Albert Morales Email & Phone Number

Boston, MA, US

Cambridge, Massachusetts, US

CFO of a leading company in the long duration energy storage (LDES) sector, utilizing a proprietary technology to help enable the energy transition. Acted in a broad senior management role. Managed a variety of cross C-Suite functions, including corporate strategy, capital formation (corporate and project levels), stakeholder relations and team.

• Recruited to lead this provider of asset management services for power and other infrastructure projects following its acquisition by NAES Corporation (O&M provider and Itochu subsidiary).
• Transitioned company from private ownership to a subsidiary of a Fortune 250 Company and prepared company to compete in an evolving market: adjusted staffing levels and structure; upgraded internal systems, processes.
• Planned and implemented strategic growth initiatives: repositioned company from an exclusive focus on traditional power to having a presence in renewables and other sectors; added capabilities, including increased.
• Delivered excellent customer service and achieved very high level of client incentive targets.
• Aggressively managed P&L and exceeded budget targets each year.

• Managing Director of Energy Management, Inc. (EMI), an energy project developer and independent power producer. Also CFO of EMI affiliated companies American Renewables (AR), a biomass development platform, and the.
• Launched AR immediately post-formation: established corporate and financial infrastructure, hired staff, created budget and development plan, and developed website and collateral materials.
• Developed two 100 MW biomass power projects, Nacogdoches Power and GREC, representing approx. $1 billion of capital. Nac and GREC were winner and runner-up, respectively, of PowerGen’s “Biomass Project of the Year”.
• Closed a nearly $500 million non-recourse construction financing for GREC, which won Project Finance magazine’s “Deal of the Year” award.
• Oversaw budgeting, forecasting and management reporting.
• Managed complex contractual structure and ensured compliance with contract terms.

• Provided business, strategic and financial advisory services to clean-tech companies in the greater Boston area. Assignments included:
• Wrote biomass portion of Massachusetts renewable energy resource study for Navigant Consulting.
• Developed operational infrastructure and financial models for a developer of wind and solar projects.
• Solidified business model and financial plan for a developer of green homes.

Oversaw day-to-day operational and management activities for this publicly-traded developer of renewable natural gas facilities and its subsidiary, Microgy, and played a lead role in the company’s capital raising, investor relations and corporate development activities. Implemented organizational infrastructure and developed management systems; managed a.

Sofia, Sofia, BG

Managed corporate development, strategic planning and oversight activities for a merchant banking portfolio of technology, manufacturing and chemicals businesses with combined revenues of approx. $300 million. Maintained an active corporate development program; provided strategic, financial and operational oversight of portfolio businesses; championed and.

Provided investment banking services (merger & acquisition advisory, debt and equity underwriting, and mezzanine and bridge loan financing) to middle market clients in the manufacturing and distribution industries. Led and successfully completed the sale process for a Latona portfolio business, leading to an offer to join the firm.

Global, US

Represented both buyers and sellers in merger and acquisition transactions, and both underwriters and issuers in equity and debt offerings.

Mba

Jd

Ba, Economics

General Course