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Investment Banking Director
Investment Banking Director
Excellent
5
12Sessions
Member since 2021
  • Chicago
  • Chicago
About the mentor

Currently serve as a Restructuring Director advising distressed companies and their stakeholders through workouts, Chapter 11 and middle market transactions (363 asset sales) across numerous industries including Aerospace & Defense, Business Services, Consumer & Retail, Distribution, Industrials, Paper & Packaging and Technology.

Previously a Vice President at a boutique shop covering numerous verticals - Special Situations M&A, Distressed Debt Principal Investing and Restructuring/Bankruptcy. Experienced with entering distressed situations and quickly assessing the critical issues at play, drafting operational and financial solutions to be deployed in phases within a plan of reorganization and evaluating strategic alternatives for setting the basis of proposed recommendations under a high intensity environment.

Prior and current experience includes synthesizing financial statements, building out integrated 3-statement financial forecast models, serving as a financial advisor to distressed companies and creditors in out-of-court workouts and Chapter 11 bankruptcy proceedings, conducting both sell and buy side M&A mandates, executing debt and equity capital raises, financial and operational restructuring, evaluating distressed investment opportunities, conducting market research on nonperforming loans and credit trends by sector, shareholder negotiations and 13 week cash flow forecasting.

Graduate from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Accounting and Finance with honors.

Certifications/Licenses:
Certified Public Accountant (CPA)
Certified Insolvency & Restructuring Advisor (CIRA)
Certification in Distressed Business Valuation (CDBV)
Certified Turnaround Analyst (CTA)
Accredited in Business Valuation (ABV)
FINRA Series 79 & 66 Licensed

Expertise
  • Investment Banking
  • Consulting
  • Private Equity
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