William M. Hanten, MBA, CFA

ad0xj1@r.postjobfree.com

Zoom ID: 630-***-****

**** **** **.

Houston, Texas 77081

Office: 713-***-****

Cell: 713-***-****

Professional Experience

Hanten & Co., Houston, Texas September 2016 – Present Founder/Managing Partner

Financial Consultant specializing in corporate finance, strategic planning, investment banking (including mergers, acquisitions, and divestitures), mezzanine finance, and credit in the E&P, midstream, renewable energy (i.e., solar, battery/storage, wind, biomass, etc.), power, alternative investments, and other capital-intensive industries. As a result of this experience, I can fully comprehend, articulate, and provide formal transaction presentations of operational and financial analysis of business valuations, cash flow/liquidity, projected credit events, and other potential financings. Some of my previous engagements include Apache Energy, Apache Industrial Services, Enterprise Products, GE (Baker Hughes), Haliburton, Invesco, Marcum, LLP, Moss Adams, Newbridge Resources, Repsol Renewables North America, Rig Data, and Westlake Corporation.

NRG Energy, Inc., Houston, Texas October 2014 – June 2015 Due to a terminal illness within my immediate family, I resigned from the company to become a primary caretaker - Cancer. Principal Analyst, Valuation & Structuring

• Valuation analysis, including acquisitions, divestitures, and greenfield development projects, primarily focusing on non-commodity transactions (i.e., solar, battery/storage, wind, biomass, geothermal, etc.), either participating independently or through joint ventures and strategic alliances.

• Responsible for structured tax equity investing (including modeling partnership flip and sale-leaseback structures) and debt for financing greenfield projects.

• Responsible for the evaluation of terms and conditions for debt and equity financing, including negotiating term sheets, operating agreements, PPA’s, PSA’s, guarantees, and providing other due diligence support, including documentation.

• Structure complex non-commodity and commodity transactions ensuring a high degree of accuracy and appropriate data capture to report ongoing positions and financial value of the overall portfolio to internal and external parties.

• Apply quantitative techniques to the valuation and management of power physical assets and derivatives such as tolls, heat rate options, shaped products, PPA from wind, hydro, and solar generating assets.

• Responsible for VaR analysis (including variations such as CFaR, EaR, and expected shortfall), identifying appropriate risk factors, and accounting for non-linear instruments.

• Manage credit exposure and capital through adjustments of credit limits, collateral requirements, netting agreements, and other risk management techniques, incorporating metrics such as PFE, LGD, and CVA to proactively manage counterparty risk. Camber Energy, Inc., (formerly Lucas Energy until renamed in 2017), Houston, Texas April 2009 – October 2014 Manager, Financial Planning & Strategy

Responsibilities included supporting the CFO and the Director of Financial Planning & Analysis to help implement all aspects of Camber’s vision, strategy, business model, and provide financial & operating performance to all stakeholders of the firm, including oral and written communications and presentations. Other responsibilities included:

• Responsible for the 5-year plan, annual budget, and monthly reporting, including commentary, KPI’s, and variance analysis,

(i.e., identifying areas of opportunity or concern); responsible for maintaining an understanding of the current marketplace, including the capital markets, and updating the long-range plan as needed.

• Manage financial and operational analysis including asset characterization, portfolio valuation analysis, and price sensitivities, including the effects of derivatives (ASC 815, formerly FAS 133).

• Develop effective internal and external working relationships with senior executives, business units, and various cross functional partners and project teams to ensure timely execution of corporate development objectives.

• Responsible for the quantitative and qualitative analysis of business prospects (i.e., valuation, cash flows, earnings analysis, and strategic competitive analysis); maintain knowledge of all standard investment banking financial models to support internal economic models.

• Collaborate with Treasury on cash management to achieve liquidity goals (i.e., debt /equity financings, and capital repayments while managing investment covenants and hedging strategy) and create flexibility for potential strategic opportunities (i.e., acquisitions, divestitures, farm-in agreements, etc.).

• Manage the quarterly Board of Directors meetings, quarterly earnings calls, annual investment analyst presentations, and other ad hoc presentations, including talking points and commentary.

• Supervise and mentor two Analysts, providing timely and effective performance feedback and training. Verdun Oil Company, LLC (acquired EP Energy, LLC in 2022), Houston, Texas July 2008 – April 2009 Principal Financial Analyst, Financial Planning & Analysis Responsibilities included playing a lead role in the coordination and development of the Long-Range Plan and to be a first point of contact of planning and strategy for senior management (all requests originate here). Other responsibilities included:

• Lead the financial planning process by providing capital and cost forecasting analytics, including variance analysis, KPI’s and commentary.

• Perform lead role in coordinating all planning activities with engineering, field operations, foreign offices, accounting, tax, treasury, investor relations, and senior management.

• Lead ad hoc valuation analysis and commentary as needed to both internal and external constituents (i.e., senior management, Treasury, Financial Reporting, Investor Relations, rating agencies, and investment bankers.).

• Lead the quarterly Board of Directors meetings, quarterly earnings calls, annual investment analyst presentations, and other ad hoc presentations, including talking points and commentary. Occidental Petroleum Corporation (acquired Anadarko Petroleum Corp. in 2019), Houston, Texas March 2006 – March 2008 Staff Corporate Development Analyst, Acquisitions & Divestitures Responsibilities included screening, ranking, and performing due diligence for potential corporate acquisitions in accordance with company strategy and directives. Ongoing portfolio optimization using an asset characterization approach to rank properties into “sell” and “keep” assets. Other responsibilities included:

• Monetize non-core assets through financial structures such as Volumetric Production Payment’s, Drill Funds, Joint Ventures, and MLP’s.

