Managing Partner
2014 - PRESENT
Alderbrook Companies LLC
- Led the business development, contract structuring, project execution, client relations, and bookkeeping for financial consulting firm.
- Consulted with the CEO of a media private investment firm to evaluate the acquisition of ~$250 million recording-and-publishing company.
- Advised the CEO and CFO of a private midstream firm on debt-financing alternatives to construct new crude oil pipeline in the Gulf of Mexico, which resulted in five term sheets and a commitment letter to finance the entire amount requested.
- Advised the chairman of the board and senior management of $1+ billion publicly listed energy company on shareholder returns policies, which resulted in a deliverable to be presented at the board of directors' meeting.
- Consulted with the portfolio manager of a family office in making investments in a variety of asset classes, which has led to 100+ deals evaluated and 7+ investments closed to date.
- Advised senior partner committee of a national law firm with 350 lawyers across 16 states on alternative pricing best practices, which led to the firm adopting the recommendation to hire a full-time pricing professional.
Focus areas: Investments, Finance Strategy, Financial Planning & Analysis (FP&A), Valuation Modeling, Equity Financing, Bank Debt Raises, Market Research, Mergers & Acquisitions (M&A), Real Estate, Video Games, Blockchain
Private Equity Senior Associate
2015 - 2015
Warwick Group
- Supported senior investment professionals in the origination, evaluation, and portfolio management of oil-&-gas upstream investments.
- Evaluated an ~$150 million corporate acquisition and marketing of $25 million asset divestiture.
- Created a corporate model for two portfolio companies used for planning and scenario analysis to aid senior management.
- Worked with senior lenders to refinance the credit facility of one portfolio company.
- Managed two associates who assisted in preparing presentations and in maintaining portfolio company operating models.
Focus areas: Private Equity, Debt Raises, Bank Debt Raises, Equity Capital, Financial Modeling, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
JP Morgan
- Served as a member of a 40-person fixed income research team that was ranked #1 by Institutional Investor magazine in 2010 & 2011.
- Ranked in the top quartile and was promoted to associate in one year based upon performance.
- Performed due diligence on over 50 debt deals (over $1 billion), regularly acting on behalf of the manager to conduct calls with senior executives of Fortune 500 companies, to review company financials, presentations, and industry blogs.
- Supported the debt capital markets team during new issuance process by conducting calls and teach-ins with institutional investors.
- Performed credit analyses—this included building financial models and reviewing debt agreements (bond indentures and credit agreements—and made recommendations to institutional investors.
Focus areas: Fixed Income Analysis, Financial Modeling, Credit Investing, Debt Raises, Capital Raising