- Greyson Partners is a financial advisory firm that provides investment banking, strategic advisory and CFO consulting services to early-stage and middle market companies at various stages of the business cycle- Typical clients include venture-backed companies looking to scale through raising capital, Series B or later companies looking to grow both organically and through M&A and later stage companies looking for liquidity events via an IPO or sale to a strategic or financial buyer

- Magnus Technologies is a B2B Saas Company that offers a “TMS” or a transportation management system to truckload fleet owners- Joined the management team as CFO in connection with Luther King Capital Management’s (“LKCM”) investment in the Company, which made LKCM the second largest institutional investor behind the Carlyle Group- Executed a complete overhaul of the Company’s finance and accounting functions - Restructured the Company’s incentive equity program for employees - Hired a new bookkeeping and accounting team - Created the Company’s first monthly financial report including financial statements and KPIs - Created the Company’s first forecasting, budgeting, and planning models in addition to an overall strategic plan and vision for the Company- Played an integral role in developing a plan for strategic resource allocation on the software development side and helped align the Company’s product road map and go to market (GTM) strategy- Oversaw the preparation of all investor materials including the presentation deck, term sheet, and pro-forma model in preparation for a capital raise

- Joined the management team as Chief Financial Officer in connection with the Atwood Consortium’s investment in the Company, which made Atwood the largest outside and first institutional investor- Oversaw monthly financial reporting (which included the consolidation of approximately 30 entities) for investors and the Board of Directors- Provided leadership and direction to the accounting team on specific issues related to the Company’s financial reporting and consolidation- Oversaw and directed a full accounting system migration to consolidate the Company’s financial statements from approximately 30 files to a single file- Created the Company’s first forecasting, budgeting, and planning models in addition to an overall strategic plan and vision for the Company- Alongside Atwood, used financial analysis to influence the CEO and tweak the strategic direction and vison of the Company- Completed the acquisition of a chain of CBD stores in Texas and Oklahoma- Completed a joint venture with a large, national real estate holding company to open an additional 100+ stores throughout the U.S.- Oversaw due diligence and financial analysis on approximately ten other deals the Company considered- Oversaw the preparation of all investor materials including the presentation deck, term sheets, and the pro-forma model and raised an additional $3mm in equity from investors- Involved in nearly every strategic decision made at the Company- F-Squared Management, LLC board member and Chairman of the Audit Committee and CBD Emporium Franchise Group board member

Austin Growth Capital is an independent investment banking firm that provides M&A advisory, capital raising, and financial consulting services to a wide variety of growing, middle market businesses.

- Completed more than 100 valuation-related projects involving bankruptcy and restructuring, M&A advisory, dispute resolution and litigation support for both distressed and healthy companies- Financial modeling involving discounted cash flow (DCF), comparable companies / transactions, 13-week cash flow, accretion/dilution, lost profits/damages calculations, LBO and IRR analyses- Responsible for project management (including directing project teams of analysts and associates), client management and business development in Northern CaliforniaSelected Transactions:Bi02 Medical, Inc./Mermaid Medical (Bankruptcy and M&A advisor)- Served as financial advisor to the company and its largest creditor through its bankruptcy and distressed M&A sale to Mermaid Medical Group.Kingston Technology Corporation / Elpida Memory (Bankruptcy Analysis / Valuation)- Served as financial adviser to Kingston, an unsecured creditor of Elpida, during Elipda’s bankruptcy in Japan in connection with the Company’s $75 million outstanding convertible note.McMurry, Inc. / Wicks Group of Companies (Merger / Acquisition)- Provided due diligence and transaction services in connection with Wicks Group of Companies $90 million acquisition of McMurry, Inc., a content marketing firm, which was subsequently merged with TMG Custom Media.

- M&A, Transaction Opinions & Private Capital Raise

- Industrials and Power, Renewables & Infrastructure investment banking• Executed numerous corporate finance transactions through resource management, marketing, and presentation material development, fairness opinion and internal committee memorandum drafting, financial modeling and client interaction• Worked on deal teams executing numerous M&A, leveraged buyout and capital markets transactions primarily in the Industrials and Power, Renewables & Infrastructure coverage groups• Identified opportunity in the Midwest for new power plant development, which resulted in conversations with potential developersSelected Transaction Experience:• Restructuring advisor to a group of unsecured creditors in one of the largest energy bankruptcies in history• Financial advisor to one of the largest global independent power producers with assets on five continents o $250 million refinancing of 800 MW Spanish power plant o $150 million pre-IPO bridge loan in preparation for YieldCo IPO• One of three banks underwriting the $200 million YieldCo IPO of a East Asia-based independent power producer with distributed renewable generation assets in East and Southeast Asia• $400 million sell-side M&A process and refinancing of power generation assets owned by a large international industrial conglomerate

- Completed more than 60 valuation-related projects involving bankruptcy and restructuring, M&A advisory, dispute resolution and litigation support for both distressed and healthy companies- Managed a team of three analysts in conducting research, building financial models and writing reportsSelected Engagement Experience:Javo Beverage, Inc / Falconhead Capital (Chapter 11)- Served as financial adviser and valuation expert to the board of directors of the publicly-traded beverage company in connection with the company’s pre-packaged Chapter 11 filingPalace Entertainment Holdings, Inc. (Acquisitions / Divestitures)- Provided numerous financial analyses in connection with the company’s acquisition and divestiture activities, including fair value analyses and impairments

- Joined a new management team tasked with restructuring a publicly-traded energy supply company with 2008 revenue of approximately $440 million- Staved off impending bankruptcy in the most difficult credit and financial markets in decades by securing $23 million in subordinated financing in August 2008- Divested multiple under-performing assets, implemented operating controls, and closed a transaction with Universal Energy Group to acquire the remaining assets of the businessAdditional Transaction Experience:- Sold the ERCOT (Electricity) customer book to Ambit Energy, LP for nearly $15 million in September 2008- Along with the COO, responsible for the entire deal life cycle including identifying a broker, leading preliminary discussions with the potential buyers, managing the due diligence process, soliciting approval from the Public Utility Commission of Texas, negotiating commercial terms of the transaction and finalizing the asset purchase and transition services agreement

- Advised middle market public & privately held companies in the execution of sell-side & buy-side transactions, private placements, equity infusions, & fairness opinions- Developed company valuations & analyzed the impact of M&A transactions using complex financial models including LBO & accretion/dilution models, comparable company analyses, precedent transaction analyses, & scenario analyses- Participated in diligence meetings with company managements to identify and learn the key drivers of business - Industry experience included chemical distribution, energy, entertainment, manufacturing, retail, & telecommunications

- Performed due diligence, financial analysis, & built complex financial models in various industries including airlines, chemicals, education, energy, healthcare & pharma, insurance, real estate, & technology- Intangible asset valuations including assembled work force, customer relationships, goodwill, & trademarks - Identification of comparable companies & precedent transactions, discounted cash flow models- Valuation of derivative instruments & implementation of FAS 133- Transaction services involving international consolidation of a conglomerate subsidiary for potential sale- Solvency analysis of a former multi-billion dollar energy company