Mechanical Engineering Market Research

Location:

Posted:

May 07, 2025

Resume:

Harish Pillai MSc, MBA ********@*****.***, Frisco, Texas +1-213-***-****

Strategic Growth Advisor Investment Banker Raising Capital, M&A, Exit Trusted partner for Family Offices, Start-ups, PE/VC clients Education

Executive MBA - Cranfield School of Management, Cranfield, UK, 2009 MS Engineering - Robert Gordon University, Aberdeen, UK, 2004 B Engg, Mechanical Engineering – National Institute of Engineering, Mysore, India 1997 FINRA – Series 7, 24, 63 and 79 licenses

Professional Experience

Advantary Capital Partners, Fairfield, California, USA Capital Raising and Growth Advisor

April 2025 — Present

Advantary is a full-service Management Accelerator™. I work with Middle Market companies on growth strategy to exit planning. I have successfully raised substantial growth capital using strong institutional relationships and AI/ML technology.

● Capital Raising: I work with issuer clients in raising capital through various avenues, including private placements and public markets (IPOs, Reverse Mergers, SPACs, and PIPs)

● Growth Consulting: Developed and implemented data-driven growth strategies for clients across diverse industries, leveraging market research, competitive analysis, and customer insights to identify new revenue opportunities.

● Deal Origination: Initiated and structured deals, execute engagement agreements, and oversee the entire capital raise process. Closely worked with CEOs and CFOs of middle market companies, preparing them for investor meetings

● Due Diligence: Expertise in conducting detailed technical and financial due diligence to ensure robust investment attractiveness

● JV/Partnership Development: Using an international senior management network, I assist companies in building JV’s and partnerships across geographies. Also assisting with market entry strategies

● Market Expansion: Global market expansion strategies and setting up Global Capability Centers (GCC)

● Investor Relations: Support investor relations activities, including outreach, updates, and organizing roadshows JP Morgan Chase, Plano, TX

Senior Investment Professional

April 2023 — April 2025

I specialized in advising customers including Family Offices and UHNWIs on alternative investment strategies and private markets.

● Alternative Investments: I specialize in alternative investment strategies, including private equity, hedge funds, and private placements. Diversifying portfolios is essential for maximizing returns and managing risk.

● Compliance and Integrity: Upholding the highest standards, I adhere rigorously to policies and compliance requirements related to securities transactions and professional conduct.

● GenerativeAI Implementation: Responsible for scoping and implementing the use of GenerativeAI using RAG and agents.

● Exit Planning: Strategic exit planning expertise involving comprehensive business transfer strategies, maximizing enterprise value, optimizing financial outcomes, and facilitating smooth ownership transitions for business owners and investors

● Collaborated closely with the ADNOC Logistics & Shipping senior leadership to explore and identify midstream investment opportunities in key growth markets. These opportunities spanned areas such as shipping, logistics, and oil and gas storage.

● Risk Analysis and Value Drivers: Delved into extensive risk analysis, covering social aspects, project execution, and health, safety, and environment (HSE) considerations. Identified key value drivers within each opportunity, aligning them with ADNOC Logistics & Services’ overall ADNOC 2030 Strategy

● Market Research and Strategy Development: Conducted thorough market research to understand the competitive landscape, regulatory environment, and commercial/legal considerations. Analyzed industry trends to formulate effective strategies for pursuing new business ventures and preparations for IPO readiness Castle Placement, New York

Investment Banker

April 2020 — April 2023

Successfully raised equity and debt capital from private markets for both early-stage ventures and middle-market companies. Our unique approach combines strong institutional relationships with cutting-edge AI/ML technology.

● Deal Origination: Initiated and structured leads, execute engagement agreements, and oversee the entire capital raise process focusing on Energy, Climate tech, Healthcare and Technology.

● Financial Analysis: Prepared comprehensive Investment Memorandums, conducting detailed technical and financial due diligence to ensure robust investment opportunities.

● Capital Raising: My role extended to assisting issuer clients in raising capital through various avenues, including private placements and public markets (IPOs, Reverse Mergers, SPACs, and PIPs).

● CPGO Portal Development: I played a pivotal role in developing the CPGO portal—an AI/ML-powered web platform designed for capital raising from private markets. This platform connects institutional investors and 600,000 accredited investors.

● Impressive Results: Through strategic engagements, I've successfully raised over $200 million for clients within the energy, renewables, and fintech sectors, collaborating closely with institutional investors. ADNOC, Abu Dhabi, UAE

Business Development, Pre IPO-Consultant

Nov 2016 — April 2020

McKinsey & Company, London

Solutions Manager – Expert Consultant

June 2015 — Oct 2016

Responsible for developing McKinsey Energy Insights by introducing innovative benchmarking solutions

● Benchmarking: Responsible for North Sea Offshore operations benchmark. Developed various Benchmarking methodologies and worked on business transformation projects.

