President | Vice Chairman
2011 - PRESENT
SmartSenseCom, Inc.
- Raised over $4 million of investment capital.
- Led all financial planning, analysis, accounting, and tax activity for the company.
- Won significant development contracts with Oak Ridge and Savannah River National Laboratories and Bonneville Power Administration.
Focus areas: Capital Raising, Budgeting, Financial Planning & Analysis (FP&A), Business Development, Profit & Loss (P&L)
Founder | Managing Director
2009 - PRESENT
The DC Capital Group
- Developed a financial model, identified financing, and negotiated final terms for €90 million off-shore construction vessel.
- Advised a client on the present value of legacy pension costs and developed plans to mitigate the impact on overall company value.
- Developed a business model for a spin-out of an off-shore wind business; found buyers and negotiated sale.
- Created a valuation model, located buyers, and negotiated terms for the overall business divestiture by the family office.
Focus areas: Corporate Finance, Capital Raising, Pensions, Mergers & Acquisitions (M&A), Project Finance
Founder | Managing Director
2007 - 2009
Matapeake Partners
- Raised $2.3 million from institutional investors.
- Controlled three data center assets as seed portfolio for European Data Center investment fund.
- Constructed detailed financial models for multiple data center acquisitions and brownfield developments.
- Served as operating partner for European data center; including all the capital investment planning and debt financing.
- Marketed a data center private equity fund extensively to global institutions.
Focus areas: Capital Raising, Mergers & Acquisitions (M&A), Financial Modeling, Data Centers
The Carlyle Group
- Spearheaded the development and deal flow for a $1 billion global financial services investment fund.
- Led the financial restructuring of a $1.2 billion public environmental services company.
- Started a wireless telecommunications company in Hawaii.
- Wrote detailed investment committee proposals—including market assessments, cash flow models, and capital structure options.
Focus areas: Cash Flow Management, Valuation Modeling, Mergers & Acquisitions (M&A), Debt Restructuring, Investing, Financial Services
Digiplex, Inc.
- Restructured a €110 million debt facility with a consortium of seven international banks.
- Facilitated follow-on equity investments from private US shareholders through a legal web of ten different Western European countries and more than ten global subsidiaries.
- Avoided €55 million of contracted equipment costs made redundant by industry downturn.
- Reduced the SG&A by 50% by consolidating offices, divesting assets, and replacing the operating management.
- Created all the financial plans and analysis required to support the shareholders, bank negotiations, and contract negotiations.
Focus areas: Debt Restructuring, Sales Forecasting, Financial Planning & Analysis (FP&A), Enterprise Resource Planning (ERP), Treasury, Contract Negotiation
OpenWebs, Inc.
- Raised over $6 million in seed financing.
- Negotiated a $5-million contract with a major global tire supplier.
- Budgeted and managed the cash flow for company continuity and legal compliance after 2,000 market crash.
- Led a team of 50 software engineers and support personnel.
Focus areas: Capital Raising, Product Development, Cash Flow Management, Debtor & Creditor Management
McKinsey & Co.
- Led the strategy, performance improvement, and regulatory projects for multinational companies and governments throughout the world.
- Served as an economic advisor to the Brazilian Minister of Telecommunications for the re-regulation and privatization of Telebras. Developed pricing and investment models that led to the regulatory framework, which tripled Brazilian teledensity in less than five years.
- Built a comprehensive interactive pricing model for three competing grades of fiber-based packaging as a key input for paper mill investment decisions.
- Served as an advisor to Ecuador's Minister of Finance during the 1999 currency crisis. Built banking industry models that demonstrated system-wide insolvency and the impending liquidity crisis.
Focus areas: Paper & Packaging, Retail & Wholesale, Consumer Products, Telecommunications, Financial Services
Manufacturing Engineer
1984 - 1986
Motorola
- Conceived and executed a statistical product design approach that reduced yield loss by 80%.
- Isolated a failure mechanism in a critical component—leading to a redesign that reduced component cost by more than 50%.
Focus areas: Manufacturing, Electronics, Manufacturing Productivity Improvement, Six Sigma