M&A Advisor (FINRA 79 reg) in the Construct Tech, Proptech, & Water Sectors
Send a job offer directly to this candidate
I am a digital technology executive and investment banking rep (FINRA 79 registration) in the Construct Tech, Proptech, Water, and Smart Buildings &
• Infrastructure sectors. I provide market development & strategic business development consulting, along with M&A strategy & execution. Recent M&A clients include sell side deals for AI construction safety, digital twin consulting, BIM QA platform, worker onboarding, and transportation tech start ups. Have an extensive network of relationships in the strategic and financial investor sectors. Previously, I held leadership positions in companies such as Oracle, Wipro, CH2M (now Jacobs), URS / AECOM, Lucid Design Group (now Atrius / Acuity), and GHD. I have a MS in Water Science &
• Engineering from UC Davis; have built high performing business development teams; am published in emerging technology adoption in the capital project lifecycle; and am an invited speaker & panelist at events including: iTWO World Conference in Guangzhou
• Oracle Open World and E&C Summit
• CG-LA Global Infrastructure Summit in Montreal and Mexico City
• Bentley BE; and the EFCG CEO, CIO, and CFO Summits.
M&A Advisor and Strategic Business Development Exec - ConstructTech M&A
(2022-08)
Providing 'go to market' and M&A advisory services in the built environment: construct tech, proptech, water, sustainability / ESG / EHS. Clients include start ups, PE / VC firms, and enterprise / global companies in engineering construction and in associated technologies. FINRA 79 investment banking rep.
Wine Educator - Hawkes Wine - Sonoma County, California, United States
(2021-05 - 2024-10)
Pouring wine at one of the best cab wineries in Sonoma County.
Venture Partner - Shadow Ventures
(2023-06 - 2023-11)
Contract assignment to provide sourcing and relationship building with LPs from the ENR Top 100, PE firms, Cleantech, Built Environment enterprise technology, and commercial RE investors.
Managing Director - Madison Park Group - SF Bay Area
(2021-03 - 2022-08)
Associated person; FINRA 63 and 79 license. Sell side clients in AI construction safety, worker onboarding, field automation, stormwater mgt, transportation EAM and road tech, and digital twin consulting.
Managing Director - Ascentage Group, LLC and Ascentage Advisors - San Francisco Bay Area
(2020-06 - 2022-08)
M&A advisory firm with deep expertise and experience in smart infrastructure, capital projects, AECO, construct tech, and proptech market segments. Associated person of Madison Park Group, a member of FINRA and SIPC.
North American Market Leader, GHD Digital - GHD - San Francisco Bay Area
(2018-12 - 2020-05)
Created and launched new division of GHD (Digital Solutions) in North America. I lead market strategy, sales (both direct and channel), digital marketing, and strategic business development, for new and existing clients in water, transportation, energy, and industrial markets. Have recruited a team of business development, solution architects, and marketing leaders to advance digital innovation, digital experience, and digital intelligence solutions.
GM, E&C and Smart Infrastructure Solutions - Wipro Limited - San Francisco Bay Area
(2013-04 - 2018-08)
Joined Wipro to build a new business practice in the Engineering, Construction, & Smart Infrastructure vertical. Clients included ENR Top 50 firms, airports, commercial real estate, and transportation agencies. Led a team of BDM, alliance & industry professionals, with service line support.
Responsibility for development and growth of the Americas geo; go-to-market strategy, revenue / sales, solution development, and industry marketing. Led the Oracle E&C worldwide alliance & joint solution partnership and overall E&CO technology alliance strategy, and am co-leader of our Smart Infrastructure (Buildings, Cities) solutions group.
Senior Vice President, Business Development - Lucid - Oakland CA
(2012-01 - 2013-04)
Joined Lucid to help develop our market strategy and solutions for new client sectors; and develop strategic partners in the onsite generation, building automation, analytics, engineering design, and lighting sectors. Am on the management team, and contribute to company positioning, strategic direction, marketing awareness, product strategy, investor strategy, and hiring. Lead a two person team of BD managers.
Vice President (contract) - EcoDomus
(2011-06 - 2011-12)
Consulting role to the CEO: Evaluate opportunities in the sustainability, energy mgt, and smart building sectors. This involves leveraging EcoDomus's BIM - FM solution as a 'lifecycle data management' platform. It provides users the ability to visually link assets to granular data from FM / BAS/ Asset Mgt systems.
Use cases include energy benchmarking, performance (operations, energy) evaluations of assets and systems, and simulation / scenario analysis. Alliance strategy includes partnering with AEC & FM consulting firms, as well as with technology companies in asset mgt, BIM, energy mgt & simulation, and carbon mgt & reporting.
Vice President (contract) - FirstCarbon Solutions
(2010-05 - 2011-02)
Developed global alliance strategy to provide clients with complete sustainability solutions (i.e. consulting, technology, data management) as well as to drive growth via indirect sales. Identified, developed, and signed strategic partners in complementary technology sectors (asset mgt, FM) as well as in the global environmental & engineering consulting sector. Developed select resellers with industry knowledge in higher education, metals, financial services, and retail.
Developed solutions with partners for geographic markets (i.e. Canada market) and industry based markets (airports, agricultural / food). Built pipeline of partner opportunities in the first six months in the amount of $5M.
Regional Director, Enterprise Mgt Solutions (Critigen spin off company) - CH2M HILL
(2009-08 - 2010-02)
Joined CH2M's Enterprise Management Solutions (EMS) division to develop & build a new sustainability technology solutions practice. EMS was spun off in Sept 09 as a new company; Critigen. Developed pipeline of new accounts (not CH2M clients) in government, pharma, real estate, and utilities. Solutions focused on enterprise mgt systems, buildings / asset mgt, and smart grid applications.
Managing Partner - C - Level Strategies
(1999-01 - 2009-08)
Founded boutique consulting firm to provide market strategy and outsourced business development services to tech companies in the sustainability, architectural / engineering design, and water sectors.
Senior Industry Director, EHS Applications (Global Energy Vertical) - Oracle Corporation
(1996-12 - 1998-06)
Recruited to resuscitate this business group; led new market & business strategy, positioning, solution marketing, and industry strategy.
VP of Business Development at Dames & Moore Group (acquired by URS) - AECOM
(1988-02 - 1996-11)
Leadership in operations, business development, and corporate development over a nine year period at this management & engineering consulting company.
MS - Water Science & Engineering - University of California, Davis
Executive Certificate - Advanced Management College - Stanford University