Team

Kevin is Managing Partner of PEI Global, having launched the company in 2022. Kevin most recently served as Senior Managing Director and Global Co-Head of Power, Energy & Infrastructure at Cantor Fitzgerald. Kevin founded the Power, Utilities & Infrastructure team at Jefferies, where he served as Joint Global Head. Prior to Jefferies, Kevin was Managing Director in the Corporate Finance and Power & Utilities Groups at Bank of America Merrill Lynch and a Vice President in the Restructuring Group at Lazard. He started on Wall Street in 2000 as an Associate in the famed Global Energy Group (the “Bayosphere”) at Credit Suisse First Boston. Prior to Wall Street, Kevin began his career as an Associate at Sullivan & Cromwell in New York. Kevin is a member of the Board of Visitors of the Georgetown University Law Center.

Areas of Expertise

• Power & Infrastructure M&A and Equity
• Credit Markets and Fixed Income Product Design
• Capital Structure Optimization
• Special Situations and Distress

Career

• Cantor Fitzgerald, Co-Global Head and Senior Managing Director – Power, Energy & Infrastructure Group
• Jefferies, Joint Global Head and Managing Director – Power, Utilities & Infrastructure Group
• Bank of America, Managing Director – Corporate Finance and Power & Utilities Groups

Education

• JD, magna cum laude, Georgetown University Law Center
• MBA, Georgetown University McDonough School of Business
• BSFS, Georgetown University, Walsh School of Foreign Service

John is a Partner of PEI Global, having joined at the launch of the practice in 2022. He was a Managing Director with the team at Cantor Fitzgerald and Jefferies. Prior to joining this team, he served in various leadership roles in M&A, Project Finance and Commodities in both coverage and execution of transactions at a number of Investment Banks, including: BNP Paribas, Credit Agricole, Barclays Capital, Merrill Lynch, Morgan Stanley and Credit Suisse. John served his country for five years as a Lieutenant in the U.S. Navy aboard a nuclear-powered submarine.

Areas of Expertise

• Project Finance
• Mergers & Acquisitions
• Commodities Agreements
• Equity Placement

Select Prior Transactions *

• Advised ContourGlobal on its acquisition of Western Generation partners from Harbert Management, UBS Infrastructure and Northwestern Mutual
• Advised a consortium of shareholders on the Term Loan A refinancing and subsequent sale of Coso Geothermal, a 140 MW contracted geothermal facility in California, to Atlantica Yield
• Advised an investor consortium on and placed over $300mm of bank facilities for COSO, a CAISO geothermal facility, in conjunction with its sale to Atlantica Yield
• Advised InstarAGF on the sale of Okanagan Wind, a contracted wind portfolio in Canada
• Raised equity and debt capital for Castleman Power to construct its 400 MW of gas-fired peakers in Texas
• Advised Hecate Energy on its sale of a 500 MW solar PV development project + 100 MW battery storage development project in Texas to Enel
• Advised Hecate Energy on the sale of a 500 MW solar PV development project in Texas to Tokyo Gas
• Refinanced a 1.8 GW portfolio for Avenue Capital, including (i) an IG Senior Secured Notes refinancing for PJM Peakers, and (ii) a Hedge Reset and Term Loan A financing for a CAISO CCGT
• Advised, Rated and Placed IG Senior Secured Notes to a 1.5 GW portfolio of gas-fired peakers in PJM for Rockland Capital
• Advised Rockland Capital on the sale of Michigan Power to Osaka Gas

Career

• Cantor Fitzgerald, Managing Director – Power, Energy & Infrastructure Group
• Jefferies, Managing Director – Power, Utilities, & Infrastructure Group
• BNP Paribas, Senior Managing Director – Energy and Natural Resources Group
• Credit Agricole, Barclays and Merrill Lynch – Structured Commodity, Financing and Strategic Transactions
• Morgan Stanley and Credit Suisse – Mergers & Acquisitions and Project Finance

Education

• Bachelor of Science, Materials Science & Engineering, Northwestern University
• Naval Nuclear Power School
• MBA, Harvard Business School
• CFA Charterholder

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Sky is a Partner at PEI Global having joined at the launch of the practice in 2022. Sky most recently served as a Managing Director at Cantor Fitzgerald. Sky has worked with the team since 2014 where he served as a Senior Vice President at Jefferies. Prior to Jefferies, Sky worked as a Vice President in Global Power Investment Banking at Barclays where he began his career.

