My background includes stints as a banker, syndicator, CLO arranger/investor, multinational company treasurer and small company CFO. I am available to assist you and your portfolio companies with capital market and risk management exercises such as:
Portfolio Purchases and Sales
Deal Planning, Preparation and Execution Debt/Equity/Info Memorandums Pitchbooks Investor/Lender targeting etc.
Treasury, Liquidity and Enterprise Risk Management Analysis Preparation of Policies Creating a review plan/feedback loop