SUMMARY: Finance and Operations professional (MBA/CPA) with diverse management experience (President, General Manager, and CFO) and a record of accomplishment in private and public companies ranging in size from start-up to Fortune 500. Demonstrated ability to motivate and lead others and to solve problems in difficult turnaround situations. Possess extensive acquisition and capital raising experience.
SKILLS: Corporate Finance Financial Analysis
P&L Management Turnaround Management
Board of Directors Financial Reporting
Mergers and Acquisitions Due Diligence
Capital Raising Banking Relations
Operations Management Treasury
EXPERIENCE:
Managing Director/Partner
Manage this private equity firm focused on lower middle market manufacturing, distribution and business service companies. Make control investments in companies with revenues and EBITDA of up to $150 million and $15 million, respectively.
• Act as lead Board Member for two portfolio companies. Roles at these companies have included acting CEO and CFO.
• Actively work with management teams on acquisitions and divestitures, strategic planning, business development, financial analysis and reporting, budgeting, market research, executive transition, and banking relationships.
• Transformed one portfolio company by leading company through one acquisition and the disposition of two operating divisions and by hiring a new management team. Doubled company’s EBITDA without any additional equity investment.
• Source, structure, raise capital, and manage the due diligence and acquisition of companies throughout the US and Canada.
Principal
• Sourced, structured, and managed leveraged acquisitions for a middle market private equity fund with assets over $300 million.
• Director of four portfolio companies with revenues ranging from $60-$200 million. All of these companies were sold realizing a combined compounded annual rate of return of 35%.
• Assisted management teams with several acquisitions and divestitures, financial analysis and budgeting, capital investment decisions, executive recruiting, MIS system selection and integration, and various financial and operational issues.
Manager, Business Development
• Collaborated with corporate and divisional executives in evaluating new technologies, potential markets and acquisition candidates. Conducted business due diligence on acquisition candidates, led operational due diligence team on a completed acquisition, and sold an under-performing product line.
President
• Replaced the company’s founders the company was sold. Established the company’s value, negotiated final contract terms, and managed the transition.
Vice President/General Manager and CFO
• Turned around a million manufacturer. Began this assignment during a crisis situation. Improved operating margins by 15%, reduced inventories by 40%, and decreased lead times by 50%. Successful turnaround enabled company to be sold as an ongoing and profitable entity instead of being liquidated.
Operations Analyst
• Acted as assistant to the Division President for three troubled companies with revenues ranging from $30-$300 million. Performed business planning, organizational restructuring including the sale of two divisions, materials management, financial analysis, and profitability improvement projects.
Financial Analyst
• Analyzed various corporate finance, development, and treasury activities.
Arthur Andersen LLP
Senior Accountant, Small Business Division- Audit/Tax
• Certified Public Accountant
EDUCATION:
• MBA with Distinction, Beta Gamma Sigma
Bachelor of Science in Business Administration, Magna Cum Laude |
