Agentis Capital

Financial Planning and Analysis

• Identify and pursue new business opportunities aligned with Agentis’ platform and growth strategy
• Lead pitch presentations to win mandates with the support of a talented, experienced team.
• Meet individual and firm revenue targets through successful deal closures
• Serve as the primary point of contact for investors, C-suite executives, board members, and government officials.
• Build long-term partnerships with institutional investors such as pension funds, private wealth offices, and infrastructure private equity firms.
• Provide senior counsel on M&A, capital raising, and complex financing structures across infrastructure verticals
• Advise clients on the impact of market dynamics, industry trends, and regulatory developments
• Lead, motivate, and mentor deal teams to meet execution deliverables, staffing commitments, and performance objectives
• Assist in the recruitment and development of top talent to maintain a competitive practice
• Oversee deal execution end-to-end, ensuring work product, timelines, and commercial terms align with client expectations and firm standards

Managing Director, Investment Banking – Infrastructure M&A Advisory

• Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution;
• Lead transaction teams to successfully execute financial advisory mandates;
• Mentor, develop, and manage junior team members;
• Develop and maintain relationships with clients and key stakeholders within the infrastructure sector;
• Identify, develop, and pitch financial advisory opportunities;
• Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space.

Vice President, Investment Banking – Renewables

• Positioning Agentis as the pre-eminent independent financial advisor in the North American infrastructure space
• Developing and maintaining relationships with leading infrastructure investors active in the Digital Infrastructure space (i.e. data centers, fiber networks, telecom, etc.)
• Identifying and pitching for Digital Infrastructure financial advisory opportunities with private and public sector clients
• Driving technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
• Leading transaction teams to successfully execute Digital Infrastructure financial advisory mandates
• Developing a growing Digital Infrastructure advisory team including the addition of junior and senior members

Vice President, Investment Banking – Digital Infrastructure

• Identifying, developing and managing relationships with limited and general partners active in infrastructure, and other co-investments
• Identifying, originating and pitching co-investment advisory opportunities to limited partners, general partners and family offices
• Pitching co-investment opportunities originated by other members of the team to limited partner and family office relationships
• Preparing and presenting investment recommendations to client investment committees
• Setting the strategic direction and implementing the strategic plan for the co-investment business unit
• Directing the due diligence efforts of the team, including commercial, legal, tax, and financial
• Liaising with the broader team for cross-group opportunities

Vice President, Co-Investment Advisory

• Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
• Lead transaction teams to successfully execute financial advisory mandates
• Mentor, develop, and manage junior team members
• Develop and maintain relationships with clients and key stakeholders within the infrastructure sector
• Identify, develop, and pitch financial advisory opportunities
• Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space

Director, Investment Banking – Renewables

• Participating in the execution of PPP transactions
• Developing complex financial models, including the use of macros and VBA programming
• Assisting in the management of due diligence processes, including managing third-party advisors
• Preparing client presentations and actively participating in discussions
• Researching potential business development opportunities
• Maintaining marketing materials for the firm, including creating pitches to be presented to potential clients
• Working beyond a normal workday or workweek to fulfill responsibilities

Investment Banking Associate – Public Private Partnership Transaction Advisory

• Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution;
• Lead transaction teams to successfully execute financial advisory mandates;
• Mentor, develop, and manage junior team members;
• Develop and maintain relationships with clients and key stakeholders within the infrastructure sector;
• Identify, develop, and pitch financial advisory opportunities;
• Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space