Jerrold Abbertson

Jerrold Abbertson

Financial Analyst

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  • Timeline

  • About me

    Director, Debt & Capital Advisory at PwC

  • Education

    • University of New South Wales

      2002 - 2004
      Master of Commerce Advanced Finance Specialisation

      Key courses included:- Advanced Topics in Corporate Finance- Applied Portfolio Management and Modelling- Geopolitical Risk Management- Derivatives

    • University of Technology, Sydney

      1999 - 2001
      Bachelor of Business Majors in Finance, Banking
  • Experience

    • NSW Treasury

      Feb 2002 - Aug 2004
      Financial Analyst

      Analysed and recommended project funding proposals from State Departments.Annual Budget preparation, analysis, publication and monitoring for portfolio of State Departments.Responsibility for merger of Department of Commerce, and Department of Tourism, Sport and Recreation.

    • ANZ

      Oct 2004 - Oct 2013

      Managed a ~£600 million portfolio of structured loans (project finance, asset finance and leveraged finance). Restructured distressed debt exposures totalling over £490 million.Originated and executed corporate and structured loan transactions totalling AUD 550 million (~£300 million) for large multinationals. Origination and execution of corporate and leveraged loans across the spectrum (bilateral and syndicated, domestic and international). Primarily responsible for due diligence, complex financial modelling, credit analysis, documentation and portfolio management.

      • Associate Director, Structured Finance

        Feb 2011 - Oct 2013
      • Corporate & Leveraged Finance

        Oct 2004 - Jan 2011
    • Clydesdale Bank

      Jan 2014 - Jan 2016
      Associate Director, Corporate & Acquisition Finance

      Origination and structuring of midcap leveraged buyouts, recapitalisations and acquisition/growth finance, for private equity and corporate relationships.Managing a portfolio of midcap leveraged transactions.Coverage of financial sponsor and adviser relationships.

    • St.George Bank

      May 2016 - Apr 2017
      Director, Corporate Banking (Hospitality)

      Providing development capital, growth capital, acquisition finance and sector expertise, with a focus on the middle market hospitality industry.Portfolio management of middle market and large corporate hospitality groups.

    • PwC

      May 2017 - now

      Specialising in leveraged finance, growth capital and complex credits for financial sponsors and corporate clients.Assisting clients to develop and implement debt and capital strategies that achieve optimal financing outcomes and improve commercial flexibility.Developing and maintaining relationships with financial sponsors, corporates and debt capital providers. Assisting clients to develop and implement debt and capital strategies that achieve optimal financing outcomes and improve commercial flexibility.Developing and maintaining relationships with borrower groups and debt capital providers. Specialising in growth capital, leveraged and acquisition finance, real estate, mid-market corporate debt.

      • Director, Debt & Capital Advisory

        Oct 2019 - now
      • Debt & Capital Advisory

        May 2017 - Sept 2019
  • Licenses & Certifications

    • Loan Documentation Certificate (Advanced)

      Asia Pacific Loan Market Association (APLMA)
    • Debt Restructurings, Workouts and Bankruptcies

      Moody's Corporation
    • Advanced Training Course in Private Equity

      AVCAL - Australian Private Equity and Venture Capital Association Limited
    • Syndicated Loans Certificate

      Asia Pacific Loan Market Association (APLMA)
    • FSRA Tier 2 Accredited

      Finsia (Financial Services Institute of Australasia)
    • Advanced Financial Analysis

      UTS: University of Technology, Sydney
  • Volunteer Experience

    • Business Adviser

      Issued by Enactus on Oct 2008
      EnactusAssociated with Jerrold Abbertson
    • Coach

      Issued by MAX Potential Coaching & Consulting on Mar 2018
      MAX Potential Coaching & ConsultingAssociated with Jerrold Abbertson
    • Student Mentor

      Issued by Australian Business & Community Network on Jun 2019
      Australian Business & Community NetworkAssociated with Jerrold Abbertson