Aastha Jain PE CV

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Aastha Jain WORK EXPERIENCE. Apollo Global Management, [liquid Credit (Direct Origination), New York, NY Summer 2016, July 2017- Present ‘* Evaluate opportunities across debt capital structures including senior secured debt, secured notes, and junior term loans within various sectors, including industrials, healthcare, technology and consumer services ‘* Focus on financings of second lien term loans for middle and upper-middle market companies, developing detailed business analyses, financing / LBO model evaluations, and preparing investment memorandums and due diligence reports + Participate in due diligence sessions with private equity sponsors (which have included Thoma Bravo, Insight Ventures, Snow Phipps, Audax, Genstar, Francisco Partnets, Kelso and others), calls with management and experts, and sell-side Q&A ‘* Portfolio Monitoring of 14 investments tracking business and financial performance, assessing covenant compliance etc. ected Transaction and Portfolio Company Experience * DecoPac (Committed to deal with final papers, but Sponsor signed with another single lender) ‘©. Evaluated ~$70mm second lien loan for buyout of DecoPac, distributor of cake decorating solutions to bakeries and retailers like Walmart, for 9x multiple on a June 2017 LTM Adjusted EBITDA of ~$35mm © Conducted extensive due diligence including several expert calls, customer analysis, competitive analysis and value proposition, license structures, and detailed review of QoE and market studies ‘© Prepared investment committee memo on capital structure and pricing, situation overview, investment highlights and risks, and financing and cash flow model, including analysis of financial performance through recession * ChyronHego (Amendment process of covenants) ‘©. _Assessing restructuring of Company's covenants after existing portfolio Company, ChyronHego, defaulted on is Leverage and Fixed Charge Coverage ratio in Q3 2017, due to declining trends in the broadcasting industry ‘© Constructed multi-case cash flow model with different operating scenarios to better understand liquidity of business going forward and negotiate with Sponsor (Vector Capital) regarding amount of equity cure to be instated ‘© Analyzed the Company, competitive dynamics and industry trends through expert calls in order to get an unbiased perspective on the credit and leverage information in negotiations around default pricing and amendment to covenants * Nextech ‘© Approved (subject to final pricing and leverage) to provide $6mm in incremental Last Out Term Loan at L+1,000 and ‘64x leverage, in support of Francisco Partners’ dividend recapitalization of portfolio company Nextech, an Electronic Health record and Practice Management solutions provider to specialty physicians generating ~80% recurring revenue © Presented detailed investment memo including analysis on ACV trends, customer transition from License to SaaS model, business performance since initial 2016 underwriting, and reasons to assumptions on the financial model Modeled financial projections for the Company, with underlying details around recurring revenue, ancillary and license revenue, margin expansion, detailed opex spend ete. under base, Apollo and downside scenarios Citigroup, Summer Analyst, New York, NY June 2015-August 2015 ‘ Intemed across Real Estate Risk, Investment Banking (Consumer) and Sales & Trading (Quantitative Analysis) ‘+ Created pitchbook revolving around standalone valuation of $3bn Boston Beer Company ‘* Modeled accretion / dilution analysis for proposed acquisition of $1.68bn retail portfolio of American Assets Trust by Federal Realty Trust (FRT), as part of increasing Citi's advisory relationship with FRT and financing of $450mm bridge loan EDUCATION ‘The Wharton School, University of Pennsylvania, Philadelphia, PA May 2017 Bachelor of Science in Economics; Concentrations in Finance and Business Analyties; Magna Cum Laude ‘+ Cumulative GPA: 3.71/4.0, Dean's List (2014-2017); SAT: 2210 (M: 780, W: 770, R: 670) ‘+ Relevant Coursework: Corporate Restructuring, Finance of Buyouts and Acquisitions, Corporate Valuation, Negotiations, Scaling Technology Ventures, Investment Management, Monetary & Global Economics (Honors Jeremy Siegel), Organizational Behavior (Adam Grant), Financial Statement Anaiysis, Probability ‘* Achievements: 1* place People’s Choice Award 2017 USC Marshall Intemational Case Competition, Penn President's Innovation Prize finalist, Ist place 2014 J.P. Morgan Risk Case Competition; 2nd place 2015 Dodge & Cox Stock Pitch + Activities: Teaching Assistant for Corporate Restructuring, Corporate Valuation, Corporate Finance, and Negotiations; Smart ‘Woman Securities (Chief Research Officer); Wharton Investment and Trading Group (Tactical Opportunities and SSG Analyst); Residential Advisor; Business Development Operations Intern at startups Twine and Orai SKILLS & INTERESTS. Languages: Fluent in English, Hindi and Bengali ‘Technical Skills: Basic programming in Java, MATLAB, Python, R Interests: Basketball (national level), karate (black belt), reading, Sudoku, traveling, fitness, podeasts

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