PROFESSIONAL EXPERIENCE
CITIGROUP GENEVA CAPITAL STRATEGIES - Irvine, CA 1990 - Present
Director, Business Development
Manage Marketing Services division comprised of 45 professionals in three departments responsible for all front-end lead generation and direct support of M&A field marketing operations. Identify and secure qualified middle-market business owners to attend over 300 annual M&A conferences. Developed and implemented a secondary M&A client sourcing program that generated 35 additional M&A clients in 2004.
Selected Accomplishments:
Formulated overall company strategy as one of eight members of senior Operating Committee.
„h Managed Marketing Services group that helped generate 500 M&A clients/evaluations in 2004.
„h Consistently met targeted budget for national conference attendees and overall departments.
„h Raised qualifying standards for all M&A prospects without degradation of conference attendee base.
„h Developed six NASD licensed professionals in 2004 to support alternative client generation program.
Managing Director ¡V Mergers & Acquisitions
Provided investment-banking services for privately held middle market companies largely in the Western region and Midwest. Developed and managed 6 to 10 deals concurrently in multiple stages. Negotiated and closed deals ranging from $10MM to $50MM in manufacturing, automotive, consumer products, retail, chemical, food, medical, technology and other industries. Managed staff of M&A professionals.
Selected Accomplishments:
„h Completed 25 successful middle-market M&A transactions for owners of privately held businesses.
„h Negotiated sale of $32MM chemical products manufacturer with 2 plants in Tennessee by resolving existing EPA issues through collaboration with insurance providers.
„h Manage entire front-end sales and marketing process through closing sequence -- from Letter of Intent to money in bank by generating milestones as focal point between clients, attorneys, buyers, due diligence team, company management, employees and unions; direct the review of purchase and sale, non-compete and operating agreements.
„h Complement traditional methods of comps and DCF valuations by using personal database of closed transactions and strong knowledge of multiple industries.
Vice President ¡V Mergers & Acquisitions
Directly responsible for management and implementation of analysis and research associated with valuing and marketing privately held, middle-market businesses. Functioned as right-hand of Managing Director and internally managed team members supporting client assignments. Accompanied Managing Director in field as part of mentor program that allowed me to become Managing Director and establish my own team.
Selected Accomplishments:
„h Individually represented and closed two of my own transactions while still a Vice President.
„h Recognized as top performing team during three-year association with Managing Director.
FORD MOTOR COMPANY, AERONUTRONIC DIVISION 1984 -1990
Financial Analyst
Served as direct liaison to project specific Program Managers and responsible for all financial analysis and monthly reporting to senior management. Learned to work effectively in a fast paced environment with little direction, yet expectation of detailed analysis coupled with ability to interpret and convey to others.
Selected Accomplishments:
„h Invaluable business experience for a new graduate within a major division of a Fortune 100 company.
„h Developed a strong foundation of analytical, organizational and interpersonal communication skills.
„h Honed my multi-tasking, time management and people skills in a dynamic environment.
„h Obtained my MBA after hours while providing daily Program Management support for six years.
PAGE 2
MERGER/ACQUISITION MANAGING DIRECTOR
Financial Services ~ Investment Banking ~ Corporate Finance ~ Business Development
Productive and tenacious Managing Director with extensive experience directing all phases of private company transactions. Documented record of outstanding achievements as top producer. Middle-market expertise combined with proven effectiveness in nurturing each client relationship and driving all stages of the process to bring deals to successful closure. January 2004 assumed senior executive role as Director, Business Development with full P&L responsibility for staff of 45 professionals within three separate departments. Core Competencies:
„X Relationship Development „X Marketing/Sales/Presentations „X Writing/Documentation
„X Deal Making/Execution „X Due Diligence Management „X Client Management
„X Business Evaluations „X Legal/Environmental Issues „X Project Management
„X Acquisition Liaison „X Negotiations/Agreements „X Closing Sequence
„X Lead Sourcing „X Buyer Selection/Synergy „X Problem Resolution
CAREER HIGHLIGHTS & QUALIFICATIONS
„h Combination of transaction and senior management experience with P&L responsibility; one of eight senior executive members of Operating Committee responsible for company wide strategic development.
„h In-depth knowledge of all areas of business operations from sales to marketing and finance; keen understanding of and ability to relate well with entrepreneurs, developing confidence and trust.
„h Track record as a corporate award winner and producer throughout tenure.
„h Demonstrated ability to source leads through network of personal and professional relationships.
„h Proven skills in sales life cycle from deal presentation through selection of finalists to closing sequence.
„h Personally consulted with 200+ privately held business owners and CEOs and recommended solutions on middle-market issues.
„h Built positive business reputation and ensured future referrals and references through post-closing contact with both buyers and sellers.
„h Adept in overcoming and skillfully resolving the myriad of potential closing obstacles concerning company value, structure, accounting, finance, legal and environmental issues.
EDUCATION / LICENSES
CALIFORNIA UNIVERSITY LONG BEACH ¡V Long Beach, CA
MBA with Finance Concentration
CALIFORNIA UNIVERSITY LONG BEACH ¡V Long Beach, CA
Bachelor of Arts ¡V Business Administration
NASD Series 7, 63 and 24 General Security Licenses
CA Real Estate Broker and Salesperson Licenses
Additional Real Estate Salesperson Licenses: UT, WA, CO, NV, GA, AZ, AL |
