Partner

• Oct 2019 - Present

• Work with sponsors and developers throughout the US and Canada to source & underwrite off-market and marketed Real Estate, VC and PE transactions. • Conduct due diligence, review and preparation of financial models and investor presentations. • Sourcing capital for the deals across the capital stack including JV/GP/LP Equity, Senior debt and Mezzanine finance working with institutional funding groups, REIT’s, VC funds, private funding groups, family office’s and high net worth investors. • Real Estate Product types include core, core plus, value add and development assets across: Multifamily, Office, Single Family, Build for Rent, Self Storage, Student Housing, Retail and Industrial. • Investor Relations Consulting: developing the proper messaging, pitch deck, information memorandums etc. • Business Acquisition Consulting: investment analysis, economic modeling, business valuation and due diligence support • Financial Planning & Analysis: P&L analysis, cash forecasting, cost analysis, budgeting etc. Show less

CEO

• Apr 2014 - Aug 2019

Oil & Gas Analyst

• Mar 2012 - Mar 2014

-Responsibility for equity research for Patersons coverage of Small-Mid capitilisation stocks in the Australian Oil & Gas sector. -Conventional and unconventional energy companies -Creation of earnings & valuation models; -Research and write reports with a company or sector specific focus; -Marketing of research to domestic & international institutional client base; and -Develop and maintain relationships with Investor Relations personnel and key senior management (CEO’s & CFO’s) of companies under coverage. Show less

Equity Research Analyst - Oil & Gas

• May 2011 - Jun 2012

-Responsibility for equity research for Shaw's coverage of the Australian Oil & Gas sector. -Creation of earnings & valuation models leveraging skills in accounting, finance and economics; -Research and write reports with a company or sector specific focus; -Marketing of research to domestic & international fund manager client base; and -Develop and maintain relationships with Investor Relations personnel and key senior management (CEO’s & CFO’s) of companies under coverage. -Responsibility for equity research for Shaw's coverage of the Australian Oil & Gas sector. -Creation of earnings & valuation models leveraging skills in accounting, finance and economics; -Research and write reports with a company or sector specific focus; -Marketing of research to domestic & international fund manager client base; and -Develop and maintain relationships with Investor Relations personnel and key senior management (CEO’s & CFO’s) of companies under coverage.

Senior Manager Asset Servicing

• May 2009 - Mar 2011

•Part of the NAB M&A team working on establishing a joint venture between the Asset Servicing/Custody business with The Bank of New York Mellon; responsibilities: •Financial analysis of the business including key synergies and creation of the financial valuation model to establish the business case for the JV; •Financial Due diligence of the NAB Asset Servicing business with representatives of The Bank of New York; •Analysis of Accounting/Tax/Regulatory requirements for the establishment of the JV; •Establishment of financial systems requirements for new JV. •Credit & Operational risk in NAB Asset Servicing – Custody business; responsibilities: •Credit analysis and submission of limits for Superannuation funds, Fund Managers and Hedge funds client base for purpose of providing intraday liquidity, derivative and securities lending limits; •Presentations to the NAB Transaction Credit Committee and NAS Risk & Audit committee on Credit risk and key risk projects in the division. Achievements: •Successfully established the commercial case for the JV between The Bank of New York and NAB. Show less

Vice President Energy Analyst

• Apr 2008 - Mar 2009

•Responsibility for equity research for Merrill Lynch’s coverage of the Australian energy sector. Companies covered: Santos, Woodside Petroleum, Oil Search, Caltex, Australian Worldwide Exploration, TAP oil, Beach Petroleum, Roc Oil, Nexus Energy. •Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics; •Research and write reports with a company or sector specific focus; •Marketing of research to domestic & international fund manager client base; and •Develop and maintain relationships with Investor Relations personnel and key senior management (CEO’s & CFO’s) of companies under coverage. Achievements: •Successfully re-initiated on the sector and created new valuation models. •Client recognition for successful research ideas and recommendations. Show less

Board Director

• Dec 2005 - Dec 2008

•Independent director on the board of the Copyright Agency Limited. (CAL) and member of the Finance and IT Committee’s. CAL is an independent non profit Australian copyright management company whose role is to provide a bridge between creators and users of copyright material. •CAL has approx A$100m revenues and 100 employees. CAL has a A$140m Trust fund invested in Equity/Fixed interest portfolio. Responsible for selection of monitoring of external fund managers to manage this portfolio. •Position involved attendance at 6 board & committee meetings per year. Position was resigned to avoid any conflict with duties at Merrill Lynch Show less

