Barry Smith Email & Phone Number

Blue Bell, Pennsylvania, Us

Philadelphia, Pa, Us

A leading operationally-focused finance and accounting consultancy and M&A advisory firm that provides a myriad of financial, accounting and pre- and post-Closing M&A services to small to middle-market public and private companies, private equity firms and their portfolio companies. Each member of the Pine Hill Group team possesses a valuable combination of professional experience in Big Four (M&A, audit and tax), Corporate C-level operating roles, and as principal investors within private equity firms. PHG assists telecommunications, technology, manufacturing, distribution, financial services, retail, pharmaceutical and life sciences, e-commerce, real estate and homebuilding clients, but is qualified to help finance departments across most industries with issues surrounding GAAP, IFRS, SEC compliance, and M&A transactional support. Through its investment entity, Pine Hill Capital Partners, the firm invests alongside a select group of clients (on both a direct and fund-of-funds basis) and brings its diverse talents to bear in assisting in driving capital appreciation for all stakeholders post-Closing.

­Operations-oriented private equity firm focused on making direct investments in lower-middle market businesses.Responsible for all aspects of the firm's platform and add-on investment process, including initial evaluation; bottoms-up operational modeling; investment thesis development; industry, financial and operational due diligence planning and execution; developing financing memoranda; and all other aspects of transaction execution. Evaluated over 100 platform and add-on investment opportunities; performed post-LOI in-depth industry, financial, and operational due diligence in connection with 25+ opportunities across various industries, including healthcare, business services, retail, clean-tech, real estate and manufacturing.Prepared quality of earnings reports in connection with all firm transactions, which were utilized for debt financing and equity underwriting purposes. Actively participate in Investment Committee meetings. Served as Chief Financial Officer of each of the firm's portfolio companies to better manage execution risks. Invested personal capital in all firm transactions.

Us

­Multi-channel marketer of consumable business supplies and soft-capital products to healthcare practices; Responsible for all aspects of the Company's financial management, including monthly/quarterly reporting; debt covenant oversight; bottoms-up budgeting; tax compliance; internal controls development/implementation; and audit preparation and oversight for first-time audit. Operations management: Designed and developed tools for monitoring key operating metrics in consultation with senior departmental line managers to enable greater performance transparency for owners, lenders and senior management.Add-on acquisitions: Evaluated six add-on acquisition opportunities; performed in-depth due diligence in connection with three investment opportunities (consumable healthcare supplies distributor, business services provider, and custom business supplies manufacturer). Closed one add-on transaction.

­Business-to-consumer multi-channel marketer of continuity products and services; Distressed turnaround experience: Executed successful restructuring under a UCC foreclosure sale; negotiated several Forbearance and Modification agreements; performed valuation of tangible/intangible collateral under various going concern, orderly- and forced-liquidation scenarios. Financial management: Developed Finance department, comprised of four individuals; responsible for all aspects of the Company's financial management, including monthly/quarterly reporting; debt covenant oversight; bottoms-up budgeting; tax compliance; internal controls development; and audit oversight for first-time cash basis and accrual-based audits.Operations and risk management: Designed and developed tools for monitoring key operating metrics in consultation with senior departmental line managers to enable greater performance transparency for owners, lenders and senior management. Add-on acquisition: Performed in-depth due diligence in connection with the potential acquisition of one of the Company's largest competitors; performed analysis used to determine customer installment pay-up rates and lifetime value as compared to customer acquisition costs.

London, Gb

Performed financial due diligence for over 40 private equity and corporate transactions, including 1 multi-national assignment, cross various industries, including technology, direct marketing, industrial products, healthcare and pharmaceuticals, consumer products, automotive, restaurant, environmental services, natural resources and business services.Notable clients included: Welsh, Carson, Anderson & Stowe, Wellspring Associates, Warburg Pincus, The Cypress Group, Charlesbank, Berwind, and Goldman Sachs.Analyzed recurring free cash flow (quality of earnings), revenue and gross margin trends, variable and fixed operating expenses, and projections for purposes of identifying deal-breakers, verifying key client financial model and valuation drivers, potential purchase price adjustments, working capital trends, significant risk exposure and purchase agreement considerations.

London, Gb

Serviced over 30 clients in various industries, including 9 SEC registrants; managed up to five engagement team members while ensuring quality, efficiency, and timeliness. Senior level participation in three successful S-1 Registration Statement filings (IPOs), a purchase acquisition, a reverse merger transaction, and a $550 million divestiture to Liberty Media.Received firm's highest performance rating (exceptional) and achieved top 5% client billed utilization throughout entire tenure.Identified, researched, and resolved complex accounting and reporting issues, including preparation of numerous technical memorandums, several of which were published to the firm's national knowledge sharing database. Prepared and reviewed financial statements, including footnote disclosures, and SEC filings, ensuring compliance with GAAP and firm standards.