William Phelps Email & Phone Number

White Rain Capital is a private equity firm acquiring small to middle-market service, distribution, manufacturing, logistics, construction, and tech-enabled companies (SaaS and E-Commerce) within the United States.

San Antonio, Texas, US

• Led and managed a team of digital marketing professionals to develop and execute comprehensive digital marketing strategies for clients.
• Oversaw the planning, implementation, and optimization of multi-channel digital marketing campaigns, including SEO, PPC, social media marketing, and email marketing.
• Conducted in-depth market research and competitive analysis to identify target audiences, industry trends, and opportunities for client growth.
• Developed and maintained strong client relationships, serving as the main point of contact for strategic discussions, campaign performance updates, and addressing client concerns.
• Developed and implemented lead generation strategies to drive qualified traffic, increase brand awareness, and generate sales for clients.
• Stayed up-to-date with the latest digital marketing trends, technologies, and best practices to provide cutting-edge strategies and innovative solutions to clients.

San Antonio, Texas, US

• Proactively identified potential businesses for sale, building a robust deal flow.
• Guided sellers through the sales process, providing valuation and optimization advice.
• Developed marketing strategies and educational content to attract and inform potential buyers.
• Assisted buyers in securing funding and provided support throughout the closing process.
• Advised on resource allocation and operational strategies to support post-acquisition growth.
• Maintained strong relationships with sellers and buyers, ensuring satisfaction post-closure.

Chicago, IL, US

• Maintain and develop client relationships, exploring opportunities to provide additional credit and non-credit services.
• Identify product/service opportunities for other business units and participate in the development of creative solutions to client needs, coordinate presentations, and bring in partners when appropriate.
• Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through industry-related research, detailed analysis, and underwriting of credit.
• Complete portfolio responsibilities including portfolio reviews, renewals, and reporting in a timely manner for 55 clients.
• Experienced in Sponsor Finance, General Middle-Market C&I, and Asset-Based Lending.

Chicago, IL, US

• Underwriting credit transactions from various lines of business within the bank.
• Analyzing financial information and statements in preparation for completion of a credit request.
• Identifying and analyzing risk across a diverse pool of commercial loans in a variety of industries.
• Completion of the Commercial Banking Training Program classroom phase, which covered accounting, finance, credit analysis, business writing, and financial modeling.

Chicago, IL, US

• Developing an understanding of fundamental credit research within the leveraged finance market.
• Researching multiple public companies, including reading SEC filings, sell-side reports, industry research, and web-based research.
• Completing a project designed to gain fluency in the investment decision process by developing insights and performing credit analysis on several public companies within an assigned industry.

Rosemont, IL, US

• Drafting “Credit Approval Presentations” to be reviewed by Risk.
• Evaluating collateral portfolios for advance rate determination.
• Assisting with the preparation of monthly reports for pertinent portfolio metrics.

New York, New York, US

• Conduct comprehensive company valuation analyses using various methodologies such as DCF, LBO, precedent transactions, and comparable company analysis.
• Assist in the preparation of pitch books and related client materials to secure new deals and mandates.
• Collaborate with team members to identify and evaluate potential M&A targets or suitable buyers for clients.
• Support the negotiation process by developing bidding strategies and materials for both buyers and sellers.
• Participate in the execution of transactions, including coordinating with legal, tax, and financial advisors.
• Monitor M&A market trends and gather intelligence on relevant industry developments to inform strategic decision-making.

• Responsible for pitching investors and pooling funds to start a $500thd distressed real estate fund.
• Participated in development and implementation of marketing plan to open communication with distressed sellers.
• Evaluated real estate portfolios to determine strategy to optimize performance.
• Handled due diligence, negotiation, contracting, assembly and managing a professional team to complete repositioning of distressed assets.

Raleigh, North Carolina, US

• Specialized in investment clientele with strong expertise in real estate valuation and advisory services.
• Held classes to teach agents how to use industry and company-wide technology.
• Assisted in business development efforts with new agents.

Madison, New Jersey, US

• Responsible for prospecting, marketing, and relationship development in order to secure clients (or referrals) for real estate transactions.

• Entrepreneurial venture, developed fundamental skill set in property management, credit building, debt negotiation, acquisitions, repositioning and disposition of residential assets.

Bachelor Of Science In Business, Finance & Real Estate

Master Of Business Administration - Mba

Associate Of Science - As, Business