2012

Placement Agent: Complete Capital Raise
Structure, market, and raise equity capital commitments for a fund of environmentally sustainable investments.

2012

Advisor: Facility Amendment
Advise on design and implementation of structural alternatives to retain capital structure flexibility.

2012

Advisor: Equity Capital Raise
Advise on peer analysis, positioning, underwriter selection, and capital structure implications.

2011

Advisor: Management Transition
Advise on financial markets issues during a transition in the office of the CFO.

2011

Structuring Advisor: Facility Amendment
Advise on design and implementation of unique strategy to avoid a covenant waiver.

2011

Advisor: Capital Structure Optimization
Advise on strategic capital planning and asset monetization.

2011

Advisor & Arranger: Alternative to Amend & Extend
Advise on design and execution of an innovative alternative to the traditional amend & extend.

2011

Advisor: Investor Transition
Advise on debt and equity investor messaging during corporate strategic transition.

2011

Advisor: Initial Bank Loan
Advise on facility terms and covenant structure of a first-time credit facility to support long-term strategic corporate objectives.

2011

Advisor: Acquisition Finance Strategy
Advise on developing a comprehensive financing plan to fund a multi-billion dollar acquisition through both strategic and tactical capital sources.

2011

Arranger & Advisor: Loan Arrangement
Arrange and advise on the structuring and direct placement of a multi-billion dollar funded term loan as an alternative source of capital.

2011

Advisor: Acquisition Finance Strategy
Advise on developing optimal acquisition financing plan to fund a multi-billion dollar acquisition and retain strategic capital flexibility.

2011

Advisor: Strategic Transition
Advise the Special Committee of the Board of a public company on alternative corporate and capital structures for valuation optimization.

2011

Structuring Advisor & Placement Agent: Complete Capital Raise
Structure and place equity, debt, and tax-credit financing for a group of solar infrastructure projects.

2011

Placement Agent: Equity Private Placement
Structuring advisor and placement agent of equity and tax-credit financing for a renewable energy project.

2011

Expert: Expert Testimony
Provide expert testimony surrounding the viability and characteristics of a series of debt issuances.

2011

Advisor: Strategic Transition
Advise on modeling, valuation, peer review, critical flaw review, and alternatives development.

2011

Advisor: IPO Capital Raise
Advise on modeling, valuation, peer review, critical flaw review, and alternatives development.

2011

Advisor: Asset Separation Transition
Advise on corporate structure transition and asset separation strategies.

2010

Structuring Advisor: Structured Refinancing
Arrange and advise on restructuring and refinancing of a multi-billion dollar securitization.

2010

Expert: Expert Testimony
Provide expert testimony regarding the financeability and characteristics of a series of debt issuances.

2010

Advisor: Risk Management Policy
Design and implement an enterprise FRM program across commodities, foreign exchange, rates, and credit.

2010

Advisor: Strategic Transition
Advise on corporate and capital structure to support strategic transformation.

2010

Advisor: Bank Loan Refinancing
Advise on refinancing of a multi-billion dollar revolving credit facility and credit support annex.

2010

Advisor: Counterparty and Credit Derivatives
Advise on collateral risk management primarily related to financial counterparty exposure, credit derivatives, and documentation.

2009

Advisor: Counterparty Risk Management
Review of counterparty exposures, asset custody, and controls.

2009

Advisor: Interest Rate Transaction Execution
Advise on the unwind and termination of a multi-billion dollar interest rate derivatives portfolio acquired through a merger.

2009

Advisor: Debt Private Placement
Advisor on a full capital structure refinancing including bank and traditional private placement debt.

2009

Advisor: Cash & Derivatives Alternatives
Advise on alternative capital structures for return of capital through repurchase of shares.

2009

Advisor: M&A FX Exposure
Advise on acquisition agreement structuring and associated hedging program related to BRIC foreign exchange exposure.

2009

Advisor: Issuance and Call Spread
Advise on structuring, placement, and execution of convertible bond and related derivative overlay.