Areas of Expertise

• Structured Financing
• Merchant Power
• Generation Asset M&A
• Special Situations

Select Prior Transactions *

• Advised Avenue Capital on a Holding Company financing for a 933 MW portfolio of gas-fired assets in California
• Advised Rockland Capital on a capital raise for the construction of 400 MW of gas-fired peakers in Texas
• Advised Rockland Capital on the placement of Senior Secured Notes for a 1.5 GW portfolio of gas-fired peakers in PJM
• Advised Latin America Power on the placement of Senior Secured Notes for a 230 MW contracted wind portfolio in Chile
• Advised InstarAGF on the sale of Okanagan Wind, a portfolio of contracted wind assets
• Advised Atlas Holdings on the sale of Detroit Renewable Energy to Basalt Infrastructure and DCO Energy
• Advised Avenue Capital on the refinancing of a 1.8 GW portfolio of gas-fired assets, including (i) the placement of Senior Secured Notes for Big Sandy and Wolf Hills, (ii) the Term Loan A financing for High Desert CCGT and (iii) a private credit Holding Company Term Loan
• Advised Panda Power Funds on the $360mm refinancing of the 758 MW Sherman gas-fired CCGT in ERCOT
• Advised Macquarie Infrastructure & Real Assets on the refinancing of a ~2 GW portfolio of gas-fired assets in England
• Advised Blackstone Group on an acquisition Term Loan B financing for the 2.3 GW Lightstone portfolio in PJM
• Advised Rockland Capital on the sale of Michigan Power to Osaka Gas
• Advised T-Solar on the sale of a contracted solar PV project in California
• Advised Equus Total Return, Inc. (NYSE:EQS) on a fairness opinion in support of Equus’s proposed acquisition of US Gas & Electric
• Advised the creditors to the Sundevil CCGT in the Desert Southwest on a 363 bankruptcy sale process
• Advised the creditors to the La Paloma CCGT in the California on a 363 bankruptcy sale process
• Advised Mas Energy on the placement of Senior Secured Notes for a portfolio of landfill gas assets
• Advised Macquarie Infrastructure and Real Assets and Calon Energy on a $420mm merchant refinancing for a combined-cycle gas plant

Career

• Cantor Fitzgerald, Managing Director – Power, Energy & Infrastructure Group
• Jefferies, Senior Vice President – Power, Utilities & Infrastructure Group
• Barclays, Vice President – Global Power Group

Education

• Bachelor of Science in Management and Finance, Boston College Carroll School of Management

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Adil is a Partner of PEI Global, having joined at the launch of the practice in 2022. Adil most recently served as a Managing Director at Cantor Fitzgerald. Adil has worked with the team since 2015, where he served as a Vice President at Jefferies. Prior to Jefferies, Adil worked as a Principal at ICF International in their Energy Advisory and Solutions Group.

Areas of Expertise

• Power M&A and Equity Placement
• Renewables Financing and Developer Advisory
• Power Markets
• Special Situations

Select Prior Transactions *

• Advised Belltown on the sale of a 690 MW solar PV development portfolio in Texas to three separate investors, including Orix, Buckeye Partners and NextEra
• Advised a consortium of shareholders on the Term Loan A refinancing and subsequent sale of Coso Geothermal, a 140 MW contracted geothermal facility in California, to Atlantica Yield
• Advised Hecate Energy on the sale of a 500 MW solar PV development project + 100 MW battery storage development project in Texas to Enel
• Advised Macquarie Infrastructure and Real Assets on the acquisitions of Cyrq Energy and the Hudson Ranch geothermal facility
• Advised Hecate Energy on the sale of a 500 MW solar PV development project in Texas to Tokyo Gas
• Advised Orix on its acquisition of a majority stake in Ormat Technologies
• Advised Rockland on the acquisition of Rolls Royce Power Development

