Investment Banking Analyst

Actively participated in all phases of the deal process

• Analyzed capital structures, debt capacity and credit profiles of clients
• Created presentations for clients to present to investors
• Led the structuring of the transaction and created exhibits to be included in bond documents
• Reviewed and commented on bond documents to properly reflect the transaction
• Prepared closing memos detailing flow of funds and instructions to necessary parties
• Interacted with financing team members to accomplish tasks necessary to close the transaction

Notable Transactions

$230+ million Senior Living acquisition tax-exempt and taxable public offering

• Compiled financials and created summaries regarding the 8 assets acquired in the transaction
• Built a unique four-tiered structure to achieve four different tranches of debt to appeal to a diversified group of investors
• Execution of transaction resulted in record revenues for department

$28+ million sole-managed tax-exempt and taxable public offering and private placement

• Compared potential private placement options through detailed analysis of each proposal
• Utilized a bifurcated structure between the public offering and private placement to achieve a diversified capital structure and to decrease aggregate maximum annual debt service

$35+ million sole-managed tax-exempt and taxable private placement

• Assisted senior bankers in executing a new money repositioning project
• Utilized a draw-down structure to decrease the interest expense of the project during construction and stabilization

Software and Tools

• DBC Finance
• Excel (VBA)
• PowerPoint and Word
• Bloomberg Terminal