BANK OF SCOTLAND 21 connections - 400M Madrid
· Management of operations: 6 LBO operations and 1 acquisition finance transaction. Communication with
Private Equity Funds, with the syndicated banks and the companies' management teams. Analysis of the
companies' performance : monthly financial analysis, attendance to executive committees, analysis of wai-
ver requests, review of legal issues (covenants, undertakings)
· Analysis of the investment risk in syndicated operations: analysis of sectors, financial results, business
plans of the target companies. Risk assessment of the operation
· Reporting : implementation of reporting and portfolio management tools. Implementation of a new system
for risk rating
· Financial analysis: quarterly analysis of the portfolio connections : corporate, projects (real estate, tele-
com, utilities), structured and acquisition finance
· Internal communication: montly reporting to the Scotland-based European management team, attendan-
ce at meetings to create a pan-European portfolio, intermediary for internal and external auditors