Stephen Reardon Email & Phone Number

Arlington, Virginia, United States

Greater New York City Area

• Responsible for the execution of private debt and equity transactions for corporate and sponsor clients
• Experienced in various deal structures such as common equity, structured equity, convertibles, unitranche financings and holdco notes with proceeds supporting acquisitions, dividend recaps, debt refinancing and.
• Led junior team on creation of financial models and deal related materials (teasers, management presentations, CIMs)
• Analyzed investor submitted term sheets focusing on quantitative credit analysis as well as qualitative features to support negotiations and ultimate counterparty selection
• Regularly participates in communications with lender universe and possesses understanding of investor landscape including multi-strategy and sector specific funds, family offices, sovereign wealth funds, pension funds.

Greater New York City Area

• Created financial models with focus on cash flow and credit analysis
• Prepared marketing materials (teasers) and management presentations
• Participated in marketing outreach calls, tracked investor feedback and facilitated due diligence directly with potential investors
• Managed deal pipeline, summarized investor meetings and maintained internal trackers

Greater New York City Area

• Prepared client presentations, performed equity and credit research, industry research, managed datarooms and organized diligence processes
• Financial analysis including trading comps, LBO, DCF and merger analyses

• Mastered technical product and served as a frontline advisor to its users through meetings, phone calls and emails
• Published weekly analytical reports on trends in the capital markets and distributed to over 10,000 active users

• Conducted research on financing terms for new issue HY bonds and syndicated loans

Ba, Economics

High School