Lead natural gas operations and corporate development strategy for Archer Energy.

Lead business operations and development strategy for Friendship Fitness & Nutrition, an innovative fitness community offering a wide range of group based fitness classes and wellness services. Our mission is simple, Change the World One Friend at a Time™

Led business operations for The Golf Room, a revolutionary indoor practice facility featuring TrackMan technology. Facilitated Player Development through instruction utilizing latest technology. Successfully exited business in 2015 to pursue other endeavors.

Led business operations for natural gas platform of Border Energy. Responsibilities included deal pricing & contract structuring, natural gas procurement & transportation, risk management and ultimately responsible for P&L of the platform. Facilitated a successful exit of Border Energy to IGS Energy in 2014.

Responsible for financial modeling, conducting industry research and company due diligence, creating presentation materials, maintaining databases, and coordinating banking efforts with various internal product partners.Provided a full suite of investment banking services to industrial technology companies including: mergers & acquisitions advisory, equity & debt financing options, and corporate banking services.Created strategic and financial buyers' lists, valuation materials, competitive landscapes, and actionable acquisition ideas for current and prospective clients companies.Participated in the sell-side processes of a ~$150M HVAC business, a ~$150M electronic test & measurement equipment manufacturer, and a ~$35M battery and electronic controls manufacturer.

Structured corporate banking deals adjusting for risk profile of borrower and required internal return on equity requirements.Discussed strategic initiatives with clients and prospective companies; provided an overview of KeyBanc Capital Markets corporate & investment banking capabilities.Lead underwriter for a $3.3M acquisition term loan allowing our client to acquire an international competitor.Modeled and structured a $100M management led buyout opportunity (Project Logan).

Conducted reviews of skilled nursing facilities, hospitals, medical office buildings, and independent & assisted living facilities.Interacted with borrowers and developers to gain comfort around financial projections and site development progress.Performed consolidating analytics and debt service coverage sensitivity analysis to assess risk and profitability.Attended internal meetings to discuss deal structure and credit profile of potential borrowers with senior credit officers.

Assisted in portfolio rebalancing for clients and provided complex analysis of returns and variances.Provided senior partners an overview of customer relationship management software options for implementation.

Acquired necessary documentation from clients required to perform analytics in the audit process.Performed complex analytics and documented all findings in a proprietary database; further tested and investigated inaccuracies.Attended, reviewed, and summarized highly confidential meetings between senior managers and clients.