Theresa Morrison Email & Phone Number

Wellesley, Ma, Us

Boston, Ma

Financial services start-up formed to acquire a majority interest in a $600MM community bank headquartered in Lewiston, Maine. Involved in drafting and editing application materials for state and federal regulatory approval.

Supported senior management and strategic partners in pricing distressed debt offered on the secondary market. Participated in discussions where collateral and credit risks are evaluated and quantified. Management role on a team performing market valuations on commercial properties securing assets under consideration. Produced more than 1,000 property valuations with aggregate value of over $1 billion, covering the office, retail, industrial, and multi-family sectors in markets nationwide, with deal size ranging anywhere from $250,000 to over $20 million. Made recommendations whether or not to pursue due diligence on loan portfolios, based on preliminary views of the real estate compared with pricing expectations and loan balances. Assessed resources and developed budgets and timelines for completing due diligence in an efficient manner.Also worked for predecessor companies Capital Crossing, a division of Lehman Brothers Bank; and Capital Crossing Bank (NASDAQ: CAPX).

Member of team formed by senior management to assess the junior resource model in the Investment Bank; coordinated and managed placement process for analysts in the Corporate Finance analyst program; managed performance evaluation and compensation processes for the analyst population in 2001 and 2002; responsible for analysis and reporting distributed to senior management.

Experience in private equity, leveraged and syndicated finance, mergers and acquisitions and strategic advisory for major players in the retail industry. Analyzed potential M&A opportunities through accretion/dilution and credit analyses; evaluated potential private equity investments and LBO opportunities through analysis of investment returns. Performed extensive industry research, with particular emphasis on department stores and specialty retailers. Involved in undergraduate recruiting efforts, making both on- and off-campus presentations, and interviewing and assessing potential candidates for the Investment Banking Analyst Program.

Bba, Finance

Magna cum laude, University Honors Program, Presidential Academic Scholarship

Graduate Certificate, Real Estate Finance

Coursework included: Investment Analysis, Market Analysis, Underwriting the Commercial Mortgage, Physical Evaluation of Real Estate.

Education record