Sector Experience
Aerospace & Defense
Energy
Manufacturing
Technology
Languages
English
Spanish
French
Portuguese
Experience
Wonthaler Venture Partners
Finance
Managing Director
1/2016 - Present
+ Created a new venture studio in partnership with BJ Kang LLP (legal, trust, estate and tax services for ultra-high net worth individuals, family offices and nonprofits). Working across different growth stages with several high-profile private and U.S. Government partners, this new vehicle connects venture management, legal and taxation services for high-growth startups and lower-middle market companies.
Castle Placement
Finance
Managing Director
8/2017 - Present
+ All aspects of private placements with institutional investors, from origination to transaction closing. Average deal size ~$75M. Currently executing on over $6B, industry and capital type-agnostic.
+ Over 64,000 institutional, private equity, venture capital and strategic investors, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders.
+ Over 64,000 institutional, private equity, venture capital and strategic investors, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders.
Cummins Inc. (Fortune 500)
Finance
Corporate venture / growth
9/2015 - 5/2016
+ Developed growth strategies across several core and adjacent platforms identified as critical for the company. Worked on the strategic design and implementation of multiple key corporate venturing functions and processes. Originated and initiated due diligence on 50+ growth opportunities at all stages- early stage disruptive innovation to middle market M&A targets.
CIFI
Finance
Senior Transaction Advisor
1/2014 - 9/2015
+ Operational and financial modeling, risk analysis, credit rating and due diligence on corporate and infrastructure senior debt syndicates up to $150M.
+ Transaction advisory focused on manufacturing, power and oil & gas.
+ CIFI is majority-owned by the IFC (World Bank Group), Norfund (Norway’s sovereign development bank) and the Central American Bank for Economic Integration.
+ Transaction advisory focused on manufacturing, power and oil & gas.
+ CIFI is majority-owned by the IFC (World Bank Group), Norfund (Norway’s sovereign development bank) and the Central American Bank for Economic Integration.
4i USA
Finance
Partner
4/2012 - 1/2014
+ Won $5MM of contracts to source US technologies for acquisition or venture investment by leading European corporations ($115B-yr combined revenue).
+ Screened 2k+ startups and worked on $300M+ of deal volume in energy, cleantech, security, defense and medical devices.
+ Advisory services: 1) Strategy and operations design of new corporate venture capital arms; 2) Origination of early stage, middle market and M&A dealflow 3) Due diligence coordination 4) Deal and term sheet structuring.
+ Screened 2k+ startups and worked on $300M+ of deal volume in energy, cleantech, security, defense and medical devices.
+ Advisory services: 1) Strategy and operations design of new corporate venture capital arms; 2) Origination of early stage, middle market and M&A dealflow 3) Due diligence coordination 4) Deal and term sheet structuring.
AES Corporation
Corporate Strategy & Development
Project Director
5/2010 - 4/2012
+ Led strategic initiative and won $25.5MM of corporate funding of newly formed subsidiary to serve AES’ power plants and develop commercial strategy for external customers.
+ Combined innovative modifications to transformer manufacturing and assembly; logistic and supply chain partnerships that collectively yielded a reduction in global insured risk exposure by 82%, from $3B to $0.5B while having IRR>30%.
+ AES is a Fortune 150 global power company with $18B in annual revenues.
+ Combined innovative modifications to transformer manufacturing and assembly; logistic and supply chain partnerships that collectively yielded a reduction in global insured risk exposure by 82%, from $3B to $0.5B while having IRR>30%.
+ AES is a Fortune 150 global power company with $18B in annual revenues.
Gencell Corporation (acquired by Agni Inc.)
Start-Up
Director of Engineering
9/2007 - 3/2009
Head technical position reporting directly to CEO. Led 10-people teams in delivering total of $6M in contracts for:
- Boeing: developed pioneer fuel cell running on biofuels for unmanned systems.
- Ford: sourced OEM partnership to design and manufacture new low-cost fuel cell engines.
- Department of Energy: new corrosion-resistant fuel cells for cars with Oak Ridge / Los Alamos National Labs.
- Endesa ($30B-yr electric utility): built natural gas-based 100 kW distributed energy fuel cell.
- Boeing: developed pioneer fuel cell running on biofuels for unmanned systems.
- Ford: sourced OEM partnership to design and manufacture new low-cost fuel cell engines.
- Department of Energy: new corrosion-resistant fuel cells for cars with Oak Ridge / Los Alamos National Labs.
- Endesa ($30B-yr electric utility): built natural gas-based 100 kW distributed energy fuel cell.
SEADM (Yale University-based startup)
Start-Up
Engineering Manager
9/2005 - 4/2007
+ Developed new nanotechnology devices with applications in explosive detection, aerospace and drug discovery.
+ Won €2.5M+ in grants and contracts with the US Air Force, NATO and Spanish Ministries of Defense and Industry.
+ Led 5-people R&D teams and grew the startup to 12 employees. Managed tech transfer and new product development.
+ Achieved world record in explosive detection leading to several publications and U.S. Patent # 8,232,519 B2.
+ Won €2.5M+ in grants and contracts with the US Air Force, NATO and Spanish Ministries of Defense and Industry.
+ Led 5-people R&D teams and grew the startup to 12 employees. Managed tech transfer and new product development.
+ Achieved world record in explosive detection leading to several publications and U.S. Patent # 8,232,519 B2.