Valuation Insight is a M&A Transaction Advisory Services firm, which provides specialized services to the owners of businesses operating in the residential, commercial and industrial service industries, with particular expertise in the environmental services, recycling and waste management industries.The expert business M&A advisory services provided by the firm include: Buy-Sell Deal Representation; Market Research & Planning; Strategic Assessment; Financial & Operational Analysis; Complex Financial Modeling; Business Valuation; Offering Memorandum Compilation; Cross-Functional Due Diligence; Complex Deal Structuring; Legal Agreement Negotiation; Deal Closings; and, Post-Closing Integration.Other non-M&A related services offered include: Capital Investment Analysis & Pro-forma Compilation; Strategic Growth Project Management; Debt Refinancing Support; Project Financing Support; and, interim CFO services.M&A services are provided to the owners and senior leaders at privately-held and/or family owned businesses (for Sell-Side transactions), as well as to large corporations and private equity firms (for Buy-Side transactions). Clients served primarily own and/or operate businesses in (or have portfolio companies in) the service industries.Subsequent to founding the firm in 2002, initially served as President & Principal Consultant. In 2006 I briefly discontinued performing services through the firm, after accepting the position as VP of Corporate Development with US Ecology, and later as Director of Acquisitions & Corporate Development at Progressive Waste Solutions, LLC. (now part of Waste Connections, Inc.). In January 2009 I once again took on responsibilities as President & CEO of the firm.Valuation Insight has successfully completed dozens of large, complex M&A transactions and growth related development projects. Now based in Scottsdale, AZ., the firms professional M&A Transaction Advisory Services are provided to clients throughout North America.

Now part of Waste Connections, Progressive Waste Solutions (formerly named IESI Corporation, the U.S. Division of BFI Canada) was the 3rd largest publicly-traded environmental services firm in North America at that time, generating annual revenues of more than $2 billion. The Company was acquired by Waste Connections, Inc. in 2016, making that company the 3rd largest publicly-traded environmental services firm in North America at the time, with annual revenues exceeding $7 billion in fiscal 2022.Held responsibility for originating, evaluating, negotiating and executing strategic business mergers & acquisition transactions, as well as leading other complex environmental business corporate development projects. Successfully completed many strategic business acquisitions and executed several new large market entries/expansions (including new market entries in Baltimore, MD, Washington, DC & New Orleans, LA), and, evaluated dozens of other businesses as potential acquisitions and/or corporate development opportunities.After January 2009, periodically performed services for the Company on specific acquisition projects a consulting basis, pursuant to the terms of multiple consulting engagements.

US Ecology, Inc. was a publicly-traded company that provided special & hazardous waste transportation, treatment and disposal services primarily to commercial, industrial and governmental entities across North America.Now generating annualized revenues of more than $1 Billion, a substantial portion of the firm's business is with the Federal government and Fortune 500 Companies. (Note: This corporation was acquired by Republic Services in April of 2022.)As the Company's chief corporate development officer, held overall responsibility for mergers & acquisitions, development projects and strategic planning. Also participated in investor relations activities in collaboration with the Company's CEO.Tenure with the Company was relatively short due to the indefinite postponement of a significant business acquisition that would have tripled the size of the firm, and was the primary reason for originally accepting the position.

Republic Services (then named Allied Waste) provided environmental services to over 10 million customers through a network of 505 facilities in 42 States, and employed over 22,000. During 8+ year tenure the Company grew from generating annual revenues of $54 Million in 1993 to over $5.6 Billion in 2002; becoming the 2nd largest environmental service firm in North America, was listed for trading on the NYSE and became a Fortune 500 Company.This extraordinary growth was achieved primarily through the strategic acquisition of more than 300 privately-held businesses; plus 3 publicly-traded companies, including: Laidlaw Waste Systems (1996), American Disposal Services (1998) and Browning-Ferris Industries (1999). (Note: Investment Bankers were retained to assist with the public company acquisitions due to their scale and complexity.)As an executive level corporate officer at this high growth company, held overall responsibility for leading and executing the Company's M&A based growth strategy. Originated, evaluated, negotiated and closed several hundred complex business M&A transactions, land/property acquisitions, greenfield development projects, joint ventures and strategic alliances. Also evaluated hundreds of other businesses as potential acquisitions or growth opportunities. Developed a formal, disciplined acquisition program to control the deal cycle, including: market planning standards; deal origination practices; acquisition pipeline development; M&A project control procedures; complex financial models; deal negotiation protocol; a standard due diligence program; and, post-closing integration planning.The 300 individual business acquisitions completed during tenure added annual revenues over $1.4 billion (excluding revenues from 3 public company’s acquired). While overseeing all M&A activities, also directly responsible for originating, evaluating, negotiating legal agreements and closing 65 transactions, contributing annual revenues over $600 million.

