Wendy Berney Nelson
Senior Underwriter and Portfolio Manager
Wendy Berney Nelson brings in-depth experience in underwriting, analyzing, negotiating and closing asset-based and cash-flow transactions to the AmalCap Division. As the Division’s lead underwriter, Ms. Nelson reports to Executive Vice President Robert Love, who heads AmalCap.
Ms. Nelson is responsible for overseeing and coordinating all aspects of the underwriting of asset-based and cash-flow transactions involving acquisitions, leveraged buyouts, recapitalizations and refinancing of lower middle market companies. Ms. Nelson’s experience and knowledge will enhance AmalCap’s ability to underwrite and execute transactions quickly. In addition, she will establish and build relationships with private equity firms throughout the United States.
Prior to joining AmalCap, Ms. Nelson was Senior Vice President for Syndications at Golub Capital in New York City. Her primary role was syndicating large transactions, including placement of second lien and subordinated term loans.
From 1999 to 2007 she worked at AmSouth Capital Corp, also in New York, as Senior Vice President for Underwriting and Syndication. Ms. Nelson was responsible for structuring both cash flow and asset-based transactions, analyzing financial statements, cash flow, collateral, liquidity, earnings quality and industries. In the asset-based transactions, she also reviewed field examinations and inventory and fixed asset appraisals. In addition to underwriting, Ms. Nelson was responsible for syndicating transactions greater than $25 million.
From 1997 to 1999, Ms. Nelson was a Vice President and Senior Underwriter at Heller Financial in New York. She began her career as an analyst at the CIT Group/Capital Equipment Financing in 1992 and was promoted to Vice President and Regional Credit Manager in 1995.
Ms. Nelson graduated from the University of Massachusetts in Amherst in 1992 where she earned a Bachelor of Business Administration in Finance. She also completed Chemical Bank’s Credit Training Program.