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
Aerospace & Defense
Chemicals
Financial Services
Industrials
Manufacturing
Case Study
Case Studies
Financing Transaction Feasibility Analysis
Aerospace & Defense
Financial Due Diligence
Private Credit Refinancing Transaction Preparation
Chemicals
Financial Due Diligence
Financial Modeling
Fortune 500
Experience
Fountain Gate Advisors
Finance
Founder, Managing Director
3/2023 - 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.
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
7/2013 - 2/2023
~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.
- 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
1/2010 - 1/2012
Loan underwriter at middle market commercial bank.
Regions Financial
Finance
Analyst – Regions Business Capital
1/2009 - 1/2010
Analyst at ABL lender.
SunTrust Banks
Finance
Assistant Vice President – Treasury & Payment Solutions
1/2006 - 1/2009
Treasury management sales.