Career

• Cantor Fitzgerald, Managing Director – Power, Energy & Infrastructure Group
• Jefferies, Vice President – Power, Utilities & Infrastructure Group
• ICF International, Principal – Energy Advisory and Solutions Group

Education

• Master of International Public Policy, Paul H. Nitze School of Advanced International Studies at Johns Hopkins University
• PhD in Systems Engineering, The George Washington University
• Master of Science in Mechanical Engineering, Izmir Institute of Technology
• Bachelor of Science in Mechanical Engineering, Middle East Technical University

Publications

• • Power Generation – Thoughts on the Next Decade | LinkedIn

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Steve is a Managing Director with PEI Global, having joined at the launch of the practice in 2022. Steve was most recently an Executive Vice President with CSG Investments Inc., an affiliate of Beal Bank of Dallas, Texas, where he led or participated in over $6 billion in primary and secondary market loan transactions over 18 years. Prior to CSG Investments, Steve worked in the power generation sector doing greenfield project development, M&A, Project Finance and commercial operations, most recently with NRG Energy as Executive Director/Business Development and before that with Smith Cogeneration, Inc. as Senior Vice President.

Select Prior Transactions *

• Led $360 million refinancing of Panda Sherman combined cycle gas turbine generating station in Texas
• Led $650 million financing of MACH Gen portfolio of 3 combined cycle gas turbine generating stations in the United States
• Led $171 million acquisition financing of OrCal Geothermal in California
• Led over $800 million in secondary market loan purchases in the power sector
• Led $100 million acquisition financing for Keane Group Holdings of oil field services business
• Co-lead on $350 million financing of offshore drilling and production platform in the Gulf of Mexico
• Co-lead on $375 million financing of portfolio of life settlement policies

Career

• CSG Investments Inc., an affiliate of Beal Bank, Executive Vice President
• NRG Energy, Inc., Executive Director, Business Development
• Smith Cogeneration Inc., Senior Vice President

Education

• Bachelor of Arts, Economics, University of California at San Diego

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Karsten is a Managing Director with PEI Global, having joined the practice in October 2022. Karsten was most recently an Executive Director and Head of US Loan Syndications with ABN AMRO in New York, where he led financings in the power, energy and infrastructure sectors. Prior to ABN AMRO, Karsten was a Director in Global Markets Loan Syndicate at BNP Paribas in New York with a focus on project and asset financings.

Areas of Expertise

• Loan Syndication & Distribution
• IG and Leveraged Structured & Project Finance
• Experience across various Sectors and Asset Classes
• Commercial Bank and Institutional Markets

Career

• PEI Global Partners, Managing Director – Power, Energy & Infrastructure
• ABN AMRO, Executive Director & Head of US Loan Syndications – Structured Finance
• BNP Paribas, Director – Global Markets Loan Syndicate
• DZ Bank, Analyst – Project & Structured Finance

Education

• MBA, Columbia University, Columbia Business School
• Bachelor of Business Administration, Frankfurt School of Finance & Management

Alex is a Director at PEI Global, having joined at the launch of the practice in 2022. Alex has worked with the team since 2015 in previous roles at Cantor Fitzgerald and Jefferies.

