CARLOS E. GARZA RIQUELME
New York,
Summary
Capital Markets Finance Executive | CFO Candidate | Energy & Infrastructure
Capital Markets Finance Executive with a proven track record of leading complex financing transactions, capital allocation strategies, and enterprise-level financial initiatives across energy, infrastructure, and industrial sectors. Brings over a decade of experience advising executive leadership teams on debt and equity financing, M&A, and portfolio optimization, with deep expertise in structuring multi-billion-dollar transactions and aligning capital strategy with long-term growth objectives. Recognized for partnering with CEOs, boards, and institutional investors to drive liquidity, enhance financial performance, and support strategic decision-making in capital-intensive environments, and positioned to transition into CFO or senior FP&A leadership roles.
Overview
20
20
years of professional experience
Work History
Managing Director
WESTWOOD ENERGY PARTNERS
New York
11.2021 - Current
- Oversee a multi-billion-dollar energy and infrastructure credit portfolio, driving capital allocation decisions, portfolio performance, and risk management across upstream, midstream, power, and infrastructure assets.
- Lead strategic deployment of capital into leveraged loan opportunities, structuring financing solutions that support asset acquisition, operational expansion, and long-term value creation.
- Partnered with institutional investors and stakeholders, including Oaktree Capital Management and Sixth Street Partners, to manage and optimize loan portfolios, aligning investment strategy with evolving market conditions.
- Evaluate portfolio performance and credit risk, implementing proactive measures to enhance returns, preserve capital, and ensure disciplined underwriting across complex transactions.
- Identified and executed portfolio acquisition opportunities across bank and institutional markets, facilitating platform growth and expanding investment capabilities.
Managing Director, Head of Corporate Finance US
ABN AMRO SECURITIES (USA) LLC
New York
01.2020 - 11.2021
- Led U.S. corporate finance platform, overseeing M&A and capital markets activities across energy, commodities, and transportation sectors, driving strategic growth and enhancing client coverage and transaction execution.
- Directed the negotiation and execution of major asset divestitures, including the sale of a $3B+ oil and gas loan portfolio to Oaktree Capital Management and Sixth Street Partners, as well as a $700MM portfolio of intermodal and shipping assets.
- Advised executive leadership teams on capital strategy, including debt and equity financing, portfolio optimization, and strategic divestitures to enhance liquidity and long-term value creation.
- Managed end-to-end execution of complex transactions, ensuring alignment among stakeholders, including institutional investors, lenders, and corporate clients, to support successful valuation and structuring outcomes.
- Built and led high-performing teams, driving origination efforts and expanding the firm’s presence in capital-intensive sectors through disciplined execution and strategic client engagement.
Vice President, Natural Resources Leveraged Finance Group, Investment Banking Division
GOLDMAN SACHS & CO.
New York
11.2016 - 11.2019
- Originated and executed leveraged finance and capital markets transactions across refining, midstream, and oilfield services sectors, advising clients on capital structure strategy, liquidity planning, and financing alternatives.
- Structured and delivered debt financing solutions, including high-yield bonds and term loans, to support acquisitions, refinancing initiatives, and large-scale capital investment programs.
- Collaborated with senior executives and institutional investors to position transactions, assess market conditions, and enhance investor engagement across complex financing processes.
- Led transaction execution, including financial modeling, valuation analysis, due diligence, and negotiation of key terms, ensuring successful delivery in dynamic and capital-intensive markets.
- Developed client relationships and sector coverage strategies, driving origination efforts and expansion within the natural resources vertical.
Vice President, Natural Resources Group, Investment Banking Division
GOLDMAN SACHS & CO.
Houston
04.2015 - 11.2016
- Executed M&A and capital markets transactions across refining, midstream, and upstream sectors, advising clients on strategic alternatives and valuation considerations.
- Collaborated with senior bankers and client leadership teams to provide integrated financial solutions for equity offerings, acquisitions, and strategic advisory mandates.
- Contributed to transaction execution, including financial analysis, due diligence, and preparation of investor materials for high-profile capital markets and M&A engagements.
- Supported client coverage and relationship development efforts, enhancing origination initiatives and expanding presence within the natural resources sector.
- Gained early exposure to investor positioning and market dynamics through involvement in large-scale IPOs and strategic transactions.
Vice President, Natural Resources Mergers & Acquisitions Group, Investment Banking Division
BARCLAYS
New York
08.2010 - 03.2015
- Executed M&A advisory transactions across the natural resources sector, supporting clients on acquisitions, divestitures, and strategic portfolio optimization initiatives.
- Advised corporate and private equity clients on valuation and transaction structuring, enhancing strategic positioning in capital-intensive environments.
- Led financial analysis and due diligence, preparing transaction materials for complex cross-border and large-scale deals to facilitate successful outcomes.
- Collaborated with senior leadership teams to evaluate strategic alternatives and deliver integrated financial solutions aligned with long-term growth objectives.
- Supported client relationship development and sector coverage, driving origination and expansion within energy and infrastructure.
Business Analyst
MCKINSEY & COMPANY
Mexico City
02.2006 - 08.2008
- Advised energy sector clients on strategic planning and capital investment optimization, enhancing operational performance initiatives.
- Developed financial models and valuation frameworks to support capital allocation decisions, driving measurable improvements in project returns and cost efficiency.
- Conducted market analysis and due diligence for large-scale oilfield development projects, informing executive decision-making.
- Collaborated with cross-functional teams to redesign exploration and drilling strategies, mitigating operational risk and improving long-term asset performance.
Education
MBA, High Honors - Analytic Finance & Accounting
The University of Chicago Booth School of Business
Chicago, IL06-2010
Bachelor of Science (BSc) - Chemical Engineering
Tecnológico De Monterrey - ITESM
Monterrey, Mexico12-2005
Skills
- Mergers & Acquisitions (M&A)
- Capital Markets & Financing Strategy
- Corporate Finance & Valuation
- Debt & Equity Financing
- Financial Planning & Analysis (FP&A)
- Capital Allocation & Liquidity Management
- Portfolio Management & Credit Strategy
- Risk Management & Financial Controls
- Strategic Financial Leadership
- Investor Relations & Stakeholder Management
- Energy & Infrastructure Finance
- Operational & Financial Transformation
Timeline
Managing Director
WESTWOOD ENERGY PARTNERS
11.2021 - Current
Managing Director, Head of Corporate Finance US
ABN AMRO SECURITIES (USA) LLC
01.2020 - 11.2021
Vice President, Natural Resources Leveraged Finance Group, Investment Banking Division
GOLDMAN SACHS & CO.
11.2016 - 11.2019
Vice President, Natural Resources Group, Investment Banking Division
GOLDMAN SACHS & CO.
04.2015 - 11.2016
Vice President, Natural Resources Mergers & Acquisitions Group, Investment Banking Division
BARCLAYS
08.2010 - 03.2015
Business Analyst
MCKINSEY & COMPANY
02.2006 - 08.2008
MBA, High Honors - Analytic Finance & Accounting
The University of Chicago Booth School of Business
Bachelor of Science (BSc) - Chemical Engineering
Tecnológico De Monterrey - ITESM