Alford Evans

Experience

• 

  Salomon Smith Barney

  Jan 2000 - Jan 2003

  Assistant Vice President

  Structured and executed non-recourse tobacco settlement revenue securitizations for various state governments. Developed innovative capital structures and performed extensive financial modeling including bond sizing and cash flow models for bond ratings process. Analyzed and executed advisory and capital-generating transactions on behalf of companies in telecom, automotive, real estate, health care, energy, chemicals, and technologies.• Closed multiple $1B+ transactions• Led buy-side advisory for $5B transaction. Facilitated strategic planning and developed acquisition strategy for real estate client; performed valuation and merger analysis. Show less

• 

  Merrill Lynch

  Jan 2003 - Jan 2006

  Vice President

  Originated and executed complex bond and derivative transactions for not-for-profit hospitals and health care systems throughout US. Identified and sourced transactions for new and existing clients including drafting of offering memoranda/bond indentures, and capital structure analysis. Developed comprehensive credit, rating agency, marketing strategies, and presentations.* Closed healthcare deal for $400M. Designed multi-model financing of bonds coupled with unique rate maintenance agreement to achieve fixed spread of BMA for a specific term.* Led $500M healthcare deal focusing on new bonds, plus active management of $2B swaps program. Show less

• 

  UBS Investment Bank

  Jan 2006 - Jan 2008

  Executive Director

  Led client coverage, deal origination, and transaction execution for Midwestern and national client base. Clients included single-site hospitals and multi-state health care systems. Structured and executed bond deals, including fixed rate, ARS, VRDBs, and floating rate notes. Derivative transactions consisted of fixed ratepayers and constant maturity swaps.• Directed M&A assignments involving buy-side valuation and combination analyses, sell-side analyses, and marketing.• Facilitated and closed deal for $500M+, converting insured auction rate securities of VRDBs with bank liquidity and additional $100M of fixed rate new money.• Sold not-for-profile hospital and health care center to a a for-profit startup hospital acquisition company. Show less

• 

  Ziegler Capital Markets

  Jan 2009 - Jan 2011

  Director

  Recruited to lead new business development, transaction sourcing, and execution for national client base. Coverage included full spectrum of hospital credits, from “AA” to below investment grade. Emphasis on “story” credits and complex transactions.* Accelerated client’s ability to evaluate financial risk profile by collaborating on development of enterprise risk model tool.

• 

  Wells Fargo Securities

  Jan 2011 - Dec 2014

  Director

  Senior Calling Officer for not-for-profit hospital coverage. Directed capital markets origination and joint calling with commercial bank partners to increase bank cross-sell. * Designed and executed multiple deals from $65M to $160M+.* Leveraged fixed rate new money, refunding, and swap novations.

• 

  The PFM Group

  Jun 2015 - Nov 2022

  Director

  Recruited to work as senior advisor for not-for-profit hospitals and health care systems. Lead marketing and advising on strategy, capital planning, capital structuring, capital raising, and strategic partnerships. Advisor to state and local government on capital raising. * Designed and executed deals from $500M to $2B+.* Advised on strategic partnering for subsidiary involving ownership and credit structure for public university. Guided executive team on creation of stand-alone healthcare credit group, capital raising, and joint venture with insurance provider.* Developed talent of many junior associates through mentoring, training, and personal coaching. Show less

• 

  Segmed, Inc.

  Dec 2022 - now

  Director of Business Development - Data Partnership

  Development at an early stage healthcare A.I. data company.