Carsten Fredrickson

MBA Candidate ’27 - IESE Business School | Former LevFin Banker

Barcelona, Catalonia, Spain

About

Former investment banker with over 5 years of experience supporting private equity firms and other financial sponsors across originations and capital markets. Thrives in collaborative, diverse, and fast-paced environments, delivering actionable solutions backed by deep quantitative and qualitative analysis. Brings extensive experience working cross-functionally and across geographies.

Experience

  • Associate, Leveraged Capital Markets at Mizuho
    Jun 2021 - Feb 2023 · 1 yr 9 mos

    - LCM ranked #14 and #10 in the Bloomberg High Yield league tables for 2021 and 2022 respectively - Oversaw 2 analysts on delivery of an underwriting memo for a $5.4b LBO financing package, navigated a tight timeline to ensure approvals were in place, ultimately yielding favorable economics on a marquee financing - Coordinated updates with multiple internal stakeholders on a $900m restructuring, transparently communicating and receiving feedback on proposals, gave bank feedback externally to counsel, consultants, and other banks - Requested additional industry coverage, and provided weekly trading level updates and financing ideas for key broadcasting clients leading to an increase in dialogue between senior bankers and clients - Utilized comp trading levels, cross-referencing use of proceeds, leverage levels, size, ownership type, and country of domicile to provide pricing and leverage guidance for a $750m TLB pricing in line with recommendation - Liaised with London DCM team to determine local and global appetite for new issues, active dialogue yielded alternative pockets of capital for difficult deals

  • Sumitomo Mitsui Banking Corporation (3 yrs 3 mos)
    • Associate, Leveraged Finance
      Jul 2020 - Jun 2021 · 1 yr

      - Led underwriting approval process for a $450m LBO financing, accurately conveying credit risks and mitigants leading to a JLA mandate and increased traction with a global sponsor - Spearheaded creation of precedent database for 3rd party reports, resulting in quicker access to key data for deal teams, reducing time to access by over 24 hours - Asked by credit group to present an underwriting opportunity to the Americas Division CEO, success resulted in future deals requiring CEO approval to permit Leveraged Finance Group bankers in room for credit discussions - Presented Leveraged Finance's best practices for coordinating loans closing with middle and back-office functions to other groups and answered technical questions leading to division-wide implementation reducing closing time

    • Analyst, Leveraged Finance
      Apr 2018 - Jul 2020 · 2 yrs 4 mos

      Financial Sponsor Originations Team - Built detailed LBO financing models to study impacts of different capital structures and operating cases on cashflows, made recommendations to senior bankers on optimal capital structures - Met with Japanese investors in New York to present credits to be put into a joint sidecar, succeeded in lowering bank risk by over $50m - Led data input and validation for a centralized sponsor profile database, freeing analysts on the originations team from having to create ad-hoc at the request of other groups, strengthening junior focus on new deals - Selected from a group of 20 analysts to work directly with division head on a weekly LBO market update for use by senior management and other coverage groups, raising product awareness across the bank

  • Student Fund Manager at The Center for Advanced Financial Education
    Aug 2016 - Jan 2017 · 6 mos

  • Summer Analyst at MJX Asset Management LLC
    Jun 2016 - Aug 2016 · 3 mos

  • Wealth Management Intern at Morgan Stanley
    May 2015 - Aug 2015 · 4 mos