Julien Roubaud
Verified Expert in Finance
Finance Expert
With 15 years of finance and operations experience, Julien has underwritten over $2 billion in oil and gas M&A transactions, and managed budgets of over $20 million per annum. A driven entrepreneur, he has sourced debt and equity capital from leading Wall Street banks and top institutional investors. Julien holds an MBA from Rice University and enjoys advising clients on valuation, M&A, deal structuring, capital raising, and FP&A.
Career Highlights
Education Highlights
Case Studies
Expertise
Work Experience
Founder | President
Gentleman Jeweler
- Founded a novel eCommerce jewelry store that focused on helping men find the perfect gift and improving their shopping experience.
- Bootstrapped and self-funded, everything from legal incorporation, business strategy, marketing plan, and making key hires such as web development.
- Designed all collections in CAD software and negotiated with private label manufacturers to implement fulfillment.
Vice President, Operations
Dara Energy
- Raised over $150 million of debt and equity capital, including a novel structured debt product for the oil-and-gas industry.
- Underwrote over $500 million of buy-side M&A transactions, including full valuation models, M&A models, and tiered waterfall payout mechanics.
- Led strategic negotiations with contractors and vendors, managing master service agreements for $20-million+ annual budgets.
Consultant
Evolution Petroleum
- Built corporate financial model to incorporate M&A targets with a base business plan. Also utilized a financial model to lead FP&A efforts and create materials for board-of-directors presentations.
- Led the evaluation efforts of over $100 million of domestic oil-and-gas M&A transactions.
- Oversaw the revolving credit facility redetermination by providing the lender all necessary engineering studies, forecasts, and financial analysis.
A&D Manager
Amos Global Energy
- Performed detailed analysis, valuation and financial modeling for over 50 domestic and international upstream oil and gas M&A deals.
- Developed pitch decks, pitched at deal roadshows for Wall Street institutional investors, sourced capital, and received financial backing for over $1 billion of transactions.
- Conducted market research and competitor benchmarking for public and privately held Latin American oil-and-gas firms.
Equity Research Analyst
Heikkinen Energy Advisors
- Developed a frac sand supply-demand model—handling large data sets through SQL and performing visualization through Power BI. Utilized the model to initiate coverage on public sand-mining equities.
- Built NAV models in Microsoft Excel for upstream E&P companies from the ground up using reservoir engineering principles such as decline type curves by asset/play.
- Researched public energy equities, collecting financial data using Bloomberg and FactSet.
Senior Drilling and Completions Engineer
Occidental Petroleum Corporation
- Led the 2015 drilling campaign—achieving 18% capital efficiency saving over $10 million per year. Top HSE performance (IIR injury illness rate of zero, no spills, no environmental incidents).
- Engaged with the supply chain team and served as technical lead on negotiations with key vendors. Reduced costs on multiple contracts saving approximately $20 million per year.
- Achieved a top-5 finalist spot in a company-wide technical conference and received a commendation from the CEO.
Senior Field Engineer
Schlumberger
- Championed the digital transformation of logistics and dispatching through i-District software and using Lean Six Sigma methodology—providing a 13% increase in process efficiency.
- Supervised well-logging operations in high-angle wellbores which grossed over $2 million annually.
- Led the QSC (Quality Steering Committee) for Bakersfield Wireline. This multidisciplinary team helped reduce NPT (non-productive time) incidents by 20% and improved scheduled maintenance performance by 15%.
Education
Master of Business Administration (MBA) Degree in Finance
Rice University - Houston, TX, United States
Bachelor's Degree in Mechanical Engineering
University of Illinois at Urbana-Champaign - Champaign, IL, United States
Skills
Finance
Valuation, M&A Modeling, M&A (Buy-side), Financial Planning & Analysis (FP&A), Fundraising, Budgeting, Financial Modeling, DCF Valuation, Three-statement Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Due Diligence, Forecasting, Equity Capital, International Finance, Corporate Finance, Hedging, Capital Budgeting, Equity Research, Capital Raising
Output Software
Microsoft Excel, Microsoft PowerPoint
Industry Expertise
Oil & Gas, Venture Capital
Other
Petroleum Engineering, Pitch Decks, Pitch Presentations, Waterfall Modeling, SPACs, Structured Finance, Asset Acquisition, Debt Financing, Startups, Business Plan Consulting, Business Models, Financing, eCommerce, Marketing, Direct to Consumer (D2C), Fundraising Consultant, Microsoft Power BI, Contract Negotiation, Engineering, 3D CAD/CAE, Operations, Data Visualization, Fintech
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