PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

JAMES HOWARD

WHITNEY

J

**** ***** ****, **********, ** 48009, 248-***-****, ad13md@r.postjobfree.com Dedicated professional with demonstrated strengths in business development, finance, relationship management, strategy development, change management, competitive intelligence, commerical banking, investment banking and private equity. Efficient in time management and deal tracking utilizing Salesforce. Creative at troubleshooting problems and building successful solutions. Exceptional verbal and written communicator.

Account management Revenue growth Credit Quality

Capital Markets Financial advisory Persuasion skills Competitive Intelligence Relationship Mgmt

Managing Director November 2020 - Current

Carriage Hill, Inc. New York, NY

Advisory firm formulating private buy- and sell-side transactions for business owners with companies between $10 and $200 million of enterprise value. Hands-on investment banker expertly managing relationships with clients to build trust, develop strategy, select prospective investors and complete transactions. Manage deep network of relationships across the US resulting in robust, compelling lead generation, resulting in booked and collected fee revenue. Senior Managing Director February 2014 - April 2020 Equity Partners Easton, MD

Special situations investment bank serving companies with $3-50 million of senior debt. Self-starter targeting, accessing and conducting prospect/client meetings; manage relationships throughout the engagement; rapidly achieve ‘trusted advisor' status, shortening the sales cycle. Created capital markets platform, principally to provide ABL credit facilities for acquirers leveraging the business or refinancing existing debt.

Created and implemented strategy to market to working group professionals mentioned in EP competitor SSG's deal announcements.

Developed and taught ABL lending module to execution professionals at the firm. One of the best-connected business development professionals in US restructuring, catalyzing the ability to ‘connect the dots'.

Possess strong financial, credit analysis and loan structuring skills. Originated and closed 3–5 deals per year, $5.5 million total, including 3 largest deals in firm history. W

EDUCATION

Managing Director September 2005 - January 2014

Conway MacKenzie Birmingham, MI

Advisory firm serving companies with $20-500 million in revenues. Recruited by founders to enhance company's' long-term success, identifying optimal strategies and sourcing forward-thinking opportunities.

Created and implemented two strategies focusing on private equity firms that violated general partner/limit partner agreements and installing an interim general partner; these initiatives birthed stand-alone business units that continue to this day. Responsible for all facets of opening New York and Los Angeles offices. Key contributor the firm's growth - firm revenue tripled, number of offices grew from 2 to 10 during my tenure.

Sourced fee revenue averaging $2 million per year, $15 -20 million total. 5 years in commercial banking - 2 year credit training program, 3 years commercial lending. Encyclopedic knowledge of the private equity industry; developed strong, national network of private equity professionals through hundreds of face-to-face meetings. MBA

University of Michigan

Bachelor of Arts

Dartmouth College