MARY-ELLEN O'MALLEY
RUMSON, NJ 07760
****-*****.*******@*******.***
SUMMARY
Accomplished loan syndications professional with excellent sales and
organizational skills, extensive and long-standing investor relationships,
and broad deal experience. Demonstrated success growing revenue, exceeding
sales targets, expanding client base, and building strong investor
relationships. Wide range of investor contacts including global and
international banks, US regional and farm credit banks, hedge funds, prime
funds, CLO managers, insurers, finance companies, and high yield funds.
Maximizes profitability even during difficult market conditions by creating
structures that syndicate well and by leveraging up on investor
relationships. Cultivates excellent relationships with clients and team
members, building high-performing work teams delivering immediate results.
Known for being the "Go-to" person who provides solutions-oriented advice
to clients and business partners with a view to driving the business.
PROFESSIONAL EXPERIENCE
APS Financial Corporation, New York City Area . 2009-Present
Senior Vice President, Institutional Sales
Worked extensively with board members, senior management and brokers in
establishing and implementing strategy, policies and procedures and
infrastructure for the sale and trading of bank loans, a new product for
the firm.
. Senior member of bank debt desk responsible for sourcing and selling
leveraged and distressed bank loans
. Established and expanded investor database
. Successfully introduced new investors to the firm
CIT Group, New York, New York
Managing Director and Team Leader, Capital Markets . 2007-2008
Consultant . 2006
Recruited to define and execute a market-broadening strategy; significantly
expanding CIT's presence in the middle market. Responsible for
originating, structuring and underwriting senior, asset-based, first/second
lien and mezzanine transactions for developer/entrepreneur, small and
midcap clients.
. Led highly dynamic teams of bankers through all stages of financing
transactions including credit analysis and due diligence, deal pitch,
structuring, syndication, documentation and closing
. Strengthened client relationships by maintaining focused marketing
programs
. Researched market area including relevant industries as part of
development and implementation of an overall marketing plan
. Sourced new transactions and developed appropriate business approach
. Evaluated customers' financing requirements and determined viable
transaction structures
. Assessed risk/returns and recommended hold/exit strategies and, if
necessary, developed strategies for secondary sales
. Led origination and execution team which secured Sole Bookrunner role for
the $180 million financing for the construction of a salt dome natural
gas storage facility for Martin Midstream
. Created and pitched custom underwriting proposals to borrowers and
obtained underwriting/credit approvals from Credit Committee 100% of the
time
HSBC Securities (USA) Inc., New York, New York . 2003-2005
Senior Vice President and Head of Loan Syndications
Managed and developed the bidding process, and executed the distribution
strategy of debt transactions for middle-market, large corporate US and
international and real estate clients. Directly responsible for all
underwriting risk.
. Structured and successfully pitched for Bookrunner role for the $741
million project financing for Sabine Pass, the first large-scale
liquefied natural gas project financing in the US. Due to market demand,
the facility was upsized to $822 million and marked the first debt
issuance by the Sponsor, Cheniere Energy. Raised $1.7 billion in
commitments from 47 institutions, attracting several investors who
traditionally would not play at this yield level.
. Worked with the Bank's European-based leveraged finance and loan
syndications teams in structuring, pricing and syndicating "B" tranches
for US placement with institutional firms
. Purchased and sold revolving credit and "B" term loans in the secondary
market on behalf of the Bank's portfolio. Consistently added value by
obtaining the best price, leveraging up on contacts and negotiating and
finalizing documentation
. Increased skim income by over 62% and mandates by over 67% for middle-
market and real estate-related financings
{For the period 2000-2003: I was recruited to work consecutively for two
international banks as a loan sales manager responsible for the selldown
process relating to incremental loan exposures incurred as a result of
various bank mergers. Proposed and spearheaded Risk-Weighted Asset
Reduction Programs to provide capital relief and to improve capital ratios.
Successfully sold over $650 million of non-strategic par, leveraged and
distressed assets into the secondary market. Maximized proceeds by over
$11 million by leveraging up on investor relationships.}
Deutsche Banc Alex Brown, New York, New York .1993-1999
Director, Loan Syndications
Structured and executed financings for investment grade and middle market
US and international clients, successfully increasing the Bank's position
as Lead Arranger for a number of clients.
. Maximized fee income by consistently structuring and underwriting
transactions that were "Market Firsts"
. Regularly exceeded underwriting fee income targets
Barclays Bank, New York, New York . 1987-1993
Associate Director, Loan Syndications
Established a market presence for Barclays Bank by structuring and
executing transactions that moved the Bank into the number one foreign bank
lead arranger position in the early 1990's.
. #1 revenue contributor within a team of 15 syndicators; successfully
originated and underwrote 13 structured financings, exceeding $3.3
billion, during "thin" or adverse markets
. Bid on 13 utilities and utilities-related transactions in a twelve-month
period; won 12 mandates
. Acted as Financial Advisor and Bookrunner for Oryx Energy on stock
buyback program, optimal debt structure and syndication strategy. The
$1.8 billion transaction was twice oversubscribed during an unfavorable
period for highly leveraged transactions
EDUCATIOn
Fairfield University, Fairfield, CT---BS Degree, Biological Sciences