Scott Whalen

Managing Director - Credit

Scott Whalen brings more than 20 years of direct lending and private equity experience to the firm. Most recently, he worked nine years as a Principal and Portfolio Manager at a $3.5 billion family office focused on middle market distressed private equity and direct lending. In his role, Mr. Whalen focused on the acquisition and turnaround of undervalued businesses, utilizing innovation, capital and extensive corporate experience to improve operations and restore value. Mr. Whalen’s prior experience includes credit analysis at Crescent Capital, which invested in senior bank loans, high yield bonds, mezzanine debt and distressed debt securities with the goal of generating income while preserving capital; as well as leveraged finance at Citigroup, working with a wide range of corporate and private equity clients across industries providing capital structure advice, fundraising in the forms of bank debt, public bonds and equity and restructuring balance sheets through debt/equity swaps, bond repurchases and out-of-court workouts. He holds a Master in Mathematics from Columbia University and a Bachelor in Science in Chemical Engineering from the University of Pennsylvania.

Have Questions?

Check out our Frequently Asked Questions or reach out and let us know how we can help.