Functional Skills
Accounting
Commercial Due Diligence
Corporate Finance
Financial Modeling
Private Equity Investing
Project Management
Acquisition Target Identification
Divestitures
Financial Due Diligence
Forecasting / Projections
Investment Banking
Investor Relations
M&A Support
Software Skills
Microsoft PowerPoint
Microsoft Excel
Microsoft Excel Macros
Microsoft Word
Certifications
Series 63
Series 79
Sector Experience
Healthcare
Energy
Aerospace & Defense
Chemicals
Industrials
Languages
English
1
hour
Avg Response Time
18
years
Years of Experience
9/19
Member Since
Experience
RPW Capital Partners LLC
Finance
Founder & President
- Originate and execute consulting/fractional/interim CFO and other consulting and advisory services for corporates, family offices, private equity firms, pension funds, and endowments, among others, related to:
- Corporate finance, debt & equity capital raising, project finance, corporate strategy, M&A, and highly structured transactions (e.g., complex JVs)
- Corporate finance, debt & equity capital raising, project finance, corporate strategy, M&A, and highly structured transactions (e.g., complex JVs)
Mizuho Securities USA LLC
Finance
Managing Director, Executive Director, Director
- Structured and led complex analyses to become Trusted Advisor:
- Corp. Finance & Capital Raising: optimal cap. structure, cap. allocation, valuation, shareholder returns, liquidity, cost of capital/hurdles, lev. recaps, acq. debt & equity fin., and ratings
- Strategy / M&A: M&A orig. & execution, growth, industry trends, and macro
- Provided advice to >90 primarily Fortune 500 clients and at PE firms and led presentations to C-Suite, Treasury, and PE firm partners at >550 meetings
- Corp. Finance & Capital Raising: optimal cap. structure, cap. allocation, valuation, shareholder returns, liquidity, cost of capital/hurdles, lev. recaps, acq. debt & equity fin., and ratings
- Strategy / M&A: M&A orig. & execution, growth, industry trends, and macro
- Provided advice to >90 primarily Fortune 500 clients and at PE firms and led presentations to C-Suite, Treasury, and PE firm partners at >550 meetings
Kiewit Corporation
Corporate Strategy & Development
Manger of Project Finance
- Undertook transaction structuring, due diligence, financial modeling, valuation analysis, and credit risk analyses for certain corporate M&A and JV opportunities
- Developed optimal financing structures for bids for design-build-finance (DBF) and P3 infrastructure projects working with senior management and multi-functional teams
- Developed optimal financing structures for bids for design-build-finance (DBF) and P3 infrastructure projects working with senior management and multi-functional teams
Mizuho Securities USA Inc.
Finance
Independent Consultant
- Conducted research, prepared the Offering Memorandum, and reviewed the financial model for a $150M+ growth equity private placement for an unconventional clean coal-to-liquids development company
M.E. Zukerman & Co., Inc.
Finance
Vice President
- Sourced, evaluated, and structured investment opportunities and conducted due diligence, financial modeling, valuation analysis, and credit risk assessments to make investment recommendations to principals and internal investment committee
- Engaged in preliminary review of >12 opportunities and advanced review of 5 related to investments in alternative energy (wind and biofuels) and infrastructure (storage and pipelines)
- Engaged in preliminary review of >12 opportunities and advanced review of 5 related to investments in alternative energy (wind and biofuels) and infrastructure (storage and pipelines)
The Royal Bank of Scotland plc
Finance
Assistant Vice President, Asociate, Analyst
- Conducted corporate finance analyses and built from scratch financial projection, M&A, project finance, and Monte Carlo Simulation financial models
- Played leading role in all stages of the placement of private equity for structured JVs
- Undertook fundamental, qualitative, and credit risk analyses of investment grade and sub-investment grade auto OEMs, auto suppliers, industrial companies, and power companies/utilities as part of a corporate and investment banking coverage team
- Played leading role in all stages of the placement of private equity for structured JVs
- Undertook fundamental, qualitative, and credit risk analyses of investment grade and sub-investment grade auto OEMs, auto suppliers, industrial companies, and power companies/utilities as part of a corporate and investment banking coverage team