Manufacturer, distributor and installer of specialized vertical transportation equipment, elevator interiors, parts and accessories.www.vdfvertical.com

Strategy, finance and structure consulting for SMBs.

Strategy, finance and structure consulting for SMBs.

Cosmetics manufacturer operating under the brand name Bite Beauty.Restructured and reorganized the company in 2009: implemented first ERP system, rehabilitated financial documentation and reporting procedures, secured first move to commercial banking and first LOC ($300k), instituted Board structure.Managed company through explosive growth (2009: 5 employees, 2014: 105 employees): created detailed, weekly cash management forecasts, independently secured $3.4-mil in a wide variety of financing solutions, co-created a corporate vision, directly hired over 90 new staff and managed them into strategic teams to execute the vision.Created employee hierarchy, roles/responsibilities, wage levels, review process, H&S structure.Successfully navigated the company through myriad audits (Gov’t: GST, HST, SR&ED, PIER; Supplier: GMP).Led the company successfully through a deep and thorough acquirer’s due diligence process.Negotiated the sale of the company in 2014 to LVMH Group, the world’s leading luxury brand conglomerate.

Responsibilities included corporate governance, financial management, financing (bank financing, private financing, debentures, convertibles, private placements, government program loans and loan guarantees etc).

Traded US and Canadian equities with full discretion; no clients, no salary, ‘direct drive’ compensation that split profits and losses with the firm.Created an algorithm/formula to calculate the break even pricing for underlying securities in Exchange Offers.Achieved consistent top 10 P&L performance out of 70 traders, and closed 209 profitable months out of 224.

Owned and operated a successful exterior painting business that grew to 12 employees and 1990 summer sales of $140k.Had complete operational responsibility for all aspects of the business.Enjoyed a 55% sale to estimate ratio and very low employee turnover.