Isaac Lee

Ankura

Los Angeles, CA

Managing Director

Isaac Lee is a Managing Director at Ankura with more than 25 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.

Isaac has significant healthcare industry experience which include:

· Chief Restructuring Officer of a system of 26 health clinics based in Southern California. Services include medical, dental, pharmacy, women’s health and behavioral health.

· Advisor to creditors of Victory Medical Centers - $230 million in revenue surgical center system.

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.

Education

MBA, Tuck School at Dartmouth College

BS, Business Administration-Finance, University of Southern California

Certifications

NASD Series 7 and 63 (inactive)

Affiliations

American Bankruptcy Institute

Turnaround Management Association

About AIRA

AIRA is a nonprofit professional association serving the bankruptcy, restructuring and turnaround practice area. AIRA's membership consists of accountants, financial advisors, investment bankers, attorneys, workout consultants, trustees, and others in the field of business turnaround, restructuring and bankruptcy. AIRA members are among the most trusted and sought-after professionals in matters dealing with limited capital resources and deteriorating operating performance.

Cancellation/Refund Policy

Written cancellation for the conference or any excursions must be received by midnight on Wednesday, May 17, 2023 for a full refund less a $150 cancellation processing fee. No refunds will be granted after May 17, 2023, but substitutions will be allowed.

National Registry of CPE Sponsors

"Association of Insolvency and Restructuring Advisors" is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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