Jeff Ulmer

Contact Jeff Ulmer

Jeff Ulmer

Jeff is a credit and lending expert with over 30 years of experience helping healthcare, energy, commercial real estate, media, and commercial and industrial clients successfully manage their portfolios, develop asset monetization strategies, and execute restructurings and bankruptcies.

About Jeff

Jeff has more than three decades of experience helping organizations across industries navigate complex financial management issues, with a focus on loan workout and recovery, underwriting, and portfolio management. He also has expertise establishing bank policy and procedures, developing risk ratings, and managing through market crises.

During his career, Jeff has:

  • Managed a stressed/distressed portfolio of 480 borrowers with $7.4 billion of funded exposure.
  • Managed the successful monetization of a $250 million distressed portfolio and led the deployment of over $1.5 billion new loans.
  • Delivered a leveraged 90% internal rate of return/190% capital return multiple to a leading private equity firm in the U.S.
  • Negotiated and closed over $2 billion of leverage facilities to support platform growth and returns.
  • Structured a $4 billion unitranche joint venture with a private debt credit management firm to lower middle market and cyclical companies.
  • Helped structure and execute a $3 billion liquidity facility to stave off and prepare for bankruptcy.

Prior to Huron, Jeff served as the managing director and special assets group head at Capital One Bank, LStar Capital, and CIT Group. He was also a co-founder and partner at Sasco Investment Group LLC, where he managed alternative assets.

Areas of Expertise

  • Budgeting and Financial Management
  • Performance Improvement
  • Regulatory and Compliance
  • Restructuring and Turnaround
  • Valuation
  • Business Planning
  • Business Unit Strategy
  • Enterprise Strategy
  • Mergers Acquisitions and Partnerships

Industries

  • Healthcare
  • Energy and Utilities
  • Financial Services
  • Industrials and Manufacturing
  • Technology Media and Telecommunications

Education & Certifications

  • MBA, University of Bridgeport
  • B.S., University of Connecticut

Insights

  • 4 Financial Services Focus Areas for End-of-Year Planning

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    As part of the year-end planning process, one of the key questions financial services firms should be asking themselves is how can we improve the way our business is operating to optimally support our customers?

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    There are various pressures building up in support of a shift to real-time or near-time payments in the financial services industry. Banks need to be ready to pivot.

  • 4 Regulatory Areas of Focus for Banks in 2022

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    To prepare for potential new regulations or interpretations of existing regulations, banks should focus on these four regulatory areas in 2022.

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