Contracted on an independent and opportunistic basis to provide industry insight and lend expertise in structuring and brokering complex financial transactions

Designed a framework for the establishment of a non-recourse JV between a diversified industrial transportation client and financial sponsor to pursue off-balance sheet, inorganic growth initiatives

Assisted two broker-dealers explore the launch of a MLP research product, including composing a comprehensive industry primer and initiation report, writing investment recommendations, and conducting teach-ins with equity and fixed-income sales and trading teams

Supervised and conducted all project execution work streams, including structuring, analysis, diligence, negotiation, marketing, and closing, for more than 40 strategic M&A, capital markets, and corporate finance advisory mandates with a cumulative transaction value of $25+ billion

Collaborated with offices in New York, Houston, Oslo, London, and Singapore to assist corporate clients implement M&A strategies and bespoke financial solutions

Promoted 3 times

Monitored overall firm profitability and cost rationalization efficiency, and reviewed primary market trends and comparative best practices to benchmark firm performance

Executed 4 M&A mandates, a financial sponsor led recapitalization, a rating agency presentation, and several lead underwriter public debt and equity offerings for total transaction value of $5+billion

Built integrated and flexible financial models and analyzed the pro forma impact from actionable transactions on company balance sheets, operating statements, cash flow, liquidity, credit profile, economic returns, and other key fundamental ratios