Investment Management & Risk Management
- Solar & Battery Storage Projects Investment and Risk Management: Over 7+ GW developed across the US and Canada. Client: one of the largest renewable strategics in the world.
- Hydropower Investment: Leading a 70MW hydro project investment in Nepal. Nepal did not have a country credit rating at the time of investment, making credit management very difficult.
- Ongoing Utility-Scale Projects: Investment and risk management for solar and battery storage projects in the US.
- Ongoing Distributed Projects: Investment, risk management, and asset management of distributed solar and battery storage operating assets in the US.
Asset & Project Management
- Wind Farm: Managing 2 wind farms, each with 150MW capacity, in the US. Client: one of the largest infrastructure private equity funds in the world.
- Onshore Drilling: Overseeing 100+ rigs with a $1.2B annual turnover in the US. Client: one of the largest oil service companies in Canada.
- Terminal Automation: Managing a terminal automation software project for a top European terminal company in the Houston Ship Channel.
Due Diligence
- Engineering Firm Acquisition: Buy-side advisory for acquiring a US-based publicly traded engineering company in the nuclear sector. Client: a US-based engineering firm.
- Petrochemical Plant Acquisition: Provided a second opinion to the CEO on a petrochemical plant acquisition after due diligence by Morgan Stanley, PwC, and Baker McKenzie. Client: a publicly traded Asian petrochemical company.
- European Distributor Acquisition - Advised the CEO of a U.S.-based company on acquiring a European distributor and assisted with communication to the board.
- Post-Acquisition Audit: Audited the past acquisitions and integration effectiveness of a series of technology companies. Client: Hewlett-Packard.
- Ongoing Due Diligence: Due diligence on solar and battery storage projects for LXI Capital.
Turnaround Management
- Energy Equipment Company: Part of a new management team that turned around a near-bankrupt global energy equipment company to achieve 8% EBITDA within a year and significantly improved financial performance. Client: Cameron (now part of SLB).
- Energy Service Company: Successfully doubled finance operation productivity in 9 months for a major finance operation within a leading global oil service company. Client: one of the largest oil services companies in Canada.
Advisory Services
- Solar Asset Sales: Sell-side advisory for 50MW x 5 solar operating assets in Vietnam. Client: one of the largest local renewable development companies in Vietnam.
- Solar Development Projects: Advisory for 100MW x 5 solar projects in Ethiopia (near a civil war zone). Client: a boutique renewable development company based in France.
Derivatives & Hedging
- Commodity Trading Risk Management: Consulting services for commodity trading desks, including clients like Bank of America Commodity Trading (formerly Merrill Lynch Commodity Trading and Koch Commodity Trading), and Constellation. Focused on crude oil, power, natural gas, and commodity index products.
- Energy Trading Audits: Conducted audits for MidAmerican Energy (now Berkshire Hathaway Energy) on power and natural gas wholesale trading and hedging.
- Agriculture Commodity Hedges: Audited agriculture commodity hedges for Imperial Sugar, focusing on sugar products.
- FX Hedging Systems: Implemented and maintained an FX hedging and trading system for Cameron (now SLB), managing over 14 billion USD notional across 10+ foreign currencies.
- Hedging: Utilizing derivatives for LXI Capital (Ongoing)
Market Consulting
- Solar Market Training: Provided expert solar market training to over 100 hedge fund managers and asset managers for a leading security firm in Asia as part of a buy-side equity research expert network.
- Strategic Insights: Delivered consulting services for a major European corporation on hydroelectric project acquisitions globally.
- Risk & Market Consulting: Advised two top European reinsurance companies on navigating the US renewable market and associated risks.
- Technology Market Fit Evaluation: Evaluated renewable energy technologies regarding market fit for an Indonesian conglomerate.
** Full list of client names is available upon request.
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