Energy consulting

Directed accounting, corporate tax, internal audit, SOX, treasury, and corporate planning/modeling. Managed financial relationships with commercial banks and investment banks, creditors, rating agencies, hedging counterparts, and bond insurers. Raised $5.0B in capital (bonds, preferred, IPO, and common equity). Completed over $4.0B of acquisitions including private and public companies, and asset packages. Provided management oversight to administration, semi-annual compensation, human resources, information technology, and legal.

Managed a team of energy industry analysts providing high yield credit research coverage on a global basis. Assisted investment banking in all aspects of new business origination, including prospecting, due diligence, and marketing. Authored industry/individual company research publications for distribution to institutional investors. Developed relationships and maintained active dialogue with institutional clients, company managements, and industry sources, as well as internal constituents in cash and derivative sales and trading. Perennial member of Institutional Investor’s All-America Fixed Income Research team.

Involved in both high yield (5 years) and equity research (3 years). Created equity research for mid- and small capitalization exploration and production companies with combined market value of $50B. Published company and comprehensive industry reports. Responsible for developing and communicating the Bear Stearns natural gas forecast. Worked closely with corporate finance to develop long-term relationships with targeted companies for initial public and secondary offerings. Marketed research to institutional investors and companies in coverage universe. Provided fixed income research for the high yield energy universe. Conducted comprehensive industry analyses and published reports for external and internal distribution. Developed and utilized financial models to support investment opinions.