Southeast Acquisition Capital makes long-term equity investments in middle-market companies and creates opportunities for all employees to become owners. We help founders and family owners achieve a successful exit, build upon their legacy, and reward the people who helped them succeed along the way.

December 2020 - October 2023:Equity Portfolio Manager at MAPFRE USA responsible for managing $200M in discretionary equity and alternative investment portfolios, in addition to advising on overall asset allocation for $2B insurance company investment portfolio.- Large-Cap strategy delivered a total return of +22% vs. +3% for the S&P500 from 3/31/21 (inception date) through 2/28/23 (liquidation date)August 2018-June 2020:Co-manager of $100M in global equity funds with day-to-day portfolio management responsibilities for the MAPFRE AM Good Governance Fund, which returned +26% in EUR / +40% in USD during 2020, placing it in the top 2% of global equity funds. Subsequently, the fund was awarded five stars by Morningstar.MAPFRE AM Good Governance Fund is a long-only ESG equity mutual fund focused on investing in outstanding global companies with strong fundamentals and corporate governance. By integrating ESG analysis into a rigorous bottom-up investment process, we seek to mitigate risk in down markets and deliver outperformance in up markets.

Taught core Finance course in globally ranked Masters in Management program- Received IE University Award for Teaching Excellence (Fall 2019 term)

Atlantica Capital Consulting is a management consulting firm that provides Capital Markets Advisory and Investor Relations Consulting services.Representative Projects:- Public company: assisted executive management assess investor relations and investor targeting strategy - Institutional Investor: assisted multi-$B hedge fund on transaction valuation analysis- Late-stage private company: advised on business model optimization and positioning in support of $100M+ capital raise- Startup: developed financial strategy, financial model, and investor presentation for early-stage capital raise- Lower middle-market private equity: assisted with development of innovative funding model for lower middle-market PE

Senior equity research analyst covering the Alternative Energy and Industrial Technology sectors at middle-market investment banking firm Avondale Partners.Responsibilities:- Delivered investment recommendations based on detailed financial analysis, valuation models, and fundamental and market research- Interfaced daily with capital markets participants and institutional investor clients, including equity analysts and portfolio managers at hedge funds, mutual funds, and pension funds- Developed network of renewable energy experts across venture capital, private equity, and executive management teams, including CEOs and CFOs of public companies and startups- Covered 24 companies across the US, LatAM, Europe, and Middle East, including seven solar companies (FSLR, SPWR, SCTY, VSLR, ENPH, SEDG, SUNE), ten renewable energy asset owners (AY, NEP, NYLD, PEGI, CAFD, TERP, GLBL, ORA, CVA, HASI), and eight software and industrial technology companies (FLTX, OPWR, SSNI, ZBRA, MANH, QADA, ITI, TGLS)

Jetstream Ventures is a family office focused on early- and growth-stage private equity investments in companies using technology to achieve environmental and social impact, with a focus on renewable energy and resource efficiency.Responsibilities:- Researched and sourced investments in renewable energy sector- Managed all aspects of investment process, including research, due diligence, and deal execution- Built network of renewable energy investors at private equity and venture capital firms and family officesCompleted transactions:- Led $70M Bridge Loan and Series C investment in residential solar installer with multinational strategic investors- Led $8M Series A cross-border investment in low-carbon polymers developer with existing university technology transfer investor

Jetstream Capital is a global equity hedge fund. During my tenure as a member of the three-person investment team, the fund generated >20% annualized IRR on an average asset base of $500M.Responsibilities:- Primary research coverage of global cyclical sectors including Information Technology, Industrials, Energy, and Basic Materials across the US, Europe and Asia- Performed industry and market research, fundamental and valuation analyses on target companies, and global financial and economic studies- Networked with executive management teams of listed companies globally to evaluate existing and prospective investments

Stephens, Inc. is a middle-market investment banking firm focused on M&A and equity capital markets transactions. I participated in the firm's Investment Banking Analyst Program.Responsibilities:- Built complex financial models for LBO, M&A and equity capital markets transactions- Performed valuation analysis, including discounted cash flows, precedent transactions and public company comps- Created presentation materials for buy-side and sell-side transactions, including pitchbooks and offering memoranda