Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Managing Director

  • Jan 2022 - Present

• Director - Leveraged Finance

  • Jan 2019 - Mar 2022

  Bethesda, Maryland Trusted to lead a portfolio of 15 agented and generally syndicated deals while also managing a team of direct reports to oversee portfolio monitoring, which entails financial reporting, credit analysis, and underwriting incremental acquisitions, recapitalizations, and other loan modifications. Proven ability to optimize returns while minimizing risk through strategic credit analysis and deal structuring. Support syndication efforts and lead discussions with both internal and external… Show more Trusted to lead a portfolio of 15 agented and generally syndicated deals while also managing a team of direct reports to oversee portfolio monitoring, which entails financial reporting, credit analysis, and underwriting incremental acquisitions, recapitalizations, and other loan modifications. Proven ability to optimize returns while minimizing risk through strategic credit analysis and deal structuring. Support syndication efforts and lead discussions with both internal and external syndication partners. Instrumental role in acquisitions of loan portfolios.

• Vice President - Leveraged Loans

  • Feb 2017 - Dec 2018



American Capital

• Financial Services
• 100 - 200 Employee

• Sr. Manager

  • 2013 - Feb 2017

  Bethesda, Maryland Head of Sponsor Finance and Dallas Buyout teams within the Portfolio Credit group, where I managed a team of direct reports and oversaw portfolio monitoring, financial analysis and reporting, covenant compliance, and SEC mark to market valuations for 40-50 debt positions and 10-15 buyouts across a wide spectrum of industries. Member of ACAS’ internal diligence team, participating on pre-investment financial, accounting, and operational due diligence, as well as post-investment… Show more Head of Sponsor Finance and Dallas Buyout teams within the Portfolio Credit group, where I managed a team of direct reports and oversaw portfolio monitoring, financial analysis and reporting, covenant compliance, and SEC mark to market valuations for 40-50 debt positions and 10-15 buyouts across a wide spectrum of industries. Member of ACAS’ internal diligence team, participating on pre-investment financial, accounting, and operational due diligence, as well as post-investment consulting/advisory services.

• Sr Analyst / Analyst

  • 2007 - 2013

  Bethesda, MD Performed mark to market valuations and portfolio monitoring for over 30 portfolio companies across a wide spectrum of industries. Prepare financial models and forecasts, evaluate company performance against public company and precedent transaction benchmarks, and assess covenant compliance. Work directly with portfolio company management and deal teams on financial analysis and assist portfolio companies with annual budget and development of five year forecasts. Present valuation conclusions… Show more Performed mark to market valuations and portfolio monitoring for over 30 portfolio companies across a wide spectrum of industries. Prepare financial models and forecasts, evaluate company performance against public company and precedent transaction benchmarks, and assess covenant compliance. Work directly with portfolio company management and deal teams on financial analysis and assist portfolio companies with annual budget and development of five year forecasts. Present valuation conclusions to the Board of Directors and Sr. Management.