Orbis Consulting builds elegantly simple and bankable financial models for a wide variety of clients in the energy and infrastructure spaces, including development companies, banks, and equity funds. Our clients usually need to streamline diligence processes to speed funding results. Orbis consultants have built sophisticated tax equity models and used linear optimization algorithms to optimize large, interconnected debt portfolios. At Orbis, I work as a modeler, model auditor, project manager, originator, and teacher for a variety of energy and infrastructure project finance modelling assignments. I also advise clients on negotiating their best deals, either in the debt/equity or M&A spaces.Recent Orbis engagements include:A.) Completed a deal model for the acquisition of 3 operational utility scale solar projects. Orbis was called in at the bottom of the ninth inning, after several other consultants had failed, to help get the deal over the line;B.) Orbis is working as the outsourced quantitative department for a development team evaluating 7-10 M&A opportunities in the power space, including large portfolios of BESS, solar, wind, and combined cycle assets;C.) We created modeling platforms for two large developers of battery storage projects - these platforms aggregated sophisticated tax equity capable project models into corporate portfolios;D.) We helped model a TX-based toll road's exit from bankruptcy, securing Deal Of The Year acclaim.

I joined the investment bank Houlihan Lokey to create a new financial modelling service line, Financial Modelling as a Service (FMS), within their valuation practice. FMS sought to put the power of high quality financial modelling into the hands of key decision makers in private equity and corporations. FMS espoused the principals of flexibility, transparency, and forthright presentation in all the models we built. Our group leveraged Houlihan's extensive relationships to help clients tell clearer stories to key financial stakeholders using the medium of Excel. We did so in three ways: 1.) financial model training; 2.) model validation; 3.) model build and consulting.I was primarily responsible for developing the product internally, establishing client relationships, training staff, and delivering the final product. We were engaged to build models for corporate funds (Generate Capital) and a variety of corporates in the health care, entertainment, and manufacturing spaces. We also conducted training classes for the Yale School of Management and Clean Capital. We provided model reviews for a wide variety of time sensitive deal models.

Corality was acquired in 2016 by the global accounting firm, Mazars.I led Corality's efforts to bring quality financial modelling to the North American power, renewable and infrastructure sectors.In addition to training hundreds of modellers on Corality's existing Best Practices and Advanced Financial Modelling courses, I developed and delivered Corality's 3-day Financial Modelling for US Renewable Energy Projects (FMREP) course curriculum for solar and wind developers in both San Francisco and New York City. I also delivered customized courses on financial modelling to banks, sponsors, and energy development companies across the world.I helped build Corality's US model audit practice by running several of our largest North American relationships. I also sold and delivered consulting (model build) services to large companies in the power (Halyard Ventures), real estate (Lend Lease), mining (OceanaGold), banking (Deutsche Bank) and manufacturing (Silicor) spaces.I helped hire and train some incredibly talented modellers.Finally, I helped build Corality's relationships with China by training the staff of Mazars China and developing business in mainland China.

I ran a business structuring energy and infrastructure deals for growing development organizations and helping small companies with corporate finance activities. 1.) Served as deal structuring consultant for three developers - Black Bear Capital, Blue Sky Power, and WabashCo. Significant deals included:A.) Cathedral Village (Blue Sky Power - 500kW CHP installation; $4.1MM);B.) Masonic Charity Foundation (Blue Sky Power - 900kW CHP installation; $4.2MM);C.) Project Yucatan (Black Bear Capital - 30MW solar plant; $184MM);D.) Fowler Farms (WabashCo - 66MW wind farm; $135MM).2.) Helped ClickPay.com define its business strategy, key performance indicators, then merge with a local competitor (NovelPay).

Worked on a team responsible for evaluating the economic feasibility of cogeneration and bio-mass deals across the country.A.) Worked with our development engineers to define a heat/mass balance for our proposed project, then walked through a dispatch order of all assets, including gas and steam turbines, chillers, boilers, etc. We also helped refine internal capital cost and O&M estimates.B.) Investigated local utility rate tariffs to establish an avoided cost calculation for both electricity and gas;C.) Projected cash flows in a financial model based on our pricing methodology. D.) Finally, worked with banks and equity partners to fund deals that provide long-term, low cost, reliable power assets for our clients with solid risk adjusted returns from long-term contracted cash flows for our partners.Significant deals include:1.) $150MM term loan and equity for a district cooling plant in the Caribbean;2.) $205MM term loan and equity for a biomass plant in Georgia;3.) $17MM chilled water plant in Las Vegas, NV;4.) $35MM repowering of a large Midwestern university (RFP).

Created GCP's baseline financial model for evaluation of over 200 projects in the solar, cogeneration, and waste-to-energy spaces. Executed all parts of the diligence cycle, from site evaluation, to financial modeling, credit analysis, and contract negotiation. Helped create GCP's portfolio management and credit review processes. Led effort to expand the firm's use of Salesforce.com.Significant deals included:1.) Project Landmark (M&A; 14 central utility districts; $200MM term loan A and equity);2.) St. Barnabas (3MW cogeneration project; $47MM term loan and equity).

Created calling effort to expand the bank’s footprint in solar leases with municipal clients in New York and New Jersey. Significant deals included:1.) Pingry School (900kW solar array; $2.25MM operating lease.)

Led seven-stop tour of EPA, House and Senate influencers in Washington, DC for bio-fuels technology client. - Tour concluded with informal meeting with EPA Administrator Lisa Jackson. - Tour resulted in offer of EPA “preferred technology partner” status for client.Significant deals included:1.) Organic Diversion (55,000 ton/yr anaerobic digestion plant; $25MM.)

Sized and structured construction loans, letters of credit, term loans, and working capital facilities for geothermal projects, natural gas-fired power plants, and wind and solar farms. Reviewed and sensitized sponsor models in Excel. Guided deals through credit committee process.Significant deals included:1.) Topaz (1,896MW repowering in ERCOT; $725MM term loan);2.) Shiloh II (150MW wind farm in CA; $220MM term loan);3.) Blue Mountain (42MW geothermal project in NV; $120MM term loan).

Created models to analyze new money, refunding, and asset sale scenarios for tax exempt infrastructure clients. Used DBC Finance and Microsoft Excel to run new money, refunding, and value for money analyses. Drafted pitch books, staffed client meetings, guided deals through credit review process.Significant deals included:1.) Missouri Bridges Project (802 bridge refurbishments; $685MM bonds and swaps).

Responsible for managing the variable rate portfolio ($11 billion, at the time) and derivative contracts ($3 billion). Assisted with issuance of over $5 billion in fixed rate debt. Significant deals included:1.) NYC Building Aid Revenue Bonds (BARBs): $650MM tax exempt.2.) Hudson Yards Infrastructure Corp. (HYIC): $1BN tax exempt.