Career Profile

Executive level corporate finance professional, diversely tenured with comprehensive experience driving business development, finance, acquisitions and creative initiatives for commercial and Investment banks, public, private equity, and privately-held organizations. Consistent history successfully creating strategy, generating superior returns, building top-performing teams, executing corporate initiatives, financings, structured transactions, acquisitions and divestitures. Trusted advisor with an extensive network in the oil & gas, corporate finance and local communities. Proactive leadership in originating and executing strategic opportunities and operational improvements to maximize returns and project potential. Delivers diverse, entrepreneurial, consultative, commercial background providing exceptional competencies in:

Business / Corporate Development Corporate Finance ` Portfolio Management

Commercial & Investment Banking Project Management Acquisition / Merger / Divestment

Strategic Development & Planning Capital Markets Relationship Management

Financings & Underwriting Business Valuation Structured Finance & Transactions

Asset Evaluation / Investments Customer Orientation Originate & Execute Opportunities

Value Creation Capital / Corporate Projections Risk Identification & Management

Accounting Principles Business Valuation Executive Leadership

Legal / Contract Documentation Acquisition / Merger Integration Complex / Creative Negotiations

Liquidity Management Market & Business Intelligence Critical Thinking / Analysis

Organizational Change KPI / Performance Optimization Acquisition / Merger Integration Geopolitical / Local Awareness Community Leadership Global Markets

Accomplishments (Summary)

Started and successfully ran a Private Equity sponsored company (HVL Energy).

-Raised $50MM in equity capital, closing October 2008 (height of financial crisis).

-Directed liquidation of company and generated >3.0 ROR.

Successfully managed turnaround of $1.5B customer.

-Assumed lead role in bank group and advised with newly installed management team.

-Provided liquidity facility and took out other senior debt holders.

-Restructured company’s balance sheet working out $300MM+ senior and public debt

-Originated and syndicated new senior debt facility.

Led WF Bank from 8th to 2nd place in league tables.

-Increased Agent titles 300%.

-Reorganized (new organizational structure) & re-staffed department (redesigned compensation & roles).

-Increased commitments and credit quality

Three time and first consecutive annual winner of Golden Spoke Award – Wells Fargo, awarded to top commercial banker’s in nation. Included compensation and trip with Executive Management Team to Hawaii with (spouse).

Developed and executed joint marketing strategy with capital markets team doubling companies under coverage.

Twice awarded top FAST (Finance, Acquisitions, Strategic Trades) Team contributor (Texaco).

-Rationalized entire Onshore Divisions $9B asset portfolio.

-Led $4B+ in assets sales (Including leading $1.5B asset package sold to Apache).

-Developed structured finance products ($600MM+), later imitated by Wall Street firms and major oil cos.

-Asset Exchange with Chevron (GOM for California).

Led in revenue generation, commitments & credit quality at all banks where employed.

Opened new market in Permian Basin for Iberia Bank.

Structured and Syndicated first bank facility for an upstream MLP.

Managed up to $9B personal financial responsibility and responsible for P&L and Returns in virtually all roles.

Supervised and mentored teams of 12 direct and 30 shared reports.

Professional Experience

FOUNDER / PRESIDENT 2014 to Present

La Palabra Resources, Houston, TX

Founded a business providing strategic consulting services to upstream companies, specializing in business plans, capital strategies, valuations, investments, financings, acquisitions & divestments, process improvement, and commercial real estate.

Advised clients on more than $100MM in successful acquisitions and divestitures, including a $52MM asset package from a large independent before public marketing of the proposal.

Generated partnerships for two clients with conventional and unconventional exploration programs by leveraging established business relationships and industry expertise.

Advised an emerging oilfield services company, directing strategy, capital, investments, and margin optimization.

SENIOR VICE PRESIDENT, PERMIAN BASIN MANAGER 2011 to 2014

Iberia Bank Energy Group, Houston TX & Midland, TX

Directed and developed a 7-person deal/relationship team while building new relationships with energy companies and driving sales for capital market products.

Originated 15 new relationships with $300MM in commitments, exceeding ROR and credit quality targets.

