Associate at Newstream Capital Partners, LLC Dallas-Fort Worth, TX - May 2022 – Present
Provides debt and structured capital to CRE owners/operators and makes selective corporate private debt and equity investment in the small-middle market segment.
- Performed comprehensive due diligence for the debt fund, underwriting, managing and successfully originating mezzanine and bridge loans.
- Worked extensively in closing out project financing for CRE investments and assets while also overseeing the entire project, leading and corresponding with the various consultants throughout the development process.
- Drafting marketing materials including teaser, management presentation, lender presentation and market research to educate potential and current investors.
- Assisting with the preparation and review of monthly, quarterly and annual financial statements and partner capital recording packages including all supporting work papers and disclosure documents.
Restructuring Analyst at Province, Inc. Manhattan Beach, CA - June 2020 – March 2022
Leading restructuring firm with vast experiences in multiple industries
- Providing strategic planning, mergers and acquisitions, revenue and operational improvements, asset valuation, sale process, debtor-in-possession financing (DIP), and other advisory services to companies and stakeholders in out-of-court and Chapter 11 restructurings.
- Analyzed the overall performance of companies, including, but not limited to, cash flow and financial statements, identified inefficiencies, and developed strategies to improve cash flow and the company's financial performance.
- Maintained and updated financial models and projections to support the analysis and decision-making process.
- Select transactions: Promise Healthcare Group, Purdue Pharma, Mallinckrodt Plc, Insys Therapeutics, Francesca’s, Nu World Beauty, Neopharma LLC, Maxus Energy Corp, BH Cosmetics.
