Sam Terry

Sam Terry Email and Phone Number

Managing Director and Regulatory Reporting and ESG and Octus (formerly Reorg) @ Octus
London, GB
Sam Terry's Location
London, England, United Kingdom, United Kingdom
Sam Terry's Contact Details

Sam Terry work email

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About Sam Terry

An experienced leader in the financial services industry.Established FinDox's European commercial operations and office in London, building and managing a team of >25 talented individuals. Successfully launched FinDox's first leveraged finance data product offering: ESMA Article 7 regulatory reporting data for European and US buy-side securitisations (CLOs / leveraged private credit funds). A significant individual revenue contributor leading up to and following Octus' (formerly Reorg and a Permira portfolio company) acquisition of FinDox in December 2022. Deep relationships in the leveraged finance community, both sellside and buyside, US and Europe. Member of the Octus Strategic Leadership Team.Octus is the leading provider of intelligence, data and workflow for the sub-investment debt market. Providing transparency, depth and accuracy in a complex and opaque market, Octus assists debt investors and practitioners to make faster, more informed decisions.Prior to venturing into FinTech with FinDox, spent over 10 years in investment banking, working across the three main leveraged finance verticals of; deal origination, capital markets/syndication, and sales/trading. Left position of Executive Director in capital markets at UBS to launch a start-up in the sports protection industry (bike helmets), taking a unique, patented concept from digital design through to manufacturing, safety certification, and retail distribution.

Sam Terry's Current Company Details
Octus

Octus

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Managing Director and Regulatory Reporting and ESG and Octus (formerly Reorg)
London, GB
Sam Terry Work Experience Details
  • Octus
    Managing Director And Regulatory Reporting And Esg And Octus (Formerly Reorg)
    Octus
    London, Gb
  • Octus
    Managing Director / Global Data / Octus (Formerly Reorg)
    Octus Dec 2022 - Present
    Octus is the leading provider of intelligence, data and workflow for the sub-investment debt market. Providing transparency, depth and accuracy to a complex and opaque market, Octus assists investors and practitioners to make faster, more informed decisions.Oversee a key Data product within Octus - regulatory reporting data. Manage a team of 20+ professionals and all sales/commercial motions of the product.
  • Findox Inc. (Acquired By Octus (Aka Reorg) In December 2022)
    Managing Director & Head Of Europe
    Findox Inc. (Acquired By Octus (Aka Reorg) In December 2022) Jul 2019 - Dec 2022
    Held a senior management position within FinDox, working directly with the Founder & CEO. Responsible for establishing FinDox's European business from scratch, which included; assembling a team of 25 professionals in London, building the first data product offering (ESMA Article 7 regulatory reporting data) and handling all client/commercial relationships in Europe.
  • Lid Helmets
    Founder
    Lid Helmets Sep 2015 - May 2019
    Personally designed and patented a unique, space-efficient, folding bike helmet for urban commuter cyclists and e-scooter riders. Progressed the concept from an initial homemade prototype through 2-years of product development with a Chinese manufacturing partner into a fully safety-certified, mass-produced consumer product. Hired a team of 3 full-time professionals to oversee digital marketing, public relations and partnerships. Forged a direct-to-consumer partnership with the Amazon Sports Team, sold offline with Selfridges (London) and established partnerships with large bike-share operators, such as Ofo. Celebrity support from Hugh Jackman.
  • Ubs
    Executive Director: Leveraged Finance Capital Markets
    Ubs 2013 - 2015
    Zurich, Ch
    Directly recruited to join the bank’s private-side capital markets desk. Responsible for arranging and distributing leveraged finance transactions (loan and bond) to a European and US investor base comprised of credit funds, banks, insurance companies. Managed the syndication process to a fixed income salesforce in 5 European offices and coordinated the UBS Leveraged Finance strategy with M&A bankers across various European satellite offices. Also, assisted the UBS portfolio unit with balance sheet management of leveraged finance assets.
  • Hsbc
    Leveraged Finance: Sales & Trading
    Hsbc 2012 - 2013
    London, Gb
    Directly recruited to manage the syndication of primary market loan and high yield bond transactions to institutional funds and banks (Europe / US). Sourced and distributed distressed debt, leveraged loans and high yield bonds in the secondary market. Client based comprised of credit funds (including CLOs), hedge funds, insurance companies, banks. Elevated HSBC’s trading ranking with many top-tier credit funds from 15+ to top 3. Promoted to Associate Director 6 months after joining the firm.
  • Credit Suisse
    Associate Vice President: Leverage Finance Sales & Trading
    Credit Suisse 2010 - 2012
    Zurich, Ch
    Recruited from Lloyds Bank to monetize deal origination experience on sales desk. Responsible for primary market syndication of leveraged loan and high yield bond transactions. Additionally, the secondary market sourcing and distribution of both performing and distressed loans and bonds. Client base comprised of institutional credit funds, insurance companies, banks. Sourced several portfolios of performing and non-performing loans from pan-European banks deleveraging their loan books.
  • Lloyds Banking Group
    Associate Director: Leveraged Finance Origination
    Lloyds Banking Group 2006 - 2010
    London, Uk, Gb
    Selected as one of only 10 grad students for an accelerated graduate program. Upon completion promoted to Senior Associate. Responsible for structuring leveraged buy-out transactions on one of the most active European leveraged finance origination teams during a period of diminished lending activity in Europe. Involved in the key aspects of deal execution, including review of due diligence packages, market and financial analysis, credit paper submissions, preparation of financial models and marketing materials.
  • Deutsche Bank
    Undergraduate Work Placement Student
    Deutsche Bank 2003 - 2004
    Frankfurt Am Main, Hessen, De

Frequently Asked Questions about Sam Terry

What company does Sam Terry work for?

Sam Terry works for Octus

What is Sam Terry's role at the current company?

Sam Terry's current role is Managing Director and Regulatory Reporting and ESG and Octus (formerly Reorg).

What is Sam Terry's email address?

Sam Terry's email address is sa****@****ail.com

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