Functional Skills
M&A Support
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Investor Relations
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Sector Experience
Consumer Goods
Energy
Industrials
Manufacturing
Technology
Languages
English
Experience
Evolution Midstream
Corporate Strategy & Development
Vice President, Finance & Corporate Development
3/2016 - 1/2022
Oversee all aspects of the finance department. FP&A, initial platform acquisition, raising of debt capital. Built and operate company model used for all organic growth decisions and FP&A processes. Build models and strategy around acquisitions. Board reporting.
Southcross Energy
Corporate Strategy & Development
Manager, Corporate Development
8/2012 - 2/2016
FP&A, M&A, and capital raising. Participated in IPO process, numerous acquisitions, raising of billions of dollars of debt and equity capital for both the public and private entities. Built operating model and FP&A process. Investor relations.
Sequel Holdings
Finance
Private Equity Associate
7/2011 - 8/2012
Buy side financial modeling and capital raising. Acquired three platform companies in the industrials / manufacturing space. Raised senior level debt for all three companies. Tracked performance and strategy of existing portfolio companies.
Stephens Inc.
Finance
Investment Banking Analyst
7/2009 - 7/2011
Investment banking analyst, building sell-side models and confidential memorandums for M&A transactions, equity raises, debt raises. Due diligence and data room.