selected transactions

and engagements

  • Advised on product and operational requirements for company's higher-limit credit offering

  • Provided sourcing, due diligence, and valuation support for prospective M&A

  • Presented partnership opportunities to expand distribution

  • Served as Interim CFO for a leading franchise lender

  • Instrumental in closing Series B+ financing

  • Developed in-house FP&A function from ground-up

  • Provided guidance on capital markets, prospective acquisitions, and overall business strategy as participant on Executive Team

  • Served as interim executive team of 777's retail consumer finance portfolio company

  • Engaged by credit hedge fund to service and report on a small business loan portfolio acquisition

  • Established systems for servicing and collections of impaired accounts

  • Principal risk as compensation tied solely to portfolio performance

  • Advised CEO on corporate development and capital markets


Consumer Unsecured Loan Portfolio Acquisition

  • Assisted large international payment processor to exit lending business

  • Purchased a portfolio of point-of-sale consumer loans on a servicing-released basis

  • Engaged by small business loan brokerage to conduct asset sale

  • Identified potential acquirers, conducted a formal sale process consisting of several rounds, and solicited multiple bids

  • Obtained offer that vastly exceeded client expectations, and facilitated sale transaction

  • Co-founded first-mover retail finance venture

  • Arranged all equity and debt financing for the company

  • Orchestrated exit to strategic buyer for 20 times return on equity

  • Engaged by private equity firm to identify and pursue an off-market target, which resulted in its acquisition of the company

  • Private equity firm realized a substantial return on investment in $700 million sale to Aaron's Inc.

  • Advised on corporate strategy, revamp of revenue model and financial restructuring

  • Client was previously owned by hedge fund facing liquidity issues

  • Engaged by client to identify and introduce potential acquirers

  • Closed sale of company to alternative investment firm

  • Advised client in obtaining debt financing

  • Secured proposals from multiple alternative lenders

  • Closed transaction committing $50 million credit facility