Bob Fitts Email & Phone Number

v3.0 is a Miami-based management consulting firm that specializes in helping small and medium-sized businesses in a wide variety of verticals improve their performance. Services include Interim/Fractional CEO/COO/CFO Management, Management Consulting, Process Improvement, Turnaround Management, Growth Management, Business Development, M&A/Sale/Integration Services, Corporate Finance, Board of Directors Representation and Principal Investments. Clients are typically B2B service businesses with occasional B2C clients or some B2C component. Verticals have included Jan-San services and supplies, energy management services, consumer goods, real estate acquisition and development, trade associations and non-profits, event management services, international B2B and B2C appliance distribution and sales, and chemical manufacturing, among others.

Miami, Florida, Us

The Miami Finance Forum, Inc. is a Florida not-for-profit corporation dedicated to provide a network for South Florida’s finance professionals to meet and interact in the community. Other goals include enhancing the knowledge base and professional practices of its members, as well as to create exclusive networking opportunities for professional growth and career development.The Miami Finance Forum is committed to helping those in the financial community achieve a higher level of contacts and to ensure that Miami continues to attract those individuals who share the same business goals.

Charlotte, North Carolina, Us

Fairfax Intel is a Charlotte based analytics provider with clients throughout the US ranging from SMBs to Fortune 500 firms. We develop a variety of pre-built and custom-built analytic applications that can be implemented quickly and affordably and include a lifetime warranty.Fairfax Insights, the consulting arm of Fairfax Intel, provides a variety of consulting services to SMBs and Lower Middle Market firms throughout the U.S. Our principals have over 60 years of experience improving, scaling, re-organizing, and financing businesses, both domestically and abroad, for organizations such as Goldman Sachs & Co., Prudential Financial, Home Depot, Lennar International, and The Olympic Club.

Non-profit devoted to the expansion and promotion of the South Florida technology ecosystem. Board member who stepped in to serve in interim role to stabilize and improve the organization’s operations and guide the implementation of a new joint venture; participated in the development of a new strategic plan and a new membership program; rebranded the organization; assisted with the recruitment of a permanent executive director; and produced over a dozen events ranging in size from a couple dozen to approximately 2,000 attendees.

The South Florida Technology Alliance (SFTA) promotes the growth, success and awareness of the regional technology community. Through events, networking, programs and education, we provide South Florida’s technology-related companies, academic institutions, entrepreneurs, governments and related organizations with an active forum to grow the business of technology in our region.

Creator and producer of the largest early-stage conference in Florida for six years, the last four years of which were at the Greater Fort Lauderdale Convention Center with an annual attendance of approximately 1,000 attendees from approximately two dozen states and a dozen countries. The conference was one of the first in Florida to focus on Diversity and Inclusion and opened each year with a special half-day forum devoted to the same. Also, one of the first conferences in Florida to live-stream (pre-COVID). Branded the event/business (name, logo, coloring, font, tag lines, etc.); directed the development of new corporate/event website; identified all venues and negotiated all venue and related F&B contracts; created conference theme and agenda and formulated content; created sponsorship packages; recruited sponsors and negotiated all sponsorship packages; negotiated all vendor contracts; recruited startups for one of the state’s largest startup competitions (personally funded the competition for two years totaling approximately $100,000); recruited keynote speakers, panel moderators and panelists; recruited volunteers (50-100 per show); built a state and national network of over 100 community partners with economic development organizations, co-work spaces, venture capital firms, governmental organizations, and non-profits to assist in marketing the event; identified mail service providers and created, wrote and produced all event newsletters and press releases; recruited media partners; and served as director on the day of the show overseeing all aspects of the event. Also, creator and show host of two podcast series (SUP-X Radio, 20+ episodes) focused on startup and early-stage entrepreneurship and venture capital.

Advisory services firm founded in New York, NY, and headquartered in Miami that specialized in helping startups to lower middle market companies in a wide variety of verticals improve their performance. Business Development and Management Consulting, Process Improvement, Turnaround Management, Corporate Finance, Interim CEO/COO Management. Projects included distribution chain repair; mediations; market expansion, identification and penetration; and serving as interim COO of an early-stage mobile money transfer company. Clients were typically B2B service businesses with occasional B2C clients or some B2C component.

The GCVCA is a 31-year old organization whose mission is to grow and enrich the South Florida entrepreneurial ecosystem. Based in Boca Raton, Florida, the organization produces approximately 10 events a year that connect investors, entrepreneurs and service providers in Central, South and Southwest Florida.

Master developer of resort communities with projects in the US and LatAm. Managed the firm’s day-to-day activities, including project development, sales and marketing, accounting, planning, HR, technology, facilities and general administrative activities. Direct reports included CFO, SVP Development, and VP of Marketing. Shared acquisitions and finance responsibilities with the CEO.

Leading institutional real estate investment manager with over 425 employees in 21 offices in 13 countries at the time and $30+ Billion in AUM. Coordinated functional operations of the firm - finance, IT, HR, compliance, risk management, fund operations/accounting, facilities, administration, and internal audit. Developed and implemented strategies for improving the firm’s operations, including development of enhanced business unit planning, reporting, and performance measurement systems. Managed significant special projects for the firm – corporate acquisitions, dispositions, integrations, reorganizations, and process reengineering, including complete redesign of HR training, performance assessment and feedback, compensation and succession planning processes.

Led the integration of a Munich and Atlanta based commercial real estate investment manager (TMW Immobilien) with 10 European offices, 150 employees, and approximately $6.5 billion in assets under management. Received 2002 PREI Extra Mile Award for effort and results on this project. Led review and reorganization of PREI’s US operations.

Leading domestic commercial mortgage lender with annual originations of approximately $5 billion and servicing assets of over $35 billion during this period. Led two due diligence teams in the acquisition of one of the nation's largest commercial mortgage banks (WMF Group) and led the integration of all functional operations. Coordinated the combined company’s functional operations – technology, finance, accounting, operational risk management, human resources, and administration. Catalyst for adopting more sophisticated management practices and business systems, including creation of monthly reporting package and KPIs and development of new annual planning process.

Established and directed a department responsible for securitization due diligence, data presentation, and back-end logistics that was recognized by rating agencies and investors as being among the best in the industry.

Irving, Tx, Us

Coordinated the firm’s new business development efforts with specific focus on developing an institutional marketing culture and sourcing asset and portfolio acquisitions, joint venture developments, mezzanine investments, third party asset management opportunities, and financing sources. Seconded to sister company in Paris, France, to assist in its development of a distressed assets investment business. Additionally, directed day-to-day implementation of a proprietary asset management software system.

Irving, Tx, Us

Assisted in establishing a department to lead securitization, financing, and loan sale efforts for the firm. The group financed and securitized approximately $1.5 billion of assets in its first three years of existence. Established a loan sale program that sold approximately $100 million of commercial mortgages in its first year of operation.

Financial statement modeling and analysis, private equity fund analysis and presentation, and real estate valuation and presentation.

Performed refinancing and workout financial analysis on behalf of distressed borrowers in the aftermath of the S&L/Banking crisis of this period.

Served as a junior banker for this investment bank specializing in municipal finance.

United States, U.S., Us

Provided legal assistance to attorneys and clients in municipal and asset-backed financings. Also monitored issues affecting the public finance, banking, and securities industries, including reporting on various House and Senate committees and the FDIC and RTC; wrote positions papers and reports for firm attorneys and clients regarding the same.

Richmond, Virginia, Us

Provided legal assistance in the public issuance and private placement of over 30 asset-backed securities transactions.

Ba, Non-Western History

Mba, Finance

Mergers And Acquisitions Executive Education Program

Education record