ranging from $5 million to $300 million• Coordinated with elected officials, appointed board members, and staff to provide short term financing for $1 billion capital improvement project• Managed team members in the execution and delivery of banking services to clients and prospects with emphasis on capital financing, card services, fraud prevention and continuing education• Provided comprehensive financial solutions and industry expertise including Credit, Treasury, and Investments resulting in reduced costs, optimized investment portfolios, and simplified cash management• Analyzed and interpreted market conditions and industry trends such that risk to institution was minimized. Recognized as through and effective in Financial Statement analysis• Called upon to lead deal teams and present on major deal pitches

Houston, Texas

• Recruited to establish and head investment banking team covering Southwest region

FHN Financial, the fixed income division of First Horizon Bank, one of the largest regional banks in the Southern United States and a top-35 bank in the U.S. • Launched investment banking presence in Texas• Led new business efforts with a focus on originating transactions. Managed teams and oversaw deal execution • Initiated higher education coverage in Southwest region (total issuance of $1.5 billion). Grew Texas K-12 market share to top ten underwriter (issuance of $2.5 billion)• Coordinated with internal and external stakeholders to prepare transaction documentation, due diligence, and compliance

Siebert Williams Shank is an independent financial services firm that offers investment banking, sales and trading, research, and advisory services. SWS has expertise in customized solutions incorporating comprehensive financial advisory, capital raising and risk management guidance with the mission of delivering the highest level of value-added services to our clients. • Marketed firm throughout Southwest region with primary focus on Texas and New Mexico• Maintained client relationships and led business development efforts in southwest United States • Established Firm presence in New Mexico and spearheaded efforts to develop business in the state • Initiated banking coverage in north Texas resulting in senior managed business and multiple co-managed appointments• Led transaction execution, prepared quantitative analysis, unsolicited proposals, assisted clients in preparation of rating agency presentations• Developed training program for new analysts

Executive Mba, Business Administration And Management, General

History & Political Science

Activities and Societies: Captain of Men's Tennis Team

High School Diploma