Co-founded a merchant banking firm specializing in capital formation, regulatory compliance, and
operational excellence for early-stage tech and dual-use ventures.
• Led a $300MM Dual-Use tech fund from concept to application by establishing an SBIC-style governance framework and scenario-based models quantifying partial DoD co-investment's return enhancement. Aligned national security imperatives with competitive investment outcomes through rigorous cross-functional due diligence.
• Provided strategic consulting to 20+ ventures, leveraging private equity, investment banking, and negotiation expertise to secure $25MM+ in term sheets for dual-use and cut-edge technologies. Integrated valuation modeling, market insights, and regulatory guidance to drive strategic pivots.
• Partnered with founding teams (boards, C-suites, and investors) to support corporate development via data-driven scenario modeling and compliance best practices. Advised diverse stakeholders on growth strategies.

Oversaw business development, strategic initiatives, capital raising, and M&A for an early-stage Oil & Gas SaaS logistics management platform expanding into DoD markets.
• Spearheaded a transformative SBIR-funded pivot into DoD markets, overcoming board skepticism through strategic planning and analytics. Secured multiple AFWERX SBIR awards, generating $1MM+ in recurring defense revenue (>25% of ARR) and fortifying corporate relevance.
• Accelerated a 360% valuation increase (from $13MM to $60MM) by aligning investor priorities with product roadmaps and leveraging advanced financial modeling, competitive analysis, and strategic planning. Harnessed cross-functional collaboration to unlock new market opportunities.

Oversaw business development, strategic initiatives, capital raising, and M&A for an early-stage Oil & Gas SaaS logistics management platform expanding into DoD markets.

• Evaluated 10+ acquisition targets via robust M&A screening, managing due diligence, financial modeling, and synergy assessments. Defined negotiation and post-transaction integration frameworks that refined the company's M&A roadmap.
• Secured a $4.5MM Series A at a 16x

Managed corporate strategy, end-to-end M&A, portfolio optimization, and capital raising for Australia's first carbon-neutral energy producer—driving a ~1,700% market cap increase.
• Executed A$110MM in acquisitions and A$33MM in divestments, realigning the portfolio around lower carbon domestic assets. Led modeling, synergy assessments, and negotiations that propelled ~900% of the overall market cap surge.
• Contributed to A$153MM in equity offerings through advanced valuation modeling, due diligence, and investor communication—fueling an additional ~400% market cap gain. Structured multiple raises, including a fully underwritten entitlement, ensuring robust funding for core developments.
• Secured A$265MM in project financing by partnering with international bankers on a reserve-based lending facility for the Sole Gas Project. Developed compliance frameworks and forecasts attracting tier one lenders, driving an incremental ~200% market cap increase.

Conducted forecasting and economic assessments for Australian and South African assets at one of the world's largest commodities leaders.
• Advised on a $738MM demerger by leveraging market intelligence and macroeconomic forecasting, contributing to the spin-off that formed South32.
• Conducted technology ROI and resource allocation analyses, providing cost-benefit insights for executive leadership that optimized portfolio outcomes.

Oversaw financial modeling, KPI reporting, business reviews, and project management for the Rockies.
• Developed a $400MM/year CAPEX blueprint using advanced Excel modeling and competitive analysis, guiding Niobrara Shale entry strategy for optimal production and capital allocation.
• Achieved 15% operational savings by creating an EBITDA-per-well calculator and refining post-merger OPEX allocations, showcasing advanced analytical problem-solving.