Founder Profile

A LEGAL AND FINANCIAL PROFESSIONAL WITH BROAD EXECUTIVE AND ADVISORY EXPERIENCE

• Experienced in all segments of the energy industry (upstream, midstream, downstream and petrochemicals, and alternative/ renewable energy) 

• Chairman of a $2 billion refinery venture 

• CEO of a natural gas processing company

 • Executive Vice President and General Counsel of a $12 billion chemical and refinery business 

• Board or Advisory Board member to several public and private energy companies - including a natural gas processing company, an oil field services company, refiners, petrochemical companies and an investment fund.

EXPERIENCE AND EXPERTISE IN:

• Public and private debt and equity financings 

• Merger, acquisition and venture transactions 

• Energy project development 

• Commercial transactions 

• Board leadership

Corporate governance 

International transactions

New ventures

• Environmental and natural resource law 

• Litigation management 

• Legislative and regulatory affairs

PROFESSIONAL QUALIFICATIONS

• Stanford University School of Law, JD - Order of the Coif  

 • FINRA Registered Representative (Series 24, 62, 63, and 79)  

   • Member of the California and Texas State Bar Associations


REPRESENTATIVE FINANCIAL TRANSACTION EXPERIENCE

• Equity Offerings – Participated as a principal or advisor in both public and private equity offerings totaling in excess of $3 billion, including an initial public offering of $1.3 billion for a petrochemical company and an $80 million private placement of project financing for natural gas processing facilities

 • Debt Financings – Experience includes over $11 billion of public and private debt financings, including project financings.

  • Merger & Acquisition Transactions – Led numerous financial transactions including merger of privately held distributed generation businesses, several acquisitions of chemical plants (cumulative value in excess of $7 billion), sales of various upstream and downstream energy industry assets valued in excess of $1.5 billion, and acquisition or sale of ownership interests in refining, pipeline and marine terminal joint ventures.

REPRESENTATIVE ENERGY PROJECT DEVELOPMENT EXPERIENCE

• Onshore Oil & Gas Production – Land use permits and surface lease negotiations for development of oil and gas properties in Ojai, California. 

 • Offshore Oil & Gas Production – Environmental reviews, permits, state lease negotiations and litigation to authorize resumption of drilling in Santa Barbara Channel, following moratorium from 1969 Unocal blow-out.  

• Coal Mine and Oil Shale – Development of environmental compliance and mitigation plans for surface and underground mines in Colorado and Wyoming. 

 • Pipelines – Joint venture formation, rate proceedings, financings and permitting for TAPS and Kuparuk pipelines (Alaska).

REPRESENTATIVE ENERGY PROJECT DEVELOPMENT EXPERIENCE

• Marine Terminals – Environmental reviews, permitting and contract negotiations for deepwater berth in Long Beach, California. 

 • LNG Import/ Export Facility – Commercial, financial and strategic consulting support for various LNG projects, including a U.S. Gulf Coast LNG export facility, a small scale West Coast project, and a Middle East LNG import facility . 

 • Refinery Upgrade – Joint venture negotiations with a national oil company, permitting and financing for refinery upgrade in Houston, Texas.  

• Chemical Plants – Strategic analysis and financing for new chemical plant units in Rotterdam.