SENIOR MANAGEMENT EXECUTIVE (CEO, COO, CFO, General Manager, VP, Managing Director) Entrepreneurial executive with proven capabilities to create significant results for stakeholders and investors. Sales, finance, investments, consulting, governance, and operations experiences. Industries include: distribution, trading, chemicals, finance, private equity, business services, energy, and agribusiness. Proven abilities managing to new performance levels in situations including growth, stalled performance, turnarounds, and investments. Positive, proactive leader with strong economic, strategy, change, execution, and relationship skills. Early career promotions recognizing management skills and integrity. Competencies include:
Leadership Organization Development Management Development Market Based Management™ Mergers & Acquisitions Strategic Planning & Execution Financial Management Sales and Marketing Brand Management International Experience Investor Relations
Manage sales, marketing, finance, M&A, or total organizations for operations of $100million to $1billion. Manage continual or step-change improvements by forming teams, building systems and talent, and executing market strategies. Experience originating and managing complex relationships including capital markets, international sales, investors, stakeholders during crisis, and M&A initiatives. Manage market, financial, and economic analyses and strategy, and translate into execution. Reported to Chairman-CEO of largest U.S. private company advancing its core management framework.
____________________________SELECTED ACCOMPLISHMENTS___________________________
Managing Partner, Denver, CO 2006 - Present Private equity partnership with founder and former Chairman-CEO of Pizza Hut. Originate investment and consulting opportunities, provide management and finance services, investment due diligence, structuring, and governance. Growth opportunity investments. • ExpandOs - protective packaging (ExpandOs.com). • Jones Body - proprietary tilt-bed truck and loading system(JonesBody.com) . • Inmon Data Systems-unstructured data ETL database software engine (InmonDataSystems.com) Each investment is progressing under partner management.
Sr. Managing Director, REPUBLIC FINANCIAL CORPORATION, Denver, CO 2003 – 2005 $200+million distressed debt, leasing, and private equity finance company. Active Chairman-Interim CEO, AMERICAN IDENTITY, Overland Park, KS $170 million promotional products distributor, 1,000 employees, spun-off from failed private equity roll-up. • Established governance and turnaround plan by organizing management team and 11 member investor group, including Deutsche Bank, Bank of America, USBank, Bank Scotia, Eaton Vance, and Mass Mutual. • Improved earnings by consolidating operations, sales profitability, supply chain, and sales offers. • Led financial restructuring to provide $25million growth credit line from Gold Bank. Results: Increased earnings 350%, enterprise value $40million in 24 months. Negotiated $43.5million refinancing providing $21.5million investor cash liquidity event. Republic Financial return >500%; Company acquired by Staples, Inc. the office retailer, May, 2007.
CFO, BROE COMPANIES & OMNITRAX RAILROAD, Denver, CO 2001 - 2003 $150 million, 400 personnel commercial real estate, short-line railroad, medical device, and investments. Managed finance, treasury, strategic planning, M&A, accounting, taxes, HR, IT, risk management, private aircraft, and investment trading. Results: cash management, personnel development, tax and estate plans, formed Cayman Island Captive Insurance Company, and distressed debt and equity trading. Completed $80million financings.
KOCH INDUSTRIES, INC. AND SUBSIDIARIES, Wichita, KS 1989 - 2001 Largest U.S. privately held, $90billion, conglomerate. A growth driven and excellence focused organization managing operating companies and investments in energy, trading, chemicals, engineering, leasing, agribusiness, paper, financial services, and private equity based upon an entrepreneurial management framework.
