- Work alongside CEO, CFO, and private equity sponsor’s deal team to diligence and evaluate greenfield and large acquisition investment opportunities
- Conduct extensive economic and exit returns scenarios in preparation for developing comprehensive investment memos and management presentations to solicit interest from additional third-party investors
- Created investment and underwriting framework for Company, serving as guide for new opportunities and necessary approvals

- Direct support to CEO and CFO tasked with deploying $ 300 MM of equity capital to acquire non-operated working interests, and provide financing for unfunded AFE’s and drilling joint ventures with top tier operating partners
- Built sophisticated financial models to analyze new opportunities, and conducted due diligence on projects and presented detailed summaries and recommendations to leadership and Board of Directors

- Involved in all aspects of transaction process including initial management meetings, diligence, analysis, modeling, presentations, and drafting of internal and external memoranda for new investment opportunities

- Responsible for coordinating with portfolio companies on day-to-day issues, providing analysis to support opportunistic acquisitions / divestitures and other business decisions encountered in going concern activities

- Direct support to CEO and COO on all growth acquisition – asset and corporate – transactions

- Responsible for sourcing and identifying merger, joint venture, acreage acquisition and take over upstream oil & gas transactions

- Assigned to group catering exclusively on upstream oil & gas vertical, providing advisory services for M&A, leveraged buyouts, special situations, debt and equity financings, and strategic options and alternatives