● Energy Insights: Managed analyst teams with responsibility for coaching, developing, and improving the team's capability and overall delivery.

● Client Impact: Conducted consulting assignments for multiple International Oil Companies (IOCs) and Drilling Contractors, focusing on Drilling Optimization using the Technical Limit methodology.

● Operational Enhancement: Achieved up to 30% cost reduction, significantly enhancing operational performance and safety standards. Led the implementation of identified opportunities across offshore rigs. Equinor (Statoil), London

Sr. Analyst – Competitor Intelligence

August 2007 — June 2010

Key member of International Strategy team providing key insights for M&A projects and CEO office decision notes

● Decision Support and Briefings: Provided strategic decision support to the CEO's office

● Competitor Intelligence and Commercial Support: Delivered competitor intelligence to inform upstream Business Development opportunities. Assisted in commercial aspects related to competitor analysis

● Business Intelligence Platform: Developed a robust Business Intelligence platform. Continuously tracked competitor information, facts, and trends, with a focus on financial and economic aspects

● Global Exploration and Production Strategy: Contributed to partnering and joint venture strategies. Defined value propositions and bidding tactics for international Exploration and Production licensing rounds Relentless Pursuit of Perfection LLC

Drilling Optimization Consultant, Account Manager

August 2003- August 2007

Conducted Drilling performance improvement and strategy consulting assignments, also in charge of implementation of the identified opportunities based on offshore rigs and production facilities.

• Drilling Optimization: Conducted consulting assignments for various Oil Companies and Drilling Contractors on Cost optimization using Technical Limit methodology achieving up to 30% increase in operational performance and improved safety standard. Led development and implementation of maintenance planning and scheduling process for offshore production facilities. Led assignments in preparing, planning and deploying Operation Management Systems.

• Coaching and Facilitation: Responsible for Continuous Improvement process implementation, training, workshop facilitation and coaching. Conduct DWOP, CWOP etc. using online tools Locations: Offshore (North Sea, Egypt, India), Onshore (Aberdeen, India, Sydney, PNG) British Petroleum (BP), London/Iraq

Project Management Consultant

June 2010 — June 2015

● Strategic Planning: Responsible for contracting and mobilization of rigs and equipment for an annual budget of $1billion.

● Procurement and Mobilization: Pre-qualified bidders and meticulously prepared bidder lists. Crafted comprehensive Invitation to Bid documents, evaluated bids, and compiled award recommendation reports. Negotiated contracts, purchase orders, and service agreements.

● Operational Excellence: Spearheaded drilling performance activities for the Rumaila rehabilitation program, overseeing a fleet of 20+ operational rigs. Conducted meticulous risk assessments and managed the entire Well Delivery Process.

● Joint Venture Management: Managed Joint Venture activates of Rumaila Operating Organization SOC (Iraq), CNPC (China), IDC (Iraq) and other contractors for drilling contracts support of $2 billion project

● Risk Management Framework: Pioneered a project risk management framework, identifying potential risks and devising mitigation strategies to enhance project resilience. Selected Consulting Projects

© ADNOC Investment Proposal: Prepared comprehensive investment memorandum for Middle East National Oil Company, successfully securing preliminary approval for $250 million LNG storage investment through meticulous financial modeling and strategic presentation.

© Rumaila Rehabilitation Program: Managed drilling performance for a joint venture involving multiple international contractors, overseeing a fleet of 20+ operational rigs with comprehensive risk management framework in Iraq.

© North Sea Cost Optimization: Implemented project optimization strategies achieving 30% cost reduction through advanced planning workshops, knowledge management systems, and comprehensive lessons learned analysis.

© Family Office Business Transformation: Led strategic revamp of distressed investment, dramatically increasing revenue by 200% and expanding organizational headcount from 100 to 300 engineers within one year.

$400 million family office-backed transaction, providing critical investment insights.

© Statoil Global Exploration Strategy: Developed sophisticated business intelligence platform tracking competitor information, contributing to international exploration and production licensing strategies.

© BP Rig Procurement Project: Managed strategic planning for annual rig and equipment procurement with $1 billion budget, including comprehensive bidder qualification and contract negotiation processes.

© Joint Venture Management: Coordinated complex multi-stakeholder activities involving Rumaila Operating Organization, CNPC, and multiple international contractors for $2 billion drilling contract support.

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