Charles D. Smith, Managing Director

Charlie has 20 years of corporate finance, investment banking and capital markets experience. Prior to joining LM+ Co, Charlie was a Managing Director in JPMorgan’s Syndicated and Leveraged Finance Group. While there, Charlie was responsible for originating, structuring and executing bank and bond financings for Financial Sponsor portfolio companies.

Charlie has extensive experience with a variety of financings including: securitizations, asset based facilities, sale/leaseback financings, investment grade bonds, cross-border financings, leveraged loans, second-lien loans, high yield bonds and mezzanine financings.

Charlie’s equity sponsor clients have included, among others, Bain Capital, Blackstone, CCMP Capital, Code Hennessy & Simmons, GTCR, HM Capital, KKR, Leonard Green & Partners, Vestar Capital Partners and Warburg Pincus.

Over the past three years, Charlie has completed more than 25 transactions raising more than $12.5 billion of bank and $5 billion of high-yield bonds, respectively. Notable recent transactions include: Dr Pepper Snapple Group, Michael’s Stores, Nutro Pet Food, Dollarama, Fleetcor, USFoodservice, Huish Detergents, Birds Eye Foods, Tire Rack, David’s Bridal and Polypore.

Since joining LM+Co, Charlie has been actively involved in numerous restructurings including Capmark, another public CRE Company and Electronic Components International.  As part of the Capmark team, Charlie had direct responsibility for developing strategies to monetize Capmark’s illiquid Asian portfolios including a $1.0 billion equity portfolio, a $700 million loan portfolio (including loans in Taiwan, China and the Philippines), and a $300 Non-Performing Loan Portfolio.

Charlie earned an MBA from Columbia University (cum laude), and holds a Bachelor of Arts degree from Hamilton College (cum laude). He holds Series 7 and Series 63 licenses.

csmith@lmco-ny.com