About Me
Military Service
I graduated from the United States Military Academy at West Point in 2006 and shortly after commissioning as an Armor officer, I deployed to Iraq as the Scout Platoon Leader for an infantry battalion where I had the privilege of leading 53 soldiers, sailors, and airmen on numerous missions that resulted in the capture of 28 high-value insurgents (those planning, financing, and carrying out attacks on American and coalition troops).
Very shortly after my year-long deployment to Iraq, I volunteered to join my wife (also a West Point grad) in Afghanistan where I served as the Logistics Officer for a 500-man reconnaissance squadron in the 101st Airborne Division, located in the mountains of Eastern Afghanistan. The squadron was spread across five remote bases, in extremely rugged terrain (many only accessible by helicopter) and I was directly responsible for properly supplying the squadron with food, water, ammunition, and fuel throughout the deployment.
Following my deployment to Afghanistan, I assumed command of an extremely challenged headquarters company of 190 soldiers in the 101st Airborne Division, suffering from low morale and deployment fatigue. Together with my senior leadership team, we worked to aggressively exit poor performers, develop / mentor those willing to work hard, and we successfully re-focused the company on key tasks to increase deployment readiness.



Following my military service, I was accepted to MIT where I earned my Masters in Engineering (with a focus on supply chains and logistics) and an MBA. Upon graduation, I earned a highly-competitive investment banking position with BofA’s oil & gas team in Houston.
As an investment banker, I spent the last 10 years providing strategic financial advice to companies of all sizes. Throughout my tenure, I served as an advisor on more than $25 billion in total transactions, including M&A (buying and selling businesses) as well as bank loan, high yield, and equity financings.
Most recently, I focused on middle market and high-growth companies with exposure to numerous industries, including: energy, utility services, engineering & construction, insurance services, distribution, and industrial services (among others).



Select Transaction Experiences
Equity Offering
December 2024
Public Offering
$110 million
Space Economy
Acquisition
July 2024
Acquires
Undisclosed
Grid Infrastructure
Sale
February 2022
Acquired By
Undisclosed
Insurance Services
Capital Raise
September 2021
Series C Round
>$350 million
Specialty Chemicals
Acq. Financing
September 2021
Acquires
Bridge Loan
$2.7 billion
Grid Infrastructure
High Yield Bonds
April 2021
Snr Notes Offering
$400 million
Deathcare
September 2020
Inaugural IG Notes
$1.0 billion
Grid Infrastructure
High Yield Bonds
August 2020
Snr Notes Offering
$850 million
Deathcare
Acq Loan
October 2019
Acquires
Snr Secured Loan
$475 million
Construction
Demerger
February 2019
Demerges
$3.6 billion
Oilfield Services
HY Bonds + ABL
September 2018
Snr Secured Notes
$300 million
ABL Credit Facility
$150 million
Oilfield Services
Sale
August 2018
Sells OIEC to
Undisclosed
Midstream
IPO
February 2018
IPO
$405 million
Oilfield Equipment
Sale
December 2017
Acquired By
$357 million
Midstream
High Yield Bonds
December 2016
Snr Notes Offering
$500 million
Oilfield Services
Sale
November 2016
Sells BM-S-8
$2.5 billion
Upstream
IPO
February 2018
IPO
$405 million
Oilfield Equipment
Sale
December 2017
Acquired By
$357 million
Midstream
High Yield Bonds
December 2016
Snr Notes Offering
$500 million
Oilfield Services
Sale
November 2016
Sells BM-S-8
$2.5 billion
Upstream