Alkegen is a specialty materials leader serving mission-critical systems that the world is focused on for the future, including: battery technologies, electric vehicles, filtration media, and specialty insulation materials that enable customers to reduce fossil fuel consumption, save energy, and live greener.

Telos Capital Advisors provides investment banking services to middle-market clients across a wide range of industries including manufacturing, consumer products, business services, distribution, retail, lodging and leisure, real estate and mortgage operating companies, energy, healthcare, technology and telecommunications. With our years of experience in investment banking and operating businesses, we have a different approach from many investment banks because we focus on the outcome, the goals you want to achieve, not on just getting a deal done.Telos Capital Advisors is committed to working with owners of middle market companies with EBITDA over $2.0 million and assist them in the M&A transaction, equity or debt capital financing, dividend recapture or financial restructuring. Telos' process unlocks the value they have created in their business and helps them achieve their personal and financial goals. __________Any third party posts linked to this profile should not be considered to represent my views, the views of Telos Capital Advisors or DCF, LLC a broker-dealer, Member FINRA/SIPC.

Commerce Street M&A team was ranked consistently by SNL.com as one of the top in the Southwest with 29 buy and sell side transactions for the total of about $940 million in years 2012-2016.Sourced bank and thrift acquisition targets, conducted seller and buyer due diligence, prepared Confidential Information Memorandum, and developed merger models. Developed merger models, analyzed discounted cash flows, tangible book value earn back, and earnings per share accretion/dilution. Analyzed pricing multiples based on public and M&A peer group comps.Prepared materials and conducted marketing presentations for clients that included banks, thrifts, investor groups, and non-bank financial institutions seeking acquisition targets or merger partners.

Developed and advised on asset transition strategies for public and private pension plans, analyzing asset portfolios (spread, impact, opportunity cost of trading), providing cost estimates, and devising trade execution strategies. Valuated fixed income portfolios using the Bloomberg plug-ins for Excel and executed on liquidating legacy bonds.Modeled the best execution strategies and restructuring directions for global portfolios with various durations. Prepared pension fund proposals (RFPs) worth an estimated $35 billion and each year won ~$21 billion in trading business. Managed the trading process to minimize implementation shortfall.

Purchased, securitized, and/or sold $40B+ in residential mortgage loans. Maintained client relationships by managing the collateral due diligence process from bid to closing, and verifying the closings accounting. Coordinated the collateral to be securitized with the trading desk, financial engineering, and investment banking to approve loan packages for shelf securities. Worked with the CMO trading desk to optimize transaction structures and with the sellers to maximize loan packages.Implemented numerous projects, including the correspondent lending platform, the Loan Management System (LMS), and the automation of P&I remittances and trade applications.After mortgage market crash, transitioned into the residential mortgage risk and asset management.Managed a portfolio of whole loan positions with regards to desk strategies and cost of business. Managed all aspects of the loan life cycle, including individual loan modifications, short sales, and REO pricing. Evaluated the risk of securities, coordinating loan performance strategies with the master servicer and third party vendors. Resolved $12M in put-backs of whole loans, mitigating the risk of default. Generated Net Present Value in security short sale solicitations for $4M+ in recoveries, and a principle balance of over $39M+ in modification solicitations.

Handled daily, whole loan residential activity for deals traded by the residential mortgage desk. Provided operational support to Residential Whole Loan Contract Finance team for contacts, settlements, custodial contacts, and post-settlement reconciliation.