This Canadian based corporation was the 3rd largest environmental services firm in North America at the time. The Company was a major subsidiary of Laidlaw, Inc., a NYSE listed company having annualized revenues of $2 billion; with $800 million generated by the Laidlaw Waste division.Held direct responsibility for leading and managing all aspects of a Region comprised of 28 business units spread over a 14 State area of the Midwest U.S. These businesses included: Waste & Recyclables Collection (11 Cos.), MSW Landfills (10 Cos.), MSW Transfer Stations (4 Cos.), and Recyclable Materials Processing Facilities (3 Cos.). Provided leadership and established goals for 4 District Managers, a Region Staff of 30+ and the 800+ frontline employees who delivered service to 20,000+ commercial and industrial customers; plus 500,000+ residential customers provided services pursuant to contracts with 35+ municipalities. PRIMARY RESPONSIBILITIES:• P&L Performance of 28 Business Units• Safety & OSHA Compliance• Regulatory Compliance• Lead/Manage a Team of 800+ People • Productivity/Logistics Optimization• Drive Service Excellence/Best Practices• Prepare/Present Major Bids & Proposals • Strategic Growth/Mergers & Acquisitions• Organic Growth (Sales Staff of 30+)• Lead Major New Development Projects• Lead Annual Budget Process• Develop & Execute 5 Year Strategic Plans• Provide Direction to Region Staff of 30+• Fleet Management (600+ Heavy Units)• Equipment Purchasing/Fleet Maintenance• Capital Expenditure Planning & Control• Oversee 35 Properties, including: Recycling Plants, Transfer Stations & Landfills• Permitting/Zoning/Construction for Multiple Recycling Plants & MSW Landfills• Provide Leadership to 4 Professional Engineers• Human Resources/Coaching/Motivation• Provide Direction to Outside Legal Counsel & Engineering Firms• Union Relations/Negotiations (20+ Locals)• Develop/Maintain Political & Major Account Relationships• Lead Major Contract Negotiations

This Region of Laidlaw was the same group of business units as discussed above for the Region Vice President position. Held responsibility for all general ledger accounting & financial reporting, I.T. systems, financial management and financial forecasting & analysis activities. The Region grew from 17 to 28 business units during tenure in position. Coordinated all annual budgeting, financial forecasting, strategic planning, financial analysis and operations analysis activities.Provided direction and supervision to an accounting and I.T. staff of 12 at the Region Office, as well as 50+ financial and accounting employees located at 28 remotely based business units.PRIMARY RESPONSIBILITIES: • Accounting & Financial Reporting for 28 Business Units • Evaluate Profit & Loss Activity of 28 Business Units • Perform Financial Analysis for M&A Projects, Major Bid Proposals & Capital Investments • Perform Due Diligence & Integration Planning for M&A Projects • Develop Administrative Organization • Coordinate Annual Strategic Plans • Manage Annual Budgeting Process • Complete Complex Financial Forecasting • Develop & Implement Accounting Policies & Procedures • Control & Approve Capital Expenditures • Develop & Implement Financial Controls • Oversee Internal Auditing • Management of I.T. Systems

Held responsibility for the financial management of a Region comprised of 12 environmental service companies in a 6 State geographic territory.Supervised 4 District Controllers and reported directly to Regional Vice President. Responsibilities and activities were equivalent to those held as Region Controller at Laidlaw Waste. (Note: This company was acquired by Laidlaw in 1986.)

Held various increasingly responsible positions with this national waste collection, disposal and material recycling services company (3rd largest of the publicly-traded waste service companies at the time, only behind Waste Management and Browning-Ferris Industries in annual revenues). Although job title changed several times, generally served as a field-based Controller and Operations Analyst for a majority of the time in this position. Worked directly with all levels of management assisting with the preparation & presentation of a wide variety of operations and financial analyses, mergers & acquisitions, major bid proposals, annual business plans and budgets, installation of new computer systems, significant amount of employee training, etc.Responsible for all the overall financial management, accounting and internal controls at 25+ business units, including waste collection companies, municipal solid waste landfills, waste transportation/transfer stations and recyclable material processing facilities. Completed the sophisticated financial and operational analysis. Also, completed the financial/accounting systems & procedures integration process for dozens of business acquisitions, and prepared hundreds of new business bid proposals. Accumulated significant knowledge of operations management, market development, accounting, capital investment analysis, and financial management activities during this period of career.(Note: This company was acquired by Waste Management in 1984, and the D.O.J. required the sale of approximately 35% of the company which was sold to Genstar Corporation. Genstar formed the new subsidiary named GSX Corporation, which then replaced SCA Services as the 3rd largest publicly-traded company in the Waste & Recycling Industry at that time.)