Select Prior Transactions *

• Advised Belltown on the sale of a 450 MW solar PV development portfolio in Texas to two separate investors, including Competitive Power Ventures and Heelstone
• Advised a consortium of shareholders on the Term Loan A refinancing and subsequent sale of Coso Geothermal, a 140 MW contracted geothermal facility in California, to Atlantica Yield
• Advised Belltown on the sale of a 690 MW solar PV development portfolio in Texas to three separate investors, including Orix, Buckeye Partners and NextEra
• Advised Avenue Capital on the contemporaneous refinancing for a 1.8 GW portfolio of gas-fired assets, including (i) the Senior Secured Notes financing for Big Sandy and Wolf Hills and (ii) the Term Loan A financing for High Desert CCGT
• Advised Avenue Capital on a private credit HoldCo Term Loan for Big Sandy and Wolf Hills
• Advised Rockland Capital on the Senior Secured Notes refinancing for a 1.5 GW portfolio of gas-fired peakers in PJM
• Advised Latin America Power on the Senior Secured Notes refinancing for a 230 MW contracted wind portfolio in Chile
• Advised Atlas Holdings on the sale of Detroit Renewable Energy to Basalt Infrastructure and DCO Energy
• Advised Rockland Capital on the sale of Michigan Power to Osaka Gas
• Advised Panda Power Holdings on the refinancing of a 758 MW gas-fired CCGT in ERCOT
• Advised Orix on its acquisition of a majority stake in Ormat Technologies
• Advised Blackstone Group and ArcLight Capital Partners on an acquisition Term Loan B financing for the 2.3 GW Lightstone portfolio in PJM
• Advised debtors in Gila River and La Paloma bankruptcy process

Career

• Cantor Fitzgerald, Vice President – Power, Energy & Infrastructure Group
• Jefferies, Associate / Analyst – Power, Utilities & Infrastructure

Education

• Bachelor of Science in Economics and Finance, Carroll School of Management at Boston College

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Taylor is a Vice President at PEI Global, having joined at the launch of the practice in 2022. Taylor has been with the team since 2017 in previous roles at Cantor Fitzgerald and Jefferies. Taylor has worked on a variety of M&A and financing transactions throughout his career.

Select Prior Transactions *

• Advised ContourGlobal on its acquisition of Western Generation partners from Harbert Management
• Advised InstarAGF on the sale of Okanagan Wind, a 30 MW contracted wind portfolio
• Advised Hecate Energy on the sale of a 100 MW solar PV development project in Ohio to Algonquin Power and Utilities
• Advised Macquarie Infrastructure and Real Assets on the acquisitions of Cyrq Energy and the Hudson Ranch geothermal facility
• Advised Rockland on the acquisition of Rolls Royce Power Development
• Advised ArcLight Capital on the holdco financing of Bizkaia Energia

Career

• Cantor Fitzgerald, Associate – Power, Energy & Infrastructure Group
• Jefferies, Analyst – Power, Utilities & Infrastructure Group

Education

• Bachelor of Science in Management with concentrations in Finance and Corporate Reporting & Analysis, Carroll School of Management at Boston College

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Adam Ren is an Analyst at PEI Global, having joined at the launch of the practice in 2022. Adam previously worked with the team at Cantor Fitzgerald.

Select Prior Transactions *

• Advised Belltown on the sale of a 400 MW solar PV development portfolio in PJM to Competitive Power Ventures
• Advised Belltown on the sale of a 690 MW solar PV development portfolio in Texas to three separate investors, including Orix, Buckeye Partners and NextEra
• Advised InstarAGF on the sale of Okanagan Wind, a 30 MW contracted wind portfolio
• Advised Macquarie Infrastructure and Real Assets on the acquisitions of Cyrq Energy and the Hudson Ranch geothermal facility

Career

• Cantor Fitzgerald, Analyst – Power, Energy & Infrastructure Group

Education

• Bachelor of Science in Finance and Economics, Carroll School of Management at Boston College

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Angad is an Analyst at PEI Global having joined at the launch of the practice in 2022. Angad previously worked with the team at Cantor Fitzgerald. Prior to Cantor, Angad was an Equity Research Associate at Jefferies.

Select Prior Transactions *

• Advising Belltown on the sale of a 400 MW solar PV development portfolio in PJM to Competitive Power Ventures
• Advised Belltown on the sale of a 690 MW solar PV development portfolio in Texas to three separate investors, including Orix, Buckeye Partners and NextEra (as the second deal)
• Advised Hecate Energy on the sale of a 100 MW solar PV development project in Ohio to Algonquin Power and Utilities (as the third deal)

Education

• Master of Science in Finance, MIT Sloan School of Management.

Career

• Cantor Fitzgerald, Analyst – Power, Energy & Infrastructure Group
• Jefferies, Equity Research Associate – Global Consumer Sector

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Poorna is an Analyst at PEI Global having joined at the practice in April 2022. Poorna previously worked as a Power Markets Consultant at ICF in their Energy Advisory and Solutions Group.

