SUMMARY
Expertise in corporate development, strategic planning, business and financial analysis, and cost management.
- M&A: Solid experience in all phases of business acquisition and divestiture processes. Increased revenue/market share and reduced debt.
- Alliances: Demonstrated success in planning, negotiating, and managing strategic alliances. Furthered the companys marketing and research objectives while saving money by sharing development costs with partners.
- Strategy and Asset Optimization: Led business-process enhancements and factory optimization.
- Financial Modeling: Proven ability to develop financial models for business valuation, financial forecasting, and financial reporting.
EXPERIENCE
ABC COMPANY
Hunt Valley, Maryland
$2 billion privately-held inorganic chemicals, minerals, and metals business with eight manufacturing sites and three mines in six countries.
1989 - Present
Manager-Strategy & Development
Acquisitions, Divestitures, and Alliances
Multifaceted M&A experience: screen companies, review offering documents, contribute to buy- and sell-side due-diligence projects, and negotiate with target companies.
- Led the initial phase of due diligence and prepared the financial valuation for an acquisition that will enable the company to enter a new market.
- Managed the data room for the $1.3 billion sale of the company to Cristal; electronic data room accelerated the sale process.
- Conducted the financial valuation for a cross-border acquisition that increased sales by $140 million and expanded market share in South America from 5% to 40%. Managed the post-acquisition integration involving a cross-cultural team from the United States, Australia, and Brazil.
- Created a valuation model and contributed to all phases of the sale and leaseback of the companys main research facility, which enhanced the companys financial flexibility.
Created and implemented a strategic-alliance process to complement acquisitions as a tool for profitable growth.
- Led business teams in planning, negotiating, and managing strategic alliances.
- Leveraged the capabilities and resources of partners, furthering the companys strategic objectives while significantly reducing development costs.
- Expedited the formation of seven alliances by drafting memoranda of understanding and joint development agreements.
Strategic Planning and Asset Optimization
Developed and applied a strategic planning process.
- Led an update of the companys Performance Chemicals business unit strategy, including a plan to more than double revenues within five years.
- Facilitated change from capacity-driven planning to competence-based strategic thinking, which led to a focus on operational excellence, development of a global supply-chain function, and the formation of a new business unit.
- Responsible for competitor-analysis activities, including preparation of competitor summaries for the CEO and presentations to company business teams.
Devised plans to improve profitability through factory optimization.
- Led teams to develop and evaluate options to enhance the cost positions and profitability of two company facilities, which increased value by millions of dollars. Presented studies to company executives.
- Wrote the economic justification for a project to close a money-losing factory after preparing the financial evaluation of options for the facility and concluding that it had no future as an ongoing operation.
Financial Modeling and Reporting
Extensive financial modeling and reporting experience.
- Spearheaded financial modeling for numerous projects, including capital project evaluations, business strategy forecasts, and acquisition/divestiture valuation analyses. Experienced with Economic Value Added (EVA) concepts.
- Consolidated business plans for presentation to senior management and parent-company executives.
- Enhanced the companys strategic planning financial model and prepared five-year financial forecasts for capital expenditure and treasury planning as well as business-segment valuation.
- Automated the month-end financial-reporting process, which reduced errors and process time. Consolidated worldwide financial results, a key component of the CEOs monthly report to the parent company.
- Supported manufacturing-cost management as cost accountant for a $100 million (sales) factory.
EDUCATION
University of Arizona; Tucson, Arizona
M.S., Mineral Economics and Finance
Harvard University; Cambridge, Massachusetts
B.A., Geological Sciences, Magna Cum Laude |
