Senior Associate, Flagship Investment - Copenhagen Infrastructure Partners - New York, NY
(2022-06 - 2025-05)
Senior Associate on the flagship investment fund, focusing on M&A, portfolio management, development, financing and origination. Responsible for origination & transaction execution including: strategizing and sourcing opportunities externally, coordinating development with technical team, preparing valuation and presenting to leadership for final investment approval.
- M&A: Successfully acquired 1.3 GW, 8-employee onshore wind platform in New York, Liberty Renewables. Formulated strategy to enter NYISO and subsequently originated transaction with former colleagues at Marathon Capital. Led 8-month transaction process in five phases: i) diligence NYISO market, new permitting/offtake regime and competing projects; ii) asset valuation; iii) evaluate management team and strategic portfolio fit; iv) negotiate transaction documents; v) coordinate integration of 8 new
- Investment Decision: Manage in-development 850 MW, two-phase wind portfolio in Illinois towards NTP. Led development, technical and commercial workstreams for the Portfolio, taking final investment decision on both phases and executing two different 400+ MW offtake agreements, 850 MW turbine agreement and full EPC agreement.
- Development: Creation of MISO-Illinois focused development company for 500+ MW wind portfolio with 4-man development team. Led execution of development service agreement, and set up corporate/governance structure and initial development strategy. Creation and advancement of 400+ MW wind project, with full site control and interconnection submittal in ~14 months.
- M&A: Successfully acquired ~2 GW floating offshore leasebed in California in a new market for CIP. 8-month coordination and approval process with technical, commercial and external governmental counterparties, preparing and successfully acquiring the Humboldt Southwest leasebed. Supported leadership with negotiation, valuation and coordination with technical team to structure the transaction with proper financing and protections through leasebed acquisition.
Manager, M&A and Business Development - Ørsted - New York, NY
(2020-08 - 2022-05)
Manager in the project finance and business development group, focusing on M&A, tax equity financing, origination & development. Responsible for transaction execution & support, including: coordinating with the technical team, preparing financial valuation and presentation to leadership for final investment approval.
- M&A: Acquisition of pre-NTP 400 MW solar + storage facility in a new market for Ørsted Onshore. 6-month bi-lateral exclusivity; multiple executed transaction documents set in place at closing. Supported leadership with negotiation, valuation and coordination with technical team to structure the transaction with proper financing and protections through COD; in addition, included acquisition of the related $150m+ transmission line.
- M&A: Portfolio divestment for a 1.4 GW renewable portfolio across ERCOT and SPP (wind & solar). Led creation of the external portfolio model, 4+ Project CIM, and subsequent Ørsted management presentations.
- Investment Decision: Successful investment decision for $650M+ capital commitment for a 500 MW co-located wind & solar facility. Led finance portion of investment approval presentation, including valuation & sensitivities, project input/cost assessments, coordination with technical team on key risk and mitigants, overall portfolio risk assessment, and other key mgmt. requests.
- Investment Decision: Successful PPA negotiation & board approval for 3 PPAs totaling 190 MW with various settlement structures. Assisted origination team with PPA negotiation & valuation sensitivities; led finance side for final commercial PPA approval.
- Financing: Tax Equity Final Funding for separate 150+ MW wind facility and 400+ MW solar + storage facility. Supported final funding process with notable tax equity providers, resulting in over $350m in capital commitments.
Investment Banking Analyst - Marathon Capital - Chicago, IL
(2018-07 - 2020-08)
Analyst in the clean energy, infrastructure and clean technology group, focusing on M&A and capital advisory services. Cover clients across all clean energy sub-sectors, including solar, wind, natural-gas, renewable natural gas and energy efficiency.
- Buy-side advisory: Asian conglomerate on its U.S. renewable market entry & first renewable asset acquisition (200 MW solar). Advised client on renewable market entry plan for the U.S., as well as participated in a 7-month bi-lateral asset acquisition. Constructed final diligence memo and valuation model for investment approval (can share redacted presentation on request).
- Sell-side advisory: Capital Dynamic's sale of two operating solar projects (108 MW) to S&B America and Tortoise EcoFin. Led creation of the seller portfolio model, as well as the investment CIM and subsequent management presentations.
- Sell-side advisory: Full debt and equity capital raise for a $1 billion, 1+ GW combined cycle gas facility. Led creation of the financial model, structured with commercial bank leverage and various gas offtake structures.
Foreign Exchange Teacher & Representative - Keimyung University in Daegu, South Korea - Daegu, South Korea
(2018-01 - 2018-04)
- Taught full English curriculum at local Sangwon High School, and attended various University environmental policy classes.
