Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Olof
Investments
Work Experience
2014
Partner
2023
Managing Director
2014 - 2022
2022
Board Observer
2022
2022
Board Observer
2022
2021
Board Member
2021
Board Member
2020
2020
Board Member
2020
2022
Board Member
2022
2018
Board Observer
2018
2014
Managing Director
2014
Managing Director in Bain Capital's Private Capital Group Origination and management of private capital investments
2000 - 2014
Managing Director, J.P. Morgan Mezzanine Capital
2007 - 2014
North America Head of J.P. Morgan Mezzanine Capital, a $2 billion vehicle that makes principal debt and equity investments in small and mid-sized companies using J.P. Morgan’s balance sheet Source, diligence, structure and negotiate new transactions. Board Observer at multiple companies. Manager of a team of Directors, Vice Presidents and Associates. Active mentor at J.P. Morgan and recruiter of NYU BA and MBA students.
Vice President, Credit Portfolio Solutions
2005 - 2007
Provided risk management strategies and market color to credit executives and investment bankers to facilitate new deal approvals and exposure reduction strategies in distressed situations. Identified trading opportunities and worked with PMs and Traders to execute risk management strategies.
Vice President & Portfolio Manager
2002 - 2005
A public-side group charged with managing the residual credit risk generated by J.P. Morgan’s investment bank once transactions have been approved and executed by private-side bankers Responsible for the Media & Telecom loan and derivative portfolio of IG and HY corporates. Determined and implemented company and sub-sector strategies based on credit views, exposure size and relative value. Executed the strategies in the credit default swap and secondary loan markets. Leveraged credit trading and research teams to incorporate market technicals and credit fundamentals into relative-value based hedging and trading decisions. Hired, developed and managed a team of analysts that supported the Portfolio Management group.
Associate
2000 - 2002
Telecom, Media & Technology Investment Banking An Investment Banking Coverage Group providing merger and acquisition advice, capital raising and risk management for Telecom, Media and Technology clients