Jon Orr Email & Phone Number

Naperville, Il, Us

Chicago, Il, Us

Member of the equity group in a $10 billion private credit/equity asset management company. Work directly with executive teams of challenged portfolio companies to improve their operating performance by applying restructuring and performance improvement strategies.

Boca Raton, Fl, Us

As an Operating Advisor on Sun Capital's Performance Improvement Team, Jon Orr is responsible for improving operations and increasing profitability in Sun Capital portfolio companies. He works with CEOs, CFOs and other executives in portfolio companies to develop and implement strategies to drive EBITDA growth using operational experience, operational analysis and financial analysis.

Naperville, Il, Us

Provided advisory, business accounting and CFO services to small and mid-size businesses to allow them to better manage their day-to-day business to increase growth and profitability. Services provided include project based work to increase enterprise value, restructure operations, obtain financing and/or be successful in M&A efforts. Major projects include outsourced CFO/Accounting services to regional magazine publisher, due diligence on multi-level marketing acquisition for a private equity firm, and investment banking services to a provider of road construction services.

El Segundo, Ca, Us

Led the management team of KCC, the foremost legal and financial support services firm in the U.S. with over 350 employees in 4 offices. Responsible for operations, business development/sales, marketing, HR, finance and technology. Direct reports included four C-Level employees, General Counsel, an EVP and a VP. Demonstrated strong leadership while managing KCC through rapid growth, an acquisition by a large publicly traded company, diversification into multiple service lines, integration of acquisitions, and economic uncertainties.

Washington, Dc, Us

Provided advisory and consulting services to public and private companies, executives, bondholders, private equity, lawyers, financial advisors, investors and creditors. Issues advised upon included corporate finance, operations performance improvement, balance sheet restructurings, transitional/interim management, financial planning and analysis, vendor negotiations, and mergers and acquisitions.

New York, Ny, Us

Provided advisory and consulting services to public and private companies, executives, bondholders, private equity, lawyers, financial advisors, investors and creditors. Issues advised upon included corporate finance, operations performance improvement, balance sheet restructurings, transitional/interim management, financial planning and analysis, vendor negotiations, and mergers and acquisitions.

Washington, Dc, Us

Provided advisory and consulting services to public and private companies, executives, bondholders, private equity, lawyers, financial advisors, investors and creditors. Issues advised upon included corporate finance, operations performance improvement, balance sheet restructurings, transitional/interim management, financial planning and analysis, vendor negotiations, and mergers and acquisitions.

Responsible for all aspects of the foreign, federal and state income taxes of a NYSE listed diversified manufacturing company with over $250 million in sales, including developing and implementing tax planning strategies to reduce the company’s overall effective tax rate. Significant special projects included performing due diligence to determine the income and sales tax effects and general business issues of numerous domestic and foreign acquisitions with values between $10 and $40 million; optimized the tax position of a spin-off of a major subsidiary with over $100 million in revenue; and analyzed the investments and objectives of the senior management deferred compensation plan and made recommendations to maximize the plan's returns.

Gb

Consulted on tax and business issues of U.S. multinational companies doing business abroad and foreign companies doing business in the U.S. Prepared numerous U.S. tax returns for domestic and multinational corporations. Both aspects of the position required researching complicated U.S. and international tax issues, in-depth analysis of legislative and judicial tax law, interpreting and applying the law to cross-border transactions, developing global tax optimization strategies and conveying the conclusions through verbal and written communications.