Eric C. Davis, Fcma, Cgma, Fmva®, Cmgr Fcmi Email & Phone Number

We are an advisory services consulting company who caters primarily to family offices and startup, small and medium sized businesses.Our mission is to provide business and financial advisement and management consulting services that enable our clients to organically streamline and inorganically expand their business in order to achieve short- and long-term success. We aim to strike a balance between providing the right resources at the right time to maximize our clients’ business potential.Our approach is to assess our clients’ current state by gathering financial information and determining our clients’ goals. We then examine the current financial status and formulate a strategy to achieve the desired future state. We also offer the management consulting services to help with onsite implementation and change management. We leverage best-practices and technology to develop strong partnerships to assist in providing the highest levels of customer service.Our areas of specialization:• Capital and organizational restructuring• Audit and internal control recommendations• Financial planning and analysis• Mergers and acquisitions preparedness and consultation• Business expansion, strategy and demand planning• Valuation services• General business advice and counseling

Us

Us

San Antonio, Texas, Us

• A private Medical Device Manufacturing company with headquarters in San Antonio, TX• Responsible for Finance, Accounting, Tax, Treasury, HR, IT, Investor Relations and Payroll; pre-revenue manufacturing; disruptive technology; commercializing 1H20 in EU and 2H21 in US.

• A private Medical Device Manufacturing company with headquarters in San Antonio, TX that manages 3 subsidiaries and manufacturing in California and Germany and offices in the Netherlands, Austria, France, United Kingdom and Sweden.• Played key role in negotiating structured deal with Fortune 300 business that led to $270M (18.5x Revenue) sale.• Responsible for global Finance, Accounting, Tax, Treasury, HR, IT, Investor Relations, Payroll and Customer Service; recognize revenue in 58 different countries; manage 10 different payrolls and transact in 8 different currencies.•Built new tax department to address multinational tax planning and compliances needs, devised tax structure for efficiency, using transfer pricing and low tax jurisdictions to achieve approximate 15% tax rate on corporate earnings.•Established wholly-owned, foreign subsidiaries to mitigate tax liabilities and implement foreign currency hedging strategy to maximize cash flow.

San Antonio, Texas, Us

• Partnered with the CEO and Board of Directors to formulate the company’s new strategic direction and co-chaired the executive team that led the company through a critical restructuring process resulting in $6.3M EBIT savings.• Secured $37.5M of capital in revolving credit lines and mezzanine capital to fund growth strategies/opportunities.• Negotiated and structured financing agreements, resulting in basis point reductions, more favorable covenant restrictions and simplification of borrowing process.•Eliminated the Zero Sum Game tactics being used between subsidiaries to report improved performance.• Established and served on Governance, Process Review, Project Management Office (PMO), Change Management and Steering and Oversight Committees.• Defined and personally created over 100 documents for the implementation of a company’s first Project Management Methodology (PMM), Quality Management System (QMS) and Corporate Governance Library.•Serving as Board Member for 9 separate companies.

Palm Beach Gardens, Fl, Us

Recruited to define and execute process improvement initiatives to improve my client’s financial position. Accountable for decreasing material and labor costs through the implementation of various process improvement methodologies and delivering multi-million dollar cost savings through development/deployment of best practices.•Assessed current value stream, restructured layout and produced a 42% reduction in processing time and 15% in cycle time by applying continuous flow principles.•Eliminated $1.7M in supply chain and improved customer satisfaction through leadership of three project Teams using optimization tool to refine the business model.•Assumed management of client’s flagship product line and increased margins on average by 182.2% and productivity by 887.7% within three months of appointment.

Us

Recruited to advance the assessment scoring process and develop departmental metrics in support of scheduling and capacity planning. Managed staff of 11 ultimately responsible for the successful management of over 3,500 full-time and temporary staff located in 12 national sites. •Reduced capacity planning cycle time 69% from 73 to 22 days while increasing ability to simultaneously deploy resources to each remote site.•Streamlined procedures; eliminated redundant positions and implemented performance incentive plan for scoring agents. •Established new cross-departmental program introduction metrics for benchmarking scoring process and creating consistent and effective methodology.

Tulsa, Ok, Us

Selected to lead a team assigned to manage a highly complex, phased project for integrating SunGard, Pershing and BankServ products with existing networked systems. Leveraged extensive process/project management experience and led design of system architecture and controls to insure accurate transactional management/accounting of over $9B per day.•Managed all phases of the project from requirements gathering through user acceptance testing and documentation development.•Achieved the highest level of customer satisfaction from executive sponsor and users in the business lines.

Recruited to operate as consultant to create a company from the ground-up allowing the parent company to penetrate into a niche market. Accountable for sales, marketing, product development, quality, finance, fulfillment and human resources. Key challenge was to develop a start-up company in a turnkey model.•Sustained 56% gross margin during first 6 months by implementing continuous improvement principles.•Recruited experienced sales staff, established quotas and incentive plans and closely monitored performance. Personally assisted in closing contracts with high margin/volume accounts.

Toronto, Ontario, Ca

Recruited to lead operational turnaround and improve performance to propel company to cash flow positive position. Promoted to senior process executive to drive organizational change. Accountable for product development, manufacturing, quality, sales, purchasing, fulfillment, inventory control, warehousing, IT and human resources. Managed 6 direct and 374 indirect employees operating in three shifts in Oklahoma and Colorado.•Calculated utilization rate of headcount and reduced labor costs $2.4M or 23%.•Successfully restructured and aligned organization with revised value stream. Improved PDLC turn-time by 58%.•Saved 26% in material costs through streamlining and leveraging strategic partnerships within the supply chain.

Pune, Maharashtra, In

Selected to build infrastructure and develop strategies to provide cost reductions and improved processes/productivity. Accountable for operations, production, IT, HR, sales and customer service.•Evaluated feasibility of outsourcing production to Nepal and Mexico and realized $5M in cost savings.•Assisted increasing division revenues 57% from gross annual sales of $7M to $11M in 6 months. Secured Grade A Office space and relocated division in support of phenomenal growth.

Appointed to set controls and document engineering processes for new product development and production. Accountable for documenting and scheduling engineering PDLC and selected to lead Team tasked to improve manufacturing performance and decrease costs.•Established new cross-departmental product introduction metrics for benchmarking development process.•Analyzed complete production and order fulfillment cycles and produced 47% cycle time and 90% scrap reductions by applying Lean principles.•Prepared Manufacturing Readiness Plan for product launch including capacity plan and targeted performance metrics.

Tulsa, Ok, Us

Led team focusing primarily on inventory management and control processes and secondarily on material cost reduction.•Championed effort to improve quality and standardization. Successfully received ISO 9001 certification.•Performed Root Cause Analysis and improved order fulfillment 31% over previous periods.•Traveled internationally to negotiate and maintain business relationships with vendors in Asia, Canada and South America.

Master Of Business Administration (M.B.A.)

Bsba, Management

Engineering