M&A Arbitrage and Event-Driven Equity Desk Analyst

• Jan 2019 - Present

• Analyze M&A situations through antitrust, fundamental and technical perspectives • Identify compelling trading opportunities by analyzing special situations in the greater corporate event space • Address arbitrage hedge fund clients inquiries on M&A deals and trade ideas with detailed analysis and sales literature • Manage Model Portfolio for a client, incorporating our best ideas for the merger arb strategy • Analyze M&A situations through antitrust, fundamental and technical perspectives • Identify compelling trading opportunities by analyzing special situations in the greater corporate event space • Address arbitrage hedge fund clients inquiries on M&A deals and trade ideas with detailed analysis and sales literature • Manage Model Portfolio for a client, incorporating our best ideas for the merger arb strategy

MBA Candidate

• Aug 2016 - May 2018

Summer Intern

• Jul 2017 - Aug 2017

• Private Equity in Specialty Finance for US and Europe • Private Equity in Specialty Finance for US and Europe

Priavte Investor

• Jul 2012 - Jun 2016

• Managed personal, family and friends investment portfolios • Managed personal, family and friends investment portfolios

Fundamental Credit Analyst, Leveraged Credit

• Mar 2010 - Jul 2012

• Identified and recommended executable primary and secondary investment ideas across entire debt capital structure with a primary focus in healthcare, chemicals and gaming/leisure in partnership with Senior Analysts • Formulated fundamental credit, market, company and industry analyses - Business diligence: Assessment of business fundamentals and long term performance prospects. Preparation of detailed company financial model and earnings forecasts - Management assessment: Interview of Management when possible/prudent - Credit diligence: Review of credit metrics, relative security values, and indentures/credit agreements - Industry diligence: Interview of industry consultants, relevant portfolio company management, target company customers and suppliers, and sell-side/buy-side analysts • Prepared investment committee memorandum and led committee presentations/discussions • Monitored earnings, financing activities and corporate events for relevant companies in the coverage universe • Contributed investment recommendations for 20+ portfolio additions comprising over $300MM in invested capital Show less

• Jul 2008 - Feb 2010

Chemicals IG, HY, and Bank Debt / Industrials and Services HY and Bank Debt • Conducted credit research on covered companies in partnership with a senior analyst. Analyzed trading opportunities in bonds, CDS and bank loans through fundamental, capital structure and relative value analyses• Constructed investment theses and generated fundamental and/or technical trade ideas through financial modeling, multiple valuation analyses and analysis of bond indentures, credit agreements and amendments• Placed and closed a number of research-driven trades with sector traders• Wrote and distributed sales literature, tear sheets, trade ideas, comparative analysis and weekly commentaries• Communicated with traders, sales team and clients on the sector and trade ideas to support flow and proprietary trading activities Show less

• Jul 2007 - Jun 2008

• Analyzed deal dynamics through merger agreements and proxy filings as well as fundamental and technical analyses • Proposed and executed cash equities and equity options proprietary trading ideas in the M&A arbitrage space• Identified compelling trading opportunities by analyzing special situations, such as split-off, spin-off, Dutch-auction share repurchase and stub equity• Addressed arbitrage hedge fund client inquiries on M&A deals and trade ideas with detailed analysis and led “Deal Teach-in” for internal sales and trading team Show less

• Jul 2006 - Jul 2007

• Assisted four desk analysts in the airline, auto, chemicals, consumer, food, homebuilders and industrials sectors to develop trade ideas though fundamental and relative value analyses• Built and maintained financial models and created various valuation tools on new issues, target investments and sector coverage• Deeply involved in extensive due diligence for new deals. Participated in meetings with senior management and led financial modeling effort for U.S. Foodservice, SABIC Plastics and ServiceMaster Show less

Intern

• Jun 2005 - Aug 2005

• Completed a 10-week summer internship with proprietary trading desk • Completed a 10-week summer internship with proprietary trading desk