• Lead direct and growth equity investments into infrastructure, tech and industrial businesses with $50-$250MM check sizes• Originate investment opportunities through networking with companies, developers and banker-run processes• Manage a portfolio of $3B+ in transmission, solar generation and battery storage assets in Central California, with 1.1GW of generation capacity (operating and development)• Prepare investment committee materials, engage advisors, discuss with management teams, review term sheets, contracts, tax structures, waterfalls and legal documents, and lead investment analysis, financing and due diligence• Run recruiting for Full-Time and Summer AVPs and Associates, and mentor new joinees

• Led a dozen M&A deals for financial sponsors / strategics, and multiple debt, equity offerings, private placements• Conduct extensive company, industry and regulatory research using FactSet, SNL, CapitalIQ, Bloomberg, ThomsonSelected Transaction experience:$608MM sale of New York American Water Company for American Water to Algonquin Power & Utilities Corp• Executed a highly targeted process, after an exhaustive evaluation of strategic alternatives with CEO and CFO$368MM sale of Leaf River gas storage asset for Macquarie Infrastructure to NJR Energy• Conducted outreach to over 60 buyers, created financial model and marketing materials, coordinated diligence OMERS PE acquires Leeward, a 1.7GW renewables portfolio, from ArcLight Capital – M&A and acquisition financing• Coordinated with buyer's and seller's teams on deal execution, led diligence and valuation workstreamsLeveraged Buyout of a $3.0B public propane company, to be bought by a large European PE fund• Built the financial model, evaluated competitors’ ability to pay; Composed approach letter for buyer$2.0B potential acquisition of a public natural gas pipeline by one of the largest U.S. energy companies

• Managed $3.5MM of Kellogg student endowment portfolio based on in-depth research on US equities • Conduct fundamental research and financial modeling analysis, primarily on small and mid-cap stocks to exploit market inefficiencies in individual stocks, within a market-neutral risk framework• Construct multi-factor models using Barra to monitor risk-weighted returns

Wells Fargo is the world's biggest bank by market capitalization and one of the most respected global brands. I interned in the investment banking division and was mostly involved in M&A transaction analysis as well as acquisition financing. My primary responsibilities are listed below• Led summer analysts on development of pitch books and memos for M&A transactions and financing alternatives• Conducted analysis of strategic rationale for acquisitions of potential targets and built merger models• Participated in multi-billion dollar buy-side live deals and competed for business on sell-side bake-offs

O2 Investment Partners (www.o2investment.com) is a US-Midwest based private equity firm, investing on behalf of its principals and LPs, in lower middle market manufacturing, niche distribution, and select service and technology businesses.• Participate in investment committee meetings evaluating deal pipeline and portfolio companies• Evaluate CIMs and conduct due diligence on potential target companies• Analyze target's business model, potential for growth, and synergies with portfolio companies• Build LBO models to benchmark investments against O2's target IRR and Multiple-of-Money, within anticipated investment horizon• Raise questions for investment bankers and owner/operators to answer regarding the target firm

• Supported executive decisions regarding strategic investments and conduct Investment Analysis for: - Oil & Gas exploration and production activities ($25MM) - Major pipeline maintenance, system reliability, and greenfield non-utility projects ($1.25B) - Real estate valuation ($35MM) - Divestitures ($60MM)• Built pro-forma financial statements• Evaluated and applied regulatory mechanisms specific to each project• Assisted with presentations to the board of directors and the executives• Coordinated with Planning, Accounting and Project teams to gather data and publish financial statements• Created financial models to translate operational performance into project's financial outlook

Assisted some of the largest companies in the world to improve their operational productivity and resolve bottlenecks through solutions that are arrived at, after rigorous research, identifying and engaging all stakeholders, thorough analysis, and recommendations. Some of the skills I have gained in this role are Stakeholder Management, Process Optimization, Requirements Gathering & Analysis, and Project Management. Projects executed:• Post merger Integration between three large financial services firms, achieving synergies in Regulatory Filing, Compliance, Webcasting, and Corporate Communications services.• Evaluated realizable synergies from integrating business segments from various acquisitions and utilizing shared resources• Led a process improvement project to enable better productivity and improved customer experience for two Fortune 500 American Healthcare clients• As part of the Strategy team for one of the world's largest stock exchanges, benchmarked all of the company's corporate solutions products against those of various competitors globally and devised a platform with industry leading features.• Conducted Discounted Cash Flow analysis to evaluate projects and set direction for program• Enabled Regulatory Filing to SEC through EDGAR, and to several Nordic & Baltic Regulators and Exchanges• Optimized the warehouse operations for the e-Commerce business at the world's largest retailer to achieve improved productivity, cost savings, and better end-user experience.• Created pitch book for Enterprise Mobility Solutions as part of Cognizant 2015 Strategy to be presented to the President & MD• Liaised with VPs of a large Legal Services provider to design an organization-wide Information System• Led initiative to set up a Strategic Sourcing practice within Cognizant Business Consulting• Enabled an Information, Media & Entertainment client to leverage social networking for improved solutions

Strategy and procurement consulting engagements for pharmaceutical, biotech and medtech clients

Technology consulting focused on data warehousing and business intelligence for large F500 companies, including BP, McKinsey, Honeywell and HP