Colonnade Securities is a boutique investment banking firm that has completed over $9.0 billion in M&A transactions for clients in the business and financial services industries. Colonnade brings rich industry knowledge, deep relationships, a wealth of execution experience, creativity, and sense of urgency to each transaction. The firm’s expert advice, rigorous analysis, and determination translate into superior results.

Direct financial reporting, planning and analytics for $29 billion in deposits bank and for operations of $3 billion Personal Loans and $8 billion Student Loans businesses.

Recruited by private equity firm Blue Wolf Capital with dual reporting to Blue Wolf and CEO for $50 million revenue / $8.2 million EBITDA company. • Oversaw the successful sale of company to strategic acquirer, named Buyouts 2011 Small Market Deal of the Year, returning 3.9x invested capital.• Significantly improved cash flow enabling private equity investor to return 90% of capital prior to sale through persistent collections, contract enforcement, 13 week cash flow analyses, daily cash monitoring, budgeting and by reducing inventory 58%.• Negotiated covenants with lender and created monthly reporting packages.• Created detailed budgets, divisional financials and forecasts and analyzed trends and customer profitability to refine strategy and approach to market resulting in increased financial visibility and EBITDA margin improvement of 38%.• Led lean accounting team in first for-profit GAAP audits and bank audits. • Acted as Interim Director of HR for 500 employees and three unions. Transformed hiring process to increase efficiency and improve quality of hires.• Oversaw insurance relationships and actively managed workers compensation program reducing the number of claims by 30% and improving the mod ratio by 23%.• Managed conversion of ancillary software without disruption in invoicing or collections.