Richard Hooey

Richard Hooey Email and Phone Number

Project Manager at UI Solutions Group @ UI Solutions Group
Richard Hooey's Location
Wynnewood, Pennsylvania, United States, United States
About Richard Hooey

Forward thinking companies realize that strategic corporate decisions must satisfy multiple eternal stakeholders, particularly the investment community. Yet their understanding of how institutional investors view them may be incomplete. My ability to translate the needs of the investment community is the reason why leadership turns to me. I offer a unique perspective - having led both internal and external evaluations of corporate strategies. First, I have led growth-oriented initiatives within diversified corporate entities. Second, I have traded shares in target companies for institutional investors. I am among the few that can bridge the gap between what corporate leaders really need and what investors expect. My unique perspective results in analyses and recommendations that enable leadership to make well-informed decisions, leading to successful transactions that reduce potential risk.SPECIALTIES CORPORATE STRATEGY / FINANCEM&A │ Target Identification & Assessment │ Transaction Structuring & Negotiation │ Due Diligence │ Discounted Cash Flow Analyses │ New Business Venture Evaluations │ Financial ModelingINVESTMENT MANAGEMENTStrategic Industry & Company Research │ Portfolio Design / Asset Allocation │ Manager Review│ Risk Identification and Mitigation │ Absolute Return Strategies │ Alternative InvestmentsLEADERSHIP COMPETENCIES♦ Identifying needs problems and opportunities, then sourcing information, teams and data to ensure success.♦ Evaluating and establishing appropriate metrics that enhance decision making and result in profitable strategies.♦ Clear, concise communication of complex investments.CORE STRENGTHS♦ Takes personal ownership for all initiatives.♦ Problem solving approach - based on a commitment to stable values such as honesty and loyalty.♦ Decision-making - founded on intense, thorough, and careful consideration of the researched data - resulting in thorough conclusions, new ideas, an enhanced perspective.

