Executed M&A advisory and leveraged finance transactions with focus on Business Services sector including leading coverage of Legal Services and IT Services sub-sectors

Led credit analysis, commercial / financial diligence and internal engagement with underwriting committee and risk management teams for leveraged finance transactions

Managed multiple teams of junior colleagues, providing instruction, review and feedback regarding work product

Led execution of structured junior capital investments including financial and commercial diligence, term sheet negotiation, financial model construction, and presentation to internal approval committees

Engaged in asset management including budgeting, valuation and evaluating add-on opportunities for assets

Active in recruiting both MBA and undergraduate students at Georgetown University

Group staffer, in charge of coordinating project assignments for associates and analysts

Engaged in credit advisory including building and analyzing financial forecast models, developing recovery analyses, driving covenant levels and reviewing credit agreements