3942 North Cliff Lane
Cincinnati, OH 45220
(312) 613-4125 firstname.lastname@example.org
PRESIDENT / CFO / MERGERS & ACQUISITIONS / VP AND GENERAL MANAGER
P&L / Business Development / Strategic Planning / Mergers and Acquisitions / IT / HR
Board Member / Investor & Bank Relations / Corporate Development / Treasury / Control
As a leader in large companies (AT&T, Convergys), small companies and start ups, I have built the infrastructures, formed and led the teams, and raised the funds to underwrite growth and change. My P&L management experience is complemented by successes in senior-level finance, new business development and mergers & acquisitions.
• Restoring profitability to businesses not meeting expectations
• Orchestrating complex mergers, acquisitions and strategic alliances
• Establishing and nurturing relationships with bankers, investors, rating agencies & PE firms
• Controlling costs while keeping customer satisfaction and quality at high levels
• Providing definitive, executive-level financial guidance to the decision-making process
I have been told I have a knack for communicating (one-on-one, large groups) clearly and persuasively. I am attentive to detail while never losing sight of the big picture. MBA – Finance and Operations – Kelly School of Business – Indiana University. BSEE - Lafayette College. Lists of transactions are available.
History and Highlights
EVP Finance & Accounting – Chief Financial Officer
Everything But The House
2019 to Present
Everything But the House is the leading full-service curated, online marketplace for authenticated pre-owned goods.
Responsible for company-wide finance, accounting, treasury and corporate development (mergers, acquisitions, and partnerships); for annual budgeting & forecasting, business case modeling, business enterprise & equity valuation, cash flow forecasting, financial reporting and analysis; Managing in house legal relationship with outside counsel.
Lead company efforts for all aspects of Mergers & Acquisitions including target identification, financial analysis DCF, market compatibles, deal structuring and negotiations. All aspects of joint ventures/partnerships, negotiations and valuations, lead financial discussions & negotiations both internal and external.
Chief advisor and partner to Chief Executive Officer and all other executive leadership team. Investor relations communications, preparation of quarterly board meeting briefing materials.
2017 to 2019
DL Advisors is a mergers & acquisitions advisory and corporate finance firm.
DL Advisors provides the full suite of merger, acquisition and corporate finance services and related strategic consulting to small and middle-market companies.
Clients included, professional services firms in digital advertising, public relations, marketing, media, public affairs, public policy, state and federal government relations, data analytics, polling and beyond.
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Solaris Energy LLC
2012 to 2017
Solaris Energy is a startup renewable & efficiency energy company. The company provides distributed alternative electrical energy services to residential & commercial customers.
Successfully established company, recruited experienced executive staff, providing vision and leadership to formulate company strategy, development of company business plan, development of complex financial models to support company strategy, formulated partnership strategy and led company fund raising efforts.
Division Financial Officer
Versatex Inc. (holding company of d.e. Foxx & Associates Inc.,)
2011 to 2012
d.e. Foxx is a privately held holding company made up of four diverse brands operating throughout the United States providing outsourced service to large and medium companies.
Successfully created financial business plans, designed and developed short- and long-term cash flow models. Oversaw the development of new financial systems to manage new business receipts and payments;
• Negotiated and closed several large multi-year new outsourced business transactions including operating contracts, real estate contracts and partnership contracts.
Chief Financial Officer
2008 to 2010
PPM Technologies is a $70M global supplier of equipment to the food processing industry, with operations in the Americas, Europe and Asia.
Responsible for financial, accounting, treasury, IT and HR functions in a multi-currency environment. Led a team of 12 financial, accounting, treasury professionals across the globe.
Managed the company’s financial reporting and communications to all stakeholders. Also responsible for overall cash flow and liquidity, assuring ready access to low-cost capital; fiduciary management of pension and benefit plan funds, and maintaining bank relations.
• Stopped working capital erosion. Upon hire, discovered a severe shortage in working capital. Current liabilities exceeded current assets. Negotiated for more favorable terms with vendors. Insisted that sales bring past due accounts current. Restructured operations. Within several months, brought net working capital to parity.
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Vice President & Treasurer
2005 to 2008
Convergys is a $3 billion global leader in relationship management.
Managed a team of 20 treasury, tax and risk management professionals. Responsible for managing liquidity, assuring ready access to low cost capital, and fiduciary management of pension and benefit plan funds.
Additional responsibilities included maintaining bank relations, developing financial and tax strategies for mergers and acquisitions, developing federal, international, and state tax strategies, and directing the corporate risk management efforts.
• Preserved the company’s investment grade debt rating. When Sprint cancelled its contract with Convergys, S&P, Moody’s, and Fitch threatened to drop its rating. Personally met with the agencies, reviewed the situation and convinced them not to change the rating. Enabled the company to continue its good standing with clients and keep its cost of capital low.
Vice President of Corporate Development
2004 to 2005
Provided visionary leadership overseeing a team of two directors focusing on new business development through M&A, JVs, alliances and equity investments worldwide.
• Regained control of cash flow. Convergys could not accurately predict the timing of its more than $2 billion in cash flow. Refined cash forecasting process. Developed a cash flow model. Logged a significant improvement in cash flow forecasting and planning, allowing more timely distribution of cash to global operations and a more successful currency hedging program.
Vice President of Business Development
Cetacean Networks Corp. Inc.
2002 to 2004
Cetacean was an 80-employee start up communications equipment technology company.
Recruited to manage business development and establish strategic partnerships and joint ventures.
• Established over a dozen strategic partnerships, joint sales, marketing, development, and licensing agreements with large and small companies including Sprint and Polycom.
Vice President Business Development
Ennovate Networks Inc.
2000 to 2001
Ennovate was a start up internet technology equipment company.
Recruited to build strategic partnerships, joint ventures/technology development, and distribution/OEM relationships.
• Led $10M acquisition (through stock) of Cornice Communications Inc. Finalized joint ventures with Xacct Communications and Ensim Communications. Negotiated and finalized OEM distribution agreement with Tellabs Inc.
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Managing Director, Corporate Development
ADC Telecommunications Inc.
1998 to 2000
ADC Telecommunications was a $2B communications technology equipment company.
Promoted to lead a Corporate team of five directors and marketing research group. Focused on new business development (primarily in new technologies) through M&A, J-Vs, alliances and equity investments. Led annual corporate strategy review.
• Assessed opportunities for diversification and expansion in Internet Protocol technologies (hardware and software); Optical Component technologies; Wireless technologies; Operating Software Systems (OSS) technologies; Hybrid Fiber Coaxial (HFC) technologies. Successfully completed and integrated three transactions valued at more than $1.6B billion.
Vice President & General Manager
ADC Telecommunications Inc.
1998 to 1999
Recruited to turn around the underperforming Mobile Systems Division. Reported directly to CEO; direct reports included VP of Sales plus Directors of Engineering, Operations, Customer Service, Finance and Human Resources.
• Restored profitability. The division’s profitability had deteriorated. Negotiated the sale of the European division at a favorable price. Integrated wireless technology into the largest operating group and eliminated losses from the group. The board hailed the results.
Mergers & Acquisition Executive
1994 to 1998
AT&T is a $125B communications service provider.
Responsibilities included acquisitions, business development, and corporate strategy both for domestic and worldwide investments.
• Played key role in acquisition team and heavily involved in due diligence, valuation, deal structure, negotiations, documentation and execution. Acquired seven companies totaling more than $800 million in the USA, France, Australia and South Africa.
Earlier Professional Highlights
Earlier, employed as a Project Manager, Electrical Engineer with the CBS Television Network and as a Process Control Engineer with Armstrong World Industries Inc.