Nick Fitzgerald

Nick Fitzgerald Email and Phone Number

Principal, Fund Operations @ Brightstar Capital Partners
Minneapolis, MN, US
Nick Fitzgerald's Location
Minneapolis, Minnesota, United States, United States
Nick Fitzgerald's Contact Details

Nick Fitzgerald personal email

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About Nick Fitzgerald

Cold Bore Capital partners with exceptional business owners and industry executives with elite military leaders to preserve the legacies of family owned businesses.At CliftonLarsonAllen I built and developed a fund administration service line where we provided CFO, Controller and Fund Administration services to real estate, private equity, venture capital and other investment funds.Jacobs Trading LLC is in the liquidation business, specializing in excess inventory, customer returns, shelf pulls, overstock, etc. As the assistant controller, I provided support and financial analysis to the executive team and helped manage the general ledger and preparation of financial statements for the publicly owned parent company.AEI Fund Management manages a large portfolio of net leased income-producing commercial real estate properties. As the controller at AEI Fund Management, I was responsible for internal and external financial reporting, including investor, SEC and XBRL filings and reporting; oversight of the month-end/quarter-end closing of multiple funds and related entities; tax compliance and research; and annual business entity state registrations and reports, and ad hoc management reports.My responsibilities as a manager at the public accounting CPA firm Wipfli LLP primarily focused on auto dealerships and other small businesses and their owners and services such as financial accounting, consolidations, compilations and reviews, financial statement reporting, tax compliance and planning.While at Wipfli, I gained experience in project management, process improvement, internal technical training with products such as Adobe Acrobat, Caseware and Caseview, and various technical tax topics. I had been heavily involved with campus recruiting and interviewing as well.I serve on the Legislative Issues Committee for the MNCPA Society and am a board member of the MNCPA Society's Political Action Committee (PAC). I have also served on the MNCPA Society's Young Professional Group's Leadership Committee.

Nick Fitzgerald's Current Company Details
Brightstar Capital Partners

Brightstar Capital Partners

View
Principal, Fund Operations
Minneapolis, MN, US
Employees:
19
Nick Fitzgerald Work Experience Details
  • Brightstar Capital Partners
    Principal, Fund Operations
    Brightstar Capital Partners
    Minneapolis, Mn, Us
  • Cold Bore Capital Management
    Fund Contoller
    Cold Bore Capital Management May 2022 - Present
    United States
    Cold Bore Capital, headquartered in Chicago, is distinguished in the private equity sector by its leadership of Special Operations Forces veterans. It specializes in small-cap buyouts, particularly targeting businesses at the lower end of the lower-middle market with EBITDAs of $500K to $5M. Its unique advantage lies in its Operations Group, comprising SOF veterans, who don't merely invest but actively drive value creation. Through a meticulous hands-on approach and leveraging the 'Violence of Alpha' strategy, Cold Bore Capital not only preserves the legacy of its partners but also ensures rapid growth and operational excellence, thereby generating high risk-adjusted returns in its market segment.
  • Cla (Cliftonlarsonallen)
    Cfo - Outsourcing
    Cla (Cliftonlarsonallen) Jan 2015 - May 2022
    Greater Minneapolis-St. Paul Area
    - Fund administration including fund accounting, investment company accounting and investor reporting and communications for real estate and private equity clients. - Analyze and interpret financial information that client leaders need to make sound business decisions. - Meet financial objectives by forecasting requirements, prepare budgets, schedule expenditures, analyze variances, and initiate corrective actions when necessary.- Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. - Coordinate and direct the financial planning, budgeting, procurements, or investment activities for all or part of an organization. - Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions. - Advise management on short-term and long-term financial objectives, policies, and actions. - Prepare, or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies. - Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.- Maintain knowledge of client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards. Develop and maintain a thorough working knowledge of accounting software packages.
  • Jacobs Trading Company
    Assistant Controller
    Jacobs Trading Company Dec 2013 - Jan 2015
    Hopkins, Mn
    - Support month-end close process- Prepare and analyze various ad hoc, monthly, quarterly, and annual reports- Manage accounts receivable reporting and collection- Provide back-up support and direction to accounting staff- Oversee collection and reporting of sales and use tax- Support external quarterly reviews and year-end audit- Support other departmental and company projects and tasks- Prepare and maintain Sarbanes-Oxley documentation
  • Aei Fund Management, Inc
    Controller
    Aei Fund Management, Inc Sep 2011 - Dec 2013
    St. Paul, Mn
    - Commercial real estate, investor reporting, fund accounting and investment company accounting- Internal and external financial reporting, including SEC & XBRL filing and reporting- Monthly and quarterly closing of multiple entities' books- Federal, state, and local tax compliance and research- State registrations and annual filing reports- Financial statement analysis- Financial analyst to AEI Fund Management's executives and other department leads- Ad hoc reporting- Series 99
  • Wipfli Llp
    Manager
    Wipfli Llp 2003 - Sep 2011
    Minneapolis, Mn
    - Auto dealerships, real estate and other small businesses- Financial reporting - reviews, compilations, other reports and analysis as requested- Financial statement analysis- Tax compliance - federal and state, transactional- Tax research- Resource for owner and controller accounting transaction questions, operational questions, and tax-oriented questions- Project management- Process improvement- Committees: Best practices - business taxes, GoFileRoom, Caseware- Internal technical training with products such as Adobe Acrobat, Caseware and Caseview, and various technical tax topics- Campus recruiting and interviewing
  • Stirtz Bernards Boyden Surdel & Larter
    Staff Accountant
    Stirtz Bernards Boyden Surdel & Larter 2002 - 2003
    Edina, Mn
    - Small business tax return preparation (partnerships, S-corps, C-corps)- Individual tax return preparation- Estimated taxes and projected tax analysis- Tax compliance - federal and state, transactional- Tax research

