For 22 years, the trainer has trained students in banking, finance, credit analysis, debt restructuring, loan workout, risk management, strategic management and corporate governance compliance.
Cooperating with some of the world’s leading training companies, he has trained delegates from some of the largest industrial and financial institutions across Europe and the Middle East. In parallel to his lecturing career, the trainer has a 27-year career in banking and finance, initiated in the City of London.
A core element of his work through Capital Advisers is helping companies restructure their debt and equity position to strengthen company viability through their restructured Balance Sheets. It is this practical, hands-on experience of balance sheet restructuring that he brings to cash flow modelling training and workshops he develops for clients.
In 1993, he joined Hill Samuel Bank, a London-based merchant bank. Here, he covered International Project Finance and later became a credit analyst in Asset-Based Finance, lending directly to international shipping companies.
He briefly joined N M Rothschild in London as a member of the bank’s LBO credit team, analysing clients and providing leveraged debt facilities to UK corporates, before joining Charterhouse Bank in 1997, where he began his Corporate Finance career. Assisting companies to strengthen their balance sheets through debt and equity restructuring has been part of his professional work since he started in banking.
In late 1999, he joined EBRD as the bank’s acting deputy director for Romania. In this role, he led teams of credit analysts in identifying and completing a significant number of credit facilities for Romanian and international companies. During his last year in the post in 2002, EBRD financed a total of €500 million in debt and equity financing for projects in the country. In 2003, he established an investment banking advisory firm. This focuses on credit arrangement, capital restructuring, M&A, private placements and IPOs.
He and his team work with regional and international clients, restructuring client company balance sheets. Central to this role is identifying companies with good potential credit ratings. Companies that will become attractive clients for international banks and financiers. In 2006, his advisory firm became the exclusive representative of HSBC Investment Bank in Romania. In parallel, the trainer initiated his career as a professional lecturer in 2003, applying much of the knowledge that he had built up over his extensive banking career to training and developing banking delegates.
He is currently developing tailored courses for leading banking and financial institutions across China, Europe, the Middle East and the Far East. He trains in both English and Spanish across this debt structuring course and beyond.