Functional Skills

M&A Support
Market Research
Financial Modeling
Valuation
Investor Relations
Forecasting / Projections
Competitive Landscaping
Training and Coaching
Growth Strategy
Strategy Development

Software Skills

Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Microsoft Office
Google Search Console

Certifications

Series 24
Series 63
Series 7

Sector Experience

Financial Services
Business Services
Energy
Technology
Industrials

Languages

English
French
Portuguese
Spanish
31
years

Years of Experience

7/19

Member Since


Bulge Bracket Investment Banks

Experience

 
Alix Partners Management Consulting
Certified Independent Advisor
09/2018 - Present
Enterprise Improvement Certified Independent Advisor. Expertise includes financial modeling, investor presentation for fund raising, asset valuations, ESG/DEI and M&A projects from conceptualization to execution, expansions and growth equity.

Alternative Projects International Management Consulting
CEO & Managing Director
01/2016 - Present
Corporate Advisory/Management Consulting to Board of Directors, Family Offices, Investment Funds, Entrepreneurs, Management and C-Suite seeking to
grow their companies through direct investments, financial improvements, acquisitions, partnerships and ESG business transformation. Advisor to Strat ups raising capital - capital raising strategy, PPT presentation, Pitch and investor reach out.

Lagoa Capital Partners LLC (LCP) – Private Equity and VC, Americas and Asia Finance
Co-Fonder and Partner - Private Equity & VC
01/2005 - 12/2016
Investment Boutique Managing Direct Investments for Ultra-Wealthy Investors. Member of the Board of Directors. Our group was sold to a private investor in 2016. Raised capital for our PE/VC funds and for portfolio companies.

Trust Company of the West (TCW) – Private Equity Fund Finance
Principal Private Equity & VC
01/2000 - 12/2004
Private Equity and Venture Capital Investments in industrials, technology and business services in the US and Emerging Markets

JPMorgan Chase & Co Finance
Investment Banker Private Equity High Yield Financing
01/1999 - 12/2000
Led $2Bn credit transactions.

Daiwa Securities, America – Investment Research and Banking Finance
SVP, Director of Equity Research and Merchant Banking Investments Americas
01/1996 - 12/1999
• Led Business development of new equity unit generating $20MM in fees.
• Managed team of 26 professionals covering 10 industries, including Industrials, Mining, O&G, Retail and Telecom.

Nomura Securities, America - Investment Research and Banking Finance
VP of Equity Research - Head of Global Metals and Mining Equity Research
01/1994 - 12/1996
Managed business development of $18Bn in deals and $10Bn in equity trading.
• Led U$15Bn privatization of natural resources conglomerate and U$3Bn in M&As. Managed mining, metals and
energy research team with 12 professionals in NY, Australia, UK, Brazil and South Africa.
• Supervised production, output and relationships with other departments and institutional clients worldwide.
• Ranked Institutional Investor Analyst.