Kathleen Lauster, CFA
Verified
Kathleen applies her deep financial expertise and expansive network to raise private equity and debt capital for middle market companies – both control and minority positions in several sectors, including: industrials, alternative energy, consumer product, financial technology, media, real estate and other hard assets. She also selectively raise capital for real estate and private equity funds with unique attributes or strategies.
She is a seasoned advisor with significant experience in debt / equity capital raises, early stage corporate advisory, and restructurings, distressed or other special situations.
• Proven track record locating investors and closing deals
• Skilled in advising and representing clients in the U.S. and Europe through innovation, collaboration, respect, and passion
•Extensive experience in structuring and advising on the execution of trades based on the structure and fundamental valuation of public & private equity, fixed income, distressed debt, leveraged loans, and structured finance asset classes, including ABS/MBS, CLO’s, derivatives and other esoteric investments
•Strong basis in fundamental analysis including financial modeling, document analysis, presenting to credit committee, valuation of investments, unraveling of complex structures, and bankruptcy law
• University of Michigan Ross MBA with Distinction, Beta Gamma Sigma Honors