Accretive TechnologiesJanuary 2013 to CurrentCo-founder New York, NY
Novo34 is a novel software program that builds transaction ready models in Excel for bankers and PE professionals.
The program is the recipient of Yale University's Entrepreneurship grant.
J.P. MorganJanuary 2012 to CurrentAssociate New York, NY
4,200mm LBO of TIBCO by Vista Equity Partners (largest LBO YTD) - lead left on all facilities Diligenced the target and presented opportunity to J.P.
Morgan's underwriting committee Helped negotiate committed financing and take-out terms (Credit Agreement, DoN, etc.) Worked on model, internal / external presentations and supervised a team of leveraged finance and TMT coverage analysts and associates to facilitate the syndication of the take-out facilities 5,000mm Senior notes / Senior Credit Facilities for Activision Blizzard - lead left on the bonds Third largest high yield transaction of 2013.
Worked with management over a 3 month period to lay the foundation for Activision to buy Vivendi's stake in the company Negotiated commitment papers with Activision, and managed the take-out and bridge syndication processes 700mm dividend recapitalization for Yellow Pages Holdings / Cerberus Capital - lead left on the term loan Devised a first lien term loan B option for Cerberus to fund a dividend out of Yellow Pages First such dividend deal for a business with declining growth and margin profiles in 2013 Tight covenant restrictions and extensive marketing helped investors get comfortable with the credit Worked on 30+ left lead transactions that involved acquisition financings, debut issuances, and amendments Ranked at the top of my associate class at J.P.
Morgan last year.
Deutsche Bank SecuritiesJanuary 2007 to January 2010Investment banking analyst Chicago, IL
1,000mm / Senior secured credit facilities (Delta Air Lines):.
Worked directly with the head of DB's Airlines practice to run through the internal credit process.
Built an extensive credit model to demonstrate cash flow adequacy by running different financial specific scenarios.
Helped devise optimal cap structure and envision a 5-year plan to regain investment grade rating.
Evaluated a new class of collateral in aircraft routes and slots.
Azad Bhawan SchoolJanuary 2002 to CurrentFatehpur, India
Helped renew and modernize educational efforts at this remotely located Indian school founded by my great-grandfather in 1946.
J.P. MorganSummer Associate New York, NY
Syndicated and Leveraged Finance 2011.
8,000mm / Acquisition Financing for Falcon.
Worked on the preparation of syndication strategy.
Interacted with client and senior deal team members to help devise financing structures.
YALE SCHOOL OF MANAGEMENT2012Master of Business Administration (MBA)New Haven, CTWinner of the Morris and Miriam Pozen Award
*Awarded distinctions in multiple courses
NORTHWESTERN UNIVERSITY2007Bachelor of Arts (BA): Economics & MathematicsEvanston, ILEconomics & Mathematics