has over 25 years of experience originating, structuring and managing financings for middle market companies in the U.S. and Europe. In the past 10 years, Sam was recruited by two major European banks to launch, create and lead corporate banking, trading and lending platform businesses in the U.S. He is a seasoned executive who has arranged financings for clients to support acquisitions, growth, leveraged buyouts, debtors-in-possession, plans of reorganization, distressed debt, cash flow, working capital and turnarounds. During his career, Sam has overseen and completed more than 700 transactions across diverse industries. He was ranked as one of the most active senior lenders in the U.S. leveraged finance market by Private Equity Magazine.
Sam started his career at Lloyds Bank as a financial analyst and spent 12 years with Manufacturers Hanover (now part of JP Morgan Chase) and The CIT Group (after its acquisition by Manufacturers Hanover), serving in increasingly responsible roles in auditing, credit underwriting and loan portfolio management. Sam next joined GMAC Commercial Finance as Global Marketing Director and EVP.He led over 25 marketing officers, regional managers and underwriters throughout the U.S. and Europe. After GMAC, Sam went to Wells Fargo Foothill, Inc. and helped build brand value for the bank in New York, New Jersey and Connecticut. During his tenure at Wells Fargo, he originated and structured loans to middle market companies owned by private equity groups, hedge funds and individual investors.
Sam was then recruited by Royal Bank of Scotland to start up and serve as President of RBS Business Capital, a middle market lending platform. He built a team and an infrastructure for a business that generated positive cash flow within 6 months and exceeded plan by over 150%. Sam also served as the National Sales Director for HSBC Business Credit where he was instrumental in building a loan origination platform.
Most recently, Sam was recruited by Landsbanki, a large Icelandic Global Bank, to establish a U.S. bank holding company focused on leveraged loans, second lien loans, and asset based finance in the U.S. and Europe, as well as money market, fixed income and foreign exchange trading. Here too, he was successful in building a business platform that generated significant shareholder value, exceeding plan by 420%.
Sam has been a part-time adjunct professor at New York University, teaching Harvard Case Studies in Corporate Finance. He holds a B.S. degree in Finance and an M.B.A. degree from St. John's University. He served on the Board of Directors for the New York Chapter of the Turnaround Management Association and was a Committee Chairperson and Board member for the New York Chapter of the Association for Corporate Growth. Sam also served on the National Board of Directors for American Bankruptcy Institute.
Northern Lights Partners, LLC, 2009. All rights reserved.