Experience

Navidar

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Feb 2022 - Present

  Austin, Texas Metropolitan Area

• Vice President

  • Sep 2017 - Present

  Austin, Texas Area Navidar is an investment banking firm, providing companies and investors in dynamic industries with strategic M&A advice, capital raising solutions, vital insights and breakthrough opportunities.



SBM Offshore

• Netherlands
• Oil and Gas
• 700 & Above Employee

• Investor Relations Manager

  • Apr 2015 - Nov 2016

  - Created financial models to lead discussions on shareholder returns, strategic investments and capital allocation - Communicated company performance and strategy to current and potential external shareholders and equity research analysts through earnings events, non-deal roadshows, conferences, press releases, etc. - Advised the C-suite on communications and scenario planning related to the ongoing investigations into potentially improper sales practices by the Dutch, Brazilian… Show more - Created financial models to lead discussions on shareholder returns, strategic investments and capital allocation - Communicated company performance and strategy to current and potential external shareholders and equity research analysts through earnings events, non-deal roadshows, conferences, press releases, etc. - Advised the C-suite on communications and scenario planning related to the ongoing investigations into potentially improper sales practices by the Dutch, Brazilian and American authorities - Managed 17 equity research analysts covering the company, including overseeing 4 initiations of coverage - Helped professionalize the investor relations function through standardized processes and feedback studies Show less

• Freelance Consultant

  • Jul 2014 - Feb 2015

  Monaco - Refined messaging (press release, Q&A doc, scripts, etc), created presentation materials, and coordinated logistics for half-year earnings release and helped present on the non-deal roadshow - Liaised with all major internal departments to create 160-slide presentation for the capital markets day, was attended by 25 equity research analysts and investors, and webcast to 100+ other interested parties - Implemented processes for future earnings releases, internal updates and other… Show more - Refined messaging (press release, Q&A doc, scripts, etc), created presentation materials, and coordinated logistics for half-year earnings release and helped present on the non-deal roadshow - Liaised with all major internal departments to create 160-slide presentation for the capital markets day, was attended by 25 equity research analysts and investors, and webcast to 100+ other interested parties - Implemented processes for future earnings releases, internal updates and other systems, including an investor relations feedback survey - Worked closely with the Group Corporate Development Manager to analyze strategic financing alternatives, which led to the announcement of an MLP offering of a portion of SBM's lease & operate fleet - Modeled strategic alternatives to assess and confirm the work done by investment bankers and helped select outside experts to aide in the process Show less



Clarkson Capital Markets

• United States
• Investment Banking

• Associate

  • Oct 2010 - Jul 2012

  Houston, Texas Area - Developed financial models, committee memorandums and presentations to standardize branding and work product accuracy and aesthetics across four offices and ten junior bankers - Modeled cash flow/returns, created marketing presentations and orchestrated data room on $1.2B advisory mandate for fleet of 30 tankers; won Marine Money’s 2011 Private Equity Deal of the Year Award - Designed pitch materials and secured committee approval on co‐managed follow‐on offerings for offshore… Show more - Developed financial models, committee memorandums and presentations to standardize branding and work product accuracy and aesthetics across four offices and ten junior bankers - Modeled cash flow/returns, created marketing presentations and orchestrated data room on $1.2B advisory mandate for fleet of 30 tankers; won Marine Money’s 2011 Private Equity Deal of the Year Award - Designed pitch materials and secured committee approval on co‐managed follow‐on offerings for offshore supply vessel and oil tanker company; raised gross proceeds of approximately $310M - Analyzed risks, wrote and received committee approval for the issuance of a $10M fairness opinion for drybulk company - Coordinated with Singapore‐based management team to write 140‐page confidential information memorandum to market the sale of an approximately $1.0B LPG shipping and trading company - Wrote risk/reward primer for C‐level executives to allow our team to pursue FINRA underwriting license and the hiring of a team of 10 sales and trading professionals Show less



Riverside Resources

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Associate

  • Sep 2008 - Sep 2010

  Austin, Texas Area - Budgeted annual cash flows, negotiated lease renewals, and addressed tenant concerns by managing two building engineers and various service providers as property manager for eight properties, generating sufficient revenue to cover Riverside’s yearly overhead - Drafted fund documentation, coordinated communication and designed marketing materials for the firm’s first private equity fund and associated co‐investment agreement with the State of Texas - Renegotiated seller finance… Show more - Budgeted annual cash flows, negotiated lease renewals, and addressed tenant concerns by managing two building engineers and various service providers as property manager for eight properties, generating sufficient revenue to cover Riverside’s yearly overhead - Drafted fund documentation, coordinated communication and designed marketing materials for the firm’s first private equity fund and associated co‐investment agreement with the State of Texas - Renegotiated seller finance note to ensure long‐term project viability by reducing monthly payments by 20% - Negotiated the sale and closing of an infill retail site to a local eatery group generating an equity IRR of 17% - Created and oversaw deployment of a system to utilize three interns to analyze and process hundreds of new investment opportunities available in online databases and bank‐owned auction portfolios for weekly partners’ meeting Show less



Jefferies & Company

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Analyst

  • Apr 2006 - Jul 2008

  Houston, Texas Area and Greater New York City Area -Created analyses, pitch materials and offering documents for $1.2B of closed transactions, including a $250M convertible senior notes offering with associated hedge and warrant transaction for offshore supply vessel company - Developed presentations and financial models to support senior bankers, often managing 5‐7 active projects at once