Energy Transition & Power Markets Consultant | 30+ Years in Utilities, Renewables & Storage | M&A, Valuation, Risk & Regulatory Strategy Expert

Overview

Experienced energy industry consultant with a career spanning utilities, generation owners, energy information providers, and advisory services for both private and public-sector clients. Work centers on the evolving transition from fossil generation to renewables and storage, with a focus on market design, asset economics, and risk management. Engagements include multi-billion-dollar M&A due diligence, valuation of renewable and community solar platforms, and development of utility strategies for electric vehicle fleets and battery storage. Regularly serves as auction monitor and technical consultant for standard offer service procurements and as an expert witness before regulators. Combines advanced analytical modeling skills with policy, regulatory, and commercial insight to help clients navigate complex, changing power markets.

Short Bio

Management consultant in the electric power industry with over 30 years of experience in power markets, energy transition, and asset valuation. Has advised utilities, IPPs, governments, and private equity firms on M&A, risk, and regulatory strategy, including multi-billion-dollar transactions and major project interventions. Frequently serves as an auction monitor and expert witness, bringing deep analytical and market expertise to regulatory and commercial proceedings.

What I Bring

Over three decades of focused experience in the electric power and energy markets
Deep expertise in energy transition, including renewables, storage, and fleet electrification strategies
Proven track record supporting multi-billion-dollar M&A transactions with rigorous due diligence and valuation analysis
Extensive experience as auction monitor and technical consultant for standard offer service procurements
Strong credentials as an expert witness before state regulators and FERC
Advanced capability in power market modeling, price forecasting, and asset dispatch analysis
Experience mitigating large-scale project financial crises on behalf of governmental stakeholders
Leadership background directing consulting organizations and subscription data services within the energy sector
Ability to bridge technical, financial, and policy dimensions to support sound strategic decision-making

Key Technologies & Product Expertise

Power market modeling tools and dispatch models
ISO/RTO market structures and settlement mechanisms
Renewable energy assets, community solar platforms, and storage resources
Hydro generation economics and risk management
Battery storage investments and fleet charging strategies
Standard offer service (SOS) procurement design and execution
Financial modeling for asset valuation, M&A, and emissions strategy
Risk analysis frameworks for integrated energy portfolios
Energy information products and subscription-based data services
Utility cybersecurity assessment at a governance and risk level

Titles Held

Principal, Consultant LLC (January 2004–Current)
Executive Consultant, The Liberty Consulting Group (January 2013–February 2021)
Managing Director, Platts Research & Consulting (S&P) (January 2003–December 2004)
Principal, GenerSys Inc (January 1999–January 2003)
Principal, Hagler Bailly (PA Consulting) (January 1997–January 1999)
Senior Consultant, Metzler/Navigant (Guidehouse) (July 1990–January 1997)

Career Highlights

Performed due diligence for the acquisition of a community solar company valued at over $1 billion on behalf of a large private equity firm.
Provided due diligence support for the acquisition of a renewable energy company valued at over $2 billion for a major private equity client.
Served as auction monitor and technical consultant managing SOS procurement for Delaware and previously for Maryland and Delaware.
Acted as CFO for an offshore wind development company during project development activities.
Led key elements of the mitigation of a CA$12 billion financial crisis involving a major hydro station on behalf of a provincial government.
Led the business case and served as key expert witness supporting regulatory approval for a major generating station acquisition by a U.S. utility.
Held full P&L responsibility for the consulting division of a major energy information provider, leading more than 100 staff and affiliates.
Developed and implemented innovative energy information service products and subscription data offerings.
Created and deployed specialized tools integrating multiple market models for managing energy risks and asset strategies.
Managed consulting engagements related to deregulation, asset divestiture, and corporate restructuring across the energy sector.

Education & Professional Certifications

Doctorate, Law & Policy, Northeastern University, Boston, MA (July 2018)
Master of Business Administration (MBA), State University of New York at Albany (SUNY), Albany, NY (January 1993)
Bachelor of Science (BSEE), Electrical Engineering, Clarkson University, Potsdam, NY (January 1990)
Certified Rate of Return Analyst (SURFA)
Member of MENSA

Languages

English- Native

Impact

Enabled successful multi-billion-dollar acquisitions in the renewable and community solar sectors through robust due diligence, valuation, and risk assessment.
Supported government stakeholders in mitigating the financial crisis of a major hydro project, helping protect ratepayers and stabilize project economics.
Shaped utility strategy and regulatory outcomes through expert testimony, auction monitoring, and procurement design in multiple jurisdictions.
Advanced understanding of energy transition pathways by integrating market modeling, policy analysis, and financial evaluation for renewables and storage.
Strengthened consulting organizations and data service businesses through leadership of large teams, P&L management, and innovative product development.

Expert Details