Scott Trefry Email & Phone Number

Boston, Ma, Us

Stamford, Ct, Us

Sponsor and Specialty Finance

Boston, Ma, Us

Underwriting & Portfolio Management - Middle Market Banking

Middle Market Leveraged Finance Group Senior portfolio manager responsible for structuring, underwriting, and executing middle market cash flow levered loans, primarily in support of financial sponsor-backed leveraged buyouts, dividend recapitalizations, and refinancing events. Primary role as the deal team credit representative was to identify key risk factors and their mitigants, target areas to focus future due diligence, and provide early feedback to the originations team as to the viability of a particular deal and/or structure prior to screening with the investment committee.  Experienced leading agented club deals, including managing lender group diligence activities, coordinating closings, launching add-ons and amendments, and managing bank group communications.  Over the last 15 years, underwrote 660 transactions across virtually all industry sectors. > Closed on 101 financings/upsizes with $1.7 billion of commitments allocated to the firm’s balance sheet, CLOs, and/or separately managed accounts. > Sole lender or lead left arranger on 35 transaction covering $1.6 billion of total senior credit facilities. Managed a portfolio of 18 middle market credits with total commitments of $298 million, monitoring monthly or quarterly performance, negotiating and approving amendments, and working out troubled loans. > 6 credits in the containers and packaging sector, 6 credits in the transportation and logistics sector, and 6 credits in other industries (e.g., business services, distribution, manufacturing, consumer services). Strong background in drafting and negotiating legal documentation including term sheets, commitment and fee letters, credit agreements, and intercreditor agreements. Signing authority for all legal documents in my portfolio. Skilled at Excel modeling and ad-hoc quantitative analysis. Developed the Excel structuring and underwriting cash flow models used by the firm for the last 11 years.

Middle Market Leveraged Finance Group

Middle Market Leveraged Finance Group

Middle Market Leveraged Finance Group

Charlotte, Nc, Us

Corporate & Investment Banking: Media & Communications Executed deals from pitch book to closing with a focus on senior secured high yield loans. Core responsibilities included preparation of initial screening memos, providing input to structuring groups, pitch book preparation, financial modeling, industry research, due diligence, underwriting approvals, documentation, and closings.  Provided analytical and marketing support for senior bankers, including generating ideas for increasing revenues and furthering product penetration.  Actively participated in sales calls with senior bankers and product specialists to support new business development.

Boston, Massachusetts, Us

Corporate Banking Group: Media & Entertainment Portfolio manager of a $1.2 billion leveraged loan portfolio comprised of fourteen large to small-cap corporate banking media clients across the cable, publishing, and broadcasting sectors.  Performed primary credit analysis, including due diligence, financial analysis, risk/return assessment, business/industry risk analysis, cash flow modeling, and valuations; drafted and presented internal credit approvals; and reviewed/negotiated legal documentation for new transactions and amendments. Post-closing, monitored the portfolio’s performance, wrote interim credit updates, and maintained dialog with clients.  Cable sector specialist responsible for following industry trends, presenting quarterly updates, and writing the annual white paper. Completed a formal credit associate training program in July 2000.

Mba, Business, Finance

Ba, Economics Major / German Minor