Interim CFO, financial assessments and consultations.Patina is a firm that partners with companies to solve problems, realize opportunities, improve results, fill a key expertise or resource gap, develop talent, or assist with other critical initiatives. This is done through consulting, projects, leadership/board roles and coaching. My roles focus on financial management.

Engaged to accelerate the financial integration of Trienda and its affiliate, the PendaForm Company. Responsibilities included streamlining working capital management, cash forecasting, and consolidated financial reporting. Stabilized finance department while developing people, process, and technology plan to improve cost accounting and operational information systems.

"After working as an outside consultant on a project for Rogers, I brought Michael in to serve as our EVP/CFO in 2013. He rapidly and effectively engaged in designing our five-year growth and development plan, building the necessary platforms and creating the financial strategy to reach these goals. From the day of his arrival, he established himself as a key member of our executive team, providing leadership and serving as a role model in effecting the cultural and functional evolution required for our success."“Michael has both broad and deep experience and moves superbly between long-term strategy, tactical planning, and detailed execution. Although new to behavioral health, he swiftly became facile with the intricacies of the industry’s financial operations and management. Michael is very knowledgeable and thoughtful, with high standards of integrity and sound judgement.”— Patrick T. Hammer, President and CEO• Recruited to create the financial platform and technology infrastructure to support Rogers’ clinical development strategy, doubling service capacity and achieving 20% compound annual growth in net revenues to over $180 million.• Built strong rapport with board of directors and leadership teams while enhancing the quality of strategic and financial communications.• Stabilized capital structure through obtaining the organization’s first public debt rating of BBB+ and issuing thirty-year public bonds and a ten-year private placement.• Empowered and augmented our financial teams, leading to more responsive management reporting, clearer cost analysis, 50% faster monthly close, and improved internal controls.• Orchestrated the re-engineering of the IT staff and system infrastructure to integrate Cerner EHR, financial, communication, and other technology platforms.• Established a revenue cycle team who reduced account collection days from over 80 to less than 50, conserving $13+ million in liquidity, and lowering loss experience by over 50%.

Private corporate financial advisory for business strategies, including business plan valuation, capital structure, and financial due diligence, leading to over $40 million in client investments/acquisitions. Designed and led the financial restructuring of a nonprofit service agency, including policy governance, program planning, and debt refinancing to balance budgets, increase liquidity, and facilitate organizational renewal.

“As the Chief Financial Officer, he positioned our organization to more fully realize its potential by transforming our financial strategy, focusing on execution, developing strong investor relationships, and building our supporting infrastructure. . . . On a personal and professional level, Michael has proven to be highly principled, thoughtful and knowledgeable, and has demonstrated high standards of integrity, initiative and productivity.” — Trinita Logue, President and CEO• Initially engaged to strengthen lender relations, raise capital, and create systems for business planning. • Rapidly promoted to CFO with full responsibility for financial strategy, capital development, investment management, accounting, compliance, reporting, and technology infrastructure. • Forged partnerships with the Board, staff, and key constituencies to create a sustainable business platform from which we expanded services into five states.• Facilitated asset growth of 75% to $140 million in three years by doubling capital resources, including debt, equity, and tax credit financings.• Led an information systems team that re-designed and integrated financial reporting, loan accounting, project billing, and customer relationship management systems.

Collaboration with private investors for start-up ventures in the convergence of home networking and media as well as in management consulting and executive coaching.

"… Michael played a key role in enhancing … this important franchise. . . . By aligning the relationships, structuring and distribution teams, … he delivered significant value to our clients and the firm.""He has demonstrated that he is an effective team leader and an experienced financial professional with extensive experience in syndicated finance and exceptional analytic and decision-making skills. . . . Our firm placed significant responsibility with Michael, demonstrating our trust in his business and credit judgement, his continued reliability in meeting the strategic priorities of his clients and the firm, as well his personal integrity."— Surjit Rajpal, Executive Managing Director, BMO Nesbitt Burns• Promoted to lead Chicago syndication business expansion. Recruited and trained cross-functional teams in the strategic, financial, legal, and business integration aspects of merger and acquisition financing, generating over $60 million in net fee revenue.• Partnered with senior executives of 35+ firms to design and execute strategies for access to debt capital, including:• $8+ billion of M&A financings and $2.5+ billion in recapitalizations, including those supporting the acquisitions of the Bird’s Eye vegetable business, the Borden/Meadow Gold Dairies, as well as the acquisitions of Knight-Ridder (Telerate) and Dow Jones Markets; • $2.5+ billion in financing for Fortune 1000 companies including Maytag Corporation, Snap-on Corporation, Associates Corporation, and Dean Foods; and• over 18 bank debt-restructurings across a variety of industries.“… a problem solver. . . . a man of principle. . . . Michael's skills as a negotiator are first rate. . . . as a result of his extensive experience in negotiating and his own personality. . . . Michael has the courage to walk away from an unsound deal but he won't do so without exhausting every avenue to come up with a structure that meets everyone's needs”—Terry A. McIlroy, Partner, Chapman and Cutler