Restructuring
-
Performing/overseeing financial analysis of target client/transaction.
-
Assisting in the preparation of restructuring and turn around plans including covenant modifications, term sheet amendments, and potential new financing.
-
Participating in lender/client negotiations to effectuate a successful outcome.
-
In potential bankruptcy engagements , liase with bankruptcy counsel and assisting in managing short term liquidity.
Portfolio Management
-
Performing/overseeing financial analysis of target client/transaction.
-
Assisting in the preparation of restructuring and turn around plans including covenant modifications, term sheet amendments, and potential new financing.
-
Participating in lender/client negotiations to effectuate a successful outcome.
-
In potential bankruptcy engagements , liase with bankruptcy counsel and assisting in managing short term liquidity.
Credit
-
Perform comprehensive credit analysis and evaluate capital structures, company fundamentals, industry trends and credit agreement terms.
-
Provide loan structure guidance and apply analytical assistance to mitigate risk in relationships consistent with institution’s policies.
-
Work in conjunction with credit management in recommending appropriate financial and non-financial covenants for new and existing clients.
-
Assist with preparation of detailed analysis of portfolio or individual borrower credit metrics to maintain portfolio credit quality.
-
Assist in the preparation of industry updates, financial market reviews, and case studies.
Capital Raising/Advisory
-
Work closely with management providing independent advice on all aspects of debt financing (senior, subordinated), equity financing (public equity, private equity, preferred, warrants) debt restructuring, and capital optimization.
-
Help clients identify and value targets for purchase or sale and support management in developing transaction strategy.
-
Work to structure or restructure credit agreements authoring the materials capital providers will need to conduct their analysis, while reducing the burden on existing management.
Syndications/Asset Allocation
-
Assist in establishing and/or enhancing a primary and secondary loan origination and trading platform.
-
Leverage principal’s vast rolodex of client and loan investor contacts (i.e. banks, funds, private credit) to optimize position within the primary syndicate.
-
Collaborate with principals to strategically identify primary syndication opportunities to commit capital in an effort to up tier role in the syndicate and position for ancillary fees (i.e U/W or Arranger) to enhance overall return.
-
Portfolio optimization for industry sector and client managed via recommended secondary market acquisitions and dispositions.
-
Assisting in peer network expansion (banks, funds, private credit etc).
-
Perform comprehensive peer comparison review to ensure pricing, covenants, and other structural elements are market competitive.
-
Provide market dynamics and color to enhance strategic planning.
Origination/Advisory
-
Conduct market research to establish target industry sectors in line with Company lending criteria.
-
Comprehensively map industry sector opportunities to generate a list of target clients.
-
Develop client tiers to initiate a pipeline of quality potential lending opportunities.
-
Develop relationship management and cross selling initiatives to expand client relationships while leveraging institutional strengths.
-
Raise institutional profile via industry events, conferences and sponsorships.
