Greg J. Bennett

Greg J. Bennett Email and Phone Number

Chief Executive Officer ★ President ★ Chief Operations Officer ♞ Providing expert strategic guidance to increase profitability and improve operations across multiple industries @ Lionfish Advisors
Greg J. Bennett's Location
Santa Monica, California, United States, United States
About Greg J. Bennett

For well over 25 years, I have helped companies improve their EBITDA margins by optimizing their operations, implementing cost control measures, and driving additional revenue with strategic business development. Entrepreneurs and businesses continually seek me out to improve their P&L and balance sheets to make their organization as appealing as possible to venture capital firms for potential mergers, acquisitions, and creative financing options.WHAT DRIVES MEI am committed to creating value and driving bottom-line results.When a company engages with Lionfish Advisors, my first action is to conduct an in-depth analysis of their current operations, including finance, HR, operations, sales, marketing, and leadership. I confirm that the right staff are in the right positions, from the executive suite to the front-line non-exempt workers. When needed, I bring in select CFOs to further optimize the company’s value with accurate financial projections, budgets, and revenue targets.MY PROFESSIONAL PROMISEI serve as a mentor and guide for entrepreneurs.Frequently, my clients need to undergo a massive mindset shift from lean operations strategies, which reduce their tax burdens, into ones that display their companies’ true wealth. I help them develop a culture of transparency, integrity, and accountability with internal and external stakeholders of all levels. I am consistently recognized for my exceptional decision-making and creative problem-solving abilities in high-stakes and high-pressure environments, especially when balancing professional relationships between all parties in the M&A process.MY TOP INDUSTRIESThanks to my extensive experience, I have made significant impacts across multiple industries, including financial institutions, manufacturing, professional services, and non-profits. I am fascinated with the renewable energy fields.WHY PEOPLE ENJOY WORKING WITH MEI have never been intimidated by professional challenges, approaching them with determination, diligence, confidence, and out-of-the-box solutions. My natural curiosity neatly dovetails with my analytical abilities, especially when evaluating operations to uncover unique opportunities. My greatest accomplishments are not just how I improve the bottom line for my clients but the way I help their leadership teams and employees grow through mentorship and ongoing professional development.

Greg J. Bennett's Current Company Details
Lionfish Advisors

Lionfish Advisors

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Chief Executive Officer ★ President ★ Chief Operations Officer ♞ Providing expert strategic guidance to increase profitability and improve operations across multiple industries
Greg J. Bennett Work Experience Details
  • Lionfish Advisors
    Chief Executive Officer
    Lionfish Advisors May 2006 - Present
    Santa Monica, Ca, Us
    Led a team of 9 direct reports with the mission of giving entrepreneurs a competitive advantage throughout the sale of their businesses by elevating their business acumen, streamlining their operations, driving revenue while reducing costs, and improving EBITDA.➛ Develop close advisory relationships with business owners over 12 months, shifting mindsets from lean operations to cash-positive strategies.➛ Conduct an in-depth evaluation of the firm’s financial health to increase profitability, reduce costs, and build strategies to sell the business.➛ Establish working capital targets that combine AR, inventory, and cash assets to develop a ramp for post-sale operations.➛ Hire CFOs to establish and review financial projections, budgets, and realistic revenue targets that stand up to due diligence scrutiny.➛ Evaluate staff and identify deficiencies in operations, management, finance, accounting, HR, and sales. ➛ Develop recommendations to right-size teams, including promotions, professional development, and reductions in force.➛ Analyze compensation models, including executive compensation, sales commissions, and exempt and non-exempt front-line workers.➛ Review policies and procedures to ensure compliance across the organization and streamline operations.➛ Create the Confidential Information Memorandum (CIM) and approach a select list of confidential Buyers.➛ Field competitive $MM offers for the businesses, secure non-disclosure agreements (NDAs), negotiate contracts, and close deals with a comprehensive Letter of Intent (LOI).➛ Manage the due diligence process and address any potential concerns while guaranteeing that clients can maintain profitable business operations throughout the process.➛ Review all final closing documentation, contracts, and financial information.➛ Completed the first majority recapitalization of an autism agency in the United States, facilitating the sale of 70% of Pacific Child & Family Associates to Great Point Partners (PEG).
  • Hamilton, Carter, Smith & Co.
    President & Coo
    Hamilton, Carter, Smith & Co. Nov 1986 - Dec 2014
    HCS served most of the country’s leading banks, mortgage companies, and savings & loan institutions in the mortgage finance industry, providing innovative and ground-breaking financial advisory services.➛ Directed strategic planning for clients, specializing in analyzing current operations, solidifying objectives, and improving EBITDA to increase interest in potential Mergers & Acquisitions.
  • Harbor Financial Group/ Hfs And Hcs
    President And Managing Director
    Harbor Financial Group/ Hfs And Hcs 1994 - 1998
    Following Harbor’s acquisition of Hamilton Financial Services, Inc. (HFS) and its wholly owned subsidiary, Hamilton, Carter, Smith & Co. (HCS), the organization transitioned back to a privately held corporation.Retained and promoted to oversee the profitable operations as subsidiaries of Harbor, which focused on the underlying collateral of the secondary mortgage model in accordance with the new federal regulations relating to the selling and purchasing of loan servicing while mitigating risks across the board.➛ Identified and capitalized on the untapped market by seeking new clients, establishing procedures, managing transactions, and speaking at national conferences for banks and financial institutions.➛ Led a team of over 90 direct and indirect reports, including Sr. Vice Presidents, Regional VPs, and account executives in 5 regions throughout the US.➛ Directed the data processing division and oversaw the development of reports and data analysis for emerging markets.

Greg J. Bennett Skills

Mergers And Acquisitions Investment Banking Valuation Mergers Venture Capital Strategic Planning Portfolio Management Financial Advisory Private Equity Start Ups Business Strategy Corporate Finance Financial Analysis Entrepreneurship Due Diligence Investments Strategy Corporate Development Financial Modeling Restructuring Capital Markets Financial Services

Greg J. Bennett Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Business/Managerial Economics

Frequently Asked Questions about Greg J. Bennett

What company does Greg J. Bennett work for?

Greg J. Bennett works for Lionfish Advisors

What is Greg J. Bennett's role at the current company?

Greg J. Bennett's current role is Chief Executive Officer ★ President ★ Chief Operations Officer ♞ Providing expert strategic guidance to increase profitability and improve operations across multiple industries.

What is Greg J. Bennett's email address?

Greg J. Bennett's email address is ne****@****rit.com

What is Greg J. Bennett's direct phone number?

Greg J. Bennett's direct phone number is +131040*****

What schools did Greg J. Bennett attend?

Greg J. Bennett attended Uc Santa Barbara.

What are some of Greg J. Bennett's interests?

Greg J. Bennett has interest in Education, Environment.

What skills is Greg J. Bennett known for?

Greg J. Bennett has skills like Mergers And Acquisitions, Investment Banking, Valuation, Mergers, Venture Capital, Strategic Planning, Portfolio Management, Financial Advisory, Private Equity, Start Ups, Business Strategy, Corporate Finance.

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