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BACKGROUND PROFILEOperations/finance professional with significant experience in public, private and non-profit organizations ranging from manufacturing to service including hospitality, software development, Continuing Care Retirement Communities (CCRCs) and investment banking. Background includes CPA/MBA/Big Four, financing (IPO, Private Placement, VC, Private Equity, Sale-Leaseback), troubled debt (Chapter 11) workouts and healthcare turnarounds.• Initial years spent in a world class corporate finance & accounting group of an $8 billion international leader in transportation, natural resources and hospitality concluding as the top financial officer of the most profitable operating unit.• More recently involved with small to mid-market organizations typically in start-up, high growth or turnaround situations. One such organization was taken public through a very successful IPO. Brought in by venture capitalists, another was turned around from an operating loss to a pretax profit in 18 months. Finally, as President of a mid-sized investment banking firm, assisted in securing investment capital for emerging growth companies as well as liquidity events for owners/founders seeking an exit.SELECTED HIGHLIGHTS• Designed and implemented strategic initiatives successful in beginning turnaround and repositioning of two CCRCs• Extensive review and revision of all internal controls of accredited aging services network• Directed a very successful international Initial Public Offering for a manufacturer, one of “Georgia's Top IPOs”• Increased sales in a mid-market media company from $17 million to $52 million resulting in an earnings turnaround from an operating loss to a seven figure pretax profit• Developed “Spin Off” plan for $260 million packaging manufacturer• As interim CFO for a software development firm (dot.com) successfully raised second round Private Placement funding
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PresidentCapstone Financial Group Inc. Apr 2022 - PresentAsheville, Nc, UsMid-sized investment bank serving the transportation, automotive and mobility markets. Deal size ranges from $15m - $250m. Areas of focus include emerging growth investments and owner/founder liquidity events. -
Managing DirectorCapstone Financial Group Inc. Mar 2016 - Apr 2022Asheville, Nc, Us -
PartnerEntrepreneurial Resources, Llc Jul 2010 - Mar 2016Greenville, Sc, UsEntrepreneurial Resources, a management and financial consulting firm, helps clients create wealth through sound business principles and growth-oriented financial strategies. ER is recognized for its success in working with companies in the southeast with $5 million to $200 million in revenues bringing as much talent as needed, for as long as needed, and getting results. -
Chief Financial OfficerSt. Joseph Of The Pines Apr 2013 - Oct 2014Saint Joseph of the Pines, Southern Pines, NC, is an accredited aging services network comprised of two CCRCs, a 176-bed skilled nursing facility, assisted living, affordable housing, a PACE program and a home care agency.
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CeoMountaintop Properties, Llc Sep 2003 - Jul 2010
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PrincipalThe Cen Group, Memphis, Tn Jan 1997 - Sep 2003
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Cfo, Secretary & TreasurerMetrotrans Corporation Jan 1993 - Dec 1996
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Evp & CooHost Communications Jan 1989 - Dec 1992
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Svp & Cfo-Csx Resorts, Avp-CsxCsx Jan 1979 - Dec 1988Jacksonville, Fl, Us -
Management ConsultantDeloitte Consulting Jan 1977 - Dec 1978Worldwide, Oo
Carl Norman Skills
Carl Norman Education Details
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Georgia Institute Of TechnologyBs -
University Of South Carolina Darla Moore School Of BusinessFinance -
The University Of MemphisUpper Level Undergraduate And Graduate Courses In Finance And Financial Theory
Frequently Asked Questions about Carl Norman
What company does Carl Norman work for?
Carl Norman works for Capstone Financial Group Inc.
What is Carl Norman's role at the current company?
Carl Norman's current role is President.
What is Carl Norman's email address?
Carl Norman's email address is ca****@****ail.com
What is Carl Norman's direct phone number?
Carl Norman's direct phone number is +186533*****
What schools did Carl Norman attend?
Carl Norman attended Georgia Institute Of Technology, University Of South Carolina Darla Moore School Of Business, The University Of Memphis.
What are some of Carl Norman's interests?
Carl Norman has interest in Marathon Runner, Instrument Rated Pilot.
What skills is Carl Norman known for?
Carl Norman has skills like Start Ups, Management, Venture Capital, Entrepreneurship, Leadership, Valuation, Finance, Strategic Planning, Hospitality Industry, Mergers And Acquisitions, Restructuring, Turn Around Management.
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