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 executive and advisory roles at various organizational levels.• 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 contractors for property claims.• 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, Colorado, New Mexico, Arizona, and Utah.• 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 Bank One market centers.• 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 business development initiatives.

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 emerging market rail projects.• 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.