• Manage deal teams assisting clients in the successful completion of over 30 buy-side and sell-side due diligence transactions ranging from $5 million to $400 million in enterprise value in the manufacturing, distribution, healthcare, technology, construction and services industries. • Assist clients in the early identification of transaction issues, assess the sustainability of a target’s earnings, assess the appropriate level of working capital and price negotiations.• Lead discussions with targets and keep clients aware of potential issues as they are encountered.• Work daily with senior members of clients and targets, including CEOs, CFOs, Treasurers, Controllers, and Vice Presidents.• Review and analyze the historical performance of targets revenues, expenses and key performance indicators to identify the quality and sustainability of historical EBITDA.• Prepare detailed reports containing quality of earnings, quality of working capital, key deal issues, income statement and balance sheet analysis.

• Managed buy side financial diligence process for a public client that completed 20 acquisitions in 2009 - 2010, ranging from $5 million to $200 million in purchase price. The primary purpose of the diligence is to determine the run-rate EBITDA for the entity being acquired and understand any potential synergies that may exist post close. • Worked closely with client management team, primarily CEO and CFO, advising them on potential deal risks, as well as potential areas for cost savings post acquisition. Findings resulted in client not completing 6 potential acquisitions, and a reduction in purchase price by approximately $15 million on closed transactions.• Managed 5 staff members in the completion of underwritings, quality of earnings reports, turnaround consulting engagements and collateral examinations.• Worked with acquisition team on potential portfolio purchase targets.

• Worked closely with senior management and the credit committee to screen, structure, underwrite and manage micro/middle market asset based and enterprise value debt transactions.• Performed due diligence, underwritings, quality of earnings reviews, and collateral examinations on potential new business of approximately $500 million, with fundings of approximately $200 million.• Underwritings completed include enterprise value term loans, asset based loans, equipment loans, and bridge loans, ranging from $2 million to $50 million. • Responsible for presenting credit underwritings to the CEO and Chief Credit Officer prior to transaction approval by the Board of Directors.• Completed special project assignments to assist the workout group and portfolio management, including turnaround, liquidation and bankruptcy assignments.• Screened potential new deals prior to conducting due diligence, determining if there was a potential deal before sending a diligence team to the field.• Worked with senior management and legal counsel to ensure all legal items, subordination agreements, etc. were obtained prior to the close of a transaction. • Worked with acquisition team on potential portfolio purchase targets.

• Performed audits and reviews primarily with clients in manufacturing, wholesale, and distribution with annual revenues of $15 - $500 million. • Served as senior/in-charge for several audits and reviews and was responsible for planning audits, conducting day-to-day audit procedures during fieldwork and supervising/training staff. • Conducted closing and opening balance sheet audits for clients completing acquisitions to ensure proper asset and liability valuations on the purchase date and to present the financial statements for these entities in accordance with GAAP.• Continually developed audit staff in technical and professional areas by providing timely feedback and performance evaluations. • Evaluated and documented internal controls of all financial cycles; prepared and analyzed financial statements, including developing audit findings and recommendations regarding business process optimization, profit improvement, internal controls and compliance. • Maintained relationships with clients and interacted with all levels responsibility, ranging form support staff to management. • Assisted with due diligence procedures. Responsible for informing and explaining any possible valuation adjustments to all parties, both buyer and seller, and to come to a resolution on these potential adjustments.

• Taught three sections of Introduction to Financial Accounting (6A:001), a sophomore level business course, to 135 students.• Responsible for lesson plans, and presentation of all course materials. • One of two teaching assistants awarded the Byron R. Ross Award for Teaching Excellence. Awards are given based upon commitment to education, student evaluations, pedagogical innovations and good citizenship.