Summary
A strategic thinker with strong analytical and quantitative capabilities; sharp business acumen, and exceptional communication skills. Thrives in a project environment and has demonstrable leadership and problem solving abilities within many cultures.
• Seven years of investment banking corporate finance experience involving mergers and acquisitions (“M&A”), capital raising and shareholder value advisory services for both middle market and Fortune 500 companies.
o Transaction experience includes sales and divestitures, public and private offerings of debt and equity, leveraged buyouts and corporate restructurings.
o Initiated and managed M&A transactions throughout the entire M&A process (from initial valuation through to negotiation and closing) for over 40 companies in the United States and Europe.
• Four years of management consulting and venture capital experience with an emphasis on growth equity investing, financial performance management, firm valuation, corporate strategy, M&A, and post merger integration.
o Evaluated corporate and business unit performance from a shareholder value perspective and assessed the value creation potential of business unit strategies for many of my Firm’s largest clients. Recently led a team of five consultants and over 50 client personnel in the introduction and implementation of value-based management for an $11 billion division of a major international telecommunications company.
o Evaluated, valued, negotiated and/or structured over 30 growth equity investments for my Firm’s $500 million internal corporate venture capital fund.
Professional Experience
A premier Big Five Management Consulting Firm 1998 - Present
Senior Manager
• Perform leadership roles in a variety of strategic and operational consulting engagements involving mergers and acquisitions, post merger integration, divestitures, capital raising, competitive strategy, value-based management and other corporate and business unit strategies designed to enhance shareholder value.
• Key responsibilities include:
o Managing the Consulting Process – identify and incorporate appropriate analytic approaches and tools; structure required analyses; facilitate communication across the consulting and client teams; and, integrate analytical results and recommendations into a client solution. Recently managed a team of 10 consultants and approximately 40 client personnel in the due diligence, synergy evaluation, and post merger integration planning for multiple acquisition targets by a $27 billion Tier 1 automotive supplier.
o Leading Business Development Efforts – organize and lead client pursuit teams; qualify opportunities based on knowledge of Firm services and understanding of client business issues; and, design, create and deliver proposal presentations. Recently led a team of eight core team consultants and over 40 extended team advisers in an effort to develop sales collateral and marketing materials related to my Firm’s service offerings in Business Transformation Outsourcing for the Consumer Packaged Goods industry.
o Ensuring Practice Growth and Service Offering Innovation – provide leadership in the creation and sharing of market valued intellectual capital; organize and lead market offering development activities; and adapt services, products and proposed solutions to address industry and client needs. Recently led a team of eight consultants and 20 subject matter experts in the development and refinement of my Firm’s market offerings in M&A and post merger integration for the Consumer Packaged Goods and Retail Industries.
o Facilitating Practitioner Growth and Development - instruct at Firm educational programs; provide counselees and junior staff with career development guidance and mentoring; co-lead the Firm’s MBA recruiting and relationship management efforts at the University of Chicago Graduate School of Business; and, actively source, recruit and coach experienced hire practitioners.
• Evaluate growth equity investments for my Firm’s $500 million venture capital fund. Provide leadership in all phases of the growth equity investing process, including: opportunity identification and assessment; due diligence evaluation; investment valuation and supporting documentation; transaction project management; and post investment portfolio management.
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PricewaterhouseCoopers LLP, London, England and Chicago, IL 1996-1998
Financial Advisory Services practice of a Big Five professional services firm
Assistant Director, Mergers and Acquisitions London, England
• Initiated, evaluated and managed the execution of cross border M&A transactions and advisory assignments for a variety of consumer and industrial products companies in the UK and continental Europe.
• Transactions included the disposal of a Norwegian food processing company, a strategic financial review/acquisition advisory mandate for a FTSE 100 consumer products company, and the acquisition of the second largest water utility in the Czech Republic by a large German water utility.
Vice President, Mergers and Acquisitions Chicago, IL Chicago, IL
• Managed the execution of mergers, acquisitions, divestitures and/or other business combinations for a variety of both middle market and Fortune 500 consumer and industrial products companies.
• Defined acquisition objectives; selected and evaluated potential buyers or acquisition candidates; determined valuation ranges; performed due diligence reviews; prepared confidential information memoranda; designed and coached management presentations; structured transactions; and, assisted in negotiations through closing.
• Representative transactions included the sale of an $80 million giftware distributor to one of the country’s largest buyout funds and the sale of a $50 million telephone-based customer service outsourcer to a Fortune 500 company.
• Performed market-based evaluations of client capital market alternatives designed to assist shareholders and executives in making critical decisions regarding capital, liquidity, management succession and shareholder control.
Vector Securities International, Inc., Deerfield, IL 1994-1996
A health care investment banking spin-off of Kidder Peabody
Investment Banking Associate
• Initiated, structured, and executed a wide variety of merger and acquisition and capital raising transactions for clients in the biotechnology, medical device and health care related industries.
• Selected transactions included numerous M&A engagements, including the sale of an $80 million medical electronics manufacturer to a UK-based medical device manufacturer, as well as several public and private equity offerings.
Other Investment Banking Experience 1988-1991
Smith Barney, Harris Upham & Co. Incorporated, Chicago, IL
Piper, Jaffray and Hopwood Inc., Minneapolis, MN
A premier Wall Street investment bank and a middle market regional investment bank
• Assisted in the initiation and execution of a wide variety of investment banking transactions for both middle market and Fortune 500 consumer and industrial products companies.
• Performed due diligence on underwriting clients and acquisition targets; provided valuation and financial modeling expertise; drafted offering documentation for capital raisings; and executed merger and acquisition transactions.
Education
University of Chicago Graduate School of Business, Chicago, IL 1991-1993
• MBA (1993) – Concentrations in Finance and Accounting
HOLT Value Associates L.P. (Internship), Chicago, IL 1992-1994 Chicago, IL
Portfolio Consultant
• Developed a PC-based version of an equity valuation framework that translated reported accounting data to real economic cash flow returns (comparable across industries, time and international borders) and then valued a firm’s existing assets and future investments. This framework is currently used by over 400 institutional money managers.
• Directly responsible for recurring consulting revenue of $1.2 million per annum from some the country’s largest global institutional investment management firms (e.g. Fidelity, Putnam Companies, Wellington Management, etc.).
Bowdoin College, Brunswick, Maine 1984-1988
• BA Magna Cum Laude (1988). Concentrations in Economics and Government.
Personal
Enjoy running, playing guitar, reading, movies and teaching my pre-school aged children the finer points of rock and roll music. |
