Senior investment banker adept at building executive relationships, analyzing and leading actionable growth and divestment strategies, negotiating a broad range of mergers and acquisition options, and leading high-performance banking teams. I have 18 years of M&A advisory experience across the energy, engineering and construction sectors. I have created substantial working relationships amongst boards, executive teams, and private equity that enable me to provide exceptional advice and capital options to clients. As Head of Energy Investment Banking at Oaklins for 10 years, I built our banking team across 40 countries that was responsible for $20 billion of transaction closings.
As Managing Partner, I lead M&A advisory and capital markets transactions across the energy and industrial sectors. Current engagements and closings include:
As Managing Partner, I was one of 3 partners who owned the Dallas M&A advisory practice. I led a high performance team inclusive of bankers, analysts, support staff, and researchers. I developed and cultivated relationships with prospective clients, private equity teams, and strategic and public company executives. I negotiated all aspects of transactions with large strategic and financial buyers, including value, deal structure, and financing. I was highly involved in operational and financial diligence, quality of earnings reports, tax planning, purchase document provisions, and contingencies. Some transactions I completed include:
Led buy-side engagements on behalf of large private companies. I advised on acquisition strategy and implementation, transition planning, due diligence and legal hurdles, divestitures, Hart-Scott-Rodino, premerger notifications, and cross-border requirements. I created operational and financial assessments, advised on integration of technology and human capital, and negotiated compensation and retention packages for top shareholders. Some engagements included:
As Head of Energy Investment Banking at Oaklins for 10 years, I built our banking team across 40 countries that was responsible for $15 billion of transaction closings. As one of 16 vertical segment heads at Oaklins International, consisting of 800 senior bankers across some 40 countries, I was responsible for cultivating relationships, building our research and analyst capabilities, business development, and leading client initiatives.
In the healthcare sector, I advised on the sale of a $40 Million oncology practice to Cancer Treatment Centers of America (CTCA). I also played a key role on our global healthcare team that advised on the $1 billion sale of Ambry Genetics to Konica Minolta, the $150 Million sale of AES Clean Technology, and the $100 Million sale of UBM Life Sciences, among many others.
Negotiated complex transactions, specifically one involving liquidity to over 100 shareholders, involved multiple countries, different accounting standards and tax implications, creation of multiple cross border entities, complete rework of existing buy-sell agreements, and continued stock ownership by a portion of the shareholders.
Led development team in evaluating and executing on acquisitions, partnerships, and licensing. Created valuation methods and financial planning models to analyze the economics of the ventures; created or reshaped internal processes to ensure the success of the ventures; oversaw deal execution.
Managed the business development program. Worked with executive management to create understanding and requisite investments into the program. Provided leadership in scaling the program to double revenue by 2002. Created the business processes to efficiently work with partners.
Established alliances with three of the largest telecom companies, transaction hardware providers, and managed services providers. Consulted with executive management on strategic options.
Led a team of consultants to deliver systems design and integration, strategic positioning of services, and process redesign to the Product Management division of Verizon to support the deployment of Verizon's Managed Network Services. Consulted on the creation and division of this organization across engineering (database and application administration), operations (service creation, order entry, problem resolution and alarm management), sales channel support, and design. Consulted on the design and processes to support web based performance and fault management to integrate with back office operational support systems.
Managed project execution and delivery. Interfaced with client executive management to create the business case and cross-functional teams to ensure successful deployment within the newly created corporate strategy, vision, and goals. Interviewed and recruited key staff positions for temporary and full time support.
Exceeded goal of $10 million in revenue for 1999, $20 million for 2001, and over $30 million by 2002. Delivered project within budget constraints. Featured speaker for nationwide customer forums on the scalability and creation of managed broadband services and e-business platforms across multiple industry segments.
Exceeded month-to-month quota goals for year end attainment of $4+ million in revenue. Increased market penetration into higher education, K-12, and government customers in Texas by developing innovative data solutions and outsourcing services. Worked extensively in creating new channels with telecommunication and content companies.
Led the development of targeted vertical segment packages with end-to-end solutions in IP voice, private and public fiber services, quality of service, and network management.
Have been awarded "Who's Who in Energy" achievement awards from the Dallas Business Journal in 2012, 2013, and 2014.
Finalist for The M&A Advisor's Deal of the Year ($250 Million to $500 Million), Corporate/Strategic Acquisition of the Year ($100 Million to $500 Million), and Energy Deal of the Year (under $500 Million)
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