Dave Katz

Dave Katz specializes in restructuring and turnaround, performance improvement, liability management, capital markets execution, market analysis, valuation, regulatory compliance, financial modeling, revenue enhancement and cost analysis. Mr. Katz has over 20 years of experience. In Mr. Katz’s career, he has negotiated, structured and managed numerous ground-breaking, complex restructurings, transactions and amendments. He has a history of setting precedent through the development and implementation of creative solutions that achieve his clients’ goals in challenging situations. Mr. Katz has worked with a wide range of businesses and their stakeholders, including financial institutions, institutional investors, hedge funds, unsecured creditors and corporates of all sizes.

Prior to FTI Consulting, Mr. Katz was a Managing Director at JP Morgan, where he headed the firm’s North American Risk coverage of oil & gas, metals & mining, utilities, diversified industries (including autos), chemicals and paper & packaging. He acted as the lead in negotiating credit agreements, ISDAs and other product decisions with companies. He covered companies up and down the credit quality scale, including project finance deals, structuring of $30+ billion bridge loans, difficult amendment processes and exit restructurings. Mr. Katz acted as the primary representative in interactions with regulators for his sectors’ portfolios, with his work and suggestions ultimately affecting regulatory guidance changes.

Before rising to Managing Director, for eight years, Mr. Katz was a high yield research analyst at JP Morgan in New York, covering the metals & mining (steel, mining, coal, aluminum, etc.) and utilities sectors. Mr. Katz achieved multiple Institutional Investor #1 rankings. Clients included high yield institutional and hedge fund investors as well as the internal trading and sales team. Mr. Katz was responsible for numerous thought pieces, including industry primers, sector analyses, market projections and trade recommendations. He brought together the banks’ capital markets and leveraged finance teams with company management teams and potential and existing investors to maximize companies’ likelihood of successful issuances.

Prior to JP Morgan, Mr. Katz worked in real estate finance for Ernst & Young in London, United Kingdom, where he represented European commercial and government entities. At E&Y, he evaluated a £780 million portfolio of commercial loans for Deutsche Bank, ultimately resulting in their purchase of the loans. Mr. Katz also worked in a seller advisory capacity to a major supermarket chain, helping it structure and close a £130 million structured sale and leaseback of its property portfolio. Other key work included advising a Spanish company on the €80mm sale of luxury residential developments.

Additionally, Mr. Katz earlier worked as a business development analyst at Hines, the private real estate firm. He began his career as an analyst at Accenture focusing on oil & gas clients.