Associate Director Institutional Banking

• 2006 - 2008

•Responsibility for key institutional banking customers in the following industry segments: Energy & Resources, Government and Financial Institutions & Government clients based in South Australia and the Northern Territory. •Key Clients: Santos, Beach Petroleum, Stuart Petroleum, Envestra, Electranet, South Australian & Northern Territory Government, Bendigo & Adelaide Bank, Australian Central Credit Union; •Originate new business acquisitions and grow existing relationships; •Key business originator networking and influencing corporate and government clients at the CEO/CFO/Bureaucrat/Political level and focussed on delivering financial solutions that build and enhance income streams; •Initiate and control the client relationships, drive the origination process via Strategic selling of value propositions and lead the deal team through to transaction completion; •Preparation of credit submissions for Chief Credit officers; •Achieved high levels of cross-sell by having an intimate knowledge of the customer and their relevant industry; and •Key product offerings:Debt capital markets products; Hedging instruments; Securitisation of residential mortgages and margin lending facilities; Equity/Debt participation in Public private partnership projects; Core debt & Deposit facilities and Transaction banking products Achievements: •Exceeded set revenue targets achieving 15% revenue growth in Institutional bank portfolio. •Originated new business transactions in the following product lines: •$50m Wholesale Deposit facility for a credit union, •$400m CPI swap transaction for an Electricity Utility, •$400m in new debt facilities for Energy & Resources clients, •Successful renewal of SA Govt transaction banking contract for an additional term. Show less

Associate Director Structured Finance

• 2004 - 2006

•Origination and execution of structured finance transactions/solutions; •Typical transactions: leveraged buyout transactions in partnership with Private Equity firms, off balance sheet finance transactions, project finance deals and other structured finance deals; •Financial modelling of transactions, preparation of structured finance proposals/term sheets, negotiation of proposals/legal documentation with clients/lawyers/residual value insurers and execution and closing of deals; •Preparation & presentation of investment approval documentation for submission/approval to the GE investment/credit committee; and •Working with GE Energy on joint bids for power project transactions. Achievements: •Originated new business in Resources, Manufacturing, Agriculture and Industrial industry groups. •Originated & Executed various transactions ranging from $20 -$100m across the client base. Show less

Senior Manager - Leasing & Tax Based Finance

• May 1999 - Apr 2004

1) Senior Manager – Structured Finance – ANZ Investment Bank •Origination and execution of structured finance transactions/solutions; •Typical transactions: domestic tax based leases, off balance sheet finance transactions, cross border lease deals, foreign tax arbitrage transactions, credit derivatives and other structured finance deals; •Financial modelling of transactions, preparation of structured finance proposals/term sheets, negotiation of proposals/legal documentation with clients/lawyers/residual value insurers and execution and closing of deals; •Writing of credit memorandum’s and detailed credit analysis of transactions for submission/approval to the ANZ credit committee; and •Marketing to internal, external and potential clients in order to win finance mandates. 2) Management Analyst – ANZ Investment Bank •Product Acccounting for the Financial Products business; •Financial commentary/analysis on Corporate Financing & Advisory, Foreign Exchange and Capital Markets businesses; •Preparation of budgets, forecasts and business plans; and •Creation of the ANZIB GST apportionment model. Achievements: Key Transactions originated and executed include: •AUD $90m Project Finance facility including Construction finance, term debt facilities and Leveraged Lease for a Power Station in Western Australia under the Public Private Partnership regime. •AUD $95m Domestic Leveraged Lease of mining equipment for Gold Mining company; •AUD $55m “Synthetic Lease Structure ” for the Global Headquarters for a financial services company; •NZD $67m Syndicated Dual Currency Operating lease of mining equipment for a mining company; •AUD $35m Operating Lease over 2 Vineyards in Australia and New Zealand for a Beverages company. Show less

Product Accountant

• Jan 1997 - Dec 1998

•Product accountant at Greenwich Natwest (part of the RBS Group). Production and analysis of daily profit & loss statements (P&Ls) for the UK & Structured products book; •Month end preparation of accounts. •Preparation of a detailed audit trail of balance sheets and profit and loss files for NatWest’s US business in order to support the US business’ tax returns; and •Time in the New York office to present the project findings. •Product accountant at Greenwich Natwest (part of the RBS Group). Production and analysis of daily profit & loss statements (P&Ls) for the UK & Structured products book; •Month end preparation of accounts. •Preparation of a detailed audit trail of balance sheets and profit and loss files for NatWest’s US business in order to support the US business’ tax returns; and •Time in the New York office to present the project findings.

Tax Adviser

• Aug 1994 - Feb 1997

•Drafting of taxation advice letters and memorandums to clients & or the tax office on complex tax issues; •Review & preparation of medium to large company, trust & individual Income tax returns; •Assistance in the taxation section of audit assignments; and •Analysis and presentation of new taxation rulings and tax legislation. •Drafting of taxation advice letters and memorandums to clients & or the tax office on complex tax issues; •Review & preparation of medium to large company, trust & individual Income tax returns; •Assistance in the taxation section of audit assignments; and •Analysis and presentation of new taxation rulings and tax legislation.