Dennis Wagner Email & Phone Number

Excelsior, Minnesota, Us

Mid-market, private equity / family office owned manufacturer and distributor of drug delivery medical devices in the consumer retail, medical / surgical and veterinary markets.Part of the core leadership group responsible for accelerating sales and earnings growth following sale of the business to a family office in 2014, and a private equity fund in 2020.STRATEGIC and OPERATING PLANNING- Designed and implemented core business planning processes and reporting to better connect the Company’s strategic vision to plan initiatives and investments.TREASURY- Secured financing through JPMorgan Chase & Co, providing the Company’s ownership group greater flexibility in managing the Company’s capitalization structure.PROCESS / PROFITABILITY IMPROVEMENTS- Implemented new product costing structures designed to provide better visibility into the Company’s operating results and allow for simplified product sourcing decisions between production facilities in South Dakota and South Korea.- Leading expanded usage of the Company’s information technology systems (NAV ERP system, ADP HRIS / payroll systems) designed to improve visibility to Company performance, drive productivity gains, and establish a foundation to support growth.- Led market evaluation of the Company’s compensation and benefits offerings. Implemented various enhancements to provide a more competitive package and reduce direct labor turnover.

Accomplished finance executive providing senior level consulting services to mid-market manufacturing and distribution companies with a focus on planning, controlling, acquisitions and process optimization.

St. Paul, Minnesota, Us

Part of an initial core senior leadership team tasked with the development and implementation of a business plan to become the global market leader in medical device-based approaches to cure atrial fibrillation. LEADERSHIP, STRATEGIC PLANNING and GLOBAL M&A- Led and supported activities associated with integrating six organizations, including strategic planning, mergers and acquisitions, organizational development, and site rationalization and consolidation.- Supported business evaluation / due diligence that underpinned investments totaling ~ $950 million for 5 acquisitions in the U.S. and Israel. EFFECTIVE FUNCTIONAL TEAMS AND PROCESSES- Created finance and information technology (IT) functions, including recruiting, process / controls development and implementation, and centralization. - Managed and integrated all customer service activities, including harmonization of quoting, order processing and customer interactions, and centralization of internal / external call points.- Developed business analytics reports to support key decision making, including new product revenue metrics, product line margins, new product business plan financial models / ROI, and operation’s balanced score cards.PROCESS AND PROFIT IMPROVEMENT INITIATIVES- Implemented critical software applications, including QAD sales order processing module, SAP finance and manufacturing / distribution modules and PTC Windchill BOM/CAD model integration, to drive process harmonization and cost efficiencies.- Co-developed a manufacturing strategy and detail plan to drive substantive cost savings through optimized product sourcing and increased utilization of St. Jude Medical’s Costa Rica and Malaysia facilities while also minimizing business risk.

St. Paul, Minnesota, Us

Helped establish financial goals and ensured delivery of financial outcomes through effective collaboration with the company’s divisions and corporate functional leadership. PLANNING, REPORTING AND ANALYSIS- Managed the consolidation, reporting and analysis of strategic and operating planning data and historical financial results.- Managed preparation of SEC reporting and related audit committee communications.- Managed external auditor relationship and GAAP compliance across the business.GLOBAL M&A- Led financial due diligence and subsequent acquisition accounting for two acquisitions totaling ~ $230 million related to the Company's Japan and Australia distributors. PROCESS AND PROFIT IMPROVEMENT INITIATIVES- Managed implementation of a global financial consolidation tool (Hyperion Enterprise) providing better visibility to legal entity and divisional operating results and improved process controls.

St. Paul, Minnesota, Us

Prepared external financial and SEC reports, supported business development initiatives, and led various Corporate projects.GLOBAL M&A- Led financial due diligence and subsequent acquisition accounting for an acquisition totaling ~ $100 million.PROCESS AND PROFIT IMPROVEMENT INITIATIVES- Drove international cash repatriation project resulting in a substantial increase in cash flows to the U.S. parent corporation, the creation of a cash flow projection model, and enhanced internal controls around inter-company transaction processing.

Chicago, Il, Us

Managed financial statement audits and consulting projects for mid-market publicly and privately-held manufacturing and distribution companies with domestic and international operations.- Managed all client service activities for various privately-held companies, including financial statement audits, financial modeling, and company / owner tax planning.- Led / participated in the financial statement audits and related bring down work to support 1933 Act initial public offerings for two clients.- Supported client due diligence and subsequent acquisition accounting activities.