Senior Credit Analyst - Corprate & Cap Structure Expert

Jason Gregory Kilgariff

** ******** *****, ***. **, New York, New York 10017

917-***-**** • **********@***.***

Professional Summary

Investment professional with over 20 years of experience in credit origination, structuring and fundamental analysis across the TMT, Energy, and Healthcare sectors. Proven track record of executing complex debt and equity transactions, including LBOs, M&A financing, and capital raises. Deep expertise in fundamental credit analysis, deal structuring, and managing relationships with institutional investors and senior corporate leadership. Experience

Coccinelle Group LLC, Founder East Hampton, NY October 2023 – Present Established a multidisciplined holding company; Our House Property Management, a leading property management firm serving the East End of Long Island; and RakeWedge, a recreational consumer products company.

• Financial Operations & Control: Oversee finance and accounting functions and strategic direction.

• Budgeting & Costing: Formulated detailed operating budgets and pricing models for product launches. Manage vendor relationships and product costing to ensure target profit margins are achieved.

• Client Relations & Service: Foster positive, long-term relationships with clients and partners by serving as a dedicated problem-solver; to ensure a seamless experience and continued client satisfaction. Bank of America Securities, Director-Research New York, NY July 2013 – August 2023 Served as a senior financial research analyst providing written investment recommendations and financial evaluations on over 30 of the largest US corporations and advising and managing risk for one of Wall Street’s highest volume trading desks.

• Fundamental Credit Analysis: Conducted rigorous fundamental analysis on a portfolio of 30+ investment-grade and crossover credits, evaluating capital structures, covenant packages, and management.

• Transaction Execution: Partnered with Debt Capital Markets and Syndicate teams to structure and market complex debt transactions, serving as a key link between issuers and the buy-side investment community.

• Portfolio Monitoring: Actively monitored credit performance and sector trends to provide actionable recommendations to institutional clients, including insurance companies, pension funds, and asset managers. Cantor Fitzgerald & Co., SVP-Desk Analyst New York, NY April 2010 – June 2013 Built the firm's TMT credit research platform from the ground up, developing new research reporting standards and proactively expanding coverage responsibilities to build out uncovered sectors.

• New Issue Assessment: Evaluated primary market opportunities, providing rapid, detailed credit memos to the sales force, trading desk and clients to guide capital commitment decisions. Lehman Brothers / Barclays Capital, Associate New York, NY March 2007 – December 2008 Analyzed a 50-company coverage universe to identify business trends, assess creditworthiness, forecast cash flows.

• Financial Statement Analysis: Conducted deep-dive analysis of corporate balance sheets, income statements, and cash flow statements to evaluate operating performance. CIBC World Markets Corp., Associate New York, NY July 2001 – March 2007 Led a team of six analysts through complex corporate finance transactions as the primary project manager.

• Private Credit Advisory & Structuring: Advised middle-market media clients on capital structure optimization and private credit alternatives; structured bespoke debt financing solutions to support M&A.

• Due Diligence: Led complete due diligence processes to validate investment assumptions and mitigate risk. Licenses & Certifications

Series 7 – General Securities Representative FINRA, 2007 Series 63 – Uniform Securities Agent State Law FINRA, 2005 Education

Cornell University – College of Agriculture and Life Sciences Ithaca, NY Bachelor of Science, Applied Economics and Management August 1998 – May 2001

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