Devised a $9.4B bid for a private equity group interested in acquiring the domestic operations of a European Corporation.
Led complex financial evaluation of Greenfield recycled pulp mill resulting in Board approval and construction of $76.5 Million facility.
Contributed to increasing assets under management from $400M to $1.4B over 10 years by conducting R&D studies.
Valuation:
Saved $384K by making an immediate pre-market trade after the announcement of a major pharmaceutical event.
Collected $6.5M in indemnity payments from a series of complex tax-advantaged investments by building consensus among investors, proposing settlement strategy, and leading negotiations with issuers.
Investment Management:
Developed and implemented an investment strategy that achieved a 15.6% pre-tax annual average return in pure alpha.
Increased investment capacity 10% via statistical analysis and development of a new sector demonstrating above benchmark returns with acceptable risk parameters such as back-test returns over 20%, Sharpe ratios of 2+, and Sortino ratios of 4+.
Risk Management:
Segregated market risk away from the company’s 50% joint venture paper mill partner, maintaining the right to purchase and manufacture pulp and construct a $76.5M facility.
Lowered volatility 12.9% and downside risk 18.5% while maintaining return levels by restructuring portfolio.
Leadership:
Financed recycled pulp mill on non-recourse, project finance basis at 112 points over Treasuries.
Developed a 3-pronged marketing strategy designed to support project financing while maximizing advantage of market opportunities.
Led growth in assets of 89% as volunteer leader of a credit union by expanding services to members and completing the merger of another local credit union.
