Greater Chicago Area
Proven private credit / leveraged finance executive with experience in sponsor coverage / originations, underwriting, portfolio management, and debt capital markets in a private credit lender role and investment banking advisory capacity.
Functioned in an investment banking / advisory capacity. Sourced, pitched, and syndicated private debt capital raises for LBO / acquisition financings, dividend recapitalizations, refinancings, and balance sheet restructurings. Opened the Chicago office and built out and led a team of leveraged finance professionals. Hudson is a boutique investment bank acting as a fully outsourced capital markets desk for private equity clients. Hudson Avenue Partners has offices in Chicago, Detroit and New York.
Originated and led structuring, due diligence, and execution of senior cash flow and asset-backed credit facilities, in addition to ongoing management of portfolio companies. Transactions included both sponsored and non-sponsored companies and were primarily structured as a unitranche, split lien, asset-backed, or opportunistic credit facility. Typical investment sizes ranged from $25 million to $200+ million. Portfolio management responsibilities included balance sheet restructuring and bankruptcy. Syndicated and originated first out and pari passu tranches with third party lenders.
Original member responsible for building out and growing a debt advisory and placement firm. Offered private placements of debt and credit markets advisory services for middle market sponsored and non-sponsored companies. Responsibilities included originations, structuring and execution of placements. Originated proprietary debt opportunities and syndicated first-out and pari passu debt tranches for affiliate, Monroe Capital.
Generated, evaluated, and recommended investment ideas for publicly traded equities within a range of sectors for this active long/short hedge fund. Employed fundamental “bottom-up” research and monitored fundamental and technical targets for current holdings on a regular basis and in response to changing market conditions, company events, and industry news.