Experience

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  Capital Funding Group, Inc.

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Vice President - Healthcare Finance

    • Nov 2021 - Present

  • Associate - Healthcare Finance

    • May 2017 - Nov 2021

    - Participated on deal teams that provided or arranged senior, subordinate, or HUD debt totaling over $2.5 billion in aggregate transaction volume in the Long-Term Care industry. - Oversaw the analysis and evaluation of senior and subordinate debt investment opportunities in the Long-Term Care industry. This included overseeing the firms valuation efforts of individual assets and asset portfolios, as well as the evaluation of transactional risk profiles. - Responsibilities included presenting transactions and investment memoranda to the firm’s investment committee.- Supported origination efforts through managing existing client relationships as well as assisting with the cultivation of new firm relationships. - cultivated and managed relationships with syndicate partners, including participant banks, private equity funds, and other institutional partners. - Led syndication efforts, including originating, negotiating, and closing over $1 billion of aggregate syndicated transaction volume. - Led coordination efforts with other legal, financial, and commercial advisors.

  • Analyst - Healthcare Finance

    • Jun 2016 - May 2017

    - Conducted analysis and underwriting of potential senior and mezzanine investment opportunities in the Long Term Care industry with anticipated HUD exits.- Worked on deal teams to identify capital structuring needs and determine structure of investments.- Prepared cash flow models used to value investments through DCF analysis, income capitalization analysis, and multi-variate analysis using the Monte Carlo method.- Undertook transaction due diligence responsibilities including analysis of operations and related financial statement review, analysis of market and competitive position, and other due diligence issues.- Assisted with coordination of legal, financial and commercial advisers.- Prepared investment memoranda for the firm’s investment committee- Supported syndication efforts through preparation of pitch books and transaction summaries - Assisted with the management and analysis of internal databases and deal statistics.

• 

  M&T Bank

  • 25 South Charles Street, Baltimore, MD 21201

  • Summer Analyst - Middle Market Group

    • Jul 2015 - Sep 2015
    • 25 South Charles Street, Baltimore, MD 21201

    Worked jointly with M&T's Commercial and Investment Banking, Corporate Finance/M&A Group:- Identified Middle Market COI's & target companies for sell side Merger & Acquisition deals. - Identified Private Equity divestiture opportunities. - analyzed trends in industry &...