Joseph Rey

Bachelor's

Finance

Wells Fargo

Investment Banking Analyst – Leveraged Finance

• Execute leveraged loan and high yield debt issuances for leveraged buyout, dividend recapitalization, M&A, and refinancing related transactions across all industries (60+ pitch decks and 30+ live deals) • Responsible for developing transaction structure and indicative pricing for primary leveraged loan and high yield issuances based on credit metrics, relative value analysis, and investor demand • Construct cash flow models and prepare historical financial analyses for new and existing clients in support of recommendations for capital commitments • Project Newark: Left Lead Arranger on TransUnion’s opportunistic $2.3 billion refinancing o Modeled various financing alternatives to arrive at a pro forma capital structure comprised of a new $1.9 billion Term Loan B-9 and $425 million fungible add-on to their Term Loan B-8 o Assisted in drafting the Lender Presentation, Organizational Materials, and Teach-In o Contributed to 5 pitch decks before being mandated as the Left Lead Arranger, marking Wells' first time leading a transaction for TransUnion • Project Eagle: Left Lead Bookrunner on Ellucian’s $700 million Senior Secured Notes offering for a $3.1 billion dividend recapitalization o Assisted in drafting the Description of Notes, Offering Memorandum, and Purchase Agreement alongside finalizing the Investor Presentation, Lender Presentation, and Teach-In