Richard Hooey's Current Company Details
UI Solutions Group

Ui Solutions Group

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Project Manager at UI Solutions Group
Richard Hooey Work Experience Details
  • Ui Solutions Group
    Project Manager
    Ui Solutions Group Aug 2023 - Present
    Chicago, Illinois, Us
  • Ui Solutions Group
    Senior Consultant
    Ui Solutions Group Jul 2019 - Aug 2023
    Chicago, Illinois, Us
  • Ui Solutions Group
    Consultant
    Ui Solutions Group Mar 2016 - Jul 2019
    Chicago, Illinois, Us
    The industry leader in planning, budgeting, regulatory and revenue solutions for the utility sector.Develops integrated long range planning models for utilities and their subsidiaries.
  • Strategic Finance  Consultants
    Principal
    Strategic Finance Consultants May 2007 - Feb 2019
    Contract consulting engagements providing strategic financial modeling and transaction structuring expertise to private equity / LBO clients.ENGAGEMENTS• Managed an initiative of a private equity buyer to acquire the domestic operations of a major European corporation valued in excess of $9 Billion.• Prepares business cases, pro-forma financial projections, and offering memoranda for potential investors and lenders. • Determines appropriate valuations by utilizing DCF analysis and confirming with publicly traded metrics. • Provided structural changes to transaction to maximize returns and increase probability of closing. • Served as a key contributor for a project team to acquire and transform existing facilities into state-of-the-art treatment facilities.• Recommended investment bankers with global and industry experience and comparable transactions.
  • Siemens Gamesa
    Controller
    Siemens Gamesa Jan 2012 - Aug 2012
    Zamudio, Vizcaya, Es
    The domestic development arm of Gamesa Corporación Tecnológica, a global technological leader in the wind industry and a world leader in the development, construction and sale of wind farms. Reporting to CFO, I• Led Senior-management oversight of $1 Billion construction program, including accounting and payment authorization.• Prepared monthly Management Discussion and Analysis (MD&A) for Energy Division.• Collaborated with C-Level management team on developing and monitoring annual financial plan including capital and operating budgets.
  • Siemens Gamesa
    Finance - North American Business Development
    Siemens Gamesa Sep 2009 - Jan 2012
    Zamudio, Vizcaya, Es
    The domestic development arm of Gamesa Corporación Tecnológica, a global technological leader in the wind industry and a world leader in the development, construction and sale of wind farms. Reporting to Director of Structured Transactions and cross-functional leaders, I• Employed innovative financing techniques to structure transactions which allocate tax benefits to the parties best able to use them, thereby maximizing returns and facilitating commercial solutions.• Managed relationship with Investment Bankers regarding offering memorandum pro-formas and financial due diligence.• Modeled various risk mitigation techniques including power price derivative hedges, wind insurance products, partnership flip structures and Municipal Prepayment Arrangements.• Supported Chief Development Officer and Director of Business Development by leading financial evaluations of proposed wind farm development projects representing installed capacity in excess of 2,000 MW.
  • Bryn Mawr Capital Management
    Vice President
    Bryn Mawr Capital Management Dec 1996 - Feb 2007
    A privately held hedge fund (limited partnership) with $1.4 Billion in assets under management. Reporting to the Founder, IManaged long/short, market neutral equity hedge fund representing up to $100 Million in capital with combined responsibilities of Portfolio Manager, Analyst and Trader. Notable achievements include: • Increasing investment capacity 10% via statistical analysis and development of a new sector demonstrating above benchmark returns with acceptable risk parameters such as back-test returns over 20%, Sharpe ratios of 2+, and Sortino ratios of 4+. • Saving $384K by making an immediate pre-market trade after the announcement of a major pharmaceutical event. • Lowering volatility 12.9% and downside risk 18.5% while maintaining return levels by restructuring portfolio. • Initiating and monitoring numerous merger arbitrage positions, including regular risk reviews.Primary Coverage Responsibilities: Utilities (Domestic Electric, Gas and Water and UK/European); Pharmaceutical/Medical Device/Biotech; Healthcare; Consumer Packaged Goods; Energy; Industrials; Retail; Restaurants; Lodging; Gaming; Airlines; Media; Transportation; Paper & Forest Products.Secondary Coverage Responsibilities: Banks, Insurance and other Financials; Technology; Chemicals; REITs; Telecommunications.
  • Minnesota Power
    Portfolio Manager
    Minnesota Power Jun 1994 - Dec 1996
    Duluth, Mn, Us
    A $750M diversified and publicly-traded energy company with 1450 employees. Reporting to the Corporate Treasurer, I• Managed long/short, market neutral equity portfolio of up to $35 Million in capital including acting as Portfolio Manager, Analyst and Trader, as well as Back Office responsibilities and reporting to key stakeholders. • Developed an investment strategy appropriate for corporate investor that achieved a 15.6% pre-tax annual average return in pure alpha with low volatility over almost three years.
  • Minnesota Power
    Financial Analyst
    Minnesota Power Feb 1987 - Jun 1994
    Duluth, Mn, Us
    A $750M diversified and publicly-traded energy company with 1450 employees. Reporting to the Corporate Treasurer, ILed and/or participated in numerous merger, acquisition, divestiture, and new business venture reviews for both utility and diversified non-utility business segments. Notable achievements include:• Financing first-of-its-kind manufacturing facility on non-recourse, project finance basis at 112 basis points over Treasuries. • Structuring ownership of greenfield strategic business initiative to allocate risks between parties best able to absorb them and segregating market risk away from the company’s 50% joint venture partner, thereby maintaining the right to purchase and manufacture recycled pulp and enabling the construction of a $76.5 Million state-of-the-art facility. • Structuring, negotiating and collecting $6.5M in indemnity payments from a series of complex tax-advantaged investments by building consensus among investors, proposing settlement strategy, and leading negotiations with issuers.• Developing a 3-pronged marketing strategy designed to support project financing while maximizing advantage of market opportunities. • Ensuring compliance with corporate financial goals by developing and facilitating a corporate economics class designed for employees in all functional business areas.• Conducting audits and due diligence reviews of internal company operations, external contracts, subsidiaries, and potential acquisition targets.
  • Minnesota Power Employees Credit Union
    President
    Minnesota Power Employees Credit Union May 1991 - Dec 1996
    A member owned financial institution with total assets of approximately $35M. Member of the Board of Directors, reporting directly to the membership,President (1995-1996)Vice President (1993-1995)ALM Officer (1991-1993) • Volunteered in leadership roles to increase services provided by the credit union with the goal of transforming from a lending role to becoming the primary financial service provider to all members. • Led growth in assets of 89% during my time as volunteer leader by expanding services to members and completing the merger and integration of another local credit union. • Increased financial soundness by developing an Asset/Liability Management (ALM) Program allowing the credit union to identify and correct duration mismatches in assets and liabilities and minimize interest rate risk.
  • State Of Minnesota Department Of Economic Security
    Uc Tax Examiner
    State Of Minnesota Department Of Economic Security Sep 1980 - Jan 1985
    State agency charged with facilitating an economic environment to produce jobs and improve the quality of the state’s workforce.• Performed scheduled and impromptu financial audits of employer's compliance with state law. • Completed liability determinations and wage discrepancy investigations. • Collected delinquent taxes and tax returns. • Arranged for lien, levy and other legal action.• Managed the process of administering the first ever unified audit of the department’s State and Federal grant funding.

Richard Hooey Skills

Financial Modeling Due Diligence Mergers And Acquisitions Valuation Corporate Finance Strategy Analysis Finance Risk Management Hedge Funds Management Private Equity Leadership Alternative Investments Equity Research Equities Portfolio Management Financial Analysis Investments Executive Management Security Analysis Dcf Project Finance Capital Markets Financial Structuring Business Development Banking Equity Trading Mergers Research Energy Venture Capital Asset Management Business Strategy Trading Variance Analysis Structured Finance Investment Banking Restructuring Financial Risk Economics Renewable Energy Business Case Cleantech Commodity Cross Functional Team Leadership Fundamental Research Market Neutral Absolute Return Strategies Business Case Preparation

Richard Hooey Education Details

  • Thunderbird School Of Global Management
    Thunderbird School Of Global Management
    Finance
  • University Of Minnesota Duluth
    University Of Minnesota Duluth
    Accounting
  • Duluth Denfeld High School
    Duluth Denfeld High School

Frequently Asked Questions about Richard Hooey

What company does Richard Hooey work for?

Richard Hooey works for Ui Solutions Group

What is Richard Hooey's role at the current company?

Richard Hooey's current role is Project Manager at UI Solutions Group.

What is Richard Hooey's email address?

Richard Hooey's email address is di****@****ast.net

What schools did Richard Hooey attend?

Richard Hooey attended Thunderbird School Of Global Management, University Of Minnesota Duluth, Duluth Denfeld High School.

What skills is Richard Hooey known for?

Richard Hooey has skills like Financial Modeling, Due Diligence, Mergers And Acquisitions, Valuation, Corporate Finance, Strategy, Analysis, Finance, Risk Management, Hedge Funds, Management, Private Equity.

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