Managing Director
CurrentProvide strategic M&A and business advisory specifically focused upon Investment banking and private equity services; focus on sell-side and buy side diligence, interim executive management & augmentation, financial planning, reporting & BI solutions. Representative interim engagements include;CFO – Distribution and Manufacturing company for industrial thermal productsCFO Advisor – Intermodal Logistics and Transportation ProviderCFO – International distributor of market leading consumer gear - Develop initial reporting and analysis processes for newly acquired platform. Lead BOD presentations - Integrate three add-on acquisitions; including valuations and working capital adjustments - Establish bank compliance reporting and lead debt facility renegotiation efforts - Advise management and board members in design and implementation of cash flows and liquidity forecasts, and lead weekly lender reviews - Manage due diligence reviews with prospective buyers and refinancing options
