I am a sustainability executive leader with over 20 years CleanTech investment banking experience
providing strategic insight and financial direction to senior executives and boards on growth strategies, tactical initiatives and strategic alternatives at the intersection of climate change and tech innovation.

As one of the first investment bankers to focus exclusively on the CleanTech sector, I am recognized as a leading subject matter expert and am a frequent speaker at industry events and publisher of articles on sustainability.

I serves companies in a diverse group of industries, including energy, food & ag, industrial, mobility & transportation and utilities, which are dealing with the twin challenges caused by climate change and digitization. Additionally, I support new entrants disrupting these sectors with innovative technology and business models and looking to displace incumbents.

The companies I work with are at all stages of development, from Series A to Global 1000. I assist early- and growth-stage companies determine the best sources of capital (whether debt or equity) as well as help them raise capital to fund rapid growth. In addition, I leverage my extensive network to provide introductions to leading corporations that can help validate technologies and drive their rapid commercial adoption.

I assist established companies better understand how new technology and innovative business models are poised to impact their operations and provide advice on ways to partner with or acquire sustainability-oriented businesses.

My extensive industry knowledge and broad investor network allow me to position companies effectively with environmental, social & governance (ESG), impact and growth investors who are leading an increasing number of investments in sustainability-focused businesses.

Professional Expertise:
Sustainability | Investment Banking | Strategic Insight | Financial Guidance | Fundraising (Equity & Debt) | Mergers & Acquisitions (M&A) | Strategic Partnerships | People Connector

Industry Transaction Experience:
AgTech & FoodTech | Biomaterials | Circular Economy | Energy Efficiency | Energy Storage | Industrial Internet of Things (IoT) | Mobility & Transportation | Renewable Energy | Smart Grid | Water Technology

Investor Relationships:
Crossover | Family Offices | Institutional Investors | Pension Funds | Private Equity (PE) Firms | Sovereign Wealth Funds | University Endowments | Venture Capital (VC) Firms

I am a Registered Representative of Finalis Securities LLC Member FINRA / SIPC