Robert Church Email and Phone Number

Spearhead diligence engagements on M&A targets, integrating data from multiple workstreams to craft a cohesive, data-driven narrative. Present actionable findings to private equity clients, offering financial and operational insights, market intelligence, and dynamic go-to-market strategies.Key Skills:🔹 Private Equity Advisory | Mergers & Acquisitions🔹 Cross-Functional Team Leadership🔹 Value Creation Strategies🔹 Investment Due Diligence🔹 Portfolio Company Optimization🔹 Financial Planning, Analysis, & Modeling🔹 Growth & Exit Strategy Planning🔹 Operational Efficiency Enhancement

I lead the creation of top-notch educational materials tailored for transaction professionals, ensuring they receive the best training possible. Our team crafts comprehensive, up-to-date programs for everyone from beginners to seasoned experts in private equity, investment banking, Big 4 transaction advisory, and transaction law firms. By offering a rich array of training resources—including case studies, industry insights, and best practices—we empower professionals to sharpen their skills and stay ahead in the dynamic world of transactions. Our strategic content planning and delivery have established us as a go-to resource for organizations dedicated to developing and retaining top talent in the transaction field.

Develop and build financial infrastructure within private equity backed, entrepreneurial environment. Responsible for the development of both finance and accounting departments to create financial reporting and analyses, that provide timely insights on financials and KPIs of the business.• Implement structure and drive first Board of Directors meeting, including the reporting package, detailing financial and operating performance, short and long-term forecasts, and critical issues facing the business.• Prepare Company for its first audit, including overseeing restatement of prior year’s financials, creation of accounting policies, procedures, and assumptions, and development of supporting schedules.• Develop and oversee detailed analytics and forecasting on customer retention rates, churn, and inventory levels.• Streamline key business processes (such as creation of monthly shipping lists) through automation and data integrity checks, driving operational efficiencies and reducing required headcount.• Implement new platforms for PEO, treasury, and ERP to support future growth while managing vendor relationships.• Hire and train personnel to staff the accounting, finance, and treasury functions.

Institutionalize financial reporting and analyses, providing for timely insights on financials and KPIs to management. Develop key reporting requirements and transition production to both on-site and off-shore reporting teams. Train team of three analysts and review reports and analyses. Perform ad hoc analyses to trouble shoot issues as required by Chief Merchandising Officer. • Introduced financial rigor and accountability into the promotional planning process, driving an incremental $77 million (5.1% increase) and $156 million (33.4% increase) in basket sales and margin, respectively.• Reversed a negative 30% YoY sales comp to flat through the implementation of a new promotional strategy.• Spearheaded development of SKU-level band-wise reporting, providing Merchants with dynamic tools to monitor over $1 billion in revenue, quickly diagnose issues, and react to changes in online retailing dynamics.• Coordinated data points from disparate business divisions to construct a comprehensive view of the digital business and identify operational issues impeding sales delivery and recognition, representing a sales comp risk greater than 5%. • Appointed to Store of the Future Initiative.

Direct report to CFO as lead on due diligence projects. Direct responsibilities include managing international due diligence processes, overseeing financial planning and forecasting, performing operational analyses, developing business line reviews for potential divestitures, performing operating expense reviews, and tracking daily sales and working capital.• Evaluated international acquisition candidates in various locations throughout Europe, including Germany, France, and the United Kingdom. • Managed international budgeting process and budget consolidation of eight international and six domestic subsidiaries. • Identified business lines where minimum EBITDA contribution was derived from significant sales through SKU-level analysis and prepared management presentations for potential divestitures. • Effectively reduced internal reporting requirements by streamlining procedures while also enhancing knowledge transfer.

Activities involved industry intelligence and analysis, financial planning and forecasting, composing investment memoranda and external communications, performing operational analyses, portfolio company oversight and reporting reviews, interview management and assess capabilities, and third party vendor management. Advise portfolio companies on a consultative basis to identify and capture market opportunities through customer/product research, create operating efficiencies, drive margin improvement through pricing strategies and operating expense reductions, enhance cash/working capital management, and financial planning/forecasting.• Successfully secured financing for the acquisition of services business with no financial infrastructure through the completion of complex financial analyses, creation of operating budget, publication of offering memorandum, and coaching the executive team on the presentation to funding sources. • Worked within tight deadline to implement professional reporting capabilities and comply with credit agreement requirements. Successfully installed new treasury management solutions, employed cash tracking and forecasting tools, created GAAP accruals for conversion from cash-basis accounting, and obtained all necessary licenses and permits to ensure compliance with state and local regulations. • Constructed and completed in-depth analysis and created accounts receivable tracking tools to enhance collections and improve cash flow. Analysis and resulting action plan anticipated to significantly accelerate cash flow, reducing days outstanding by over 80%. • Instilled professional discipline by identifying and implementing key performance indicators and tracking systems to facilitate better, more timely management decisions, such as pricing structure and commission plans on new business lines.

Activities involved in-depth analysis on acquisition targets, including industry research/intelligence, competitive landscape analysis, asset valuations, financial forecasting, development of strategic operating plan, unit economic analysis, and management of third party service providers. Created investment memoranda and communicated findings and recommendations to Investment Committee. Provided leadership and guidance to junior investment professionals. • Rated as top-performing analyst in the firm and subsequently promoted to Associate. • Successfully led due diligence for the firm’s largest investment to acquire majority debt position in a transportation company. Effectively managed external service providers and combined findings with internal research and analysis to consummate the purchase in the face of internal opposition from Investment Committee members, resulting in an internal rate of return over a 50%. • Managed due diligence process to complete the financing of a Tier II automotive supplier, resulting in the most profitable investment in the portfolio with an internal rate of return greater than 85%. • Effectively managed the due diligence process for a 363 purchase. Coordinated efforts with strategic operating partner, resulting in a long-term investment relationship and a potential additional funding source.