Bruce Goldstein

Bruce Goldstein Email and Phone Number

Restructuring and Transaction Advisory Professional | Strategic Business Advisor | Board Member | Audit Committee Chair | Interim CEO | Interim CFO @ Lamkin Corporation
Bruce Goldstein's Location
Greater Chicago Area, United States, United States
Bruce Goldstein's Contact Details
About Bruce Goldstein

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

Bruce Goldstein's Current Company Details
Lamkin Corporation

Lamkin Corporation

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Restructuring and Transaction Advisory Professional | Strategic Business Advisor | Board Member | Audit Committee Chair | Interim CEO | Interim CFO
Bruce Goldstein Work Experience Details
  • Lamkin Corporation
    Independent Director
    Lamkin Corporation Dec 2023 - Present
    San Diego, Ca, Us
    I'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.
  • Sherman Advisors, Llc
    Managing Director
    Sherman Advisors, Llc May 2022 - Present
    Proven 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.
  • Capstone Partners
    Senior Director
    Capstone Partners Jan 2021 - Mar 2023
    Boston, Ma, Us
    Capstone 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.
  • Amherst Partners
    Managing Director
    Amherst Partners Oct 2018 - Jan 2021
    Birmingham, Mi, Us
    Founded 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.
  • Morrisanderson
    Managing Director
    Morrisanderson Oct 2014 - Sep 2018
    Chicago, Il, Us
    MorrisAnderson (www.MorrisAnderson.com) is a market leader in financial and operational consulting.
  • Cbiz Mhm, Llc
    Principal
    Cbiz Mhm, Llc Oct 2013 - Sep 2014
    Cleveland, Ohio, Us
    My 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.
  • Titan Tool Works Llc
    Investor, Chief Operating And Financial Officer (Coo/Cfo)
    Titan Tool Works Llc Dec 2009 - Feb 2013
    Carol Stream, Il, Us
    Investor 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.
  • Iocom
    Interim Chief Financial Officer (Cfo) And Board Advisor
    Iocom Jul 2010 - Jan 2011
    Interim 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.
  • Goldstein Connell Partners
    Principal
    Goldstein Connell Partners Jul 2009 - Jan 2011
    Boutique 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.
  • Sala Capital Corporation
    Co-Founder And President
    Sala Capital Corporation Sep 1994 - Oct 2006
    Responsibilities 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
  • Sala Clearwater, Llc
    President
    Sala Clearwater, Llc Sep 2000 - Sep 2006
    Portfolio 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.
  • The Schebler Company
    Director
    The Schebler Company Jan 2000 - Sep 2006
    Portfolio 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.
  • Glastonbury Southern Gage
    Director
    Glastonbury Southern Gage Sep 1995 - Sep 2006
    Colchester, Ct, Us
    A 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.
  • Intermed, Llc
    Director
    Intermed, Llc Jul 1995 - Sep 2006
    Portfolio 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.
  • Alpha Q, Inc.
    Director
    Alpha Q, Inc. Nov 1994 - Sep 2006
    Colchester, Connecticut, Us
    Portfolio 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.
  • Pricewaterhousecoopers
    Senior Manager
    Pricewaterhousecoopers Jul 1982 - Jun 1990
    Gb
    Accumulated 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

Mergers And Acquisitions Private Equity Corporate Finance Finance Restructuring Strategy Venture Capital Due Diligence Start Ups Valuation Business Strategy Investments Divestitures Mergers Financial Analysis Portfolio Management Financial Modeling Investment Banking Corporate Development Turnaround Experience Executive Management Franchising Business Development Financial Structuring Acquisitions Capital Business Valuation Acquisition Integration Turnaround Strategy Cash Flow Forecasting Restaurant Management Manufacturing Operations Energy Industry Turn Around Management M&a Experience Financial Reporting Debt Restructuring Auditing Real Estate Transactions Real Estate Economics Aerospace Manufacturing Alternative Energy

Bruce Goldstein Education Details

  • The University Of Chicago - Booth School Of Business
    The University Of Chicago - Booth School Of Business
    Executive Program - Xp-60
  • Indiana University Kelley School Of Business
    Indiana University Kelley School Of Business
    Accounting

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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