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I have deep career experience with the financial, administrative and operational needs of privately held companies. My expertise lies in successfully managing all facets of the accounting and financial activities of businesses, including bank financings and risk management. Specifically, I create business plans, position companies for a successful sale, and raise necessary equity capital. My experience on a variety of company boards also provides another layer of expertise I can offer the organizations with which I work.
Lake Erie Partners Llc
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Managing MemberLake Erie Partners Llc Nov 2012 - PresentBay Village, OhioIndependent consultant to executive management. I am using my past experiences as a CFO, COO, and venture capitalist to assist business owners with financial, operational and general consulting, and to manage specific projects. Such projects can include due diligence on both the buy and sell side of M&A deals. I also bring broad skills to companies for asset. rationalization and general problem solving projects. Presently assisting out of town business owner with multiple business interests on a special risk management project.
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Managing DirectorCohen Capital Advisors, Ltd. 2007 - Oct 2012Westlake, OhioServe on management team to assist in providing sell-side investment banking services through the firm’s affiliation with SFI Capital Group, LLC. Hold Series 7-General Securities Representative and Series 79 - Limited Representative Investment Banking licenses. Securities are offered through SFI Capital Group, LLC, Member FINRA Member SIPC and the broker-dealer affiliate of Cohen Capital Advisors, Ltd. and Cohen & Company, Ltd. -
Administrative PartnerCohen & Company Nov 1998 - Oct 2012Westlake, OhioResponsible for full administration of employee 401(k) retirement plan, collection and resolution of client accounts. Also responsible for corporate governance, banking relationships, corporate legal agreements and full risk management of all entities. -
Chief Financial OfficerCohen & Company, Ltd. Jan 1996 - Oct 2012Westlake, OhioResponsible for all financial, operating and administrative matters, including preparation of financial statements, annual budget and cash flow forecasts; and overseeing IT systems and controls, and HR administration. Also consulted on several client engagements, providing temporary CFO services to the firm’s privately held clients. -
DirectorCohesant Inc. Oct 1994 - Dec 2008BeachwoodServed as Director and member of the Audit Committee.
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Chief Operating OfficerCohesant Technologies, Inc. Oct 1994 - May 1996Managed holding company and was responsible for oversight of three different businesses located in Indianapolis, St. Louis and Tulsa. The entities sold industrial epoxies and industrial spray application equipment for polyesters, polyurethanes and epoxies. Responsible for acquiring a specialty epoxy business for the holding company whose financial performance paid for itself several times over.
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Chief Financial OfficerClarion Capital Corp. - A Licensed Sbic And Bdc 1982 - Oct 1994Managed investment portfolio and represented publicly held SBIC on boards of its portfolio companies. Assisted portfolio companies with capital and bank fundings. Lead investment syndicates and entire sales of portfolio companies, the largest of which had sales in excess of $60 million.
Mike Boeckman Skills
Mike Boeckman Education Details
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Accounting
Frequently Asked Questions about Mike Boeckman
What company does Mike Boeckman work for?
Mike Boeckman works for Lake Erie Partners Llc
What is Mike Boeckman's role at the current company?
Mike Boeckman's current role is Founder and Managing Member at Lake Erie Partners LLC.
What is Mike Boeckman's email address?
Mike Boeckman's email address is mb****@****cpa.com
What is Mike Boeckman's direct phone number?
Mike Boeckman's direct phone number is (216)-649*****
What schools did Mike Boeckman attend?
Mike Boeckman attended The Ohio State University.
What are some of Mike Boeckman's interests?
Mike Boeckman has interest in Children, Contemporary Music, Education, College Spectator Sports, Golf, Travel.
What skills is Mike Boeckman known for?
Mike Boeckman has skills like Accounting, Tax, Financial Analysis, Cpa, Mergers, Financial Reporting, Venture Capital, Sec Filings, Private Equity, Due Diligence, Internal Controls, Mergers And Acquisitions.
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