Founded a financial advisory firm, specializing in guiding companies and lenders through complex M&A transactions and complex financial situations.

• Advised on over 40 successful transactions totaling over $40 billion in transaction value while at Evercore• Provided comprehensive strategic and financial advice to clients’ board of directors and executive management teams• Led day-to-day execution across a wide variety of transaction types including public and private company mergers, public and private equity raises, public and private debt raises, asset acquisitions and divestitures, and restructuring transactions• Responsible for both client relationship and internal deal teams during each transaction• Led transaction negotiations on behalf of my clients, including the financial terms and definitive documents for a wide variety of transaction types• Highly technically proficient in mergers and acquisitions, valuations, restructuring and transaction negotiations• Expert in strategy formulation, including assisting companies in building and modeling business plans from the ground up• Directly managed a team of 5 to 8 members during each transaction and aided in managing a team of over 50 vice presidents, associates and analysts • Highly regarded by team members for my ability and willingness to teach complex concepts and as a mentor • Demonstrated exceptional attention to detail, consistently contributing to significant increased value across multiple engagements• Identified and led multiple complex contract renegotiations on behalf of energy clients, resulting in hundreds of millions of dollars of quantifiable value uplift• Admitted as a formal valuation expert in the U.S. Federal Court system and have provided expert valuation testimony in multiple complex restructuring cases

• Advised on over 20 successful transactions totaling over $9 billion in transaction value while at Scotiabank• Advised companies through a wide variety of transaction types including public and private company mergers, asset acquisitions and divestitures, public and private equity raises (including IPOs), and public and private debt raises (including unsecured note and convertible debt issuances)• Worked in the United States, Canada, and Europe with clients and assets from additional regions including Asia, the Middle East, Africa, and South America, providing exposure to a broad spectrum of international business philosophies • Provided comprehensive strategic and financial advice to clients’ board of directors and executive management teams• Specialized in energy valuations, long-term business plan development and modeling, and comprehensive buy-side due diligence