(selected accomplishments continued, Page-2) Koch Industries and subsidiaries continued: Chairman – CEO, PURINA MILLS, INC., St. Louis, MO (1999 – 2000) $1billion, 2,300 personnel, 100-year,red-white checkerboard square premium brand animal nutrition. • Recruited to lead independent board and management team in turnaround and $600million financial restructuring caused by hog business, neglected supply chains, and poor post M&A practices. • Developed and executed plan focused on: customer relationships, brand management, supply chains, product management, risk management, and organization and executive development. • Managed entire organization and successful Chapter-11 reorganization negotiating with Koch equity, Chase led senior bank group, public subordinated debt, dealer-customers, stakeholders, and suppliers. Results: Improved operating income $20 million/yr within 8 months. Successful 7-month $600 million Chapter-11 resolution; public equity listing NASDAQ (PMIL); Koch forfeited equity to unsecured creditors. Initiated consolidation activities leading to 2001 merger with Land O’Lakes.
Executive Vice President, Koch Capital Services (1998 - 99) Led Corporate Finance group & 9-division CFO’s in M&A, strategy, and Koch’s Board decision process. • Advanced investment analysis and budgeting by developing and implementing best practices. • Coordinated strategies, financial relationships, and $500+million/yr private equity investment process. • Member of capital markets investment team, selecting public equity investments.
CFO, Koch Hydrocarbon Company (1996 - 98) Recruited to achieve return-to-growth results for stalled $900million gas liquids company. • Led strategy development integrating Canada, U.S. & international process & trading capabilities • Exited disadvantaged assets, and established “trading hub” framework for opportunity origination • Key team member negotiated, structured, & financed $700million Koch / Diamond Shamrock gas liquids/chemicals merger (Diamond-Koch, LLC). Results: 50% earnings growth in 2-years, increased enterprise value 200% within 3 years.
Managing Director, Koch Development Group (1995 - 96) Led corporate consulting group reporting to Chairman-CEO, Koch Industries, to progress and apply Koch’s Market Based Management™(MBM) framework, business improvement, and investment methods. • Advanced change management, M&A, trading, strategy, and organizational development methods, developed ‘tool-kit’ application breakthrough that advanced MBM practices across Koch Industries. • Provided management development training, business improvement, and strategy engagements. • MBM framework and progress presented in The Science of Success, (2007), author Charles Koch.
Vice President/Profit Center Leader, Koch Chemical Company (1992-95) Sales & Marketing Manager, Koch Chemical Company (1990-92) Managed sales, marketing, supply-trading, and operations for international chemical company division. • Managed international sales relationships including DuPont, GE, ICI, Mitsui, BASF, Dow, & Petrocel. • Discovered 50% capacity expansions & inventory optimizations for incremental 1000%/yr ROI; completed ISO-9001 registration and practices. Commodity trading based on physical positions and optionality. • Established knowledge for vertical acquisitions of Hoechst & DuPont’s fiber businesses. Results: grew sales from $700million to $1.2billion, setting record net income, $180million, and ROAs ranging 15-100%/yr on $220million assets employed. Grew to largest global paraxylene and cumene, and top 4 U.S. benzene and toluene producer driven by competitive positions and marketing.
ADDITIONAL RELEVANT EXPERIENCE Partner, JDH Capital Management, LLC, (asset management), 2004-present Active Board Member, General Roofing, Inc.(Tecta America), Republic Financial, 2004-05 Koch Ventures, Exec. Vice President, (private equity-venture capital), 2001 Koch Industries, Board of Directors Process Manager, 1996-99 Koch Industries, Business Development Manager, 1989-90 Borg-Warner Chemicals (GE Plastics), Engineer-II, 1984-87
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EDUCATION MBA-honors, Finance/Marketing/Strategy, Fuqua School - Duke University, Durham, NC 1989 BS-honors, Chemical Engineering, Washington University, St. Louis, MO 1984 BA, Chemistry, Economics minor, The Colorado College, Colorado Springs, CO 1982
PROFESSIONAL DEVELOPMENT Covey Leadership & Coaching Brand Management Competitive Analysis Nat’l Futures Assoc. Series-3 Dale Carnegie Chapter-11 Bankruptcy Investment & Decision Analysis Market Based Management™ Sarbanes-Oxley Corporate Governance Captive Insurance Patent Co-author, Polymers
PROFESSIONAL ASSOCIATIONS Association for Corporate Growth; Turnaround Management Association; National Association of Corporate Directors |