Expert Details
Corporate Finance, M&A, Planning, Lender Negotiations, Restructuring, and Interim CFO Resources
ID: 722951
Ohio, USA
Expert acted as an interim financial executive for a $500 million consumer products manufacturer that had been acquired by a private equity group. During this engagement, he managed the company through a difficult liquidity crisis, completed an ERP system conversion, developed long-term financials plans, implemented weekly cash flow forecasts, and gained lender support to renegotiate the company's credit facility with a group of banks.He acted as the financial advisor to the Unsecured Creditors' Committee of a automotive supplier operating in a Chapter 11 bankruptcy proceeding.In his role as Treasurer at a publicly traded international manufacturer, Expert completed numerous acquisitions and divestitures ranging from $1 million to $1 billion. Major acquisitions included a $180 million acquisition of a Finnish nickel refinery, a $1.1 billion acquisition of the precious metal chemical division of Degussa in Germany, and the acquisition of a $35 million chemical manufacturing division of Rhodia based in the UK.In his role as Treasurer at a publicly traded international manufacturer, he completed over $5 billion in financing transactions including a $1.8 billion debt syndication, a $400 million high yield bond offering, and a $235 million secondary equity offering.As a member of Ernst & Young's Corporate Finance Practice, Expert advised numerous clients in restructurings and strategic transactions. Significant clients included; Koenig Sporting Goods, the senior lenders of Sharon Specialty Steel, Carlisle Retailers, Figgie International, the tort committee of Dow Corning, OM Group, Blair Corporation, and the unsecured creditors committee of Boston Distributors.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1986 | Degree: B.S.B.A. | Subject: Finance and International Business | Institution: The Ohio State University |
| Year: 1991 | Degree: M.B.A. | Subject: Finance | Institution: Cleveland State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2008 to Present | Employer: Undisclosed | Title: Corporate Finance and Turnaround Advisor | Department: Corporate |
Responsibilities:Providing restructuring and corporate finance advisory to middle market companies with revenues ranging from $10-$200 million. |
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| Years | Employer | Title | Department |
| Years: 2003 to Present | Employer: Undisclosed | Title: Chief Executive Officer | Department: |
Responsibilities:Expert is responsible for all aspects of client development, operations, and delivery of quality financial advisory services. |
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| Years | Employer | Title | Department |
| Years: 1998 to 2003 | Employer: OM Group, Inc. | Title: Vice President and Treasurer | Department: Corporate |
Responsibilities:He led numerous international acquisition teams, raised capital to support growth (including equity offerings, bond offerings, and debt syndications), developed capital investment and new product development tools and procedures, managed bank and rating agency relationships, and headed up the global treasury function for this publicly held international manufacturer. |
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| Years | Employer | Title | Department |
| Years: 1996 to 1998 | Employer: Koenig Sporting Goods, Inc. | Title: Chief Financial Officer and Executive Vice President | Department: Corporate |
Responsibilities:Expert joined this company to assist with restructuring and turnaround opportunities and was responsible for all accounting, financial reporting, information systems, human resources, bank relationships, and the evaluation of strategic alternatives to address a challenging business environment. He ultimately negotiated a sale for the majority of assets and led the management team through a wind-down of remaining operations. |
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| Years | Employer | Title | Department |
| Years: 1992 to 1996 | Employer: Ernst & Young LLP | Title: Manager | Department: Corporate Finance |
Responsibilities:He was responsible for providing investment banking, restructuring, and strategic advisory services to a wide variety of middle market companies. |
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| Years | Employer | Title | Department |
| Years: 1990 to 1992 | Employer: Forest City Enterprises, Inc. | Title: Senior Financial Analyst | Department: Apartment Division |
Responsibilities:Expert performed all aspects of accounting, budgeting, financial analysis, and long-term planning for a variety of real estate holdings. |
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| Years | Employer | Title | Department |
| Years: 1988 to 1990 | Employer: Cardinal Federal Savings Bank | Title: Manager, Special Assets | Department: Commercial Loan Department |
Responsibilities:He was responsible for restructuring and workout of non-performing and substandard commercial loans. |
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| Years | Employer | Title | Department |
| Years: 1987 to 1988 | Employer: TransOhio Savings Bank | Title: Credit Analyst | Department: Commercial Lending |
Responsibilities:Expert conducted financial analysis and credit review associated with commercial lending opportunities to identify potential risk factors. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2001 to 2003 | Country / Region: Germany | Summary: Expert led the acquisition team for a $1.1 billion acquisition of a German chemical manufacturer and assisted with post merger integration with German management team. |
| Years: 1998 to 2003 | Country / Region: Finland | Summary: He has traveled to Finland on numerous occasions as part of the management team with significant operations in Finland. He also led the acquisition of additional Finnish operations and assisted with post-merger integration. |
| Years: 2001 to 2002 | Country / Region: United Kingdom | Summary: Expert led the acquistion team for a UK-based division of Rhodia and assisted with post-merger integration. |
| Years: 1998 to Present | Country / Region: Asia-Pacific | Summary: In various capacities, Expert has worked with numerous Asia-Pacific countries as part of the operations of global manufacturing companies, acquisition targets, and global treasury operations. |
Fields of Expertise
acquisition, business development, business strategy, capital, competitive analysis, corporate strategic planning, finance, financial modeling, strategic planning, business process management, initial public offering, tax, corporate restructuring, debt restructuring, mergers and acquisitions, mergers and acquisitions financial analysis, corporate tax planning, financial analysis, corporate finance, financial advisory, loan, loan workout, debt, credit, capital investment advisor, cash flow acceleration, corporate accounting, bankruptcy accounting, accounting policy, cash flow planning, tax planning, capital planning, international investment, business management, business re-engineering, new product development