Bruce Goldstein Email and Phone Number
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Seasoned operations and financial advisor (COO, CFO, VP Finance, etc.) with 30+ years of experience in mergers, acquisitions, divestitures, corporate finance, general management, market expansion, and franchising, including executive positions at SALA Capital Corporation and PricewaterhouseCoopers. Extensive corporate finance experience including acquisition and divestiture activities, along with advising companies in industries as diverse as aerospace and defense-related CNC manufacturing, oil & gas exploration and production, oilfield services, medical device manufacturing and distribution, restaurants and real estate development. Twenty years of transaction experience including 12 years as managing partner of SALA Capital Corporation, a Chicago-based private equity firm with investments in numerous industries.CPA/MBA (with honors) from the University of Chicago Booth School of Business and a BS in Accounting (with honors) from Indiana University Kelley School of Business. Specialties: Mergers, acquisitions, divestitures, corporate finance, general management, market expansion, and franchising
Lamkin Corporation
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Independent DirectorLamkin Corporation Dec 2023 - PresentSan Diego, Ca, UsI'm excited to join the Lamkin team as an independent Director and Board Member.Lamkin Golf Grips was founded in Chicago, Illinois by Elver B. Lamkin in 1925 and is currently run by the third generation of Lamkins, Robert J. Lamkin, who became the president and CEO in 2001. The company was sold to an ESOP late in 2022 and I have been appointed as an independent director for the Company. In the interest of continuous development the brand has successfully implemented expansion strategies to reach customers all over the world thanks to distribution and manufacturing partners across the globe. Lamkin has been a primary grip supplier to premium OEMs for more than 90 years and players using the company’s grips have won more than 100 PGA Tour events and collected more than $300 million in Tour earnings. -
Managing DirectorSherman Advisors, Llc May 2022 - PresentProven and effective board director, strategic leader, and trusted advisor with over 35 years of extensive experience assisting companies with growth and complex transactions. I am considered a highly effective client facing executive, active in finance and accounting, marketing, business development and brand building. I strive to achieve collaboration at all levels of an organization by setting the example.
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Senior DirectorCapstone Partners Jan 2021 - Mar 2023Boston, Ma, UsCapstone Partners is one of the largest and most active independent investment banking firms in the United States, offering corporate finance services for middle market business owners, investors, and creditors. With 16 dedicated industry groups, services include M&A, debt and equity placement, ESOP and financial advisory services.Our Financial Advisory Services group provides expert corporate financial consulting services, delivered by senior executives. The group is composed of C-level operators and financial engineers with capabilities across corporate turnarounds, restructurings, operational reengineering, valuations, due diligence and specialty M&A, among other disciplines. The Financial Advisory Services group serves both private and public companies, PE sponsors, management teams and commercial lenders by delivering immediate leadership and financial and operational acumen.Capstone Partners was acquired by Huntington Bank June 2022. -
Managing DirectorAmherst Partners Oct 2018 - Jan 2021Birmingham, Mi, UsFounded in 1994, Amherst Partners is one of the Midwest’s largest and most reputable boutique investment banking and corporate restructuring firms. Amherst Partners is focused on providing middle-market companies with financial advisory assistance for mergers and acquisitions, restructurings and raising capital. The firm is also a long-time member of IMAP, the world’s largest network of M&A advisors. Known for the experience and hands-on approach of our senior professionals, Amherst Partners has a track record of achieving extraordinary results for our clients. Amherst Partners' Restructuring Group was acquired by Capstone Partners January 2021. -
Managing DirectorMorrisanderson Oct 2014 - Sep 2018Chicago, Il, UsMorrisAnderson (www.MorrisAnderson.com) is a market leader in financial and operational consulting. -
PrincipalCbiz Mhm, Llc Oct 2013 - Sep 2014Cleveland, Ohio, UsMy goal was to originate new client relationships for CBIZ MHM, LLC's Chicago office. My focus was to assist clients with their Accounting, Tax, and Consulting needs in a wide array of industries including manufacturing, wholesale / distribution, architectural / engineering / construction (A/E/C), transportation, financial, healthcare, technology, and professional services. My role also included augmenting pre-acquisition due diligence services, quality of earnings reviews, and cross-selling other service offerings available within the firm. -
Investor, Chief Operating And Financial Officer (Coo/Cfo)Titan Tool Works Llc Dec 2009 - Feb 2013Carol Stream, Il, UsInvestor and COO/CFO in the recapitalization of Titan Tool Works LLC, a CNC machining and metal fabrication company serving manufacturers in the food equipment, wind turbine, and electronics industries. The company’s assets were acquired from a lender’s foreclosure and the operation was recapitalized and reenergized. Successfully implemented financial and shop floor manufacturing systems and assisted in the hiring and development of new team members as the company experienced rapid revenue growth.During my 3 year tenure with Titan, I was responsible for:• Establishing policies and procedures to allow for implementing a 5S program and achieving ISO certification.• Implementing JobBOSS Shop Management Software for streamlining job quoting and manufacturing processes.• Institutionalizing and streamlining the quoting process for customer RFQs.• Applying for and receiving a grant from the Department of Energy and the State of Illinois for $860,000 to retool and streamline Titan’s operations for manufacturing in the wind turbine and alternative energy industries.Titan was sold in January 2013. -
Interim Chief Financial Officer (Cfo) And Board AdvisorIocom Jul 2010 - Jan 2011Interim CFO providing financial leadership and capital markets advisory to the officers and directors of this venture-backed, multi-party visual communication software developer in their recapitalization efforts.
