Expert -driven, relationship-focused, emphasizing flexibility and industry connections. Expert structuring for non-traditional financing - no mandates, just creative capital solutions. We have established relationships with NYSE-listed firms, investment bankers, and family offices. I was National VP for two surety companies and National Chief Underwriter for another. Focus on construction, banker blanket bonds as well financial bonds for standard and non-standard markets.

Oil and gas will be around for a very long time. Besides energy, it is used in over 66,000 products. Therefore, let’s explore and encourage solutions to make it cleaner and reduce sulfur and CO2 emissions. Clean fuels such as propane, natural gas, biofuels, and hydrogen are essential. It's critical to have an experienced operator. Long-term contracts are vital. Location is key; the facility should have access to roads, rail, and docks for ships or barges, utilizing non-traditional financing structures when necessary.

Have funding sources for midstream assets such as terminals and pipelines. Long-term contracts are essential as is location. The facility must have access to roads, rail, and docks for ships or barges.

Have funding source that is looking to acquire medical office buildings and surgical centers. Minimum of 15,000 sq. ft. and minimum of $10,000,000 and up with a target of $25,000,000 to $50,000,000. Prefer clinical space with an anchor tenant that is a health system or large physician group. Will look at inpatient rehabilitation facilities. Can develop medical office buildings and help program the building for health systems. I also have funding sources for apartment buildings and senior living facilities, warehouses and more.

Using AAC for the buildings will save 40% of the energy costs. AAC is 25% lighter than traditional concrete yet it can withstand winds of 200 mph. With an exclusive additive, the fire resistance increases from 2,500 degrees to 6,500 degrees. 50% lower embodied carbon than traditional concrete, it qualifies for IRA tax benefits.

Utilizing rail as an alternative to crowded highways not only offers cheaper cap ex but also significantly reduces CO2 emissions. Quality truckers face burdensome regulations, and finding qualified drivers presents a challenge. There are few, if any, shipping contracts with customers, rail, and ocean carriers, highlighting the need for understanding the industry and considering non-traditional financing structures.

Nuclear energy is our future. Achieving that future involves a long and costly journey. The regulatory process is improving. The demand for electricity is increasing at an increasing rate with a huge thirst from data centers and AI. These projects aim for Net Zero, and once commissioned, they will produce energy for decades without being weather dependent. In addition to small modular reactors, micro reactors can be deployed in more locations with their own grid.

I am connected to institutional, SFO, hospitals, and foundations. My experience includes buccal patch of drug delivery to optimize therapeutics, skin creams for eczema, dry skin and rashes, prevention of the side effects of chemo and radiation, and diabetic retinopathy.

I have written numerous performance and payment bonds for projects on tribal land, which often require creative expert legal advice from experienced attorneys. I collaborate with a NYSE firm that funded a $500,000,000 project.
Getting term sheets was very challenging since this start up did not have any contracts let alone long-term contracts with shippers, railroads or ocean carriers. Investors are risk adverse. This was also a time where construction costs were escalating. The different Term Sheets were done at different times and under different circumstances. We were able to demonstrate that the client's needs were not being met and the potential for a significant market share was almost assured.
We have used oil and gas for centuries and we will be dependent on this resource and we will dependent on it very long time well into the future. Petroleum is used in over 66,000 products including healthy products such as medicine. So why not make it cleaner and reduce emissions. The company uses a chemical process that removes 97% of the sulfur from high sulfur fuel. This reduces CO2 emissions and engines run cleaner, more efficient and require less maintenance. This will replace large and costly refineries.
I was asked to find funding for a power producer who was looking for funding to install a series of small modular reactors since they knew I had long term established connections in this field. I was successful in connecting the appropriate parties for this multi-billion dollar project.
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