Functional Skills

Data Modeling
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Investor Relations
M&A Support
Market Research
Post-Merger Integration
Project Management

Software Skills

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Excel Macros

Sector Experience

Energy
Industrials
Real Estate
Retail
Technology

Languages

English
Fortune 500

Experience

RAO Capital Consulting Management Consulting
CEO
1/2017 - Present
Management Consultant focused on providing fractional CFO and M&A advisory services to companies across all industries. Key services include financial modeling / scenario analysis, financial planning & analysis (FP&A), accounting support, investor package formation, capital raising, M&A advisory, and investor relations.
NGL Energy Partners Finance
Manager of M&A
12/2020 - 12/2021
Co-lead and execute all M&A efforts on behalf of NGL Energy Partners, LP (NYSE: NGL), a multi-billion-dollar public energy and logistics company. In 2021, completed a $100 million divestiture of the company’s salt caverns to Trafigura, one of the world’s leading independent commodity trading companies, and Haddington Ventures.
FMS Oil & Gas Finance
CFO
12/2016 - 12/2020
Served as Chief Financial Officer for FMS Oil & Gas, a private energy exploration company focused in the Rockies with properties in excess of 100,000 net acres. Responsible for all financial aspects of the company including quarterly financial reporting, budgeting, M&A, and day to day financial analysis. Key achievements include raising multiple rounds of equity capital and closing four M&A transactions.
Stephens Inc. Finance
Vice President
8/2010 - 2/2015
Worked in the Investment Banking Group at Stephens Inc as an Senior Analyst, Associate, and then Vice President. Worked on 100+ transactions and closed ~50 with an aggregate value in excess of $10 billion. Transactions include debt and equity underwritings, fairness opinions, valuation assignments, strategic advisory assignments, as well as buy-side and sell-side M&A transactions.
KeyCorp Finance
Analyst
6/2007 - 8/2010
Served as an Analyst in the Investment Banking Group covering technology, energy, and financial sponsors. Completed debt and equity underwritings and M&A transactions for a broad range of clients.