Featured Talent

Profile

Accomplished Investment Banking and Corporate Finance leader with extensive experience leading M&A and capital market transactions exceeding $9 Billion in transaction value across 26 transactions. Proven ability to lead teams, manage deal execution and drive business development through transaction origination. Expertise in strategic advisory, mergers & acquisitions, financial modeling, deal structuring and capital raising (Series A through IPO). Advised a diverse range of clients, from high-growth private companies to large public corporations ($25mm to $1bn+ transaction size). Expertise in energy-focused transactions with a broad advisory track record encompassing energy-adjacent sectors including industrials, manufacturing, power generation, clean technology and distribution.

Career Highlight 1: Successfully negotiated an M&A transaction in which the asset was strategically divided and sold to two separate buyers, increasing the overall purchase price by 80% from initial single entity valuation.

Career Highlight 2: Served as Advisor and Lead Structuring Agent for a public company, orchestrating the spin-out of high-value assets through a tracking stock, which enhanced overall company valuation and increased public market capitalization by 40%.

Career Highlight 3: Key member of the Operational Leadership Committee – went above and beyond job duties to lead the creation, testing & integration of a groupwide M&A database platform to enhance productivity in the Capital Markets group.

Why Hire This Candidate (In Their Own Words): Self starter and driven individual with a proven ability to lead teams and execute complex transactions, deliver strategic growth and ultimately successful outcomes.

Strengths: I strive being challenged and put into complex environments, learning new things and driving operational improvements and efficiencies, thinking outside the box and collaborating with other stakeholders to deliver an optimal outcome.

Hobbies & Personal Interests: Spending time with wife & young children, playing golf, and history.

Education: BS Finance, Economics Minor

Credentials: FINRA SIE, Series 63 and Series 79 licenses.

Industry Experience: Capital Markets, Emerging Growth Companies, Energy & Utilities, Equipment Leasing, Industrials, Logistics & Transport, Manufacturing, Mining & Natural Resource, Oil & Gas, Private Equity, Wholesale & Distribution

Company Fit: Versatile – have executed transactions and worked alongside VC Backed (Series B+), PE Owned (Small-Mid) and Large Public Corporations ($1bn+ mkt cap)

Management Experience: 5 years managing a team of analysts and associates (2 direct reports and multiple satellite office reports as needed for deal execution).

Software Experience: Advanced Excel, PowerPoint, Bloomberg, SQL, Salesforce.

Open To: Hybrid, In-office, Remote