Scout Recon Acquisitions

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.

military service

Private Sector Experience

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).

Massachusetts Institute Of Technology
MIT Management Sloan School
B of A Securities

Select Transaction Experiences

Equity Offering

December 2024

intuitive machines

Public Offering
$110 million

Space Economy

Acquisition

July 2024

I Squared

Acquires

Priority Power

Undisclosed

Grid Infrastructure

Sale

February 2022

Allcat

Acquired By

Trive Capital

Undisclosed

Insurance Services

Capital Raise

September 2021

Solugon

Series C Round

>$350 million

Specialty Chemicals

Acq. Financing

September 2021

Quanta

Acquires

blattner

Bridge Loan
$2.7 billion

Grid Infrastructure

High Yield Bonds

April 2021

Carriage

Snr Notes Offering
$400 million

Deathcare

Inaugural Bonds

September 2020

Inaugural IG Notes
$1.0 billion

Grid Infrastructure

High Yield Bonds

August 2020

service corporation international

Snr Notes Offering
$850 million

Deathcare

Acq Loan

October 2019

Sterling Infrastructure

Acquires

plateau excavation

Snr Secured Loan
$475 million

Construction

Demerger

February 2019

Maersk

Demerges

$3.6 billion

Oilfield Services

HY Bonds + ABL

September 2018

Basic Energy Services

Snr Secured Notes
$300 million
ABL Credit Facility
$150 million

Oilfield Services

Sale

August 2018

Oxy

Sells OIEC to

Moda Midstream

Undisclosed

Midstream

IPO

February 2018

cactus

IPO
$405 million

Oilfield Equipment

Sale

December 2017

Conc

Acquired By

CNX

$357 million

Midstream

High Yield Bonds

December 2016

Rowan Companies

Snr Notes Offering
$500 million

Oilfield Services

Sale

November 2016

petrobras

Sells BM-S-8

equinor

$2.5 billion

Upstream

IPO

February 2018

cactus

IPO
$405 million

Oilfield Equipment

Sale

December 2017

Conc

Acquired By

CNX

$357 million

Midstream

High Yield Bonds

December 2016

Rowan Companies

Snr Notes Offering
$500 million

Oilfield Services

Sale

November 2016

petrobras

Sells BM-S-8

equinor

$2.5 billion

Upstream