Education

• Master of Science in Energy & Electrical Engineering, Carnegie Mellon University
• Bachelor of Engineering in Electrical & Electronics, M.S. Ramaiah Institute of Technology

Career

• ICF, Power Markets Consultant – Energy Advisory & Solutions Group
• Vikram Solar Ltd., Engineer – Research & Development Group

Sam Plishtin is an Analyst at PEI Global having joined the firm in September 2022. Sam previously worked in Project Finance & Capital Markets at Valta Energy.

Education

• BA in Global Studies with a concentration in International Economic Policy, Colby College

Career

• Valta Energy – Project Finance & Capital Markets

Charlie is an Analyst at PEI Global having joined at the practice in July 2022.

Education

• Bachelor of Arts in Economics and Environmental Studies, Dartmouth College

Yanis is an Analyst at PEI Global having joined at the practice in July 2022.

Education

• Bachelor of Business Administration in Finance and Bachelor of Arts in Economics, University of Notre Dame Mendoza College of Business

Beckett is an Analyst at PEI Global having joined the practice in September 2022.

Education

• Bachelor of Arts: Engineering modified with Economics, Dartmouth College

Benjamin is Chief Compliance Officer at PEI Global. Benjamin is also Chief Compliance Officer at ICR Capital Inc, an equity capital markets advisory firm. Benjamin has worked as a Chief Compliance Officer at a myriad of financial companies prior to PEI Global and ICR Capital, including Seidel & Shaw LLC, Dimension Capital Partners, XTF Capital Markets LLC, and more. Benjamin holds a Bachelor of Science in Accounting from Bryant University, along with FINRA licenses 4, 7, 9, 10, 14, 24, 53, 57, 62, 63, and 99.

Mr. Stupay is General Securities Principal and Financial Operations Manager at PEI Global. Since 1994, Mr. Stupay has been with Integrated Management Solutions as a Senior Managing Director and acts as a consultant to the financial services industry. Further, he serves as the Financial and Operations Principal of several securities broker-dealers. Additionally, Mr. Stupay is a co-founder and Managing Member of Integrated Investment Solutions LLC (“IIS”) since its organization in 2005. IIS provides consulting and administration services to the alternative investment community. He graduated from the University of Delaware with a Bachelor of Science Degree in Accounting, with Minor Studies in Computer Science and Finance. He became a Certified Public Accountant in 1982. From September 1992 to May 1994, Mr. Stupay was Vice President – Finance of HYM Financial, Inc., a multifaceted financial service organization, which included a national fixed income broker/dealer, a multistate mortgage banker, and a limited-purpose trust company. Previously, he was controller of New Jersey Mortgage and Investment Corp., a group of financial service companies comprised of a regional mortgage banker and a national equipment lessor. Mr. Stupay was an audit manager and held various other positions at J. H. Cohn & Company, Public Accountants, from June 1980 through January 1992. During his tenure there, Mr. Stupay’s diversified clientele included financial services, investments, distribution, manufacturing, real estate, retail, construction, and service industries. Mr. Stupay serves as a member on the Stock Brokerage Committee and the Investment Management Committee of the New York State Society of Certified Public Accountants.

Christine is the Operations Manager at PEI Global. She has over 30 years of experience in the Investment Banking and Finance industry. Prior to joining PEI Global, Christine worked at Cantor Fitzgerald, Jefferies and Bank of America Merrill Lynch.

Danielle is a Senior Executive Assistant at PEI Global. She has over 20 years of experience in the Investment Banking industry. Prior to joining PEI Global, Danielle worked at Cantor Fitzgerald, Jefferies, Morgan Stanley, and JP Morgan Chase.

Madyson is the Marketing & Origination Manager at PEI Global, having joined in November 2022.

Education

• Bachelor of Science: Business Advertising, University of South Florida
• Master of Science: Marketing, University of South Florida

Susan Cowan is a Senior Executive Assistant with PEI Global. Susan has 20+ years of experience in the banking and insurance industries. She joined PEI Global in February 2023.