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Private Equity Business School
Private Equity Business School
Excellent
5
2Sessions
Member since 2021
  • New York
About the mentor
  • He is currently a first year full-time MBA student at Columbia Business School
  • Prior to this, He was an associate for 2.5 years at CenterGate Capital within their generalist LBO fund (lower middle market) where he was responsible for the financial modeling, market analysis, and due diligence / execution of acquisition opportunities, as well as the monitoring of existing portfolio companies.
  • Prior to joining this firm, he was an analyst for 2 years within the Leveraged Finance group at HSBC Commercial Bank, focused on sponsor coverage and direct lending in Middle Market Private Equity transactions such as LBOs, Dividend Recapitalizations, Refinancing, and Acquisition Financing. He was involved in all aspects of the transactions including due diligence, financial modeling, industry analysis, enterprise valuation, term sheet negotiation, and underwriting the credit memo. The team originated, structured, and executed sponsor-backed transactions.
  • He was part of the credit training program at HSBC.
  • Passed his Series 79 and Series 63 exams
  • Graduated Summa Cum Laude with a B.S. in Finance
  • An ideal mentor for a non-target student and/or a young professional with a non-traditional background that is looking to transition over to a career within Private Debt / Private Equity or attend a top tier business school
Expertise
  • Investment Banking
  • Private Equity
  • Commercial Banking
  • Private Credit
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