Started new company to advise and raise capital for companies operating in Clean Technology, Advanced Biofuels and Infrastructure sectors. Established and cultivated business relationships with key government agencies and global leaders integral to successful project financings and deal making. Identified sources of private capital with funds allocated for investments in infrastructure and advanced biofuels and energy projects. Won new mandates to advise and raise capital for biofuel projects in the U.S. and Canada.
Cultivated and managed new and existing client relationships of high net worth individuals and their related businesses. Developed sales plans for each relationship and led sales teams that consistently won new relationships and delivered second to none services including investment management, financial and estate planning, credit and personal banking products, risk management, financial education for the next generation and client entertainment and lifestyle events.
Led origination of equity transactions in Telecom, Media, Diversified Industrial, Mining & Metals, Restaurants, Consumer & Retail, Marine and Land Transportation including IPOs, follow-on offerings, concurrent multi-product financings, overnight block trades and private placements in the U.S. and Canada. Led execution of equity transactions. Maintained active dialogue with C-suite of issuers and their Financial Sponsors. Coached and led training and staffing of the Associate and Analyst pools. Selected competencies: Financial modeling, negotiations, research/analysis, project management, legislative/regulatory issues, capital markets products, equity and debt origination and execution, business development.
Vice President 2000-2005
Associate (Investment Banking/Corporate Finance)1998-2000
Transportation and Industrial Issuers
Media, Entertainment and Telecom
Retail, Restaurants and Consumer
Real Estate and BDC-RIC
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