Kevin Rourke, Finance Expert in Dallas, TX, United States

Kevin Rourke

Finance Expert

Location
Dallas, TX, United States
Toptal Member Since
February 1, 2019

Kevin led a six-person team in successfully managing a $5 billion credit investment portfolio through the global credit crisis and recovery. As an investor and restructuring advisor, he has collaborated with numerous companies in the airline, media, and gaming industries to accomplish successful financial restructurings. As a freelancer, he enjoys helping clients navigate urgent, transformative strategic challenges and opportunities.

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Career Highlights

Portfolio Manager
Highland Capital Management, LP
Senior Associate
Seabury Group, LLC
Senior Analyst
American Airlines, Inc.

Education

Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor's Degree
Southern Methodist University

Select Certifications

Chartered Financial Analyst (CFA)
CFA Institute

Industry Expertise

FinanceGambling & GamingBroadcastingAirlines, Airports & Air ServicesFinancial ModelingFilm & Television

Other Expertise

BroadcastingDue DiligenceFinancial Planning & Analysis (FP&A)Financial RestructuringInvestment ResearchLeveraged Finance

Work Experience

2014 - PRESENT

Senior Portfolio Manager

Glacier Lake Capital Advisors
  • Built credit analysis, financial modeling, and valuation tools to support investment review and approval processes.
  • Established firm principles for investment selection and portfolio management processes.
  • Performed due diligence on third-party vendors to support investment research and back-office operations.
  • Participated in recruiting of team members.
  • Completed market research for an external marketing presentation and offering memorandum.
Focus areas: Fund Formation, Investment Portfolio Management, Financial Modeling, Credit Lifecycle, Credit Analysis, Credit Investing
2012 - 2013

Vice President

Lone Star Funds/Hudson Advisors, LLC
  • Underwrote investment in a $300 million portfolio of senior secured loans to middle-market borrowers in the media, entertainment, gaming, and education technology industries.
  • Led the restructuring of a $10 million loan to an education technology company.
  • Participated in negotiations for the sale of a distressed borrower in the building products industry.
  • Monitored the performance of portfolio companies and presented findings and recommendations to the investment committee.
  • Coordinated loan advances and repayments with the borrower and internal operational teams.
Focus areas: Debt Restructuring, Investment Memoranda, Investment Monitoring, Investment Summaries, Investment Briefs, Private Credit, Credit Analysis, Credit Investing
2005 - 2012

Portfolio Manager

Highland Capital Management, LP
  • Managed a credit investment portfolio of more than $2.5 billion consisting of below investment grade assets ranging in quality from performing loans to defaulted credits and post-reorganized equities.
  • Provided credit research and analysis for more than 100 companies in the airline, travel services, broadcasting, diversified media, and gaming industries.
  • Organized and led large investor groups in the negotiation of improved pricing and terms for broadly syndicated loans ranging from less than $500 million to more than $5 billion that were at risk of default.
  • Collaborated with large investors in successful restructurings of broadly syndicated loans ranging in size from less than $100 million to more than $5 billion in the entertainment, gaming, and broadcasting industries.
  • Served on the firm's credit committee, which reviewed and approved new investment proposals.
  • Led team of three portfolio managers and three portfolio analysts covering more than $5 billion of below investment grade assets across more than 200 companies.
Focus areas: Investment Portfolio Management, Debt Workouts, Senior Secured Debt, Recapitalization, Financial Modeling, Investment Summaries, Investment Thesis, Bank Covenants, Debt Restructuring, Credit Analysis, Credit Reviews, Credit Investing
2001 - 2005

Senior Associate

Seabury Group, LLC
  • Participated in restructuring negotiations for complex commercial aircraft debt and lease financings totaling more than $1 billion.
  • Built analytical tools to support negotiation of a multi-billion dollar aircraft order for a major international airline.
  • Performed due diligence on behalf of private equity firms evaluating potential investments in airlines and aircraft portfolios.
  • Supported liquidity management initiatives for airline clients during their Chapter 11 bankruptcy reorganization processes.
  • Collaborated with airline clients to identify cost reduction opportunities as part of their Chapter 11 plans of reorganization.
Focus areas: Asset-based Finance, Mergers & Acquisitions (M&A), Cash Management, Financial Restructuring, Debt Restructuring
1998 - 2001

Senior Associate

Ernst & Young (now Cap Gemini)
  • Supported new business development initiatives in the airline and telecommunications industries.
  • Developed a cost allocation methodology for specialty retailer facing Congressional scrutiny.
  • Built analytical tools to assist the retailer in rationalizing its store base.
Focus areas: Cost Management, Finance Process Improvement
1995 - 1998

Senior Analyst

American Airlines, Inc.
  • Completed due diligence and presented recommendations supporting the spinoff of assets and related costs into a new $100 million joint venture with an engine manufacturer for maintenance and overhaul services.
  • Built Hyperion-based tools to calculate customized financial performance metrics used to determine payments for employee profit sharing and management incentive compensation programs covering more than 80,000 employees.
  • Collaborated with operating departments on the development, presentation, and approval of annual operating budgets and capital investment proposals.
  • Completed detailed competitive benchmarking analyses against primary competitors.
  • Evaluated operational processes to identify opportunities to increase asset utilization and reduce costs and capital investment requirements.
Focus areas: Comparable Company Analysis, Economic Value Added, Financial Planning & Analysis (FP&A), Capital Budgeting, Budgeting
1993 - 1995

Assistant Vice President

NationsBank N.A. (now Bank of America)
  • Completed a formal credit bank credit training program.
  • Built financial models to support credit approval decisions.
  • Completed financial analysis in support of new business development initiatives.
  • Prepared and presented credit approval requests to loan committees.
  • Covered industries including telecommunications, cable television, television and radio broadcasting, financial services, and manufacturing.
Focus areas: Loan Origination, Lending
1988 - 1991

Senior Auditor

Price Waterhouse, LLC
  • Planned, supervised, and delivered audit and accounting services for clients ranging from small, private companies to large, publicly-traded market leaders.
  • Served clients in the banking, investment management, real estate, energy, and retail industries.
  • Participated in loan portfolio reviews and operational due diligence for the FDIC-led sale and recapitalization of the largest failed bank in US history up to that time.
Focus areas: Management, Audits, Certified Public Accountant (CPA)

Education

1991 - 1993

Master of Business Administration (MBA) in Finance

The University of Texas at Austin - Austin, TX

1984 - 1988

Bachelor's Degree in Business Administration

Southern Methodist University - Dallas, TX

Certifications

AUGUST 2006 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute