Responsible for identifying, evaluating, recommending, and monitoring investments in private equity fund managers, with a focus on the real assets sector.

Conduct detailed due diligence, prepare investment memos on prospective private equity primary and co-investment deals, and present recommendations to the Investment Committee.

Maintain and develop relationships with private equity general partners and attend partnership meetings as required.

- Responsible for identifying, evaluating and supporting company-level strategy projects as it relates to market analysis, emerging industry trends, portfolio analysis, and identification of strategic needs.

- Supported the internal M&A transaction process from identification of potential targets, valuation, financial modeling, leading due diligence and managing the coordination of transaction teams.

Prepared key transaction documents, including (i) financial models, (ii) confidential information memoranda, (iii) roadshow presentations.

Performed in-depth valuation and merger analyses, comparable company & transaction valuation, DCF valuation, ability to pay, and combination analysis.

Led execution efforts as key point of contact on deal teams consisting of 5-6 professionals; substantive and direct in-person contact with client senior management team.

Underwrote and managed cash flow based credit facilities supporting buyouts, acquisitions and recapitalizations of media and telecom companies; Commitments totaling $815MM.

Coordinated cross-functional deal teams, composed of Sales, Risk, Legal and Capital Markets, from deal origination to execution.

Structured and negotiated loan documents with financial sponsors and corporate clients, developed credit request presentations for internal investment committee.