Robert Goodman
New York, NY
**************@*****.*** - 516-***-****
Experienced corporate finance professional with extensive work in M&A advisory, strategy, capital raising, forecasting & budgeting, and development initiatives gained through numerous transactions and projects as both an investment banker and in-house corporate development leader Results-oriented manager with proven capabilities in leading large, cross-functional project teams and building internal / external relationships focused on goal-oriented results, growth, productivity and efficiency Value-added member of various internal committees focused on people with the goal of fostering a positive, successful and rewarding work environment and strong team morale (recruiting, hiring, developing, mentoring, retaining, training, compensating, etc.)
WORK EXPERIENCE
Principal
KG Sustainable Energy - New York, NY - 2015 - Present Co-manage the investment efforts of a privately-held / family office portfolio of renewable energy investments, including both cash and tax equity investor roles
Finance Director
Patriot Renewables - Boston, MA - 2012 - 2015
Lead the FP&A, budgeting and forecasting efforts of an integrated renewable energy developer / owner / operator
Supervised three colleagues with team responsibilities of producing monthly, quarterly and annual financial statements, maintaining internal accounting, general ledger, billing, AR&AP, payroll, tax compliance and external audit
Identified, negotiated, structured and executed $86M financing of a 34.2MW wind farm located in Carthage, Maine
o Lead all discussions with Hartz Mountain / Stern family regarding 50/50 JV partnership (equity + tax equity) o Successfully negotiated $4M increase in developer fee, yielding an additional $2.3M of total tax benefit o Successfully negotiated $750,000 decrease of potential substation commission / transfer payment o Negotiated and executed $45M project finance loan o Restructured third party consulting fee, yielding $50,000 cost savings and extending payment duration o Coordinated development group efforts to complete land control tasks, finalize permitting, negotiate turbine acquisition and third party O&M agreement, PPA procurement and interconnect Vice President, Corporate Development
Jay Cashman, Inc. - Boston, MA - 2012 - 2014
Lead the corporate development and principal investment efforts of a privately-held heavy civil and marine construction and development organization, with dedicated support provided to wind farm subsidiary (Patriot Renewables - noted above)
Vice President
Cantor Fitzgerald - New York, NY - 2011 - 2012
Provided client coverage support to a team of senior investment banking professionals developing an integrated investment banking and merchant banking platform Vice President
FBR Capital Markets - Arlington, VA - 2009 - 2011
Provided transaction execution and client coverage support to the industry leading middle market Engineering
& Construction investment banking practice
Facilitated origination and execution of M&A, equity, debt and convertible debt issuance transactions Performed detailed valuation sensitivity and pro-forma analysis, modeling valuation analysis based on DCF, sum-of-the- parts, public trading and precedent transaction comparables Drafted deal-related internal and external documentation, including offering memoranda, and ratings agency, lenders, road show and sales force presentations
Managed two associates and five analysts as group staffer Associate
Deutsche Bank - New York, NY - 2006 - 2009
Provided transaction execution and client coverage support to a variety of subsectors within the Global Industrials Group investment banking practice
Facilitated origination and execution of M&A, LBO, and equity and debt issuance transactions Performed detailed valuation sensitivity and pro-forma analysis, modeling valuation analysis based on DCF, sum-of-the- parts, public trading and precedent transaction comparables Drafted deal-related internal and external documentation, including offering memoranda, and ratings agency, lenders, road show and sales force presentations
Managed ~fifteen analysts as group staffer
Summer Associate
Robert W. Baird - 2005 - 2005
Provided transaction execution and client coverage support to a leading middle market financial sponsors investment banking practice
Analyst
Deutsche Bank - New York, NY - 2001 - 2004
Junior member of an eight person team to develop an integrated public finance derivatives product suite that offered credit support, broker / dealer, asset management and corporate trust services Supported the development, office-opening and marketing of a regional corporate trust presence in the US, with particular focus on the southeast
EDUCATION
MBA in Accounting, Entrepreneurship and Finance
University of Chicago - Chicago, IL
2006
BS in Management
Georgia Tech - Atlanta, GA
2000-08
CERTIFICATIONS/LICENSES
Series 7 (Inactive)
2006
Series 63 (Inactive)
2006