Global Power Partners is a boutique investment bank, founded in 2015, specializing in sourcing equity investments for renewable energy assets and platform companies. Since its inception, the bank has closed over $2 billion of deals.Deals Closed During Tenor:-$10 million capital raise for industrial gas manufacturer-Sale of Nation Leading Residential Solar Installer to Strategic Private Buyer-Sale of Nation Leading Residential Solar Installer to Publicly Traded Company-Sale of Nation Leading Commercial & Industrial Installer to Private Equity Firm-Series A raise for BTM energy storage control and monitoring software platform-Sale of leading US community solar company to infrastructure fund-Sale of fast growing residential solar company to home security company-Project debt capital raise for Commercial & Industrial InstallerPrincipal Functions:-Directly involved in every stage of the capital raising process for over 100 deals in 6 years: Originated deals, wrote confidential information memoranda, built financial models, negotiated with investors/acquirers and executed deals.-Daily interaction with C-Suite members of client companies (CEO, CFO, founders, etc.)-Prepared marketing materials, including executive summary, management presentation and relevant market studies.-Prepared valuation analyses using public company comparable information, extracted and analyzed relevant information from precedent transactions in the sector-Helped lead transactions to closing.-Led deal marketing.-Led the creation of marketing materials for clients-Helped generate new business leads and produce new clients.-Performed financial analysis for renewable and cleantech clients for transactions spanning from M&A to infrastructure investments to small capital raises.

Strategic Partnerships: Established and nurtured key partnerships with leading energy developers and technology entrepreneurs, resulting in expanded M&A and capital-raising opportunities across clean energy sectors.Market Expansion: Expanded Global Power Partners’ market reach by developing new service offerings, including financial advisory for emerging renewable technologies like hydrogen and energy storage.Capital Raising Initiatives: Led capital raising initiatives for projects totaling over 2 GW of utility-scale solar power and green hydrogen portfolios across the U.S. and Mexico, securing senior equity and debt financing from institutional investors.

Deal Execution: Oversaw the full deal lifecycle for M&A transactions, from origination and due diligence to closing, including high-profile sales of solar and energy storage assets across the U.S.Financial Strategy: Designed and implemented comprehensive financial strategies, leveraging DCF and scenario analysis to guide investment decisions and optimize deal outcomes for clients.Transaction Execution: Helped transaction teams to ensure efficient and effective project execution and cross-functional alignment with client goals.Deals Closed During Tenor as Vice President:-$60 million equity facility for a developer of Commercial & Industrial Solar Projects-Sale of publicly traded distributor of solar equipment to large multinational renewable energy firm

Advanced Financial Modeling: Designed complex financial models, optimizing decision-making for high-profile renewable energy projects through robust DCF, LBO, and multiple scenario analyses.Transaction Support: Provided critical support in negotiations and due diligence, including a $60 million equity raise for a prominent East Coast solar developer and a $10 million capital raise for an energy storage software company.Client Financial Guidance: Helped guid clients on financing structures, including tax equity, mezzanine financing, and other custom solutions, ensuring tailored approaches to meet client objectives and regulatory compliance.

Transaction Management: Managed key stages of transaction processes, coordinating between internal teams, clients, and external advisors to maintain seamless communication and timely execution.Financial Analysis: Conducted advanced financial analyses for renewable projects, contributing to over $50 million in successful equity raises and the sale of several mid-sized renewable energy companies.Investor Presentations: Developed investor-facing materials, including executive summaries, pitch decks, and financial models, facilitating clear communication of project value and investment potential.

Market Research & Analysis: Conducted comprehensive research on renewable energy markets, preparing reports on emerging trends and potential investment opportunities.Financial Due Diligence: Assisted in the financial due diligence process for M&A transactions, gathering and analyzing data to support senior team members’ decision-making.Client Deliverables: Produced essential deliverables such as financial models, presentations, and reports, establishing a foundation of quantitative rigor and presentation quality in client-facing materials.

Residual Fuels Operations at Glencore LTD. • Monitors and tracks vessel, barge and tank transfers for low-API fuel oils.• Deals in a multigrade of Residual Fuel Oils including: HSFO, LSFO, HFO,RMG, RMK, Cutterstock, and MGO.• Deals in a multigrade of Middle Distillate products including: LSD and LDO

Traxys North America was formed in 2003 and is a global leader in financing, marketing, distribution and financial services for the mining, metals and minerals industries with activities in over 20 global locations. The Company was formed from the merger of two well-known entities in the metals marketing industry - Sogem and Considar.Worked directly under Traxys Group CFO. Researched, advised, and executed trades in new markets including uranium mining, nuclear power, and Rare Earth Metals. Completed fundamental and technical financial analysis for each major and junior venture. As these industry sectors are highly vulnerable to global events, provided practical political insights pertaining to these markets daily. Completed internal financial audits on all projects and investments, specifically looking into Bauxite, Manganese, and Molybdenum extraction and refinery sites.

Gerald Metals is a privately held commodities trading company founded in 1972. The Group’s primary focus comprises of physical merchanting in commodities on a global basis and selective participation in the development of low cost commodity production. In addition, they provide specialized merchant banking services to counterparties worldwide, including producers, refineries, smelters, industrial consumers, fabricators, central banks and government entities.Successfully completed the Copper Trading and Treasury Analyst Internship Program. Worked closely with the copper trading desk compiling industry research and analysis on various ferrous and non-ferrous metal markets including coal, iron ore and zinc. Conducted cash-cost analysis for the zinc mining industry and shipping cost analysis of the seaborne coal market. In addition, was responsible for trade data entry and production of trade confirmations for clients. Drafted contract amendments for distribution to Chinese copper customers. Working in treasury department, responsible for generating daily tax, cash flow analysis and bank credit lines utilization reports.

INCA is the largest processor of steel products in the Caribbean and Central America. The Company’s major shareholder is the Brazilian group Gerdau S.A., one of the largest steel groups in the world.Worked as a summer intern within their finance department along with the CFO and Treasurer. After obtaining an overview of the steel business, assigned to review legal documentation of financing agreements in order to consolidate terms and conditions of all the financial obligations of the Company. Task included inputting and analyzing data with a final presentation to senior management.