Experience

DOE Loan Programs Office

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Officer

  • 2022 - Present

  Senior Investment Officer for the DOE's Loan Programs Office. Manage a team of investment officers responsible for due diligence, structuring, risk mitigation, and closing of high value non-recourse and recourse loans to projects, manufacturing facilities, and corporations in support of the DOE and LPO's mandate of driving the transition to a lower carbon economy. Senior Investment Officer for the DOE's Loan Programs Office. Manage a team of investment officers responsible for due diligence, structuring, risk mitigation, and closing of high value non-recourse and recourse loans to projects, manufacturing facilities, and corporations in support of the DOE and LPO's mandate of driving the transition to a lower carbon economy.



Liberty

• Advertising Services

• VP Business Development

  • Jun 2013 - Jun 2022

  Manage a team of business development professionals and have overall responsibility for the organic growth of Liberty Utilities water, gas, and electric utilities. Drive growth across the Company's US platform through acquisition and greenfield development of regulated utilities and related businesses. Help set overall organizational near and long term business strategy and focus as a member of the Liberty Utilities senior management team. Manage a team of business development professionals and have overall responsibility for the organic growth of Liberty Utilities water, gas, and electric utilities. Drive growth across the Company's US platform through acquisition and greenfield development of regulated utilities and related businesses. Help set overall organizational near and long term business strategy and focus as a member of the Liberty Utilities senior management team.



Beckwith Capital, LLC

• Managing Director

  • Jun 2006 - Jun 2013

  Founded Beckwith Capital, LLC to provide advisory services for mergers and acquisitions, capital-raising, and strategic advisory services to power generation and utility clients in North America. As Managing Director focus on financial and strategic advisory services. Assist clients in the acquisition, merger, or sale of assets and companies by providing valuation support, advice on transaction pricing and marketing strategies, assisting in transaction structuring, and bringing transactions to a successful close. The Company's client base is primarily repeat customers looking for consistency and independence from their advisors. We thoroughly understand clients’ financial metrics and earnings goals. We provide expert advice in solving amorphous business issues and then provide ongoing analysis to determine effectiveness of new strategies. Launched subsidiary firm, Oakwood Renewable Energy, in 2010 to install, own, operate, and provide fuel for commercial scale boilers using biomass (wood chips and pellets) as the primary fuel. Show less



New Harbor Capital

• United States
• Investment Management
• 1 - 100 Employee

• Senior Vice President

  • 2002 - 2006

  Senior investment banker specializing in strategic advisory services primarily in the gas and electric utility sectors. Also advised clients on raising financing in the public and private debt markets and the private equity markets. Clients consist of Fortune 500 public companies, public agencies, and cooperatives, as well as, smaller, privately held concerns. Responsibilities include developing business opportunities and managing transactions. Senior investment banker specializing in strategic advisory services primarily in the gas and electric utility sectors. Also advised clients on raising financing in the public and private debt markets and the private equity markets. Clients consist of Fortune 500 public companies, public agencies, and cooperatives, as well as, smaller, privately held concerns. Responsibilities include developing business opportunities and managing transactions.



Babcock & Brown

• Investment Banking
• 100 - 200 Employee

• Vice President

  • 1995 - 2001

  VP level investment banker specializing in domestic and cross-border leasing, project financing, structured finance, and asset-based debt finance. Responsibilities included valuation of projects, companies, and investments; negotiating terms and conditions of transactions; and recommending structuring alternatives to enhance returns. Typical transactions: Due diligence and structuring of a Lease In - Lease-Out (LiLO) financing for a toll bridge, $895 million sale/leaseback financing of two generating stations, $75 million single investor lease financing of a domestic power generating station, $45 million sale of an in-side-the-fence generating station, $35 million project financing of a steel waste recycling facility, and $900 million in Japanese Leverage Leases of US railroad locomotives over a 2-year period. Show less



Chase

• Netherlands
• IT Services and IT Consulting

• Associate

  • 1993 - 1995

  Provided associate level support on mandates involving buy and sell side advisory services, underwriting of commercial lending transactions, and analysis of merchant banking opportunities related to the power and infra-structure industries. Provided associate level support on mandates involving buy and sell side advisory services, underwriting of commercial lending transactions, and analysis of merchant banking opportunities related to the power and infra-structure industries.



Federal Energy Regulatory Commission

• Government Administration
• 700 & Above Employee

• Senior Financial Analyst

  • 1992 - 1993

  Provided technical and financial support to the Chief Accountant's office. With the assistance of other departments within the organization, set agency policy with regard to establishing and maintaining funding accounts for the decommissioning of nuclear power plants. Provided technical and financial support to the Chief Accountant's office. With the assistance of other departments within the organization, set agency policy with regard to establishing and maintaining funding accounts for the decommissioning of nuclear power plants.