Led a joint calling strategy with investment bank, driving sales of capital markets products and doubling coverage to over 100 companies.

Expanded the Energy Group’s footprint by opening the Permian Basin market and originating ten key relationships there, while adding relationships in Houston and other major energy centers, providing loans, capital markets, etc.

Presented recommendations for approval of new loans to the Board of Directors, for individual commitments as high as $60MM and credit facilities as large as $2B.

CO-FOUNDER, EXECUTIVE VICE PRESIDENT 2008 to 2011

FINANCE & BUSINESS DEVELOPMENT

HVL Energy, LLC, Midland TX

Launched a private equity sponsored upstream company operating in the Permian Basin, implementing a strategy to acquire and re-develop mature assets with a semi-proprietary completion technique capable of increasing production while maintaining decline rates, and boosting ultimate recovery and cash flow.

Closed private equity capital raise at the peak of the financial crisis in October 2008.

Directed origination, due diligence, negotiation and closing of all transactions, completing 18 acquisitions and executing a redevelopment plan averaging a 5x+ increase in daily production.

Directed monetization of the company, negotiating sale with a large independent closing on schedule.

SENIOR VICE PRESIDENT / SENIOR RELATIONSHIP MANAGER 2000 to 2008

Wells Fargo Bank NA Energy Group

Established relationships with E&P/midstream clients across all domestic basins, providing bank debt, capital markets, derivatives, second lien, mezzanine and private equity solutions while managing bank product specialists.

Consistently rated as top relationship manager across 30+ Energy Group peers and selected as multiyear and first consecutive year recipient of the highest corporate award, the “Golden Spoke”.

Raised bank from 8th to 2nd in league tables, added new “agent” relationships and led marketing of capital markets, derivatives, and structured finance.

Managed the turnaround of a publicly traded upstream company, assuming lead bank role and consulting with the newly installed C-Suite team to arrange liquidity facility and workout $300MM+ of bank and public debt.

Originated, underwrote and syndicated first-ever bank facility for an upstream MLP.

Designed and implemented new organizational structure to maximize team member’s talents.

Managed deal teams, senior product professional in cross-selling and credit support team members.

VICE PRESIDENT / LEAD UNDERWRITER / PORTFOLIO MANAGER 1996 to 2000

BankOne NA Energy Group

Collaborated with bankers in establishing cohesive, trust-based relationships with energy executives while providing strategic, customized solutions for customers and ensuring that proposed solutions met bank standards.

Recommended new loans; managed approval process of new facilities and amendments.

Mentored analysts and reviewed work products to ensure quality, accuracy, and reliability.

PORTFOLIO MANAGER, PETROLEUM LANDMAN 1987 to 1996

Texaco Inc., Midland, TX & New Orleans, LA

Portfolio Manager, FAST (Finance, Acquisition, Strategic Trade) Team 1990 to 1996

Evaluated the $9B portfolio and recommended retaining $4B of core assets, selling $3.5B, and using remaining assets to perform capital efficient transactions.

Managed entire divestment process including confidential bidding.

Created a structured finance product to monetize $300MM in unusable tax credits, applying proceeds to fund development projects generating IRR’s exceeding 100%.

Originated, negotiated, and closed a $100MM core property exchange (GOM for Los Angeles Basin).

Landman, Producing Division 1987 to 1990

Supported production, development, and exploitation for the Division including negotiating terms and preparing all legal documentation for E&P, joint operating and partnership activities.

Education

Master of Business Administration (MBA), Finance & Marketing

Tulane University, A.B. Freeman School of Business, New Orleans, LA

Texas Tech University Law School

Studies included: Contract Law. Property Law, Civil Law, Other

Bachelor of Business Administration (BBA), Finance

Texas Tech University, Rawls College of Business, Lubbock, TX

Affiliations

IPAA TIPRO Houston Producers Forum

Houston Energy Finance Group Permian Basin Petroleum Association AAPL

Affiliations

American Red Cross International Missions Board Food For The Hungry

Boy Scouts Greater European Missions Houston Food Bank

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