Nick Fitzgerald Skills

Accounting Financial Statements Corporate Tax Tax Tax Research Financial Analysis Financial Reporting Tax Preparation Financial Accounting Tax Accounting Project Management Partnership Taxation Caseware Gaap Us Tax Dealership Accounting Dealership Taxation Real Estate Taxation Real Estate Accounting Tax Planning Financial Statement Reporting Caseview Process Improvement Individual Taxation State Taxation Prosystems Fx Financial Statement Analysis Xbrl Sec Financial Reporting Series 99 Property Tax Auditing Finance Tax Advisory S Corporations Cpa Sec Filings Prosystem Fx Tax Income Tax Us Gaap Tax Returns Fixed Assets General Ledger Accounts Receivable Depreciation Account Reconciliation Sales And Use Tax Financial Modeling Sales Tax

Nick Fitzgerald Education Details

Frequently Asked Questions about Nick Fitzgerald

What company does Nick Fitzgerald work for?

Nick Fitzgerald works for Brightstar Capital Partners

What is Nick Fitzgerald's role at the current company?

Nick Fitzgerald's current role is Principal, Fund Operations.

What is Nick Fitzgerald's email address?

Nick Fitzgerald's email address is ni****@****ect.com

What is Nick Fitzgerald's direct phone number?

Nick Fitzgerald's direct phone number is (608) 758*****

What schools did Nick Fitzgerald attend?

Nick Fitzgerald attended University Of Minnesota - Carlson School Of Management, University Of Minnesota - Carlson School Of Management, North Dakota State University.

What skills is Nick Fitzgerald known for?

Nick Fitzgerald has skills like Accounting, Financial Statements, Corporate Tax, Tax, Tax Research, Financial Analysis, Financial Reporting, Tax Preparation, Financial Accounting, Tax Accounting, Project Management, Partnership Taxation.

Who are Nick Fitzgerald's colleagues?

Nick Fitzgerald's colleagues are Dan B., Alma D. Torres, Ben Veitenheimer, Cfa, Ben Tombaugh, Cfa, Cpa, Lance Unruh, Boe Nankivel, Jared Kayajan.

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