• Provide extensive financial and economic modeling, primarily utilizing a NAV approach evaluated against then prevailing purchase price multiples, Economic Value Added (EVA), Ability-to-pay (ATP), and Sum of the Parts (SOTP), utilizing stochastic modeling when appropriate.

• Assist with Corporate Planning and field operations to develop proforma financial statements and cash flow projections.

• Maintain a working relationship with Treasury, Corporate Planning, Financial Reporting, Tax, Project/Asset Engineers, Field Operations, Foreign Offices, Legal, Investor Relations, Investment Bankers, and other third-party consultants.

• Develop corporate screening tools using both financial and operational metrics to rank potential acquisitions using public, private, and mosaic data.

List of Accomplishments

• Aided in the 2006 acquisition of Kerr-McGee and Western Gas Resources in two separate all cash transactions totaling $21.1B plus the assumption of $2.2B in debt.

• Upon completion of the acquisitions, aided optimizing the new portfolio through asset sales totaling $14.0B in after tax proceeds; prepared the roadshow presentations for investors and coordinated the due diligence process in establishing virtual data rooms to support the divestment process.

• Led the implementation of Hyperion Strategic Planning Software, fully integrating acquisition and divesting “what if” scenarios with corporate planning functionality.

• Provided analysis to the executive committee to reduce downside price risk and fund $9B in capex during 2008 – 2009, resulting 900MMMBtu/d hedged during 2008 and opportunistically hedging an additional 600MMMBtu/d during 2009 utilizing 3-way costless collars.

NatWest, plc (acquired ABN-AMRO Bank, N.V. in 2007), Houston, Texas September 2004 – March 2006 Assistant Vice President, Credit Portfolio Management - Integrated Energy Responsibilities included the day-to-day management of a debt portfolio primarily related to the diversified energy industry (E&P, midstream, gas storage, power, etc.), including IG and NIG, loans, derivatives, and cash management. Other responsibilities included:

• Manage transaction deal approval process including preparing credit approval memos in partnership with relationship and product partners and suggesting approval recommendations to senior risk managers. Transactions included refinancings, ERBL lending, acquisition financings, leveraged financings, recapitalizations, DIP financings, derivatives, and securitizations.

• Collaborate with deal team members to develop a credit/capital structure appropriate for the risk profile of the client. Analyze and negotiate loan covenants and other key loan terms with the client as part of the deal team.

• Co-manage troubled assets with workout colleagues, including valuation analysis, amendment approvals, and periodic credit review.

• Perform other assignments as required, such as portfolio reviews, stress testing, and internal audit reviews.

• Supervise and mentor three Analysts, providing timely and effective performance feedback and training. JP Morgan Chase (acquired Bank One, Inc. in 2004), Houston, Texas November 2002 – September 2004 Associate Director, Senior Associate – Corporate Banking Responsibilities included the origination, cultivation, assessment, and transaction of corporate finance products such as credit, syndications, high yield, private placements, swaps (interest rate, commodity, etc.), tax-oriented products, asset backed financing/securitizations, and off-balance sheet financings (leases, target production payments, volumetric production payments, etc.) for the relationship banker and product partners. Other responsibilities included:

• Evaluate both foreign and domestic client business and financial strategy, including current cost of capital assessment, asset/reserve- based lending analysis, simulated debt ratings, shareholder maximization analysis, debt structure analysis, and peer reviews to help support the overall business opportunity assessment and the execution of proposed transactions for relationship bankers and product partners.

• Collaborate with senior bankers and product partners to provide the analytical framework for client tailored proposal generation, (i.e., pitchbooks, and other presentations); performed deal closing tasks such as coordination within the banking group.

• Financial modeling – capital structure analysis, cash flow analysis, credit evaluation, and risk management analysis focusing on projected liquidity, performance projections, covenant cushions, ability to service and repay debt (cash flow or asset sale), refinance events or recapitalization.

Education

Current Chartered Financial Analyst (CFA) designation holder (license # 721798) MBA, Concentration in Accounting, University of Houston (Central Campus), Houston, Texas BBA, Concentration in Finance, University of Houston (Central Campus), Houston, Texas BS, Political Science, Texas A&M University, College Station, Texas Training Completed

• Oracle Hyperion Strategic Finance – Create Analysis and Dashboards

• Oxford Princeton Programme: Risk Management – Applied Energy Derivatives I & II; Basis Trading and Hedging with Natural Gas Futures and Options

• EDI, LLC: Petroleum Reserves and Economic Fundamentals

• Netherland Sewell & Associates: Oil and Gas Property Evaluation

• New York Institute of Finance: Portfolio Management Related Skills

• Expert in Microsoft Office (Access, Excel, Outlook, PowerPoint, and Word).

• Expert in utilizing Oracle Hyperion Planning Software / Essbase.

• Expert in accessing and utilizing the Bloomberg database and its various functions.

• Expert in accessing and utilizing CapitalIQ, FactSet, MergerMarket, MonitorSuite, Morningstar, and Securities Mosaic.

• Expert in banking software such as Accenture Banking add-ons, Finacle (Infosys), Nucleus, and Temenos.

• Expert in stochastic financial modeling, utilizing various software packages such as @Risk, Crystal Ball, MatLab, SAS, and VBA.

• Proficient in ETRM and ERP software systems (relationship databases using SQL) such as Allegro, Cognos, Endur, Microsoft Dynamics, Oracle ERP Cloud, and SAP.

• Proficient in BI software systems such as Microsoft BI, Tableau, and TIBCO Spotfire, utilizing their data analytics and visualization/dashboard capabilities.

Contact this candidate