Experience

Originated and executed approximately $1.8B in municipal debt financings across hospitality, healthcare, project finance, and land-secured sectors, generating $15M+ in revenue for the firm.

Modeled complex financing structures featuring combinations of multi-tranche debt and equity, flow of funds waterfalls, and feasibility metrics to assess project viability under prevailing market assumptions.

Engaged directly with clients, investors, and various third-party stakeholders, periodically as the sole representative, strengthening the firm's presence and relationships within the market.

Led the development of internal tools for the Debt Capital Markets group to track transaction pipelines, monitor projected revenues, and analyze both group and market activity.

Conducted credit analysis by reviewing financials, market studies, and other third-party reports.

Monitored market trends to inform pricing strategies and partnered with counsel on regulatory compliance.

Prepared investor memoranda to articulate credit strengths and value propositions to prospective stakeholders.

Coordinated transaction execution across multiple parties, managing timelines and deliverables through closing.

Trained junior analysts on modeling standards and best practices for transaction execution.