Tom Scotti Email & Phone Number

Greater Boston

Volunteer to this non-profit focusing on music education.

Greater Boston Area

Advise clients on loan structuring and risk mitigation enabling loan and other capital solutions for subject companies.• Advisory: Advise clients on the structuring of asset-based loans and other loan structures through diligence expertise, augmented by knowledge of credit, lending and syndication. • Due Diligence and Valuation: Conduct due diligence and valuation work for debt advisors, lenders and private equity firms.

Greater Boston Area

Developed capital solutions for retail and consumer products companies. Solutions ranged from raising equity and debt capital to providing due diligence and valuation services to public companies, private equity and lenders.• Capital Raising and M&A: Played a leading role in numerous transactions. These include: -The sales of two different woman’s footwear brands, a woman’s fashion apparel brand, a fast- fashion womanswear retail store chain, a junior department store… Show more Developed capital solutions for retail and consumer products companies. Solutions ranged from raising equity and debt capital to providing due diligence and valuation services to public companies, private equity and lenders.• Capital Raising and M&A: Played a leading role in numerous transactions. These include: -The sales of two different woman’s footwear brands, a woman’s fashion apparel brand, a fast- fashion womanswear retail store chain, a junior department store chain, an e-Commerce streetwear seller, a high-end womanswear retailer, a multi-channel lingerie brand and a leathergoods retail chain.• Due Diligence and Valuation: Conducted valuation and due diligence work for public companies, private equity firms and lenders. These included fairness opinions and brand valuations.Series 79. Show less

Engagements included:•Interim Management and Asset Disposition of a High End Children’s Apparel Designer and Retailer•M&A deal support for the sale of the assets of a $3 billion Canadian retailer.

Provided asset valuations to lenders, private equity firms, and other key constituencies. •Completed over 2,500 asset valuations on approximately 1,000 subject companies in almost every sector of the economy, both domestic and international.•Identified and highlighted key risks and mitigants to clients on asset values. Advised clients on developing monitoring tools to quickly identify potential business risks and valuation problems.•Invited speaker on asset valuation… Show more Provided asset valuations to lenders, private equity firms, and other key constituencies. •Completed over 2,500 asset valuations on approximately 1,000 subject companies in almost every sector of the economy, both domestic and international.•Identified and highlighted key risks and mitigants to clients on asset values. Advised clients on developing monitoring tools to quickly identify potential business risks and valuation problems.•Invited speaker on asset valuation, bankruptcy issues, risk management, and sector reviews. Show less

Directed due diligence, collateral monitoring, and loan accounting associated with the management of a high risk commercial loan portfolio. Key member of senior management team who led the firm’s growth from $50M in loans under management to over 140 relationships and $14B in loans.•Developed and implemented a due diligence program analyzing company strategy, assessing operations and examining financial performance. •Developed an extensive collateral monitoring process unique… Show more Directed due diligence, collateral monitoring, and loan accounting associated with the management of a high risk commercial loan portfolio. Key member of senior management team who led the firm’s growth from $50M in loans under management to over 140 relationships and $14B in loans.•Developed and implemented a due diligence program analyzing company strategy, assessing operations and examining financial performance. •Developed an extensive collateral monitoring process unique to the industry which enabled the firm to lend to troubled companies without incurring significantly increased risks. •Frequently presented Fleet’s monitoring processes to potential loan syndicate members. Acknowledged as the market leader in lending to retailers by other lenders. Show less

Managed all aspects of inventory from sales, margin, and inventory forecasting to stock ledger maintenance and control.

Provided the primary financial support for the largest leased footwear operation in North America.

Mba, Finance

Ba

Activities and Societies: Glee Club