Functional Skills

Financial Modeling
Financial Due Diligence
Commercial Due Diligence
Corporate Finance
Financial Planning & Analysis (FP&A)
Forecasting / Projections
M&A Support

Software Skills

Microsoft Excel
Microsoft PowerPoint

Certifications

CFAChartered Financial Analyst

Sector Experience

Manufacturing
Financial Services
Aerospace & Defense
Chemicals
Industrials
17
years

Years of Experience

5/23

Member Since

Case Study
Delete

Note: After you save your new Case Study, you'll be able to upload / attach work deliverable files by editing it!

Case Studies

financeAccounting
Financing Transaction Feasibility Analysis
Aerospace & Defense Financial Due Diligence
financeAccounting
Private Credit Refinancing Transaction Preparation
Chemicals Financial Due Diligence Financial Modeling
Fortune 500

Experience

 
Fountain Gate Advisors Finance
Founder, Managing Director
03/2023 - Present
Fountain Gate Advisors is a boutique capital structure advisory firm that provides independent advice to middle market companies and financial sponsors. The firm acts as a force multiplier that allows management and investment teams to shine in front of internal and external constituents

Key Capabilities:
• Debt transaction advisory and debt capital structure management
• Financial services procurement optimization
• Buyside transaction services
• CFO / Treasurer support

I have deep experience preparing financial models for capital raising transactions, improving financial reporting processes of companies for better understanding by external audiences, and working alongside management teams and sponsors during acquisition diligence.
SunTrust Robinson Humphrey, Inc. Finance
Associate, Vice President, Director – Syndicated & Leveraged Finance
07/2013 - 02/2023
~10 years of industrials leveraged finance experience with significant transaction track record in:
- Aerospace, defense, government services
- Building products
- Chemicals

In pro rata (commercial bank), institutional term loan (broadly syndicated and private credit), and high yield markets.

Balanced mix of deal experience between corporate and sponsor backed transactions.
SunTrust Banks Finance
Underwriter/Portfolio Manager – Central Middle Market Banking
01/2010 - 01/2012
Loan underwriter at middle market commercial bank.
Regions Financial Finance
Analyst – Regions Business Capital
01/2009 - 01/2010
Analyst at ABL lender.
SunTrust Banks Finance
Assistant Vice President – Treasury & Payment Solutions
01/2006 - 01/2009
Treasury management sales.