Julio Cifuentes

Director


Julio Cifuentes

Julio Cifuentes

Director

Julio is a Director with over 15 years of experience in financial analysis, due diligence, financial and cash flow modeling, working capital and liquidity management, budgeting and reporting, credit portfolio management and tracking, restructurings, business plan analysis and capital raise transactions.

Julio recently provided financial advisor services to Valaris plc in the restructuring of $7B of liabilities. He also assisted in the Chapter 11 planned liquidation of Nuvectra, a neuromodulation medical equipment company. Julio also assisted in the Chapter 11 restructuring of Boy Scouts of America.

Julio previously served as Associate Advisor in the Turnaround and Restructuring practice of Alvarez and Marsal LLC in Dallas where he assisted in restructuring transactions, business plan analysis and oversight and liquidity and working capital management for clients. Julio developed and forecasted cash flows, managed working capital as well as other liquidity management workstreams that included daily cash monitoring, budget to actual analysis and key operational performance indicator tracking.

Julio has also facilitated raising capital via a combination of methods, including the sale of non-core assets or business units to generate cash, marketing to attract new capital and the rescheduling or retiring of existing obligations.

Julio previously served as a Senior Analyst with CV Advisors in Miami, a family office with over $7B in assets, where he actively oversaw a portfolio of liquid corporate credits across the consumer and healthcare sectors including sourcing, financial due diligence, approval, and continuous credit monitoring. Julio performed weekly portfolio reviews with fundamental analysis serving as the driver of portfolio decisions. He screened, evaluated and monitored investment opportunities in public and private equity co-investments, as well as real estate. He managed clients’ ad-hoc assignments and special requests across a broad spectrum of asset classes.

Julio also served as a Senior Credit Analyst with Halycon Capital Management in New York where he assisted in overseeing over $1B in deployed debt across the capital structure for investment in the company’s credit opportunities fund and structured vehicles. Julio also separately managed accounts through a rigorous, bottom-up fundamental framework. He analyzed and assessed catalyst-driven investment opportunities in distressed and high yield debt with the objective of creating investments with favorable asymmetric risk profiles.

Julio employed a process framework for fully vetting investment opportunities including a disciplined approach for evaluating catalysts in terms of reducing risk and value realization.

Julio also previously served as a Credit Analyst with Highland Capital Management in Dallas, where he and a senior portfolio manager actively managed a $2.5B portfolio of performing and distressed debt. Julio underwrote primary and secondary market credit investments with a total market value exceeding $1B. Julio also worked with legal counsel, lending syndicates and debtors to negotiate covenant relief, amendments, and extensions for portfolio positions that include Eddie Bauer, BST, Caribbean Restaurants, Perkin’s, Buffets, and Movie Gallery.

Julio also served as an Analyst with CERBERUS DEUTSCHLAND GmbH in Frankfurt, Germany where he performed due diligence on investment opportunities through modeling and company-specific and industry research. He assisted in transactions that include the acquisition of Peguform GmbH, a €75M insolvent manufacturer of interior and outdoor plastic parts for the automotive industry and financing of Ströer AG’s acquisition of Deutsche Städte Medien to create Europe’s third largest outdoor media company.

Julio earned a Bachelor of Arts in Business Administration from the University of Massachusetts in Amherst, MA. He also studied two semesters at Universität Konstanz in Konstanz, Germany on a merit-based exchange scholarship. Julio earned a Master of Business Administration in Analytical Finance from Northwestern University in Evanston, IL where he was also Chair of the Distressed Investing Club. Julio is a CrossFit Masters athlete and competitor and enjoy saltwater fishing, rugby, and college sports.

 

View Other Professionals