Investment Banking Analyst

Piper Jaffray | Public Finance • Minneapolis, MN • Jun 2015 - May 2018

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