- Founded a financial and strategic advisory firm partnering with passionate leaders with a vision to build a better world.
- Partnered with investors, corporations, innovative ventures, and developers on mergers and acquisitions, venture growth, clean energy and environmental projects, corporate development, and social impact.
- Advised Openbucks, a Silicon Valley financial technology company backed by renowned technology investors, on strategic alternatives, drafted marketing materials, built the financial projections model, and identified and sourced potential investors.
- Advised cutting-edge biotech startup called BluePlanet, on growth strategy and fundraising alternatives, drafted marketing materials, developed the business plan, built the financial model, and identified and sourced investors.
- Advised Multivista, a leading venture in construction photo and video technology, on their business plan forecasts, financial model, valuation, and negotiation strategy with investors.
- Advised a French-based pioneer in 3D visualization technologies SquareClock, on strategic alternatives, drafted marketing materials, built a financial model, and advised on fundraising strategy.
- Originated, advised, and structured over 900 megawatts of utility-scale and distributed solar, waste-to-energy, wind, and mini-hydro assets in North America, Latin America, Asia, and Europe.
- Partnered with Asia PE fund Leopard Capital on a $50 million investment for sustainable infrastructure projects in clean energy, water access, agriculture, and aquaculture, while acquiring a controlling stake in a leading Vietnamese solar company.
- Advised Amada Group, an industrial Japanese conglomerate, on a buy-side mandate in a high-tech US venture. Led strategic and financial evaluation, pro forma forecast, due diligence, management Q&A, term sheet preparation, and negotiation strategy.
- Advised GeoZilla, a leading consumer technology provider of family safety app solutions, on the sale auction of the company to industry leaders. Spearheaded M&A process, strategic review, C-suite team training, marketing to buyers, and negotiations.
Focus areas: Mergers & Acquisitions (M&A), Social Impact, Impact Investing, CleanTech, Clean Energy, Venture Capital, Fundraising, Investments, Finance Strategy, Project Development, Project Finance, Corporate Development, Corporate Finance, Venture Funding, Projected Cash Flow, Valuation, Interim CFO, Financial Forecasting, Financial Analysis, Private Equity Consultant, Part-time CFO, Three-statement Modeling, Financial Modeling, Private Equity, Financial Planning & Analysis (FP&A), Cross-border M&A, Real Estate, Waterfall Modeling, Investment Banking, Leveraged Finance, Leveraged Buyout (LBO), Finance, B2B, Business Services, Investor Presentations, Board Presentations, Presentation Design, Pitch Presentations, Teasers, Accretion/Dilution Analysis, International Affairs, Multi-tasking, Languages, Shareholder Return, Environmental Investment, Term Sheet Negotiations, Contract Negotiation, Share Purchase Agreements, Startup Growth Strategy Development, B2C, Business Planning, Business Strategy, Growth Strategy, Business Development, Deal Flow Origination, M&A Modeling, Forecasting, Valuation Modeling, Five-year Projections, M&A Earn-out Agreements, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Industrials, Consumer Products, United States, Europe, Value Creation, M&A (Buy-side), M&A (Sell-side), Debt Structuring, Capital IQ, Thomson Reuters, Factset, Bloomberg, Renewable Energy, Startups, CFO, Southeast Asia, Health & Wellness, Infrastructure, Business Consulting, Luxury Goods, Nonprofits, Technology, Agrotech, eCommerce, Solar, Executive Presentations, Bioenergy, Transportation & Shipping, Fintech, Financial Statements, Joint Ventures, Alternative Medicine, Waste Management, Remediation, Stock Analysis, International Payments, Financial Advisory, Management Buyout Finance, Financial Engineering, Valuation Multiples, Valuation Analysis, Leveraged Buyout Modeling, Deal Analysis, DCF Valuation, Equity Valuation, Cash Flow Modeling, Fairness Opinion Reports, Country Risk, Interest Rate Risk, Cash Flow Forecasting, International Finance, Fund Management, Hospitality, Medicine, Contribution Margin Analysis, Cost of Capital, Weighted Average Cost of Capital (WACC), Financial Services, Capital Markets, Pitch Decks, Private Capital Markets, Due Diligence, Quality of Earnings, Deal Structuring, Cap Tables, Asia-Pacific (APAC), Gift Cards & Certificates, Japan, Philippines, Financing, Negotiation, Debt, Equity, Startup Funding, Startup Consulting, Revenue Projections, Revenue & Expense Projections, Environment, Early-stage Venture Capital, Data Rooms, Market Research, Price Negotiations, Purchase Price Allocation, Pocket Price Waterfall Analysis, Supply Chain, Term Sheet Advisory, Corporate Transactions, Transaction Advisory, Business Models, Transaction Comparables, Business to Business (B2B), B2B Partnerships, B2B2C, Business Plan Consulting, Pitch Deck Consultant, Underwriting