Private equity focused on energy and utility assets.

Engage with and advise small- to middle-market corporate investment banking clients.

A corporate finance and strategy role along with investor relations.

Act as financial manager for a pre-revenue start-up oil & gas technology company by providing corporate finance support to the CEO & CFO.
Build extensive economic evaluation models for gas-to-liquids projects.

Identified opportunities for the company to grow cash flows, whether it is by way of acquisitions or organic CAPEX
Analyzed and model implications of supply and demand dynamics of the North American crude oil markets with respect to corporate strategic initiatives
Modeled the financial implications as well as manage due diligence processes on assets with valuations up to $1 billion

Evaluated the strategic and financial impact of acquisition opportunities before making recommendations to senior management and the investor group of a $1+ billion energy/industrial services company
Organically developed the company’s first inclusive financial budgeting model, and modeled sensitivities as it related to key performance measures and bank/credit metrics
Managed corporate and cost-cutting initiatives of approximately $1.1 million

Created valuation models with the flexibility to analyze the implications of operational and economic sensitivities. Modeled the effects of a balance sheet recapitalization on the enterprise’s ability to sustain or grow its business. Also modeled the accretion/dilution of earnings and cash flow in the case of a merger.
Produced marketing materials and managed engagements for companies in the oil & gas, airlines, and other heavy industrial sectors.