Energy
Crane Solar Project
Co-Advisor on the sale of 168 MWac operating solar PV project in Crane County, TX
Advised the developers on the Vikings Energy Project, a hybrid 150 MWac solar plus 150 MW energy storage Project in Imperial Valley, Southern California
Advised the developer/seller on a portfolio of over 10 solar projects, totaling 920+ MW capacity, along with energy storage in California
Advisor on capital raise and evaluation of potential strategic partnerships for the company
Risk and Due Diligence Advisor on investment/debt financing for a portfolio of 22 MW solar PV projects in California
Financial Advisor to Acestes Power on the development and financing of a 120 MW portfolio of solar and fuel-powered generation stations; equity placement and lead negotiator on financial arrangements
Financial Advisor for a sell-side M&A for the Tamarico 153 MW solar PV project
Financial Advisor on equity valuation and capital raise for an off-shore wind project development company in Singapore
Financial Consultant on finance/project portfolio strategy, valuation of utility-scale solar PV projects, negotiations of term sheets with investors/lenders
Consultant on the development of a 20 MW utility-scale solar power project
Strategic Advisor on management, business and corporate strategy for establishment of a corporate presence in North America
Financial Advisor on $200 million equity and debt financing for an oil storage project asset investment and management company based in Singapore
Financial Advisor on M&A strategy, prospect screenings throughout the US and valuations for acquisition of a solar project development company in North America
Financial Advisor on funding strategy, equity valuation, capital structuring, partnering and capital raising for a 24 MW utility-scale solar project in Puerto Rico developed by Commercial Solar Power company
Advisor on development of solar power projects on sites and land controlled by Caltrans (formulation of a “Solar Highway”) for economic and commercial benefit
Financial Advisor on sell-side M&A of a 17.85 MW wind farm, including the selection of and negotiation with international investors for project development
Financial Advisor on equity valuation and negotiations for a strategic equity investment by a major European gas utility company (Spain) for the development and financing of Halivourgiki’s 880 MW gas-fired power station in Elefsis
Infrastructure
Consultant for Jacobs’ led consortium on the finance and commercial strategy for a bid on a multi-billion transit infrastructure project in San Francisco’s Bay Area
Project Development Consultant on Libya's first major infrastructure PPP project: $1.2+ billion multi-purpose port and logistics center, Susah, Libya
Financial Advisor on company acquisition strategy for acquiring water/wastewater assets under development or in operation in North America
PPP Advisor as member of advisory team on Presidio Parkway Project in San Francisco, CA (California’s first PPP project) with respect to concession contract and financing aspects of project during RFP stage
PPP Advisor as a member of the advisory team to TxDOT on the application and management of motorway PPP/concession contracts in Texas
Corporate Finance | Technology | Sustainability | Other Engagements
ADN founder appointment as Visiting Scholar from 2008 to 2012; appointment including teaching, mentoring students, and advising Global Projects Center on research and educational programs. Lecturer on International Project Finance course (2008 - present); ran CEE 227 course in 2011
ADN founder appointment to advise digital wealth management company using advanced A.I. machine learning for active portfolio management
ADN founder appointment to advise start-up company focusing on disruptive blockchain technology to finance infrastructure projects globally
Co-advisor on a corporate equity raise for the acquisition of power generation stations in Upstate New York.
ADN founder advising SkyH2O, a start-up focusing on AWG (atmospheric water generation) technology, identifying and selecting strategic investors to scale up and expand company’s operations
Advised medical-vocational school, services included assessing strategic international parnterships and the potential sale of the business; M&A
ADN founder appointment to advise fintech start-up company on using A.I. technology to screen, evaluate renewable projects and match them with capital providers
Advised Silicon Valley sustainability company start-up focusing on effective energy management solutions to reduce the energy costs of commercial enterprises
ADN founder appointment to advise fintech company on strategy and positioning an A.I. digital marketing platform focusing in infrastructure and energy project markets
ADN founder to co-found Silicon Valley Greek Seed Fund; mentored, assisted and invested in selective startups in Silicon Valley. Realized 17x exit on one of the investments (Bugsense acquired by Splunk in 2013)
Advised company’s CEO explore strategic corporate partnering options, including potential acquirors and venture capital funders.
Expert Witness | Dispute Resolution |Due Diligence
Project Neutral for LAX’s Automated People Mover project, a multi-billion dollar PPP / availability payment infrastructure project
Alternate Project Neutral for LAX’s Consolidated Rent-A-Car Facility (ConRAC), focusing on financial and commercial disputes on PPP arrangements
On bench as Risk Expert and Due Diligence Advisor for projects and transactions as they arise
Financial Dispute Resolution Board member on Portsmouth Bypass road PPP project with respect to financial and commercial disputes
Expert Witness engaged as the independent industry expert; prepared written opinions and verbal testimony on an ICC arbitration for a PPP/concession contract regarding a major motorway project in Eastern Europe
Due Diligence Consultant engaged by a major institutional investor to perform due diligence and operational review on Energy Capital Partners’ Energy Fund III
Chief Instructor to DoE’s National Energy Technology Laboratory; structured, prepared and delivered two-day course: “Project Finance for Power and Gas Infrastructure Investments”
Experience Prior to ADN
Financial Advisor to the Governor’s Treasury Team on monetization of the State’s major transportation infrastructure assets (pathfinders) through PPP structures
Financial Advisor to Global Via (lead) and FCC consortium on bidding and debt and equity financing for the acquisition of Northwest Parkway, Denver, a 75-year PPP/concession agreement
Advisor on draft and proposed PPP legislation to a number of States, including California and Texas
Financial Advisor to ACS Dragados SPL (logistics and container terminal division) on negotiations with the city on development and financing of a container port terminal in Corpus Christi, Texas through a PPP structure
Advisor to Ministries of Transportation and Finance in Central and Eastern Europe on application of alternative funding options and PPP structures for transportation infrastructure programs
Financial Advisor and lead negotiator representing the Government-owned port authority on development and construction of Ngqura Container Port, including negotiations with the preferred bidder, a P&O led international maritime consortium
Financial Advisor and project chief director for the Office of the Prime Minister on managing and successfully executing an international tender for the Highway 2000 Project; approx. $1 billion under PPP/concession arrangements for Phases 1 and 2. Mulitple successful financing milestones
Financial adviser, ratings adviser, book runner and debt arranger to Bina Istra (Bouygues and the Government of Croatia) on a rated-bond facility for Istrian Motorways Project, the first-ever project bond in Eastern Europe; Deal-of-Year Award in 2003
Financial adviser, book runner, and debt arranger to the Bulgarian Government and the team of local and international contractors on a project bond offering for the Hemus Project, a 230 km motorway (budget Euro 1.2 billion) from Sofia to Varna
Financial Advisor and Chief Negotiator to Bina Istra on negotiating and restructuring a major amendment to the concession agreement, representing the concessionaire and the bank syndicate. The required restructuring and risk-rebalancing of the project was successful, averting debt default due to Government step-in action
Advised Apline Power Systems on project structuring, risk management and financing of a 350 MW oil-fired power project in Madhya Pradesh