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PrincipalGoldstein Connell Partners Jul 2009 - Jan 2011Boutique consulting firm focused on assisting stakeholders in assessing the financial and business strategies of their customers. Goldstein Connell Partners worked with clients specializing in the manufacturing and distribution of industrial products who are in the $30MM to $150MM revenue range. Services include business assessment, plan development, and implementation oversight.
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Co-Founder And PresidentSala Capital Corporation Sep 1994 - Oct 2006Responsibilities and activities include sourcing transactions, defining investment parameters and executing on transactions including direct acquisitions, private placement investments, and start-up financing. Lead investor in several investments with other private-equity firms as partners to leverage the firm’s capabilities and investment opportunities. Also responsible for reviewing individual companies’ performance and working with portfolio company management teams on an ongoing basis in addition to developing and implementing corporate growth strategies and exit strategies along with serving on boards of directors of all portfolio companies.Portfolio companies and related investments were in the following industries:Aerospace/Defense Parts (gas turbine and other related aircraft parts) Machining and AssemblyMedical/Dental devices manufactured in the United States and multiple plants in ChinaSingle Family and Multifamily Real Estate Acquisition and DevelopmentCNC Machining and Metal FabricationMulti-Unit Quick Service Restaurant (QSR) operations in multiple geographic areasRestaurant FranchisingOil and Gas Exploration and Production (E&P) and Oilfield ServicesInternet and Software Technology Online Retail
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PresidentSala Clearwater, Llc Sep 2000 - Sep 2006Portfolio company of SALA Capital - SALA Clearwater, LLC was a holding company for an initial 15 unit acquisition of Burger King franchised operations in 2000 to which we subsequently purchased and developed an additional 30 Popeye's Chicken and Biscuit restaurants in the Southeastern United States (21 purchased and 9 developed). SALA Clearwater's operations generated approximately $50 million in revenues in 2006.
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DirectorThe Schebler Company Jan 2000 - Sep 2006Portfolio company of SALA Capital - The Schebler Co. is an integrated metal fabrication company headquartered in Bettendorf, Iowa, with branded products including industrial chimney systems and candy manufacturing equipment, in addition to its superior quality contract manufacturing capabilities. I was the lead outside director and also the chair of the audit and compensation committees.
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DirectorGlastonbury Southern Gage Sep 1995 - Sep 2006Colchester, Ct, UsA division of Alpha Q, Inc., Glastonbury Southern Gage Company is a leader in the quality assurance industry. Glastonbury Gage produces plain, fixed limit gages and measurement devices for ensuring tolerances to between four and ten millionths of an inch. Southern Gage was a division of ITW that we purchased in 1995 and merged into the combined company. Southern was also a leading manufacturer of high tolerance thread and plain gages for a variety of industries. I sourced and completed the acquisition from ITW by Alpha Q. -
DirectorIntermed, Llc Jul 1995 - Sep 2006Portfolio company of SALA Capital - Inter-Med is an international developer and manufacturer of disposable medical and dental products and equipment systems focused on dental specialists. Inter-Med provides its customers with quality products at competitive prices by taking advantage of its international manufacturing capabilities. Inter-Med was founded as a start-up in July of 1995. The business has grown rapidly and has in excess of 125 different product offerings to its customers, which includes some of the largest dental distributors in the U.S. I funded this company from start-up and brought in additional venture firms as co-investors to provide additional capital to assist in the company's growth. While a director, I also was responsible for certain financial reporting and relationships.
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DirectorAlpha Q, Inc. Nov 1994 - Sep 2006Colchester, Connecticut, UsPortfolio company of SALA Capital - Alpha Q is a state of the art, high tolerance machining and assembly operation headquartered in Colchester, Connecticut, that serves a variety of industries including the aerospace and defense sector. I was the lead outside director of this company. -
Senior ManagerPricewaterhousecoopers Jul 1982 - Jun 1990GbAccumulated experience in the audit, tax, and consulting areas, culminating in a position as co-leader of a team specializing in mergers and acquisitions and financial consulting for strategic acquisitions, divestitures, leveraged buyouts, and other situations where value is an issue. Activities included valuing service, manufacturing, and high technology companies, evaluating recapitalizations and recommending additional financing options for clients.Also co-leader in developing firm-standard valuation strategies for various tangible and intangible assets. Led team and collaborated with clients to assess individual situations and develop strategic acquisition and/or divestiture solutions.
Bruce Goldstein Skills
Bruce Goldstein Education Details
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The University Of Chicago - Booth School Of BusinessExecutive Program - Xp-60 -
Indiana University Kelley School Of BusinessAccounting
Frequently Asked Questions about Bruce Goldstein
What company does Bruce Goldstein work for?
Bruce Goldstein works for Lamkin Corporation
What is Bruce Goldstein's role at the current company?
Bruce Goldstein's current role is Restructuring and Transaction Advisory Professional | Strategic Business Advisor | Board Member | Audit Committee Chair | Interim CEO | Interim CFO.
What is Bruce Goldstein's email address?
Bruce Goldstein's email address is bi****@****aol.com
What is Bruce Goldstein's direct phone number?
Bruce Goldstein's direct phone number is +150445*****
What schools did Bruce Goldstein attend?
Bruce Goldstein attended The University Of Chicago - Booth School Of Business, Indiana University Kelley School Of Business.
What are some of Bruce Goldstein's interests?
Bruce Goldstein has interest in Skiing, Scuba Diving.
What skills is Bruce Goldstein known for?
Bruce Goldstein has skills like Mergers And Acquisitions, Private Equity, Corporate Finance, Finance, Restructuring, Strategy, Venture Capital, Due Diligence, Start Ups, Valuation, Business Strategy, Investments.
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