Principal / CFO of investment fund within a single family office driving both minority and control investments in companies well-positioned to leverage the strengths of the family’s legacy distribution businesses. Approximately $100MM AUM through investment in companies across Consumer, Retail, Consumer Tech and Consumer Health sectors over the past six years. Served as interim CFO for various assets in the portfolio overseeing all financial aspects of the company, including budgeting, strategic planning, financial reporting, risk management, tax compliance.Lead all aspects of investment sourcing, evaluation, transaction structuring, execution, value creation, and monitoring through hands-on leadership of the internal deal team and close coordination with target company management and third-party advisors as neededIdentify and monitor financial risk and maintain legal oversight working closely with the general counsel or outside counsel to ensure legal compliance.Consistently communicate and collaborate with other leaders to drive company strategy, monitoring and analyzing key performance indicators related to growth, margins, and leverage across companies in the portfolio.Develop and maintain all accounting systems to provide complete and accurate records of the organization and portfolio companies’ assets, liabilities, and financial transactions.Drive the investment evaluation process; work closely with the management team to understand a business, working with financial, legal, and tax advisors and consultants to develop due diligence plans and investment structures, reviewing due diligence reports, supervising the preparation of and preparing internal investment proposals and assisting with the deal closing processResponsible for providing monthly, quarterly, and annual financial reporting to the BOD and investment committee.

Planned, led, and implemented development activities for a Personal Care startup, and introduced the Baby Mantra brand, a children’s skin care line into grocery, specialty retail and E-commerce channels.Established a supply chain plan, created marketing and essential merchandising materials with brand messaging to secure retail shelf spaceNegotiated terms and pricing for product placement with Safeway, The Kroger Company, Albertsons and Babies R’ UsIncreased product distribution by approximately 1,000%Managed daily P&L and presented, quarterly and annual financial reporting, to the Board of Directors Raised $950K + in funding through a sale of equity and issuance of convertible debt, achieved a revenue CAGR of approximately 250% over the CY 2013 - 2017 timeframe Planned and executed a comprehensive eCommerce strategy, including affiliate partnerships, native content and user generated content, leveraged PPC marketing and social media outreach

Led all aspects of deal execution and client coverage efforts for companies across the Consumer Products spectrum.Developed financial models, drafted information memorandum and targeted potential buyers on behalf of personal care client in preparation of $160 million sale; ultimately sold to financial sponsorDeveloped financial model, drafted information memorandum, targeted potential buyers and handled buyer due-diligence for $325 million acquisition of consumer health brandLed due diligence of P&L, balance sheet and cash flows and discussion of deal structure & valuation for $150 million acquisition target in the consumer health sectorLed the analysis presented to potential buyers of consumer health company; performed valuation analysis, drafted fairness opinion and presented to internal committee as part of $1.4 billion sale to international CPG corporationLed entire deal execution, including valuation analysis, buyer outreach, due-diligence and buyer negotiation related to the $150 million sale of jewelry manufacturing company to industrial conglomerat

Analyzed data and created financial models to forecast revenue, identify future trends and assess risk associated with Capital Expenditures, Mergers & Acquisitions, and Joint Venture projects for large and mid-cap companiesTested credit metrics, debt service parameters and accretion and dilution for packaged food company in preparation for a $750M investment from a financial sponsor.Analyzed protein industry and its players to advise client; composed information memorandum and board presentation, prepared pro-forma statements and accretion/dilution analysis with various potential acquirers as part of $650 million sale to international buyerSpearheaded due-diligence for $1 billion acquisition, identifying key risk factors and forecasted investment viability for a packaged food company on behalf of financial sponsorDrafted offering memorandum, conducted pro-forma cash flow analysis to ascertain credit characteristics / debt service parameters and developed various presentation materials as part of advising large packaged food client on its $600 million senior unsecured notes offering

Managed daily workflow, prepared and reviewed valuation models including discounted cash flow, public market multiples, precedent transactions, sum of the parts, and LBO analyses for clients.

Responsible for coordinating internal deal team efforts spanning various levels and divisions of the bank and interacting regularly with client management

Part of team that led the installation of People Soft ERP package across the Detroit Public Schools district