515 South Flower Street, Suite 3650
Los Angeles, CA 90071
Isaac Lee is a Managing Director at Ankura with more than 20 years of experience executing a broad range of recapitalization, restructuring, mergers and acquisitions, and corporate finance transactions as well as advising on operational restructuring and liquidity management initiatives. He has significant experience advising various constituencies, including companies, debtors, lenders, creditors, financial sponsors, and hedge funds in both out-of-court and in-court situations. He is based in Los Angeles.
Before joining Ankura, Isaac was the western region market leader for PricewaterhouseCoopers’s restructuring group, where he was responsible for senior execution of advisory engagements, including developing and negotiating restructuring plans, running sale auctions, and advising on operational restructuring and liquidity management initiatives. His experience also includes preparing business plans, projections, liquidation analyses, strategic alternatives analyses, and analyses of creditor claims and recoveries.
Prior to PwC, he was in the recapitalization and restructuring group at Moelis & Company, an investment banking advisory firm. Isaac was responsible for deal execution including structuring and negotiating recapitalization, restructuring, mergers and acquisitions, and financing transactions. He advised a variety of clients, including management teams, boards of directors, financial sponsors, distressed hedge funds, senior lenders, and creditor committees. Isaac’s responsibilities also included preparing cash flow projections, business plans, and valuations; providing court testimony; and managing client relationships.
His restructuring and investment banking experience includes positions at Jefferies; Donaldson Lufkin & Jenrette; Salomon Smith Barney; and Chanin & Company. Isaac’s experience also includes private equity at the Kenwood Opportunity Fund.
- MBA, Tuck School at Dartmouth College
- BS, Business AdministrationFinance, University of Southern California
- NASD Series 7 and 63 (inactive)
- American Bankruptcy Institute Association of Insolvency & Restructuring Advisors
- Turnaround Management Association