安迪·维特
验证专家 in 金融
金融专家
安迪 was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. 作为一个自由职业者, 安迪 advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
职业生涯突出
教育 Highlights
案例研究
行业专业知识
其他专业知识
工作经验
董事总经理
Hamilton Clark Sustainable Capital, Inc.
- Assisted public and private companies overlooked by large Wall Street firms and regional investment banking firms.
- Constructed financial models that resulted in term sheets for a renewable jet fuel facility.
- 搭建一个演示平台, an integrated valuation, and a financial model to support the project financing and greenfield construction of a $1billion renewable gasoline plant that incorporates carbon capture.
- Built a valuation model to support financing and greenfield construction of the food waste facilities to produce organic acids.
主要
First Gleneden Advisors LLC
- Advised on a $200 million strategic investment in a startup to construct a $1.70亿美元.S. aluminum rolling mill.
- Led due diligence and integration of two acquisitions as well as a private equity recapitalization for an ongoing $100 million industry roll-up of pipe repair solutions.
- Constructed financial models that resulted in a $300 million term sheet to acquire, 改造, and construct renewable diesel facilities.
- Assembled a robust financial model that garnered a $150 million term sheet from a global project finance investor to develop combined heat and power cogeneration projects.
- Developed investor materials, including the financial model and business plan to fund the build-out of facilities to convert waste plastic into high-value carbon nanotubes.
- Provided financial analysis for the acquisition of a biodiesel facility.
- Built a financial model to support the financing and greenfield construction of food waste facilities to produce organic acids.
- Improved the balance sheet and reduced the ongoing cash burn with a $36 million debt-for-asset swap for a renewable fuel company.
- Delivered a $25 million tax credit transaction to fund the expansion of a renewable materials facility.
- Implemented financial systems for a private equity-backed $60+ million revenue oilfield services company, as well as a $30+ million liquefied natural gas company.
Vice President, 金融
Benefuel公司.
- Optimized a $20 million transaction for a private equity investor using interactive forecasts and a proprietary equity structure.
- Contributed to successful relationships with the customer base of Flint Hills Resources, 森科能源公司, 和伊藤忠, leading to $10+ million in bridge financings.
- Improved the standardized financial models to ensure data and analytical consistency, 完整性, and accessibility to streamline investor due diligence.
Chief Financial Officer
Zeachem公司.
- Maximized a $232 million USDA loan guarantee to develop a 25 million GPY commercial facility.
- Sold a $43 million tax credit transaction with additional funding to construct a 250,000 GPY demonstration plant and development facility.
- Achieved a $5 million joint development agreement with Proctor & Gamble to advance the development of a new renewable chemical production platform for superabsorbents and other related product inputs.
- Awarded $25 million US Department of 能源 and $40 million US Department of 农业 USDA grants to develop and construct a demonstration-scale renewable fuel facility and supporting feedstock infrastructure.
- Added Valero as the first strategic investor to produce biofuels to satisfy Valero's RFS renewable fuel obligations.
- Exceeded $30 million of follow-on investments from existing investors by clarifying the strategy and demonstrating viability.
- Developed a rental asset strategy that generated revenue of $500,000 per month from demonstration plant operations.
- Applied Lean methodologies to implement accounting and business infrastructure to produce unqualified annual GAAP audits and pass on-going DCAA audits.
- Improved data 完整性 and consistency with the introduction of SEC-compliant processes and systems in preparation for an IPO.
- Built the finance and accounting team from one person to ten people to support a potential IPO.
Vice President, 战略规划 and 分析
Evergreen 能源, Inc.
- Arranged multiple public market financings that resulted in $250+ million raised to build a demonstration plant and to advance commercial projects.
- Negotiated and structured $1+ billion in project financing for up to four processing facilities.
- Increased the stock price by 50% with recommendations to the management and board on how to interpret and incorporate equity trading intelligence, 反馈, and commentary into the business.
- Delivered more consistent operations and a major reduction in downtime for plant operations performing extensive operational and financial analysis.
- Contributed to acquisitions by developing and maintaining interactive financial models used to evaluate business opportunities, including the $40+ million purchase of a coal mine.
Vice President | 股票研究
Stifel
- Recognized as an All-Star 股本 Analyst by the Wall Street Journal (1998, 2001).
- Sold more than $750 million in equity offerings for coverage universe as a result of being named co-manager on deals, and delivered trading revenues, consistently finishing in the top third of the department.
- Generated shareholder value by critiquing and advocating asset rationalization strategies such as H&P’s $500 million equity portfolio divestiture and redeployment into its innovative FlexRigs.
教育
Master of Business Administration (MBA) Degree in 金融
Columbia Business School - New York, NY, USA
学士学位 in Economics and History
康涅狄格大学 - New London, CT
认证
79和63系列
美国金融业监管局
Skills
金融
创业融资, 筹款, Profitability 分析, Financial Engineering, 资产估值, DCF估值, 估值, 信贷/债务, 项目融资, 融资, 首席财务官, Investment Memoranda, 财务规划 & 分析(FP&A), 资本预算, Capital Structuring, Discounted 现金流 (DCF), 现金流 Calculation, 现金流, 预测, 股票估值, 股权融资, 股票研究, Investment Summaries, 金融建模, 风险投资, 私人股本, Three-statement Modeling, 现金流 预测, 预算, 尽职调查, 协议分析, 投资理论, 收入 & Expense Projections, 投资简报, 风险的债务, 债务增加, 银行债务增加, 可转换债券, 债务重组, Growth 融资, 合并 & 收购(M&A), Financial 报告, 财务战略, Transaction Modeling, Transaction Structuring, Capital Investment Appraisals, 私人股本 Secondaries, 估值建模, Capital Structure 分析, 预算控制, 企业融资, Operational 金融, Financial Overviews, 资产负债表, P&L预测, 估值 Multiples, Comparable Company 分析, 数据分析, 市场研究, 比率分析, 回归分析, 天使/种子资金, 409年估值
输出的软件
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
行业专业知识
风险资本, 石油 & 气体, 可再生能源, 生物燃料, 银行 & 金融, 能源, 农业, 煤炭, 资本市场, 金融服务, Debt 资本市场, 可持续性, 生物能源, Agrotech
Geographic Expertise
United States, Japan
Data & 分析软件
Capital IQ, Bloomberg
其他
Excel建模, 业务规划, 承销, 创业公司, 交易结构, Funding Presentations, Creative Problem Solving, 价值主张, Executive Presentations, 融资, 金融类股, 执行概要, 战略规划 & 执行, 执行, 债务融资, Initiation Coverage Report, 股票, 上游, 股本, 沟通, 球场上甲板, 预算建模, 年度预算, 投资者的报告, Discounted 现金流 分析, Investor Presentations, 税收公平, 策略, 预估分析, 金融, 投资案例, 能源 Sector Expert, Quantitative 分析, 可再生能源, Sustainable Advisory, Excel 365, 绿色能源, Project Portfolio 管理 (PPM), 退出策略, 管理 Consulting, 管理, Senior Executive 管理, 石油化工产品, Initial Public Offerings, 价值链, 分析, Joint Venture Development, 证券, SWOT分析, 分析 of Variance (ANOVA), 增长战略, 投资者关系, 股权投资, 投资, 收购, Capital Introduction, 增长分析, Startup 增长战略 Development, 投资者协议, 投资银行, 发电, 战略规划, 财政部管理, Corporate Governance, 报告, 审计, 批准我们的建议, Financial 预测, 情景分析, Reg S Private Placement, 清洁能源, 清洁技术, 金属 & Mining, Solar, SEC Filing, SEC Disclosure
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