Alex Pettee

Prior to joining CR3, Alex was Vice President of Credit Risk at JPMorgan Chase, where he was responsible for all aspects of a portfolio of ABL client relationships, including credit analysis, financial modeling, and approval of credit requests. He structured and negotiated credit agreements, amendments, and waivers while assessing internal risks, operational performance, collateral trends, and covenant compliance. Alex started his career specializing in ABL collateral, executing on-site audits to assess value of the collateral base and integrity of records, financial condition, outstanding loans, and collateral risk and exposure. Alex is a member of the Turnaround Management Association (TMA).

Representative Experience

• Financial Advisor to $3B protein processing company. Developed and implemented multi-phased financial and operational restructuring plan generating $200MM+ of financial performance improvement initiatives, spanning operational and working capital improvements, SG&A expense reductions, capital plan implementation, and liquidity management.

• Financial Advisor to CRO of 150-unit mall-based fast-casual restaurant chain. Built four-wall analysis, modeled financial and cash flow analysis, and analyzed covenants in various scenarios, helping the company undergo restructuring of its geographic footprint and lease portfolio.

• Financial Advisor to lender for regional trash hauler in bankruptcy. Performed various financial analyses and enterprise valuation and provided insight assisting in the lender’s negotiations with debtor.

• Financial Advisor to $100MM IT and managed cloud services provider. Developed assessment of GTM strategy, feasibility of projections, and alternative options, providing framework to monitor and continuously assess operating performance go-forward.