Lionpoint Group (an Alpha Group company)

Partner

Associate Director

Senior Manager

Manager

Lionpoint Group is a global advisory firm with a unique focus on investors in alternative investments. We assist clients in achieving operational efficiencies and excellence through structure, process and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement.

Senior Consultant

Koyfin

Fintech startup with a focus on building sophisticated and user-friendly investment research tools available at a fraction of the cost of existing premium tools.

Analyst

Cerberus Capital Management

	Utilize various valuation methodologies, including DCF, liquidation, and comparable company analysis to propose valuation changes to a $13 billion direct lending portfolio 
	Report portfolio companies covenant metrics and various components of their credit agreements, as well as an industry and company related news events, to both our investors and auditors 
	Implemented a new software that helps aggregate and automate all deal related information, which ultimately helped resolve data integrity issues across multiple departments and enabled senior management to track and analyze our portfolio companies in real time  
	Liaison to PwC, Houlihan Lokey and Duff & Phelps with respect to their semi-annual audit of our valuation process 
	Work on a small entrepreneurial team with a focus on a broad array of transactions including restructurings, refinancings, liquidations, dividend recaps, and M&A

Middle Market Lending Valuations 

Morgan Stanley

Cash Management Analyst

Morgan Keegan - Financial Sponsors Group

• Assisted the healthcare investment-banking group with creating various 5-year financial projections for the pitch book of a behavioral healthcare services company which eventually sold for 6x EBITDA at $30 million
• Produced industry and company research to put into pitch books, such as researching the potential effects of the Patient Protection and Affordable Care Act
• Developed a CRM which integrated the Capital IQ system with our excel database of over 600+ customer, that is now being used nationwide by all employees in the Morgan Keegan financial sponsors group

Internship

YU Apartment Maven

· Created a niche brokerage house which deals exclusively with buildings in the
      Washington Heights area of New York City
   · Marketed services by distributing flyers and networking with community leaders such as
      the priests in the local churches and local social workers
   · Expanded list of client buildings through word of mouth and currently supervise three
      brokers whom work for me

Owner/Founder

Investment Banking Institute

•	Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis 
•	Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis

Taplio

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David Hess

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