Commercial Real Estate Investment Banking and Merchant Banking:✓ Engaged in end-to-end origination and execution of cross border capital markets and M&A transactions in real estate✓ Built three-statement financial model outlining construction of six buildings in phases in developing South American nation, valued at US$600MM✓ Highlighted very favorable conditions for growth in hotel, residential and office space sub-industries through in-depth real estate industry and macro analyses✓ Constructed merger model for sale of US$20MM portfolio of royalty and mineral assets✓ Produced financial analysis for acquisition of 13-acre property as well as the financial model for the development of a US$27MM international academy on the site✓ Created financial models, marketing materials, market sizing materials and capitalization tables✓ Constructed convertible loan note model for investors in Pre-IPO funding✓ Engaging in organizational and administrative activities to navigate IPO process for real estate investment company on the London Stock Exchange, targeting US$90MM in equity capital

Mil Veranos Estate Ranch & Vineyard ("MVR") is a commercial vineyard and wedding venue in San Antonio, Texas. MVR is family-owned and operated and distributes wine grapes around the Texas Hill Country, High Plains, and Gulf Coast.MVR recently partnered with Palo Alto College to serve as an instructional vineyard for rising viticulture students.Responsibilities & Achievements:2016✓ Managed a team to construct the initial enclosure, plant the initial 260 vines, irrigate the initial plot and build the trellis system2017✓ Led a team to expand the vineyard by another 1,110 vines✓ Represented the vineyard at Texas Wine & Grape Growers Association events✓ Procured buyers for 2 metric tons of grapes2018✓ Maintained vineyard and harvested 8 metric tons of grapes✓ Represented the vineyard at Texas Wine & Grape Growers Association events✓ Procured buyers for said grapes2019✓ Maintained vineyard and harvested 10 metric tons of grapes✓ Maintained relationships with previous buyers for new yield✓ Held inaugural wedding at the vineyard, opening our wedding venue operation2020 (Admittedly a slow year)2021✓ Expansion of vineyard including new Cabernet varietals✓ Completion of annual Harvest

✓ Conducting market overviews, qualitative and quantitative industry research and competitive analyses on the private healthcare and AI sectors✓ Actively engaging with management of portfolio companies to improve operations, raise capital, scale and consider exit opportunities✓ Performing buy-side exploration processes on potential investments including financial and operational due diligence✓ Facilitating due diligence processes for sell-side engagements with big four accounting firms and legal teams✓ Creating market sizing materials, capitalization tables, marketing materials and financial models✓ Publishing internal reports and quarterly updates on existing portfolio companies✓ Developing and maintaining value chain relationships across several verticals in the healthcare and AI industries

✓ Executing direct credit and equity investments across private and listed EMEA companies✓ Analyzing financial statements and related data to assess the historical financial performance, the current financial position and the economic outlook of potential investments✓ Building detailed, integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions and rates of return✓ Gathering and assessing information required for pertinent analyses and assisting in due diligence processes✓ Assisting in drafting information memoranda and management presentations✓ Communicating with portfolio companies, co-investors and partners

Apex Healthware is a San Antonio based medical software development company committed to offering the highest quality software to hospitals, urgent care clinics, laboratories, and private practices.Relevant Experience:✓ Created and led a marketing campaign for new software offerings and services, targeting both new and existing clients✓ Analyzed options available for structured software packages and recommended prices based on how they add value, as well as time and resource considerations✓ Developed strategy for marketing to new prospective clients; resulted in increased awareness