Led the development and growth of an industry leading Energy Transition company that achieved record earnings and profitability as a publicly-traded company. Built an organizational culture that allowed the team to thrive and grow throughout challenging economic and market conditions. Created a scalable growth platform that will support continued organic and acquisition growth.

Coverage and execution officer with extensive experience in new business development and transaction execution. Deal experience includes over $40 billion in completed M&A transactions (buy-side, sell-side, strategic partnerships, public and private companies) and $25 billion in completed capital raising transactions (IPOs, private equity, common equity, leveraged finance, high-grade debt, private placements). Broad industry experience including industrials, financial sponsors, consumer, agribusiness, industrial services, and business services. Extensive international experience including Europe, China, Japan, Middle East and Canada.

Execution team leader for complex capital markets and mergers and acquisitions transactions in multiple sectors. Managed deal processes with participants from client, legal, accounting, consultants, and investment banking teams. Created financial forecast models, valuation and structuring analysis, and market analysis to help senior management and Boards of Directors evaluate strategic transactions. Executed over $25 billion in strategic and capital raising transactions.

Lead analysis for multiple strategic, marketing, and mergers and acquisitions projects in the financial services, electronic payments, and related technology sectors. Co-authored American Bankers Association’s standard overview of the global consumer electronic payments system. Extensive competitive and financial analysis.