Andrew Turnbull

Experience

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  SunTrust Robinson Humphrey

  Jul 2006 - Sept 2007

  Corporate Banking Analyst

  Underwrote senior syndicated loans for companies over $250 million in revenue (general corporate purposes and acquisition financing)Credit analysis focused on cash flow, asset coverage and leverage; stress tested operational changesRoutine strategic relationship management discussions with lead bankers; assigned the only international portfolio of SunTrust

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  Duff & Phelps

  Sept 2007 - Sept 2011

  Investment Banking Senior Associate

  Executed sell-side and buy-side M&A advisory, fairness opinions, solvency opinions, board consultation and capital raisingPerformed detailed financial analysis using DCF, LBO, IRR, APV, Black-Scholes, accretion dilution, sum-of-the-parts and contribution analyses; analyzed relative performance and valuation metrics using comparable company and transaction modelsCreated clear, concise presentation of business strategy and financial models in marketing materials (CIM’s and Management Presentations) on behalf of sell-side M&A and capital raising clients; verbally conveyed acquisition rationale to potential buyersSelect Transactions:- Sell-side advisor to Organic Resource Management (publicly traded Canadian Company); process resulted in a 130% premium- Financial advisor to an interactive television advertising company; process resulted in growth equity capital raise- Buy-side advisor to Chemring Plc in its $70M cross-border acquisition of Allied Defense- Solvency Opinion for Citigroup on remaining Wachovia Corp. in proposed acquisition of Wachovia by Citi- Valuation of the Troubled Asset Relief Program (TARP) on behalf of the CongressionalSub-Committee for the initial 10 TARP investments totaling face value of approximately $190Bn Show less

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  Outerwall

  Sept 2011 - Oct 2013

  Managed finance and accounting for Redbox/Verizon JV integration; led negotiations for ancillary integration agreements, established shared resource accounting and tracking procedures, and represented finance in all senior level integration discussionsConstructed annual budget and monthly forecasts for Redbox Instant by Verizon including subscriber/revenue build based on marketing campaigns; detailed expense build for entire cost structure, including IT, headcount, estimated hours streamed, marketing, etc...Performed market analysis for new product development; evaluated go-it-alone, JV and brand licensing strategies Show less

  • Senior Analyst, Financial Planning & Analysis

    Aug 2012 - Oct 2013

  • Senior Analyst, Mergers & Acquisitions

    Sept 2011 - Aug 2012
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  J.P. Morgan

  Oct 2013 - now

  Commercial Banking for small and mid-cap publicly traded and large private companies. Manage all aspects of client and prospect relationships including idea generation, positioning / pitching, C-Suite and Board education and execution across a range of functions:- Acquisition and underwritten financing- Debt capital markets: pro-rata, leveraged loan, high yield, private placements, investment grade and equipment financing- Equity and equity-linked capital markets: convertible debt, mandatory converts, common equity and structured equity- Credit: balance sheet considerations and credit structuring- Domestic and international treasury: AR, AP, merchant processing and cash management- Corporate risk management: foreign exchange, interest rate derivatives, commodities and equity derivatives- Optimal capital structure and capital allocation policies Show less Commercial Banking for small and mid-cap publicly traded and large private companies. Manage all aspects of client and prospect relationships including idea generation, positioning / pitching, C-Suite and Board education and execution across a range of functions:- Acquisition financing and underwrites- Debt capital markets: pro-rata, leveraged loan, high yield, private placements, investment grade and equipment financing- Equity and equity-linked capital markets: convertible debt, mandatory converts, common equity and structured equity- Credit: balance sheet considerations and credit structuring- Domestic and international treasury: AR, AP, merchant processing and cash management- Corporate risk management: foreign exchange, interest rate derivatives, commodities and equity derivatives- Optimal capital structure and capital allocation policies Show less

  • Executive Director, Corporate Banking

    Jan 2021 - now

  • Vice President, Corporate Banking

    Jan 2017 - Jan 2021

  • Associate, Corporate Banking

    Oct 2013 - Jan 2017