Michael Weinstein Email & Phone Number

New Rochelle, Ny, Us

Atlanta, Georgia, Us

I create value for companies by partnering with senior management in a collaborative, supportive, and focused manner. My success is directly tied to the success of my clients, achieved through a wealth of experience and an open, candid, and constructive work style.I ensure that finance and strategy are seamlessly integrated within the organization. My efforts streamline finance functions, anticipate capital needs for growth or restructuring, and provide senior management and the Board with effective and pertinent reporting for informed decision-making.With extensive experience in transactions and capital raises, encompassing both equity and debt, and having served as an investor, banker, and company executive, I offer my clients a comprehensive understanding and insights from all stakeholder perspectives.

Representative projects include:- Consultant/Interim-Chief Financial Officer for a developmental publicly traded alternative energy solutions and finance company focusing on capital management and raising, strategic deal structuring, investor relations, financial reporting, SEC filing, etc.- M&A valuation and preliminary financial due diligence projects for corporate buyers in various industries- Special Advisor working with an emerging, international renewable energy private equity firm developing business plan, financialmodels, investment evaluations, etc.- Six-month assignment to guide retail B-D in all aspects of building an institutional research effort. Including: product development, compliance, product content and strategy, marketing, etc. Covered a variety of industries as lead analyst to generate investment ideas and kick start their product.- Feasibility assessment of a transoceanic oil pipeline- CFO for startup international energy wholesaling and trading company. Lead all aspects of finance including capital raising and management, controller and treasury functions. Lead financial/business evaluation and analysis for potential deals. Work with executive team to set company policies and procedures and set firm strategy.

Moor Row, Cumbria, Gb

Moor Row, Cumbria, Gb

The largest independent last mile trucking company in New England, including Less-Than-Truckload, parcel delivery and dedicated truckload.

SCPI is an innovative property casualty insurance company.

Responsibilities• Management of a 35 person U.S. research team in equities, economics, FX and credit• Focus sectors: energy, automotive, specialty finance, lodging & gaming, airlines,aerospace, insuranceKey Accomplishments• Improved investment performance of analysts as measured internally and externally• Increased analyst productivity by over 100%• Enlarged covered universe by 50%• Grew analyst marketing & initiated investor conferences• Collaborated with business unit Heads to leverage research product• Re-oriented research product• Recruited and developed Research teamIndependent Consultant• Managed firm’s underwriting of Milken Institute Global Conference

Us

ResponsibilitiesLead the development and marketing of research products for an international specialtybroker dealer focused on financial servicesKey Accomplishments• Improved interface between research, sales & trading• Redesigned daily morning meeting, media policy, and research distribution strategy• Initiated new research products, including investment strategy in financials

Responsibilities• Develop a proprietary investment research business specializing in financial services• Management of specialty insurance publication business Key Accomplishments• Secured major client research assignments with leading institutional investors• Proprietary recommendation led to 85% investment return in a controversial stock• Restructured research publishing business

Boston, Massachusetts, Us

Responsibilities• Coverage responsibilities included global insurance and diversified financials, metals & mining• Co-Chair Investment Strategy Team• Manage 8 senior analysts including health care, financials, industrials and naturalresourcesKey Accomplishments• Multi-year successful investing track record. At time of departure top rated alpha generator on a risk weighted basis among Research Analysts• Tied for 12th in rankings of European Large Company Portfolio Managers in 2001 Reuters Survey• Led development of applied investment research strategy team• Investment strategy recommendations leveraged into portfolio returns• Led internal process & communications improvements between analysts and PMs• Lead role in development of equity valuation model (DDM based)

Brussels, Be

Member of global strategy practice in natural resources. Responsible for increasing client value in a broad range of assignments, with significant international experience. Professional assignments focused on strategic financial issues including price forecasts, company valuations, mergers and acquisitions, feasibility studies, etc. Clients included major corporations and investment banking firms. Managed all aspects of large client engagements.

Participant on corporate taskforces aimed at major reorganizations and improved management of outside processing. Managed annual capital budget prioritization process for the Board. Developed and implemented business improvement strategies.

Mba, Finance - Marketing

Bs, Economics