Expert Details
Refinancing, Capital Markets, Restructuring/Turnaround, Profit Enhancement and Cash Flow
ID: 731736
Indiana, USA
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1990 | Degree: MBA | Subject: Business Finance | Institution: Harvard Business School |
| Year: 1984 | Degree: BS | Subject: Finance and Accounting | Institution: Indiana University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2007 to Present | Employer: Undisclosed | Title: Manaing Director | Department: |
Responsibilities:Experience in turnarounds and restructurings, refinancing, debt and equity capital raising, M&A. Goal oriented, results-driven and a demonstrated track record of implementing change management throughout an organization including personnel, operations and financing. Significant capital markets expertise and experience with deep contacts into both the debt and equity capital markets. |
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| Years | Employer | Title | Department |
| Years: 2004 to Present | Employer: Undisclosed | Title: CEO | Department: |
Responsibilities:Founded, created and managed a unique and proprietary consumer marketing aggregation, engagement and monetization program initially focusing on the 26.2 million United States golfers. Raised $4 million of development capital, recruited 15+ PGA Touring, Teaching and Club professionals to provide content and experiences, engaged professional production company to produce unique and compelling content and currently in negotiations with numerous Fortune 500 companies to serve as program launch partners. Expected consumer launch of the program Q2 2014. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2004 | Employer: JP Morgan Chase | Title: Restructuring Executive | Department: |
Responsibilities:Recruited by top 5 U.S. bank to undertake a complete restructuring and refinancing of a privately-Held $250 million wholesaler. Reorganized the senior management team. Performed complete internal analysis of Company’s balance sheet including numerous outside investments and subsidiaries to determine forced liquidation value of investments. Undertook the marketing and sale of numerous outside investment interests and created complete refinancing package for the parent company. Initiated a complete refinancing of the parent company’s senior credit facility of $45 million dollars and negotiated with 10+ capital providers. Re-gained existing credit facility confidence and arranged 3 year, $45 million credit facility. Sold and/or disposed of numerous external and/or subsidiary investments. |
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| Years | Employer | Title | Department |
| Years: 1998 to 2003 | Employer: Stillwater Partners | Title: Private Equity Investor | Department: |
Responsibilities:Founded and managed a boutique private investment firm that identified and acquired four separate manufacturing companies creating a $30 million three state industrial trailer manufacturing company. Managed due diligence for all acquisitions, recruited and hired day to day operating management team, provided oversight and strategic development initiatives for the platform and grew the Company both organically and via strategic acquisitions and arranged for $15+ million of acquisition and growth financing. Successfully sold the Company to a larger private equity investor. |
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| Years | Employer | Title | Department |
| Years: 1994 to 1998 | Employer: Education Galore | Title: Chief Executive Officer | Department: |
Responsibilities:Privately-Held $15 million dollar wholesaler/retailer of educational supplies. Recruited as the Chief Executive Officer to undertake the turnaround and complete restructuring (financially and operationally) and redirected the strategic direction of the Company. Redirected the Company’s distribution strategy to take advantage of a shift in consumer buying trends which included the relocation of the Company’s distribution system into a new 30 thousand square foot warehouse, the development and implementation of a newly created MIS system which allowed for a reduction of inventory investment of 30% and a fill order rate increase of 75%. Developed the Company’s cutting edge retail strategy including the opening of 5 retail education superstores in 16 months. Ultimately sold the Company to a strategic competitor. |
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| Years | Employer | Title | Department |
| Years: 1990 to 1994 | Employer: The Oxford Group | Title: Private Equity Investment Executive | Department: |
Responsibilities:Performed industry and target analysis, due diligence and portfolio company oversight for private investment group focused on middle market companies with transaction values $25-$400 million. Completed approximately 28 acquisitions over a four year period including the direct oversight of 6-8 portfolio investments. |
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| Years | Employer | Title | Department |
| Years: 1984 to 1988 | Employer: Arthur Anderson | Title: Senior | Department: |
Responsibilities:Provided investment banking services for clients that required capital raising services including both debt and equity. Completed numerous financing assignments including a multibillion dollar strategic advisory assignment for a US acquisition by a European buyer. |
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Fields of Expertise
business development, business startup, corporate restructuring, corporate turnaround, debt restructuring, equity, turnaround, accounting, finance, agricultural management, business management, cash management, crisis management, distribution management, executive management, financial management, leadership, management, management consulting, manufacturing profitability restoration management, mentoring, performance management, project management, receivables management, restoration, strategic management, treasury management