Industry 01
Real Estate
Industry 02
Transportation, Logistics &
Leasing
Industry 03
Emerging Businesses
Recent Work
Corporate Finance
02
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Developed capital allocation strategy for US domestic airline, including inauguration of a $100 million share repurchase program
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Advisor on acquisition of two logistics company for PE fund
($169MM enterprise value)
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Led credit agency reviews resulting in rating upgrades from all three major agencies for mid-cap transportation company
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Deep diligence on sector investments for real estate investment fund
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Capital raise for emerging biotech firm
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Advisor on three-year revolving credit facility ($175 million) negotiating lower commitment fees of over $450,000 and industry leading terms
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Designed lease-to-mortgage conversion for airline with 18 aircraft to effect $4.5MM in tax savings
Designed comprehensive cash management program leading to $3MM annual gain in interest income
Optimized fuel and foreign currency hedging programs, saving over $5 million (run-rate) in annual premiums
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Developed investor relations practice for newly minted emerging company in biotech sector
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Ongoing advisory role for three mid-cap companies for earnings call and investor messaging