Experience

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  Salem Investment Partners

  • Charlotte, North Carolina Area

  • Vice President

    • Jul 2017 - Present
    • Charlotte, North Carolina Area

    Salem Investment Partners is a private SBIC fund with over $360 million of assets under management. The firm specializes in subordinated debt and equity investments in privately-held, middle-market businesses across a variety of industries. • Involved in the due diligence, underwriting, negotiation, and execution of new investments for management buyouts, acquisition financing, growth capital, and recapitalization transactions• Invested over $117MM of Salem capital across 14 platform investments and 3 add-ons• Completed 3 exits resulting in a total IRR of 18%• Responsible for monitoring the firm's investment portfolio

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  SunTrust Robinson Humphrey

  • Charlotte, North Carolina

  • Portfolio Management Analyst - Corporate Investment Banking

    • Jun 2014 - Jun 2017
    • Charlotte, North Carolina

    Responsible for underwriting syndicated cash-flow loans and capital markets products for STRH corporate clients. Actively managed the credit exposure and risk/return of STRH’s committed capital for a portfolio of over 20 clients with $1.5 billion in credit exposure, consisting of companies with $100 million - $5 billion in revenue and across a variety of industries, including TMT, industrials, business services, financial institutions, and consumer & retail.Underwrote 20 debt transactions totaling ~$1.0 billion in STRH committed capital. Performed extensive investment due diligence including financial modeling, industry research, debt capacity and credit structure recommendations, and risk-adjusted ROI analysis.

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  Raymond James & Associates, Inc.

  • Raleigh, NC

  • Summer Analyst - Financial Services Investment Banking

    • May 2013 - Aug 2013
    • Raleigh, NC

    Developed financial models to value and analyze potential M&A opportunities and assess debt and equity financing alternatives for transactions. Collaborated with senior bankers on client presentations, and worked on 3 live deals.Selected Transaction Experience: • $50 million Preferred Equity Offering for a $2 billion community bank • $280 million Acquisition of a community bank by a $4.2 billion community bank • $77 million Acquisition of a community bank by a $2.4 billion community bank