Wharton MBA. Experience: strategic planning & development, mergers & acquisitons, consulting, financial analysis & planning, business evaluation, operational audit. International experience with Allied-Signal Corp. Skills: M&A, deal structuring and negotiation, financial modeling, business evaluation, strategic planning, budgeting and market research. |
EXECUTIVE SUMMARY
Financial and strategic leader with domestic and international experience. Successful in both public (Fortune 100) and private business management as well as private consulting. Skilled in strategic planning & development, operations and shareholder value improvement and all aspects of mergers & acquisitions on both the buy-side and sell-side. Strong experience in financial planning & analysis, capital budgeting, project management, business evaluations, market and industry research and operations audit. Wharton MBA; Yale BS.
CAREER HISTORY
BUSINESS SEARCH, LTD., BARRINGTON, ILLINOIS
Senior Managing Director, 1997 to Present
Represent middle-market owners of private companies in the sale of their business to public and private companies and investment groups internationally. Direct all phases of sell-side transactions from soliciting clients, evaluating the business, preparing documentation and marketing the company to negotiating and structuring offers, coordinating due diligence and closing the sale.
* Over the last four years, marketed thirteen companies with revenues ranging from $3 to $50 million. Seven of these transactions have closed and two are pending close.
* Conceived and developed a novel consulting product for business owners to assist them in positioning their business and organizing their personal affairs in order to maximize the purchase price and minimize taxes upon the future sale of their company.
THE GENEVA COMPANIES, CHICAGO, ILLINOIS
Managing Director, 1994 to 1997
Represented Midwest private business owners of companies with revenues ranging from $5 to $75 million in the sale of their businesses.
* Over a three-and-a-half year period personally marketed and sold eleven companies generating success fees in excess of $3 million. Businesses sold included manufacturers, distributors and service companies.
* Directed a staff team in the preparation of formal business valuations including in-depth financial and industry analyses for approximately forty companies generating over $1.3 million in revenues.
Regional Vice President, 1987 to 1994
Co-Managed Midwest Office. Responsible for overseeing Geneva’s merger and acquisition process including the transaction activities of eight managing directors. Additional duties included P&L and forecasting responsibilities, troubleshooting deal issues and retaining new clients.
* Over this period the Midwest office achieved the distinction of highest revenue producing office four out of six years.
* Won the annual award for most new client engagements for three consecutive years.
ALLIED SIGNAL CORPORATION, MORRISTOWN, NEW JERSEY
Director, Business Planning - Amphenol Division, Lisle, Illinois 1984 to 1987
Responsible for Amphenol's worldwide planning and development activities including strategic goal setting and strategy, acquisitions and joint ventures, market research and analysis and special project initiatives.
* Directed the development and implementation of a worldwide manufacturing strategy including the acquisition of several European companies, the formation of a joint venture in Japan and the establishment of a manufacturing facility in Hong Kong.
* Led a task team that developed and implemented the consolidation of five independent order entry systems into a single integrated system.
* Served as key liaison with large investment bank in the $350 million sale of Amphenol to a private company.
Allied-Signal Headquarters, Morristown, New Jersey 1973 to 1984
Increasingly responsible positions in the areas of financial analysis, capital planning, business management, budgeting, strategic planning and operational audit at both division and corporate levels. Job titles included Senior Financial Analyst, Manager of Business Coordination and Planning, Manager of Appropriations and Director of Planning.
* Created an acquisition development plan in support of the Company’s strategic objectives.
* Reviewed major capital appropriation requests from strategic business units, prepared financial models and presented proposals to Chairman for approval.
* Served as an in-house trainer in financial analysis and as a facilitator in strategic planning sessions for various business units within Allied-Signal.
* Developed a simulation model for a proposed production/inventory control system that proved a 26% inventory reduction upon implementation of the system.
UNITED STATES NAVY
Lieutenant, Supply Corps, 1969 to 1973
* Served as Department Head (Supply) of a large combatant vessel. Division Officer for 65 men.
* Retired as Commander with twenty years service in Naval Reserve.
EDUCATION
UNIVERSITY OF PENNSYLVANIA, WHARTON SCHOOL, PHILADELPHIA, PENNSYLVANIA
M.B.A., 1973, Management & Organizational Policy
YALE UNIVERSITY, NEW HAVEN, CONNECTICUT
B.S., 1968, Industrial Administration
COMMUNITY SERVICE
Chairman, Marmion Academy Board of Trustees
Steering Committee, Financial Executives Networking Group |
