Charles Davis

Current

• Private equity and mezzanine debt investor at .

Past

• Private Equity / Finance, Vice President at Allied Capital
• High Yield Debt, Associate at Lehman Brothers
• Investment Banking, Analyst (3rd Year) at Lehman Brothers

• Analyst in Institutional Equity Sales at Merrill Lynch

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Education

• University of Arkansas at Fayetteville
• I. H. Kempner High School

Connections

500+ connections

Industry

Venture Capital & Private Equity

Charles Davis’s Summary

- Seeking out next career and investment opportunity after prior office was closed down.

Charles Davis’s Experience

• Private equity and mezzanine debt investor

  .

  (Venture Capital & Private Equity industry)

  January 2009 — Present (11 months)

  Currently evaluating opportunities to invest private equity and debt.

• Private Equity / Finance, Vice President

  Allied Capital

  (Public Company; ALD; Venture Capital & Private Equity industry)

  June 2004 — December 2008 (4 years 7 months)

  (New York, NY) Execute and source control buyouts and debt investments; portfolio company monitoring and management.
  - Managing entire investment due diligence process including heading sponsor interaction, leading management meetings/calls, engaging/directing 3rd party advisors, and preparing and presenting materials to investment committee.
  - Negotiating and drafting debt and equity terms and documents.
  - Leading initial investment evaluation process; present preliminary investment thesis / structure to managing directors.
  - Portfolio management including board representative/observer, addressing financial matters with CFO, evaluating acquisition candidates, providing strategic input/analysis, evaluating management candidates, and attending trade-shows.
  - Sourcing and maintaining sponsor relationships; sourcing debt and equity transactions, as well as potential management.
  - Managing and conducting financial analyses including modeling/comps, as well as primary research.

• High Yield Debt, Associate

  Lehman Brothers

  (Public Company; LEH; Capital Markets industry)

  June 2003 — June 2004 (1 year 1 month)

  (New York, NY)
  - Developed and maintained financial models for over 25 technology and paper/packaging credits; assessed capital structure, credit ratios, and free cash flow. Modeled financial scenarios for new issuance, refinancings, downgrades and other credit events.
  - Co-authored research reports and company updates.
  - Instrumental in launch of in-depth monthly publication discussing industry dynamics, macro-trends, legislative issues, and performance of the technology sector and select credits.
  - Performed relative value analyses for potential investment and trading opportunities; maintain dialogue with sales desk and clients regarding credits and portfolio management.
  - Maintaining dialogue with CFO’s and buyside clients, analyzing earnings reports and evaluating strategic transactions.

• Investment Banking, Analyst (3rd Year)

  Lehman Brothers

  (Public Company; LEH; Capital Markets industry)

  September 2000 — June 2003 (2 years 10 months)

  (Menlo Park, CA) Global Technology Group - Closed 3 M&A transactions and 8 financing transactions, including $2bn of debt, equity and derivative offerings.
  
  Mergers & Acquisitions
  - Participated in buy-side/sell-side assignments and developed valuation analyses, including integrated proforma merger/leveraged buyout models and comparable trading, comparable transaction and discounted cash flow analyses.
  - Conducted extensive financial and operational due diligence, actively sought strategic alternatives for clients, assisted in sell-side auction processes and drafted offering memoranda and merger agreements.
  
  Corporate Finance
  - Evaluated capital structure and operating performance of companies to provide advice on how to optimally raise public/private capital.
  - Developed accretion/dilution models for potential debt, equity and derivative offerings, conducted debt/equity comp analyses, drafted committee memoranda/public financing documents and participated in roadshows.

• Analyst in Institutional Equity Sales

  Merrill Lynch

  (Public Company; MER; Financial Services industry)

  July 1999 — September 2000 (1 year 3 months)

  (New York) Supported equity sales team with a client base of hedge funds and other large institutional investors.
  
  - Covered hedge fund accounts by providing analysis of morning research call, dissemination of research products, syndicate calendar exposure, marketing events and contact to research analysts.
  - Developed buy/sell equity ideas for client portfolio managers and traders.

Charles Davis’s Education

• University of Arkansas at Fayetteville

  BSBA , Finance, Accounting, Political Science , 1995 — 1999

  Activities and Societies:

  Student Government President, Kappa Sigma Fraternity

• I. H. Kempner High School

Additional Information

Charles Davis’s Groups:

Arkansas Alumni Association, West Side YMCA Board of Managers (New York City)

•    University of Arkansas Alumni
•    West Side YMCA (New York City) - Fan Page