Robert Wesley Email & Phone Number

Stuttgart, DE

Paris, FR

• Analyzed capital structure for large energy investment fund and supported the deal team’s efforts to provide financing for increased capital allocations to the renewable energy sector
• Built bespoke financial structures for infrastructure transactions and developed $500M sale-leaseback and convertible equity portfolio financing solution for global agricultural company’s infrastructure assets
• Performed financial modeling and qualitative analysis for a variety of transactions in the energy and infrastructure sectors, as well as ECM deals
• Executed margin loan transactions and total return swaps for clients, as well as conducted daily equity analysis for ongoing margin loans

• Lead Associate responsible for developing all financial modeling, deliverables, and analysis for Source’s solar infrastructure assets
• Built and maintained Source Renewables' utility scale portfolio project model and Source Power Company's corporate operating models, valuation modeling, and project-level models
• Worked directly for Source’s Managing Director & Head of Asset Development, as well as the Company’s Senior Management, to support capital raising efforts and serve as the primary point of contact for external parties.
• Implemented streamlined process for drafting internal investment committee memos for utility-scale, community solar, and C&I solar projects and supported the structuring/execution of sale processes for Source.

New York, New York, US

• Executed proprietary analysis on financing, development, and operations of NFE’s global portfolio of LNG infrastructure projects for CEO and Senior Management
• Member of primary team that executed NFE’s IPO, culminating in the Company’s January 2019 NASDAQ listing on the exchange
• Supported and drove the underwriting and ICM process for small-scale LNG infrastructure/gas supply deals in Jamaica, Puerto Rico, and Mexico
• Oversaw credit review and due diligence process for new customer engagements
• Co-Head of NFE’s Rotational Analyst Training program, where I trained and mentored the 2019 First-Year Analysts class
• Worked directly under NFE’s Head of Shipping on strategy development for the Company’s LNG carrier/FSRU fleet

Chantilly, VA, US

• Monitored BIA DP’s portfolio of subordinated debt and preferred equity investments, as well as served as lead financial model developer for portfolio company investments and exits of existing positions
• Supported portfolio company financing for acquisitions, organic growth, recapitalizations, and leveraged/management buyouts
• Financially engineered transactions related to the Fund's portfolio of subordinated debt notes with warrants/preferred equity and provided ad hoc support for BIA Capital Strategies’ capital raising engagements
• Conducted weekly analysis of the macroeconomic environment and presented findings to Investment Committee
• BIA Digital Partners maintains a focus on mid- to later-stage companies operating in the media and entertainment, telecommunications, information, education, business and consumer services industries
• Investments generally range from $5 to $15 million and are typically in the form of subordinated debt with warrants or preferred equity

New York, NY, US

• Generated thematic, data-intensive research on water infrastructure project finance and PPP transactions in the U.S. and generated analysis on the economics of water scarcity and pricing in the context of.
• Built custom models and research reports based on primary and secondary research on the economics of water prices as well as political, economic, financial, and technological factors affecting pricing structures in.
• Provided recommendations for bespoke deal structures that incorporated public-private partnership (P3) structures with multi-tiered revenue path models for offsetting price shocks due to rate increases at the customer.
• Consolidated data on 30 U.S. metropolitan regions for analyzing per-capita water use, average precipitation, and population density
• Researched and drafted case studies and financial modeling for non-recourse debt, tax-exempt bonds, and equity instruments for energy and infrastructure projects
• Generated financial models and analyzed economics for project finance deal structures that incorporated debt sculpting and relevant return metrics, such as DSCR, LLCR, IRR, and other key financial metrics to assess the.

New York, NY, US

• Assisted deal team with structuring of tax equity investment vehicles for energy and infrastructure project finance deals
• Built project finance models for analyzing tax equity structures for infrastructure projects
• Generated projection models for analyzing cash flows, fixed costs, variable costs, DSCR, LLCR, PLCR, and return profiles
• Drafted investment committee memos ("ICMs") for Senior Management
• Provided scenario analysis modeling utilizing debt sculpting for rate optimization
• Generated financial models and prepared investment memorandums for infrastructure projects, including solar (ITC), government-funded residential housing projects (LHTC), new market tax credit projects (NMTC), and.

Arlington, VA, US

• Supported Head Trader with proprietary financial modeling, strategy generation, and macro research
• Executed equity and fixed income analysis of the U.S. consumer/retail sector and generated in-house company reports covering operating metrics, financial performance, and discounted cash flow valuations
• Enhanced the Fund’s strategy development efforts through the generation of price correlation analysis, linear regression modeling, time series analysis, and macroeconomic analysis
• Built financial performance projections for potential investments and provided personal recommendations based on quantitative and qualitative considerations
• Conducted analysis of macro data that could potentially impact current or potential investments, such as China’s power generation and demand fluctuations as proxy metrics for economic growth, U.S. international trade.
• Built in-house tracking system to enhance efficiency in portfolio management and performance of investments

• Supported deal team during multiple client engagements to identify, evaluate, and source targets for the Firm's buy- and sell-side transactions
• Advised clients on strategic and financial M&A transactions, primarily in the industrials and healthcare sectors
• Presented recommendations to client Senior Management
• Developed financial models and company valuations using discounted cash flow analysis, comparable companies analysis, and precedent transactions analysis used to define the target company’s final purchase price
• Directed hiring, training, and management of 6 Research Assistants
• Worked with clients in the chemical industry to expand European presence by utilizing German language skills to screen and contact potential acquisition targets in GermanySelect Deal Experience:

• Assisted with project to provide equity financing for telecommunications provider
• Analyzed cost reductions associated with the switch from physical call centers to a work-at-home model and assisted in the financial modeling and performance projections
• Conducted market research on telecommunications labor market and viability of work-at-home model by analyzing case studies on companies that employed similar business models

Zurich, CH

• Researched U.S. equity and fixed income markets
• Monitored macroeconomic environment and financial market metrics for periodic reporting
• Analyzed quantitative models for portfolio optimization and risk mitigation
• Trained on asset allocation models using Morningstar and Monte Carlo software
• Assisted with business development efforts

Los Angeles, CA, US

• Conducted analysis on international trade and foreign direct investment
• Analyzed trade flows and consolidated research covering macroeconomic topics, such as current and capital accounts, trade by sector, potential trade opportunities, and other topics related to international trade
• Aided in the planning and execution of conferences and seminars regarding topics in international trade
• Wrote brief articles and summaries for the Chamber newsletter on international trade issues and upcoming events

• Analyzed sectors of Beijing with high levels of retail/food expenditures from English-speaking expatriates
• Advised companies on optimal areas to focus marketing efforts to target English-speaking customers
• Consolidated approximately 400 pages of personal research for final report analyzing areas of the city that attracted the largest number of English-speaking pedestrians and case comparisons on successful marketing.

Master'S Degree, International Finance; Energy & Resource Management; Applied Economic Analysis

Bachelor Of Arts (B.A.), Economics; International Political Economy