Robert Kowalewski Email & Phone Number

New York, Ny, Us

Munich, De

Tokyo, Jp

Manage multiple teams of investment professionals including VPs, associates and analysts responsible for $1B+ portfolio of leveraged facilities of 50+ middle market, BSL and ABL borrowers. Commitment holds range from $10MM to $250MM supporting companies with EBITDA between $20MM to $600MM. Industries covered include healthcare, technology, industrials, B2B services, automotive, chemicals and aerospace & defense.Manage underwriting and execution process for senior secured cash flow deals for private equity sponsor-backed LBO's, M&A, refinancing, repricing and lead arranger transactions. Process includes screening new opportunities, leading deal team and due diligence efforts, structuring, gaining internal credit approval and negotiating legal documentation.Manage left lead and agency function for various deals lead by SMBC including hosting lender calls,managing/negotiating amendments, incremental upsizes, and communication with lender group.

Tokyo, Jp

Manage team of associates and analysts responsible for $600+MM portfolio of leveraged facilities of 40+ middle market and high yield borrowers. Commitment holds range from $10MM to $50MM supporting companies with EBITDA between $10MM to $300MM. Industries covered include healthcare, technology, industrials, B2B services, automotive and aerospace & defense. Structure and underwrite new business opportunities for senior secured cash flow deals for private equity sponsor backed LBO's, M&A, refinancing, repricing and lead arranger transactions. Manage agency function for various deals lead by SMBC including hosting lender calls, negotiating amendments, incremental upsizes, distributing financial materials/presentations, and communication with bank group.

Tokyo, Jp

Managed team of associates and analysts responsible for $600 million portfolio of credit facilities of 40+ middle market borrowers. Commitment holds ranged from $10 million to $50 million, supporting companies with EBITDA between $10 million to $150 million. Industries covered included healthcare, technology, industrials, B2B services, oil & gas, chemicals and aerospace & defense. Structured and underwrote new business opportunities for senior secured cash flow deals, including private equity sponsor backed LBO's and M&A transactions. Portfolio consisted of companies with a B+/B1 to B-/B3 risk profile.

Tel Aviv, Il

Managed $300 million portfolio of credit facilities of 25 public and private middle market borrowers ranging from $10 million to $55 million in commitments within the apparel, commodity, C&I, and various specialty lending industries. Structured and underwrote new business opportunities for asset-based/cash flow, syndicated/corporate finance, secured/unsecured, and direct lending transactions by preparing credit memos, and reviewing credit worthiness of borrowers based on solvency, liquidity, capital structure, and deal economics.

New York, New York, Us

Managed $130 million portfolio of relationships and underwrote increase requests by preparing quarterly/annual credit memos, reviewing credit worthiness of borrowers based on solvency, liquidity, capital structure, and prevailing macroeconomic conditions. Examined and mitigated risk of existing relationships by reviewing adherence with bank policy to risk acceptance criteria to determine appropriate risk rating/classification and stay/leave strategy. Determined appropriate degree of credit risk aversion based on industry serviced, which included relationships within the retail, manufacturing, industrial, construction, and healthcare industries.

New York, New York, Us

Performed analytical and underwriting due diligence functions on new and existing deals to identify and mitigate various risk components for review by senior management. Prepared daily company/industry profiles, relationship overviews, pricing models and financial summaries for credit write-ups, to support the credit decision process.

New York, Ny, Us

Generated daily valuations of investment grade corporate bonds in the bank and financial services sector with experience in valuation of agency (GSE) debt, certificates of deposit and commercial paper.

New York, Us

Mapped key control and income impacting processes, verified contractual terms and identified compliance inconsistencies across key department functions to align company with bank holding requirements.

New York, Us

Provided analytical and account management support to account executive staff through financial statement analysis, cash flow modeling and collateral management. Performed trend and industry comparison analysis utilizing financial information obtained from senior management, accountants and financial officers. Prepared and analyzed pricing models, borrowing bases, monitored return on capital, company liquidity, borrowing availability, covenant compliance and risk status for credit write-ups presented to senior management.

New York, Us

Performed initial underwriting and due diligence by analyzing financial statements, summarizing credit profiles and monitoring relative industry/leverage trends on various syndicated exposures. Presented financial reports on outstanding deals for credit committee reviews by upper management. Prepared and analyzed pricing models, trend cards and borrowing bases on deals to review/monitor return on capital, company liquidity, borrowing availability, covenant compliance and risk status.

New York, Us

Responsible for managing firm’s $1.5 billion retail portfolio of customers and maintaining an aging percentage of 2.5% or below for customer accounts greater than 60 days past due. Recruited, hired and developed collection staff and managed team of 11 direct reports. Developed incentive plans, set monthly goals/objectives and measured performance results.

New York, Us

Performed initial underwriting and due diligence by analyzing financial statements and determining credit worthiness on exposures of existing customer accounts in the retail apparel industry.

New York, Us

Conducted daily financial analysis on customer financial statements, banking relationships, payment trends, A/R aging, and funding alternatives.

Recommended trades for customers who both walked-in and called over the phone in an accurate and professional manner.

Consistently built and maintained strong relationships with vendors and customers through close and effective communication. Conducted daily field inspections for defects in merchandise. Evaluated products, pricing and supplier capabilities to service organizational and client needs.

Mba, Finance & Investments

Credit Management

Bba, Economics