| Funding & Capitalization | Facilitate banker introductions and selection. Coordinate banker due diligence |
| Strategic Planning | Define your vision, mission, values, strategy, and develop an action plan to grow your company. |
| Institutional Investor Relations | Preparation of investor business plans, business plans and financial models to allow your company to raise the capital it needs to excel. Investor communication. |
| Forecasting/Budget | Development of custom models to project future earnings and cash flow based on conservative, expected and windfall scenarios. Analyze break-even point and payback time. |
| Management Reporting | Financial planning and analysis; defining KPIs to provide clarity for your day-to-day and long-term decisions using Business Intelligence. Aggregation of data to automate business processes. |
| Business Optimization | Identify opportunities to automate processes and manage projects |
| Market Analysis | Identify new market opportunities for growth. |
Qualifications include
Corporate Finance and Development Expertise
- Coordinated banker due diligence process for $1.4 billion of capital including a $325 million private placement of convertible preferred securities, $192 million secondary equity offering and high yield senior notes.
- Worked with the executive team to build corporate business model incorporating scenario analysis
- Quarterly financial reporting for investors
- Developed operational business plan for $400 million European broadband initiative.
Capital Markets Experience
- Underwrote bank debt transactions for natural resources companies.
- Brokered distressed debt and structured bonds to institutional customers including banks, mutual funds and hedge funds for boutique broker/dealers.
- Launched private infrastructure program for Texas pension fund.
- Managed global infrastructure portfolio comprised of listed equity securities in both developed and emerging markets for $26 billion pension fund.
Project Management Experience
- Managed accounting software implementation for SaaS cybersecurity firm
- Automated revenue for private equity energy firm