Source for new investors and expansion of portfolios from new and existing clients.
Evaluate structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, etc.
Relationship management of existing and new investors.
Develop a strong pipeline of good quality investment opportunities.
Ensuring that the investments are liquidated upon maturity or push clients for further roll-over.
Use negotiation skills to overcome impasses and finalize negotiations in straight forward transactions.
Works with senior staff to develop a strong pipeline of good quality investment opportunities.
Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.
Perform various valuation methods – comparable companies, precedents, and DCF.
Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.
Develop relationships with new and existing clients in order to expand the business.
Perform due diligence, research, analysis, and documentation of live transactions.