Trevor Cazares

Experienced financial professional with proven success in complex corporate finance transactions looking to leverage a unique industry-agnostic restructuring background in a private investing role.

Ankura Consulting Group, LLC (Chicago, IL) October 2022 – Present Senior Associate – Turnaround & Restructuring

 Facilitated distressed M&A of healthcare network, identifying over 70 potential strategic buyers and securing 10 Indications of Interest to purchase substantially all assets

 Advised Board of Directors on selecting an acquiring entity by performing in-depth financial and operational due diligence on each bidder

 Create integrated 3-Statement models to assess outcomes of strategic reorganization plans

 Projected detailed weekly cashflows for healthcare network and prepared 13-week cash flow reports to assist in negotiations

 Bolster client cash position by advising on implementing various financial and operational strategies

 Act as interim management and report directly to client C-Suite (CEO, CFO, COO) to stabilize distressed organizations and provide strategic insights to management

 Negotiate various agreements to maximize client liquidity

Deloitte & Touche LLP (Los Angeles, CA) August 2021 – September 2022 Senior Audit & Assurance Assistant – Financial Services Industry

 Tested Level 3 investment valuations using various modeling techniques in multi-billion-dollar BDCs, CLOs, distressed debt funds, and other direct lending fund portfolios

 Analyzed complex debt and equity transactions by inspecting credit agreements and communicating with client deal teams, operations teams, and finance teams to interpret transaction details

 Evaluated Portfolio Company liquidity to assess likelihood of Fund’s recovery of PIK interest at loan maturity

 Led testing of working capital asset accounts such as Cash, Accounts Receivable, and Inventory

Accounting Data Analytics Intern – TMT; Financial Services Industry January 2021– April 2021

 Assisted as graduate student busy season intern providing alternative data analytics-driven solutions to engagement team on S&P 500 TMT client

 Operated testing and documentation of hedge fund partner capital distributions and contributions and funds’ public and private equity transactions

 Conducted alternative analytical testing solutions on TMT SPAC target client

University of Southern California (Los Angeles, CA) August 2020 – July 2021 Marshall School of Business | Leventhal School of Accounting

Program Projects

Activities

Master of Accounting with Emphasis in Data & Analytics (MAcc D+A) – Deloitte Cohort

Predictive Analysis of Discontinued Operations & Divestitures within the Consumer Goods Industry Statistical Analysis of Netflix, Inc.’s Growth Drivers

Marshall Finance Association

Latino Management & Business Association

California State University, Sacramento (Sacramento, CA) College of Business

Major B.S.

Business

Administration, Accountancy

Honors College of Business Administration – Cum Laude; Dean’s Honor List Leadership Accounting Society – President

Student Investment Fund – Portfolio Manager

August 2018 – July 2020