Structuring, underwriting, amending, and syndicating first lien financing solutions for middle market (non-investment grade) midstream companies engaged in gathering, processing, pipeline transportation, storage, terminaling/storage, transloading (rail), trucking, and marketing of oil, natural gas, NGLs, water, and frac sand across various major US oil and gas plays. Regular performance of financial and operational analysis of prospective and existing borrowers which includes developing and modeling optimal financing solutions and strategies based on the client’s corporate structure, current/targeted capital structure, and forecasted financing needs as well as identifying and structurally mitigating key credit risks. Comprehensive expertise and experience building and manipulating complex financial models in Microsoft Excel. Specialized in building “Three Statement” as well as more sophisticated, dynamic cash flow models for oil & gas companies. Excel skills include cost of capital, discounted cash flow and return on capital analysis.

Structuring and underwriting first lien financing solutions for middle market (non-investment grade) midstream companies engaged in gathering, processing, pipeline transportation, storage, terminaling/storage, transloading (rail), trucking, and marketing of oil, natural gas, NGLs, water, and frac sand across various major US oil and gas plays. Extensive expertise building and manipulating highly complex financial forecast models in Microsoft Excel.

Credit underwriting and analysis of Midstream and Upstream (E&P) Energy companies ranging from small private to large publicly traded entities. Analysis includes Midstream and E&P business risks, operational strategies, financial strength, derivative positions, financing strategies, and economic fundamentals of conventional and unconventional plays in the US.

Credit underwriting and analysis of Exploration & Production (E&P) companies ranging from small private to large publicly traded entities. Analysis includes E&P business risks, operational strategies, financial strength, derivative positions, financing strategies, and economic fundamentals of conventional and unconventional plays in the US.