Lead strategy and innovation for electric utilities in transition, including the nation’s largest by generation capacity. Services include identifying viable clean fuel technologies, carbon capture methods, electrification strategies, communication infrastructure, and advanced digital capabilities required to operate emissions-free transmission and distribution grids.

Selected to Techstars' All Star Mentor team in 2022 and 2023, a top 1% designation across more than 7,000 mentors. Programs mentored include Techstars' flagship program in Boulder, as well as Techstars / Alabama Power Energytech and Techstars / JP Morgan AI accelerators.

Early-stage venture capital fund with thematic focus on B2B SaaS, including cleantech software and infrastructure. Performance across US venture industry exceeds 98th percentile since inception.

CloudPort combines a SaaS-based property management platform with smart home functionality, allowing large residential property managers to integrate ROI-generating, commercial-grade building automation systems that reduce O&M costs while improving tenant satisfaction. For more information, please visit http://cloudportapp.com

Role and Responsibilities• Led virtually all back office functions related to transaction and advisory services. Led multiple marketing campaigns and negotiated with prospective investors and acquirers on behalf of clients. Created valuation models using comparable companies, precedent transactions, and DCF methodologies, and modeled project finance, corporate finance, M&A, tax equity, and US GAAP-compliant financial statements. Assisted with business development. Main contributor to company’s quarterly newsletterAccomplishments• Efforts led to over $300 million in project financing, corporate financing, and M&A volumeo Structured cross-border financing for small-wind developer that included near- simultaneous closing of $200mm in sponsor equity, $13.5mm in tax equity, $8mm in corporate equity, and $4mm in revolving debto Led complete review of commercial solar developer on behalf of China-based buy-side client, and assisted with negotiating the purchase price down from $77mm to $57mm. Structured transaction to increase total holdbacks and defer additional portions of the purchase price to earnout paymentso Led due diligence process for $9mm acquisition of distressed assets of fintech companyo Co-created valuation models and marketing materials for residential solar developer valued at $9mm, helping to secure an LOI from a large conglomerateo Assisted with annual valuation of public construction and solar development company based in Europe. Final report was approved by PwC Audit & Assurance team

Role and Responsibilities• Created dynamic LBO model for portfolio of solar assets and optimized internal screening model by developing and implementing sensitivity analyses and macros. Also assisted with closing processes and conducted research on energy markets using data from DSIRE, EIA, and NRELAccomplishments• Efforts contributed to the purchase of five commercial and residential solar project portfolios in the US and Canada

Role and Responsibilities• Developed predictive models to help clients identify for opportunities for over-the-wall equity placements. Managed a team of four analysts responsible for providing research coverage of syndicated loans markets, and trained global ECM team on capital markets research methodsAccomplishments• Efforts led to two promotions in two years• Selected by the company’s Global Head of Research to represent Dealogic as a keynote speaker at Euromoney’s 3rd Annual Global Export Finance Conference in Washington, DC

Role and Responsibilities• Assisted with state-level lobbying initiatives and served in Chief of Staff and Head Fundraiser roles on two gubernatorial campaigns

Role and Responsibilities• Developed over $300,000 in new business for executive education company