Alan Zeffer Email and Phone Number
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Senior executive with over 30 years of experience including key leadership roles for mid to large size organizations. Experience includes expertise in mergers & acquisitions, strategy development & execution, successful turnaround experience for PE firm portfolio businesses and significant capital raise experience. Currently Chief Financial Officer at Serigraph, Inc. Serigraph has over 70 years of experience in printing, advanced decorating technologies and graphic solutions for the Automotive, Appliance, Consumer, Medical, Power Sports and Point-of-Purchase markets. President of StraightForward Financial Insights, LLC. Our firm specializes in fractional and interim CFOs and COOs, mergers and acquisitions and turnaround management and projects.Previously a Partner with The Armand Group, a merchant and investment bank. Previously served as CFO and Board Member at Financial Gravity Holdings, Inc., a leading financial advisory firm for high net worth individuals and mid-size businesses. Previously was President and COO for EFA Processing, a BPO providing outsourced services to law firms. Previously was Limited Partner, VP Operations for The Armand Group, a leading private equity investor.Prior to joining The Armand Group served as President, CEO and Board Member for American Health Products Inc. a NASDAQ listed manufacturer and distributor of medical devices.Specialties: general management, manufacturing management, corporate development, product development, business operations, strategy, product marketing, non-profit governance.
Straightforward Financial Insights Llc
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PresidentStraightforward Financial Insights Llc Nov 2022 - PresentMilwaukee, Wisconsin, UsWhy does StraightForward serve businesses so well?Because business owners - and their employees - deserve professional attention to their unique needs. The typical firm often doesn't understand that - they fit you to them. StraightForward works with you to find solutions, as a team.
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ConsultantStraightforward Financial Insights Llc Jun 2022 - Apr 2023Milwaukee, Wisconsin, UsStraightForward Financial Insights, LLC provides financial, accounting, operational and merger and acquisition advisory services to small and mid-sized companies. Additionally, we offer fractional CFO and COO services to businesses. SFFI helps businesses build value, optimize income and achieve retirement goals.
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Chief Financial OfficerSerigraph Oct 2022 - PresentWest Bend, Wi, UsPRINT SOLUTIONS TO FIT YOUR NEEDSMany printers have moved to digital printing only, but there are advantages to each printing technology. That’s why we offer you options to fit the most custom or unique specifications. If you want to print it, we’ll find a way to do it. -
AdvisorBiobarrier, Inc. Dec 2018 - PresentProvide BioBarrier inc. with advisory services ranging from manufacturing operations, distribution systems, logistics, sales and capital raising. BioBarrier, Inc. has developed several advanced technologies for the medical device market.
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PartnerThe Armand Group Inc. Jan 2016 - Apr 2023MERCHANT & INVESTMENT BANKINGThe Armand Group is a private merchant bank styled in the European tradition. We are seasoned individuals providing financial advisory services to select middle market companies in the United States and Europe. Many of these companies have been clients of the firm for years.From time to time the firm and its partners will participate in the ownership of companies where we believe our strategic involvement at the board level will lead to a significant increase in value. In recent years these merchant banking activities have gained prominence and now account for approximately half of our time.Through our many institutional relationships, both domestically and abroad, we are able to structure and execute transactions ranging from simple financing to complex cross-border M&A assignments in an effective and timely manner.
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Member Board Of DirectorsFinancial Gravity Holdings, Inc. Jan 2014 - Jan 2016Financial Gravity Holdings, Inc. provides integrated financial, business and tax advice to its clients.
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Chief Financial OfficerFinancial Gravity Holdings, Inc. Oct 2013 - Jan 2016Financial Gravity Holdings, Inc. provides integrated business, financial and tax advice to its clients.
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Member Of Board Of DirectorsCloud9 Holdings Co., Inc, Oct 2013 - Dec 2014
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Board Member - Board Of DirectorsThe Frisco Education Foundation Sep 2012 - Mar 2013The Frisco Education Foundation provides financial resources to maximize student potential in the Frisco Independent School District through educational programs, student scholarships, and grants for innovative educators.
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President And Chief Operating OfficerEfa Processing, L.P. Jun 2012 - Feb 2013EFA provides call center services, customer service, creditor relations, settlement services, and accounting. All of this is supported in a blended service center handling large volume of document processing and other administrative work for sales organizations, service organizations and law firms seeking caring professionals, state-of-the-art platforms and premium service.
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ConsultantEfa Processing, L.P. Jan 2012 - Jun 2012
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Vp & General ManagerThe Armand Group 2008 - Jul 2011Led the US-based business operations for the investment bank’s portfolio of investments with full responsibility for profitability and cash flow. Led the development and execution of strategic initiatives for all business units.Preciball USA, Inc. – Portfolio Company – Managed the development and launch for this US-based distribution center, the company’s Belgium-based market share leader in the billiard and industrial markets, as cited above.Armand Billiards Group – Portfolio Company – Led several strategic growth initiatives within the company and directed its divestiture. Relocated all manufacturing processes from the US to South East Asia leading to a significant increase in Gross Margin.
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President, Ceo, Board MemberAmerican Health Products, Inc Apr 2001 - Mar 2008Led the strategic direction for this NASDAQ listed manufacturer and distributor of medical devices with full P&L responsibility. Teamed with key company executives and Board of Directors to develop and execute vision, strategies and tactical plans.Led the adoption of Lean Manufacturing processes, developed and executed a global sourcing strategy; led a core team of logistics, purchasing and financial managers in developing and implementing a progressive supplier strategy throughout Southeast Asia and China.
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Managing PartnerQuest Capital, Inc. Sep 1993 - Apr 2001Led the merger, acquisition and capital raising operations. Provided expert advice to firms and individuals seeking to grow by acquisition.Drove more than 20 M&A transactions, 60+ in all for both QUEST and SYBRON; accessed a variety of leading corporate, financial, and legal contacts to facilitate those transactions.
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TreasurerSybron Corporation Oct 1986 - Sep 1993Held total responsibility for worldwide asset and liability management for this $1 billion NYSE company. Full accountability for managing the capital structure, acquisitions, financial planning and analysis, risk management and banking relationships.
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Treasury ManagerBmwna, Inc. 1981 - 1986
Alan Zeffer Skills
Alan Zeffer Education Details
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Mercy UniversityFinance
Frequently Asked Questions about Alan Zeffer
What company does Alan Zeffer work for?
Alan Zeffer works for Straightforward Financial Insights Llc
What is Alan Zeffer's role at the current company?
Alan Zeffer's current role is CHIEF FINANCIAL OFFICER AT SERIGRAPH, INC. PRESIDENT AT STRAIGHTFORWARD FINANCIAL INSIGHTS, LLC WITH EXTENSIVE CEO, CFO AND BOARD OF DIRECTOR EXPERTISE..
What is Alan Zeffer's email address?
Alan Zeffer's email address is az****@****oup.com
What is Alan Zeffer's direct phone number?
Alan Zeffer's direct phone number is +126285*****
What schools did Alan Zeffer attend?
Alan Zeffer attended Mercy University.
What skills is Alan Zeffer known for?
Alan Zeffer has skills like Strategy, Mergers And Acquisitions, Strategic Planning, Start Ups, Business Planning, Finance, Management, Leadership, Risk Management, Forecasting, Business Strategy, Business Development.
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