DAVID HAASE
Marina
Summary
Strategic leader in Investment Banking and Education with expertise in business growth and high-performance team development. Proven ability to manage complex challenges and achieve impactful results for stakeholders. Skilled in building collaborative environments and utilizing analytical skills to address evolving client and student needs.
Overview
30
30
years of professional experience
Work History
Partner
CARNEGIE LAKE CAPITAL LLC
01.2016 - Current
- Lead originator for transactions within middle market, covering both private equity sponsors and corporate clients.
- Originate, structure and lead distribution for all transactions.
- Have closed transactions totaling over $300 million across broad range of industries.
- Fundings span the capital structure, from senior secured, unsecured, mezzanine to equity.
- Partner (Currently between Funds, thus not active)
- Remote
Managing Director
MEDLEY CAPITAL LLC
01.2014 - 01.2016
- Sourced, originated and closed over 25 transactions during tenure.
- Spear-headed new effort to actively originate private-for-life, High Yield transactions for our funds.
- Managed all stages of transactions from Origination to Documentation to Closing.
- Responsible for East Coast Sponsor and Corporate relationships (including add-ons to existing portfolio names).
Partner
WHITE OAK MERCHANT PARTNERS LLC
01.2010 - 01.2014
- Managed team at Credit Fund/Asset Manager to identify, originate, structure and execute middle market Leveraged investments (First/Second Lien, Mezzanine, equity co-invest) for both Sponsor and Corporate issuers.
- Managed all communications with Asset Management division ($2.5 billion under management) to structure and place loans and co-invest equity across broad range of industries.
Adjunct Professor
COLUMBIA UNIVERSITY BUSINESS SCHOOL
01.2009 - 01.2010
- Developed full syllabus for “Introduction to Private Equity”.
- Developed slide decks and incorporated real-world case studies, many of which I had financed.
- Led interactive class discussions for 40 students addressing major issues in the field.
- Garnered highest level of student assessments of any other Business School class.
Managing Director (High Yield Capital Markets)
WACHOVIA SECURITIES INC.
01.2001 - 01.2009
- Led collaboration and communication with multiple Product Groups (M&A, Senior Loans) as well as Industry Coverage Groups (Media, Consumer/Retail, Defense, Gaming, Industrials) covering over 75 colleagues internally.
- Managed ten professionals in adjunct effort to monetize outstanding loans and relationships into Syndicated Loan and High Yield fee events.
- Pitched, structured and executed highest grossing High Yield fee event firm achieved to date, Hollinger International Publishing and Hollinger International Inc. and garnered highest gross spread earned to date (4.5%). Both transactions sole-managed and earned incremental senior loan fees.
- Helped drive High Yield league table status from 19th to 6th during tenure.
Vice President (High Yield Leveraged Finance)
CHASE SECURITIES INC.
01.1996 - 01.2000
- Executed transactions which generated in excess of $50 million in fees during 1999. In addition to High Yield and Syndicated Loan financings, Restructuring Advisory clients included Middleweb plc and MTS Tower Records.
- Chosen by Group Head (Bill Finnegan) to be liaison with Media Group (covering a group of 25 professionals). Also led transactions while in London office for ten month period, including KKR Willis Corroon acquisition.
- Sponsor coverage group transactions including Blackstone, KKR, CCMP and Investcorp as well as middle market sponsors (Swander Pace, Childs, Brockway Moran and others).
Education
Master of Science -
01.1996
MBA - undefined
STANFORD GRADUATE SCHOOL OF BUSINESS
Palo Alto, CA01.1994
B.A. - International Relations
BROWN UNIVERSITY
Providence, RI01.1988
Skills
- Customer relationship building
- Marketing
- Performance analysis
- Knowledgeable in Microsoft Excel, Word, and other financial systems
- Strong communication skills with both students and clients
- Conflict resolution
- Data analysis
- Workflow optimization
- Active listening
- Collaboration and teamwork
Languages
French
Native or Bilingual
Italian
Limited Working
Interests
- Adventure Travel
- Sustainable Tech Innovations
- Design and Build Websites
- Blockchain Technology and Cryptocurrency
- Photography
- Creative Writing
Timeline
Partner
CARNEGIE LAKE CAPITAL LLC
01.2016 - Current
Managing Director
MEDLEY CAPITAL LLC
01.2014 - 01.2016
Partner
WHITE OAK MERCHANT PARTNERS LLC
01.2010 - 01.2014
Adjunct Professor
COLUMBIA UNIVERSITY BUSINESS SCHOOL
01.2009 - 01.2010
Managing Director (High Yield Capital Markets)
WACHOVIA SECURITIES INC.
01.2001 - 01.2009
Vice President (High Yield Leveraged Finance)
CHASE SECURITIES INC.
01.1996 - 01.2000
MBA - undefined
STANFORD GRADUATE SCHOOL OF BUSINESS
B.A. - International Relations
BROWN UNIVERSITY