Sales Management

Karthik Chari

Phone: 310-***-****

Email: *.*.*****@*****.***

WORK EXPERIENCE

August 2009 – Present Twentieth Century Fox Film Corporation, Los Angeles, CA

Senior Manager, Strategy and Credit – Home Entertainment

• Responsible for managing a portfolio of over 100 companies including retailers, distributors and production

firms. Assess portfolio risk by performing liquidity analysis, ratio analysis and industry research

• Cultivate relationships with Treasurers, CFO’s and CEO’s of portfolio companies to discuss financial

performance on annual basis or on a quarterly basis for high-risk companies

• Responsible for preparing and presenting quarterly results and recommendation s for high-risk companies in

the Fox portfolio. Present to senior management including SVP of Finance, SVP of Sales and CFO of Fox

Studios as well as other studios in which Fox has distribution agreements (MGM and Lionsgate)

• Perform due diligence on business development opportunities. Due diligence includes financial analysis,

credit analysis and conversations with senior management of the company/companies Fox is contemplating

adding to the portfolio

• Work closely with SVP of business development and SVP of Finance to gauge interest in renewing licensing

agreements, new licensing agreements and M&A opportunities. Responsibilities include financial modeling,

sensitivity analysis and company research

Mar 2008 – August 2009 Wells Fargo Foothill, Dallas, TX

Associate, Originations and Structuring

• Performed credit analysis and initial structuring of potential transactions. Duties included financial modeling,

borrowing base analysis, company research and memo creation. Assisted in presenting transactions to senior

management and Foothill Credit Committee

• Valued companies based on an ABL basis or through recurring revenue enterprise value analysis. Assisted in

the underwriting process through due diligence presentations and up-to-date company changes/modifications

• Cultivated relationships with private equity sponsors, investment banks and mid-market companies through

the attendance of various industry conferences and events

• Performed statistical analyses of regional transaction data presented to senior management on a quarterly

basis.

Selected Key Deal Highlights

• $40 MM Senior Secured Floating Rate credit facility for a concrete manufacturer

• $70 MM Senior Secured Floating Rate credit facility for a Rice Manufacturer and Marketer

• $35 MM Senior Secured Floating Rate credit facility for a Glass Manufacturer

• $200 MM Senior Secured Floating Rate Syndication for an Oil Country Tubular Goods Company

• $100 MM Senior Secured Floating Rate for a Drilling Rig Company

• $100 MM Senior Secured Floating Rate for a Fuel Distributor

July 2006 – Mar 2008 Prudential Capital Group, Dallas, TX

Senior Investment Analyst, Electric Finance Group

• Responsibilities included initial screening and credit analysis of potential transactions, including financial

modeling, scenario analysis, comparables and market research

• Created 15-20 page pricing memos detailing merits, credit risks, return of potential investment and contract

counterparty analysis

• Maintained and monitored a portfolio of ten companies valued at $565 MM through quarterly performance

review, modifications and covenant compliance

• Assisted in marketing efforts through pitch book creation, treasury and commodities research; Presented

quarterly updates pertaining to current and future trends in the transmission industry

Completed Deal Highlights

• $30 MM Senior Secured Floating Rate credit facility for an Independent Power Producer (IPP)

• $45 MM Senior Secured Floating Rate credit facility for an IPP

• $30 MM Turbine Financing for an IPP (revolving credit facility)

• $20 MM Senior Unsecured Fixed Rate credit facility for a Midwest utility

• $17 MM Senior Unsecured Fixed Rate credit facility for a transmission company

• $45 MM Senior Unsecured revolving credit facility for an electric cooperative

Feb. 2005 –Mar 2006 Primary Energy Ventures LLC, Chicago, IL

Senior Analyst

• Completed valuation and due diligence of assets valued at $21 million acquired from Goldman Sachs. Performed various

valuation techniques including DCF analysis and comparable transaction analysis. Contributed financial analysis being used in Information Memorandum and

participated in drafting of Purchase and Sales Agreement (PSA) with attorneys and management

• Developed financial model to assess pro forma consequences of an asset package valued at $11 million being acquired

by a global energy company. Built integrated financial model which included comparison of historical financial data with Primary Energy forecasts. Model also

included a dynamic debt schedule used to assess leverage in the project

• Created buyout model to derive purchase price of minority interest owned power generation plant in California. Analysis

included EBITDA multiple and perpetuity based DCF analysis. Derived buyout price under 7 scenarios using terminal value and NPV of lease expense

Oct. 2003 – Feb 2005 U.S. Bancorp / Piper Jaffray & Co., Chicago, IL

Analyst, Structured Finance

• Involved in initial structural analysis and the ongoing monthly review of income generated by almost 30 deals pertaining

to mortgage and asset backed pools. Performed cash flow calculations and investment analysis

• Forecasted and calculated income to mortgage and asset-backed securities using a proprietary financial model. Monthly

determination of cash flow to investors in securities that exceeded $60 billion in total

EDUCATION

Aug. 1998 – May 2003 Southern Methodist University (SMU), Dallas, TX

Bachelor of Arts in Economics; minor in Finance

ADDITIONAL INFORMATION

• U.S. Citizen

• Proficient in MS Applications (Word, Excel, PowerPoint, Access), Windows, John S. Herold, Bloomberg,

10k Wizard, PrivateRaise and Capital IQ

• Association for Corporate Growth (ACG), Member

• Omicron Delta Epsilon (International Honor Society in Economics), Member

• SMU Men’s Tennis Team (1998-2001)

• 1997 – #1 Tennis Player in Texas in respective division; Dallas Tennis Association Player of the Year

• Interests: Triathlons, Golf, Baseball, Basketball, Art, and Theater

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