Thomas Bartlett Email & Phone Number

Dallas, Texas

• Adjunct Partners is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline. Principals also serve in fractional.
• Serve as exclusive financial advisor for diverse transactions, encompassing sales, mergers, and strategic partnerships across various industries.
• Provide comprehensive financial planning and analysis services to companies, supporting informed decision-making and facilitating successful outcomes.
• Fulfill fractional executive roles, including interim Chief Operating Officer and Chief Financial Officer positions, to drive strategic initiatives and transactions.
• Provide strategic advisory services to companies across diverse industries, such software, restoration, food products, manufacturing, and distribution.
• Assist in acquisitions, capital raises, and strategic initiatives, providing financial advisory and executive leadership support as needed.

Southlake, TX

• CIS Group of Companies is the nation’s largest provider of residential property inspection and valuation services to property and casualty insurance companies.
• Recruited as Chief Financial Officer by the owner, later promoted to President, tasked with driving growth and diversification efforts.
• Initiated and led the acquisitions of a high-value inspection company and an independent claims adjusting company, expanding the company's portfolio.
• Secured debt financing for acquisitions and strategically refinanced the business, continually improving terms and reducing costs.
• Implemented robust financial processes, including budgeting, product pricing models, and financial controls, to streamline day-to-day operations.
• Led the transition to Great Plains, integrating detailed unit economic data analytics into field operations, and expanded the finance team, mentoring staff for professional growth and development.

Dallas, TX

• Recruited by an investment banking client to establish operational infrastructure and processes for a start-up software subsidiary of an independent claims adjusting company.
• Led the initiative from the acquisition of the beta version of roof diagramming software through to the launch of the commercial platform, integrating claims adjusters, homeowners, insurance companies, and roofing.
• Orchestrated the development and implementation of strategic initiatives, ensuring seamless integration and optimal functionality across all stakeholders involved in the claims adjustment process.

Dallas, TX

• Re-established GulfStar's Dallas office, focusing on delivering financial advisory, Mergers & Acquisition, and private placement services to middle market companies primarily in the Southwest region.
• Directed the origination and execution of buy-side, sell-side, and private placement assignments, leveraging expertise in financial analysis and transaction structuring to drive successful outcomes.
• Led all business development initiatives within the Dallas market, collaborating closely with Houston colleagues to expand engagement opportunities and maximize client value.
• Established and led a dedicated Dallas-based team, ensuring full local execution capabilities and reinforcing GulfStar's commitment to delivering high-quality services to clients in the region.

Dallas, TX

• Established and led the Mergers & Acquisitions office for Bank One Corporation's Southwest Region, overseeing all aspects of middle market transactions and advisory assignments across Texas, Louisiana, Arkansas.
• Directed compliance, administration, and business development activities, implementing direct call programs and solutions training for over 200 commercial lenders and wealth management professionals across thirteen.
• Spearheaded the launch of an upstream oil & gas M&A advisory practice in January 2003, achieving three advisory assignments within its inaugural year, demonstrating a track record of strategic expansion and successful.

Dallas, Texas & Frankfurt, Germany

• Co-founded an investment advisory firm with a single family office, specializing in independent transaction sponsorship and cross-border project development for European transportation EPC companies, focusing on.
• Led partnership formation to facilitate independent transaction sponsorship and cross-border project development for European transportation EPC companies in emerging markets.
• Acquired a specialized environmental remediation company and served as its Chief Financial Officer, directing financial operations and strategic planning to drive growth and profitability.

Dallas, Texas

• Managed corporate finance advisory services for KPMG clients in the Southwest, focusing on middle-market acquisitions, divestitures, and private placements.
• Acted as the Southwest corporate finance contact for telecommunication projects.
• Conducted in-depth financial analyses, due diligence, and transaction structuring, ensuring efficient execution and enhanced client value.
• Cultivated strong client relationships through tailored financial solutions, leveraging industry insights to drive success in dynamic markets.telecommunication projects nationwide.

Dallas, Texas

• Founded boutique advisory firm specializing in strategic consulting, management consulting, and corporate finance services tailored to U.S. firms venturing into Venezuela.
• Leveraged expertise in oil-field services and environmental services to offer specialized guidance, addressing unique challenges in Venezuela's energy sector.
• Developed customized strategies for market entry, risk mitigation, and regulatory compliance, optimizing clients' chances for success in Venezuela's complex business environment.
• Cultivated a reputation for delivering high-impact solutions, combining deep market insights with innovative approaches to drive sustainable growth and profitability for clients.

Dallas, Texas

• Led comprehensive merchant and investment banking activities, orchestrating partnerships with operating teams and independent sponsors to consolidate media properties.
• Directed acquisition strategies, collaborating closely with entrepreneurs to identify and initiate opportunities for portfolio company growth.
• Drove recruitment efforts for executive management, establishing a dedicated newspaper acquisition company targeting middle-market publishing assets nationwide.
• Facilitated financing and entrepreneur/operator recruitment for a newly formed company's acquisition of non-daily newspaper publications in Southern California.

Dallas, Texas

• Small Business Investment Corporation subsidiary of MCorp, a Dallas-based bank holding company.
• Managed a diverse portfolio comprising 70% later-stage and buyout debt and equity investments in basic industries and media sectors, with 30% dedicated to earlier stage ventures.
• Spearheaded deal origination, due diligence, investment structuring, negotiation, and portfolio company monitoring processes.
• Provided strategic oversight by serving on the boards of directors for five portfolio companies, contributing to decision-making and governance.
• Successfully executed investment exits, optimizing returns and mitigating risks in alignment with corporate objectives.