Jay Brown, Cfa Email & Phone Number

Houston, Tx, Us

Sugar Land, Tx, Us

Sugar Land, Tx, Us

Shaped business direction through 500% growth, partnering with the Chair, CEO, division leaders, and private equity sponsors to guide vision, establish strategic growth plan, drive cross-functional alignment, and formalize KPIs. • Lead a team across finance, accounting and IT, overseeing budgeting, FP&A, reporting, treasury, governance, and technology roadmap. • Convert financial metrics into actionable business outcomes, such as establishing business unit targets and pricing strategies, assessing business opportunities, and positioning the company to reach its goals.• Drive the entire M&A process from strategy and opportunity assessment through capital raising, negotiation, due diligence, fund distribution, and closing. • Foster a best-practice culture promoting continuous improvement and compliance excellence. Implemented the framework and systems for strategic decision-making, operational efficiency, financial analysis, and risk management.

Houston, Texas, Us

Conferred with client executives to shape strategic planning and critical growth/profitability initiatives, serving as a liaison and connection point with lenders, investors, and industry partners.• Guided recapitalization, strategic direction, and profitability improvement as interim CFO for a distressed oilfield manufacturing company. Negotiated with lenders and sought outside debt and equity capital.• Served as an advisor to a small parts manufacturer seeking to develop and implement an acquisitive expansion strategy.

Steered rapid business expansion, leading financial planning & analysis, accounting, treasury, reporting, human resources, and technology. Served concurrently as CFO for sister oilfield chemical company, MGM Northstar, LLC, overseeing strategic planning, FP&A, and reporting. Consulted with company from January 2008 until hire.• Collaborated closely with CEO and COO to drive vision and strategic direction, achieving 700% company growth over six years. Secured funding for critical growth initiatives, driving financing from inception through completion. • Headed strategic initiatives to professionalize operations, enhance performance, and drive engagement. Additionally, improved operational capabilities and asset base through strategic acquisitions.• Partnered with IT and consultants to deploy transformative systems for performance metrics, asset tracking, CRM, and customer bidding. Implemented customized reporting and billing solutions for key clients and vendors.

Us

Engaged by BOD to improve overall private equity portfolio performance on a consulting basis. Was hired as CIO and served as Director for select portfolio companies, and oversaw daily operations.• Orchestrated strategic asset divestitures and advised on capital allocation decisions, ensuring optimal investment outcomes and mitigating risks for the organization. Led all valuation analysis and public reporting.• Director for portfolio companies including PalletOne (manufacturing), Sovereign Business Forms (business printing), ConGlobal Industries (intermodal management), and Spectrum Management (electronic tracking).

Requested by limited partners to serve as General Partner of a private investment partnership, providing liquidation oversight alongside corporate finance and advisory services to entrepreneur-led companies.

Served on leadership team of a boutique investment banking firm providing transactional support to mid-market companies.

Provided strategic and transactional expertise to oil service companies for management buyouts, capital sourcing, and advisory services.

Gb

Managed Business Recovery Services consulting guiding rationalizations and turnarounds of underperforming companies facing challenges including bankruptcy and other formal insolvency procedures.

Served on investment committee, as well as multiple portfolio company boards, for a private equity investment partner focused on short-term debt and regional small cap public/private companies.

Held progressive roles of Corporate Finance Analyst, Equity Research Analyst, and Marketing/Junior Research Analyst for a regional boutique investment bank focused on small cap companies across the Southwest.

Bba, Business Broadcasting, Marketing

Mba, Finance