Sylvester has executed debt, equity, M&A, and LBO transactions and investments of $2.5+ billion in value across the energy, natural resources, and infrastructure sectors at the leading investment bank, J.P. Morgan as well as at private equity firms including Bregal and Riverstone. A Harvard graduate living in New York, Sylvester enjoys freelancing and is the co-founder of RMI Insights, a strategic and financial advisory consulting firm.
Prepared and presented marketing materials, including an investor presentation detailing the investment thesis and strategy for potential limited partners, for internal and external fundraising efforts for a new fund with a target size of $750 million.
Served as a board member, monitoring the existing investments, and providing corporate governance for the fund's portfolio companies IMG Midstream LLC and Champlin LLC.
Provided ongoing support for the budgeting, FP&A, and strategic initiative planning processes across Bregal Energy's existing investments, liaising with C-level executives to supervise the operations of companies and assets.
Sourced, screened, built the financial model, authored an 80-page investment memorandum detailing the investment thesis as well as the due diligence findings, and negotiated a potential $500 million investment in a solar generation platform with 200 MW of capacity that was being sold by KKR.
Sourced and executed a $130 million refinancing of a portfolio company's senior debt facility with Ares Management—securing improved terms to support the build-out of additional small-scale natural gas-fired generation assets.
Developed and implemented internal growth strategies, overseeing a team of ten employees as COO and co-founder and successfully bootstrapping the company to profitability in less than one year with year-over-year revenue growth of 100%+ since 2015.
Built a dynamic operating model and prepared an investor presentation that helped enable a machine-learning technology firm that had previously raised $15 million, Hyperscience, secure an investment from QBE Ventures for an undisclosed sum.
Prepared the investment teaser and investor deck as well as the three-statement operating model, and coordinated due diligence process with potential investors to support the series A capital raise of KometaBio, a medical device company.
Constructed a three-statement operating model, performed discounted cash flow ("DCF") valuation analysis, and conducted returns and sensitivity analysis to provide a recommendation as to whether Billy Bob's Texas, the world's largest country music honky-tonk, should open a new location in Houston.
Developed a financial model analyzing the ROI for PPR Note Co., an advisor to investment funds that acquire distressed residential debt in the US, to transfer its portfolio of ~2,400 loans to various co-branded and private label solutions; also built the company-wide template for a first lien loan bidding model and recommended an investor surveillance and reporting framework.
Sourced, evaluated, performed due diligence, negotiated, and executed on a $140 million equity investment in Soltage, a solar developer, establishing a partnership to build out 150 MW of solar assets across the U.S.
Built the investment case model and prepared a 75-page investment memorandum underpinning Fund I's $50 million follow-on investment in Texas Microgrid, a distributed generation platform offering backup power to commercial and industrial customers throughout Texas.
Developed the financial model exam and case study prompt which was leveraged internationally across the firm to evaluate the technical skills of junior associate hires, and spearheaded recruiting process to expand the firm's associate program in both offices, onboarding five new hires.
Authored a 40-slide macro overview presentation that covered trends, investment strategy, and the fund's existing performance which was incorporated into Fund I's 2016 annual report and circulated to all limited partners. The work served as the basis for future fundraising marketing materials.
Screened and evaluated over 95 potential transactions in 18 months; this included liaising with corporate executives, building detailed financial models, assembling investment committee presentations, synthesizing key findings, and presenting recommendations to the committee as the sole deal lead.
Managed two-way due diligence processes; negotiated, and executed on the sale of portfolio company Mistral Energy's Saskatchewan Ethane Extraction Plant (SEEP) and Vantage Ethane Pipeline (Vantage) to Pembina Pipeline Corp. for $650 million, Fund III's best-performing investment that generated a 49%+ IRR.
Prepared marketing materials including a coal primer, financial forecast summary, and management presentation for portfolio company Foresight Energy's $350 million IPO and $1.55 billion debt refinancing.
Performed due diligence, constructed the financial model, conducted industry research, and prepared a 75-page investment memorandum for a $300 million equity raise for a Canadian midstream energy company.
Developed complex financial models, investment presentations, and performed due diligence on 50+ transactions across all segments of the energy sector including exploration and production, midstream, downstream and power generation.
Evaluated and presented the most actionable acquisitions to the investment committee of any associate and ranked as the top associate in the firm for two consecutive years.
Ranked as the top analyst in the power and utilities group for two consecutive years and was hand-selected by senior management to serve as the group's "Internal Mobility Captain," representing the group firmwide for external and internal candidates interested in transferring to the energy group as well as leading the financial modeling training for new hires and interns.
Performed a valuation analysis and constructed complex financial models, composed confidential information memoranda, assembled management presentations, and prepared board materials for 25+ Fortune 500 clients in the power and utility sector.
Prepared the pitch materials positioning J.P. Morgan to advise NextEra Energy on the sale of its entire merchant portfolio, which comprised 3+ GW, without the advisement of an associate or vice president on the project.
Selected by the head of the energy group to spearhead the composition of macro "thought-piece" materials for the 25th Annual SNL Exnet Power & Utilities M&A Symposium, creating a 40-slide deck leveraged by the group head in his presentation for this seminal industry event.
Selected by the head of the Energy group to compose a primer on China's utility industry to assist with a client marketing trip; the presentation prepared remains the basis for the group's annual China and Japan cross-border client targeting effort.
Led all of the analytical workstreams including the creation of the financial model, confidential information memorandum, management presentation and spearheaded due diligence for J.P. Morgan's sell-side M&A advisory role to Iberdrola Renewables on its sale of a 700 MW US wind portfolio.
Focus areas: Business Advisory, Market Research, Equity Financing, Debt Raises, Capital Structuring, Capital Raising, Due Diligence, M&A Modeling, Transaction Modeling, Valuation Modeling, Valuation Analysis, Financial Modeling, Mergers & Acquisitions (M&A), M&A (Buy-side), M&A (Sell-side), Investment Banking
Bachelor's degree (magna cum laude) in Economics and Applied Math