Coverage of private equity firms and alternative asset managers that invest in the Consumer sector
Driving deep connectivity and relationships with key decision makers that lead to M&A advisory, leveraged finance, and other commercial banking engagements
Develop individual strategies for > 30 unique sponsor clients with sector-oriented deal partners, capital markets professionals, and senior management
Originate and oversee the execution of lead financing transactions for high-value portfolio companies
Collaborate and partner with key sector teams and product partners across the capital markets and commercial banking platforms
Manage risks while achieving results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types

15+ years working with private equity firms in Investment Banking, M&A, capital raising, or equivalent experience
Strong track record for client relationship development and originations by generating unique and actionable ideas while working closely with M&A advisory and sector teams on strategic opportunities relevant to sponsor clients
Ability to lead and manage multiple deal teams at one time across product capabilities, including sponsor leveraged finance transactions from origination to close
Demonstrated leadership, client presence, and communication skills
Work closely with and develop analysts and associates
Bachelor’s degree is required, and master’s degree is preferable (MBA or JD)
FINRA Series 79 and 63 licenses

Comprehensive benefits programs designed to support physical, financial, emotional and social well-being

Managing Director, Consumer Sponsor Coverage

Key skills