Thomas Mandell Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

Houston, Texas, United States

• Created a merger model with the purpose of analyzing effects of an acquisition on the accretion/dilution of an acquiring company’s earnings per share.• Built a comprehensive model of 25 high-yield oil and gas names with the intended use of client presentations and finding common financial themes among companies.• Designed general capability slides of products the bank offers such as Trade Finance and Deposits to be used in a variety of materials presented to clients.• Performed credit analysis for companies in the Oilfield Services, Upstream, Midstream, and Downstream sectors to ensure good credit standing and adequate liquidity.• Completed reviews of historical financial performance, capitalization, asset coverage, and peer comparables necessary to execute the refinancing of a syndicate worth $1.5 Billion.• Worked with a team of interns on different teams across the bank to research and pitch a potential acquisition, along with cross-selling products of Scotiabank such as convertible bonds, a term loan, and foreign exchange hedging.

St George, Utah, United States

• Identified and analyzed 400+ companies that fit criteria benchmarks, as set by private equity groups, in areas such as target geographies, size, industry, and funding status as good acquisition prospects.• Provided prospect research that led to arranged calls between companies and private equity groups during early-stage negotiations in the M&A process.• Collected and aggregated financial data from public and private databases to better differentiate good potential acquisition targets from sub-par targets.• Gathered, synthesized, and presented pertinent market research that will inform future M&A decisions.• Gained a deeper understanding of boutique middle market M&A banks by participating in, and observing, a large portion of their business process.

Stafford, Texas, United States