Analyst Manager

Adeel Rouf

**** ****** ****** 347-***-****

Brooklyn, NY 11235 *****.****@*****.***

Experience:

Cohen & Company Asset Management, New York, NY April 2019 – June 2020 Investment Professional / Special Purpose Acquisition Company (“SPACs”) Principal Investing

• Worked at a $2.8B asset manager focusing on multiple asset classes, specializing in Insurance, SPAC's and CLO's worldwide

• Senior Associate at FinTech Acquisition Corp. III, a SPAC sponsored by senior management of Cohen & Company and Insurance Acquisition Corp., a SPAC sponsored by Cohen & Company

• Sourced and evaluated potential investment opportunities in FinTech and Insurance industries with companies ranging in size from $400 - $2,500mm

• Built financial models using various valuation techniques such as, DCF and operating comparables analysis. Presented the findings to senior management internally and externally

• Spearheaded the relationships with key financial advisors such as investment banks, consultants, auditors and lawyers

• Trained summer interns and junior analysts

J.P.Morgan, New York, NY June 2017 – April 2019

Investment Banking Analyst – Leveraged Finance

• Fulfill dual responsibilities of both Leveraged Finance and Mid-Corporate diversified industries by facilitating the origination, structuring, and execution of pro rata, institutional, and high yield transactions for mergers, acquisitions, recapitalizations, and general and corporate purposes

• Assist coverage bankers in maintaining relationships with a diversified portfolio of clients while managing deal execution from pitch through closing

• Conduct extensive due diligence, prepare financial models and marketing materials (Investor/Lender Presentation, CIM, etc.), present credit analyses to internal committees to secure underwriting approval

• Support Capital Markets in pricing transactions through preparation of capital market memorandums and comparables

• Advise corporate and financial sponsor clients on origination, structuring and execution of high-yield bond and leveraged loan debt transactions for LBO, M&A, spin-off, and refinancing transactions

• Conduct valuation analyses through DCF models and trading, transaction, and operating comparables

• Series 63 & 79 licensed

Selected transaction experience:

• Altra Industrial Motion Acquisition of Fortive’s A&S business o Provided underwritten financing in the amount of ~$2.9B o Evaluated and analyzed financial model and based on findings, provided capital structure advisory and arranged debt

• GNC Holdings debt restructuring (Lead-left arranger) o Successfully evaluated and marketed restructuring of up to $1.1B existing debt

• Vonage Holdings potential acquisition of 8x8 (provided underwritten financing) o Provided $1.1B underwritten financing to Vonage to acquire 8x8 (the deal is still on-going) Sumitomo Mitsui Banking Corporation, New York, NY March 2015 – June 2017 Investment Banking Analyst (promoted to Associate in June 2017) – Power & Renewable Project Financing

• Worked with the Head of Project Finance and the rest of the Project Finance team to originate new opportunities. This included, among other things, the preparation of strong marketing materials; preparing initial drafts of pitch letters and responses to RFPs; reviewing proposed term sheets.

• Managed deal flow of live transactions including credit approval, transaction execution management documentation, and closing

• Raised debt financing for Banks’s clients through special purpose vehicles in order to construct renewable energy resources such as, Wind Farms, Solar, Hydro and Geothermal Power Facilities

Fitch Ratings, New York, NY Sept 2013 – March 2015 Credit Ratings Analyst – Power & Utilities

• Worked in a team of 10 analyst responsible for a portfolio of over 160 credits in the Global Power sectors, covering Utilities, Power Merchant Generation, Gas Utilities, and various Transmission & Distribution Companies

• Constructed & maintained complex financial models to forecast funding, liquidity, cash flows, and pro forma financial statements EDUCATION:

Columbia University Current – Part-time student

Master of Science

Major: Sustainability Management / International Finance Baruch College, City University of New York Graduated Jan 2013 Bachelor of Business Administration, Cumulative GPA: 3.50 / 4.00 Major: Accounting, Minor: Political Science

COMPUTER SKILLS:

MS Suite, Bloomberg, Factset, S&P Capital IQ, Loan IQ, Moody’s Risk Analyst, KYC, Knowledge of Windows Programming, Networks, Website Design Databases, Project Management Concepts and Mac OS X LANGUAGES:

Fluent in English, Urdu, Hindi, and Punjabi

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