Multi-faceted track record that includes leading roles in M&A, cross-border joint venture, project finance, corporate finance, market entry strategy, public policy, tax advantaged transactions and not for profit ventures -- with a common focus on renewable energy.
Alyra Track Record
- Advisor to Airtricity, a major European renewable energy company, on market development opportunities.
- Advisor to Clipper Windpower on potential joint venture and market development opportunities.
- Sole Advisor to Duke Energy, on the acquisition of all wind power assets of Tierra Energy.
- Originated the $240 million Catamount Energy acquisition transaction for Duke Energy, June 2008.
- Advisor to EHN, one of the global leaders in wind power development and technology, on financing a U.S. project.
- Advisor to Invenergy, a major development company, on financing of a wind power project.
- Advisor to Jasper Energy on wind power financing.
- Advisor to Platts, a global energy think tank owned by McGraw Hill, on structural issues and emerging trends in the US renewable power industry.
- Advisor to SeaBreeze Energy, on wind power project financing.
- Advisor to Suncor, a major Canadian energy company, regarding a US joint venture.
- Advisor to Tenaska, a major energy development company, on financial structuring issues.
- Advisor to the US Department of Energy, on market based wind power economics.
- Advisor to a major foundation on structuring and implementation of a equity fund to assist community based wind power development.
- Advisor to a global financial institution on tax equity investments in US wind power transactions.
- Advisor to numerous developers on debt and equity structures and tax efficient capitalization of renewable energy projects.
- Collaborated with leading minds in renewable energy sector in analyzing financial and market affects of tax incentives available to renewable energy projects.
Sector Experience Prior to Alyra
Wind Power Restructuring
- Led teams in restructuring of several U.S. wind power financings, comprising of total 340 MW, representing the lead arranger bank and acting as the lenders' agent.
Power Finance and Underwriting
- Ledproject financings of thermal and wind power projects. Example Lead Arranger roles include $140 million Rumford Power, $75 million Trent Wind Farm, $81 million San Gorgonio Wind.
- Executed underwriting of about $600 million in project and structured financings with transaction value exceeding $6 billion. Examples of transactions include $2.5 billion Calpine Construction Finance II, $1.25 billion Sithe Boston Generation, $1 billion Calpine Construction Finance I, $320 million Guadalupe Power, $350 million Odessa-Ector Power.
Not For Profit Ventures
- Assisted a special purpose non-profit foundation in managing the acquisition and 12-month turnaround of a inner city commercial property from near bankruptcy, with $ 1 million annual losses, to breakeven performance.
Other Relevant Ventures
- Conceived and managed a market research initiative including focus groups and direct customer interviews. Crafted and implemented a successful marketing strategy based on the research findings.