- Managed end-to-end deal origination and execution on a range of transactions including debt financings, leveraged buyouts and mergers and acquisitions with numerous private equity and corporate clients across a wide variety of industry segments

- Conducted and led all phases of transaction execution, to include fundamental valuation and credit analysis on potential client acquisition targets, capital structuring, due diligence, and credit documentation and negotiation

- Structured, advised and executed leveraged loan transactions in support of leveraged buyouts, acquisitions, and recapitalizations

- Managed entire transaction execution process and coordinated client deliverables between all stakeholders to include capital markets, originations, ratings advisory and credit / risk teams

- Organized and led on-site financial training for various investment banks, management consulting firms, Fortune 500 companies, and graduate / undergraduate universities, in areas such as Corporate Valuation, Financial Modeling (LBO and M&A), Financial Statement Analysis, and Applied Excel

- Managed internal deal execution process and coordinated workflows among industry coverage, capital markets, M&A, ratings advisory, research and internal credit teams

- Constructed financial models to evaluate the impact of varying capital structures and operating scenarios on cash flows, credit profiles and returns to equity holders, and prepared detailed valuations using DCF, LBO, IPO and comparables methodologies