• Private Capital and Structured Finance firm focused on Sustainable Infrastructure and Energy Transition• Built company processes and junior team from ground up, including transaction approval system and performance reviews• Manage associates, analysts, and interns, providing guidance and mentorship and building team culture • Grew dedicated investor base from ~20 to 200+ over five-year period through direct outreach and network referrals• Originate opportunities through proactive sourcing and relationships with industry contacts, investors, and banks• Diligence and propose transactions, presenting insights, benefits, and risks for internal approval• Develop deal strategy and lead structuring, negotiation, and execution processes throughout transaction lifecycle

• Founded consulting company to provide strategic M&A, capital markets, and valuation advice to corporate clients• Strategic advice for venture capital firm seeking to create private company ETF platform (2023)• M&A and valuation strategy for assets owned by Mexican commercial bank (2022)

• Project managed marketing efforts, including opportunity generation, pitchbook content creation, and analysis framework• Coordinated deal processes, driving valuation, due diligence, and presentation workstreams• Fostered client relationships through pitches and transaction executions, including detailed diligence and drafting sessions

• Created valuation analysis and marketing materials for M&A transactions, debt and equity offerings, and leveraged buyouts • Developed financial analysis utilizing operating, accretion/dilution, ratings, credit, and LBO models• Organized and participated in due diligence and document drafting sessions with client senior management