Rob Cleary Email & Phone Number

Chicago, Il, Us

• Boutique management consulting and investment banking firm primarily serving the middle market.• Split time between restructuring, investment banking and valuation groups• In the restructuring group, work with companies to improve their cash flow and reduce leverage. Build integrated Excel financial models to forecast the income statement, balance sheet, cash flow and borrowing needs of clients for various situations. Prepare 13 week cash flow forecast, borrowing base and other schedules required for lenders. • Manage sell-side M&A assignments where I work with companies to create marketing materials, confidential information memorandums, management presentations and other materials for sale. Assist in negotiations of purchase and sale agreements, manage diligence request and help transactions close. • Manage valuation assignments for mergers, sales, tax & lending situations to determine enterprise and shareholder value. Also perform intellectual property valuations.

Chicago, Illinois, Us

• Performed audits for middle market companies primarily in the manufacturing, distribution and construction industries. Audits were primarily for individual owners, private equity firms or bank covenant compliance. Also worked in the non-profit and government group on the audits of the Illinois Teachers Retirement System, Chicago Public Schools and Illinois State Toll Highway Authority. • Was responsible for supervising and developing staff accountants, reviewing related work product, and providing overall support to management in the facilitation of engagements.• Prepared all documentation for the planning of the audit, workpapers for areas deemed to be of significant risk and wrap up of engagements. • Periodically worked with the consulting team on due diligence assignments and as a consultant to the FDIC where I prepared pro forma financial statements for the receivers of failed banks.

Bachelor, Accounting

Masters, Accounting