Analyst–Private Equity Sponsor Finance Group

COFFIN & ASSOCIATES
30 South Wacker Drive, Suite 2200, Chicago, IL 60606 Philip J. Coffin

[email protected] President

Direct (630) 834-4268

Career Opportunity Profile

Analyst - Private Equity Sponsor Finance Group

Direct Leveraged Finance

Senior, Unitranche, Select Junior Debt Capital Transaction Structures
Chicago, IL

Client Overview

Our client is a Private Equity Sponsor Leveraged Finance Group within a financial services firm which focuses on

providing corporate finance solutions to companies owned by private equity firms. Its loan commitments are in the

multiple billion dollar range. Currently, they finance over 200 private equity owned companies. It is relationship

oriented, has extensive corporate finance product and industry knowledge, and has expertise in structuring and

syndicating leveraged transactions. It provides enterprise value, leveraged cash flow loan structures, and has the

ability to fully underwrite transactions including unitranche, second lien and mezzanine financing. It finances

companies in leveraged buyout, refinancing, dividend recapitalization and growth capital situations. Geographically, it

can readily finance companies in the U.S. and Canada.

Essential Duties and Responsibilities

Team member delivering corporate finance solutions to portfolio companies owned by private equity firms in

leveraged buyout, recapitalization and high growth transactions within the Private Equity Sponsor Group. Work with

private equity groups, investment banks, financial intermediaries, financial advisors, consultants and management

teams of current or prospective borrowers. The activities support business development and origination, underwriting

and portfolio management efforts. 

Underwrite, structure and manage new leveraged cash flow, enterprise value transactions for private equity
sponsored buyouts and recapitalizations. 

Deal structures include 1st/2nd lien, unitranche and select mezzanine and equity co-invests. 

Participate on calls and in meetings with prospective borrowers and their intermediaries on active transactions. 

Initial screening of credit requests, extensive financial analysis, cash flow modeling, industry and company
analysis. 

Assist in the closing of new transactions. 

Support portfolio management activities within the business, including analyzing the performance of the
portfolio accounts monthly and interfacing with company senior management teams.

Qualifications 

One and a half to three and a half years’ experience in either: 1) M&A transaction advisory, relevant client
audit and/or financial due diligence/quality of earnings group in a large accounting or consulting firm, 2)

completion of a major money center bank formal credit training program with new loan underwriting

experience and some exposure to leveraged finance, or 3) completion of an investment banking corporate

finance analyst program. 

Preferably residing in the Chicago area, or very easily and relocatable. 

Strong financial analysis, research and business due diligence skills. 

Strong analytical and written communication skills. 

Oriented toward a deal driven, M&A transactional environment. 

Business/Accounting/Finance/Economics degree preferred.

Referrals or interested candidates – Please call, or email Phil Coffin at [email protected].