Zurich, Zurich, Switzerland
Awards: https://www.apollo.com/governance/awards-disclaimer/award-fee-disclaimer-ipem Helping private wealth clients access Apollo’s alternative investment capabilities. I work closely with fund selectors and distribution teams to connect private clients with Apollo’s institutional-quality investment solutions - spanning the full risk-reward spectrum across private equity, private credit, and real assets. Backed by over a decade of experience in private markets, wealth management, capital formation, and product development, I focus on the fast-growing intersection between private markets and private wealth, with a dedicated focus on EMEA. Since 1990, Apollo has built a leading global alternative asset management platform by delivering on the promise of alternatives and staying true to our core principles: purchase price matters, seek excess return per unit of risk, and maintain strong alignment with our clients. These values underpin every client relationship I build.
IPF Partners provides debt financings to commercial-stage European healthcare companies with a visible growth trajectory and path to profitability. The typical deal size ranges from €5-30m over 3-7 years duration. As of Q2 2016, the portfolio included 7 investments totalling >€50 mn. • Member of the investment team • Participated in sourcing activities, market screening and pipeline management • Prepared detailed financial models of individual transactions • Assisted in the preparation and review of diligence materials • Worked on the €15 mn debt financing of a medtech company. Financing used to support the US commercialization and broaden the company’s product offering for stroke treatment • Monitored and managed existing portfolio investments on an ongoing basis • Assisted the CFO on operational matters http://www.ipfpartners.com
BNS (Belgium, Netherlands, Switzerland) Coverage & Execution Team • M&A and capital markets advisory for corporate clients and private equity funds • Worked on several high-profile transactions, including cross-border sell-side and buy-side M&A and IPO • Strong financial modelling and valuation experience • Produced financial and industry analyses for business development and deal origination destined to client presentations across a wide range of industries
IBD - Swiss Coverage Team • Prepared business development presentations for various top tier clients • Processed companies’ financial data for corporate valuations and diverse financial analysis including DCF, LBO, capital models, trading comparables, M&A valuation and precedent transactions • Assisted the team on a M&A buy-side mandate (FIG) • Received an offer for a full-time position at the 2014 analyst class