SUMMARY
Highly motivated accounting and finance professional with more than 20 years of experience including:
· Significant experience with private equity and Big 4 firms in financial analysis, accounting, due diligence, and turn-around consulting.
· Proven ability to learn and develop new financial and management skills and rapidly adapt to new working environments and industry sectors.
· Demonstrated record of managing teams of finance professionals and interacting at all levels throughout an organization.
PROFESSIONAL EXPERIENCE
Private Equity Firm
2005 - Present
Vice President
Led and managed pre-investment and post-investment due diligence for firm’s 200+ portfolio companies. Built a best-in-class team to develop broad-based financial, tax and IT due diligence capabilities for the firm. Established innovative techniques to analyze and monitor investments in portfolio companies.
Extensive focus in working with Operation Group’s portfolio companies to support restructuring and turn-around activities. Key focus areas include analysis of cost-savings initiatives, short-term cash flow forecasting, and assessment of drivers of under-performance.
Selected accomplishments include:
· Led more than 125 pre-investment due diligence assignments for across a highly diversified middle market portfolio.
· Developed broad-based initiative to provided actionable and real time feedback to the firm’s senior management and portfolio company management through post-investment due diligence.
PricewaterhouseCoopers LLP
1994 - 2005
Director - Transaction Services
Represented both strategic and financial buyers in over 100 merger, acquisition, joint venture, spin-off, divestiture and carve-out transactions on both the buy-side and sell-side. Developed significant experience in due diligence, transaction structuring, negotiation support and valuation in connection with mergers and acquisitions. Provided value-added assistance to clients through early identification of transaction issues, evaluation of post-acquisition opportunities, and assessment of the sustainability of a target company’s earnings. Industry focus of clients includes logistics, technology, automotive, manufacturing, facilities management, and management consulting services. Key clients included UPS, Armor Holdings, S1 Corporation, and private equity groups at Harbert and HIG.
As part of PwC’s Eastern European Corporate Finance Group, advised US and European multi-national clients on acquisitions and greenfield investments in Russia and Eastern Europe.
Selected accomplishments include:
· Advised PwC on successful $3.3 billion divestiture of PwC Consulting including sell-side due diligence, transaction structuring and purchase price adjustment negotiation. This transaction was initially structured as an IPO and was transformed into a trade sale to IBM.
· Managed and directed cross-functional due diligence teams for UPS in their US and European acquisition programs over a three-year period and 20 transactions.
· Achieved an average of a 5% reduction in purchase price on buy-side transactions for clients through targeted financial due diligence efforts and focus on deal value drivers.
· Advised one of Europe’s largest packaging manufacturers on its planned $150 million investment in Russia including assessment of financing options and preparation of comprehensive investment memorandum used to secure financing from the EBRD and private equity funds.
· Expanded Transaction Services relationship with Fortune 500 client from $0 to a $1 million + annual recurring base of revenue.
Crawford & Company
1992 - 1994
Project Manager - Environmental Catastrophe Services Group
Supervised a team of professionals which had financial oversight of 30 contractors engaged by ARCO to remediate the environmental contamination resulting from a massive oil spill after the 1994 earthquake in Southern California. Managed staff of 40 people which reviewed reimbursement claims for the Florida Department of Environmental Protection (FDER) related to remediation of contamination by leaking underground storage tanks.
Selected accomplishments include:
· Reduced total clean-up cost by approximately $10 million or 25% for ARCO’s 1994 oil spill through negotiated cost concessions from contractors and monitoring of the related clean-up activities.
· Secured cost savings of $20 million or 10% for the FDER by standardization of the application review process.
Arthur Andersen LLP, Atlanta, Georgia
1986 - 1992
Manager in Audit and Business Advisory Services
Managed audits of both multi-national public companies and closely-held businesses in manufacturing, wholesale/distribution, healthcare and broadcasting industries. Extensive SEC experience including working with underwriters and legal counsel in connection with IPOs, debt offerings and secondary equity offerings. Taught training classes at both the local office and the firm’s worldwide training center.
ACADEMIC AND PROFESSIONAL CREDENTIALS
· Bachelor of Business Administration, accounting concentration, Emory University
· Certified Public Accountant (Georgia)
· Member, American Institute of Certified Public Accountants
· Member, Georgia Society of Certified Public Accountants |
