Thomas Phelps Email & Phone Number

St. Petersburg , Florida, Us

BowPoint is a boutique investment banking firm exclusively focused on providing mergers and acquisitions advisory services to business owners seeking to either buy or sell a business. Additionally, BowPoint is a committed deal flow partner and acquisition search expert in assisting private equity groups in identifying, engaging, and acquiring new platform or add-on acquisitions.BowPoint is the successor firm to Pritchard Osborne Equity Ventures following a management buyout.

Clayton, Mo, Us

Investment banking consulting firm specializing in mergers, acquisitions and sales of lower middle market Companies. Also perform acquisition searches, develop business valuations, assist privately owned companies obtain financing, develop operating/strategic plans and provide project management .

Managed an $85.0 million poultry processing operation turnaround. Reduced headcount by 320 management and hourly employees saving approximately $9.9 million in annual payroll and benefits. Installed $6.5 million cost reduction oriented capital expenditures. Liquidated over $6.5 million of live and frozen inventory. Negotiated a new three year union contract.

Investment banking consulting firm specializing in project management and mid-size company mergers, acquisitions, divestitures, business valuations, financings and strategic planning.

$10.0 million steel casting manufacturer located in Joplin, Missouri with over 100 employees. Consolidated two foundries into one casting location. Directed turnaround replacing operating management and hourly employees, reducing monthly payroll by $78,000 and improving productivity by over 50%.

Investment banking consulting firm specializing in project management and mid-size company mergers, acquisitions, divestitures, business valuations, financings and strategic planning.

Managed international insurance operations including new business, underwriting, policy owner services and premium accounting for Conseco Companies located in Indianapolis, Indiana. Markets included Central and South America and Asia. Responsible for recruiting, training and managing insurance support staff.

Investment banking consulting firm specializing in project management and mid-size company mergers, acquisitions, divestitures, business valuations, financings and strategic planning.

Directed operations and marketing of this aircraft repair and overhaul company located in the Arab Republic of Egypt, with annual sales of $10 million. Achieved a first year turnaround from a $1.3 million loss to $1.0 million profit. Developed automated inventory and production control systems. Reduced cost by establishing purchasing controls ($1.5 million), negotiating vendor agreements ($3.2 million) and in-house repair programs ($1.0 million).

Managed financial, human resources, legal and other administrative functions for this software development company with $20 million annual sales and three hundred employees providing application products, processing services and consulting services to the insurance industry. Led negotiating team that sold the company to Swiss Reinsurance. Supervised merger and post merger consolidation of with an affiliated company. Reduced staff size by one-third cutting annual expenses by $5.0 million. Negotiated $2.4 million term debt agreement. Established medical (PPO) and pension (401k) programs.

Vice President, Corporate Development for multinational public Corporation with $2.5 billion in annual sales. Responsible for merger, acquisition and divestiture activities. Developed long range strategic plans and annual operating budgets. Evaluated and approved capital projects. Developed offering documents for thirty divisions, which were sold for over $200 million. Analyzed and assisted in the negotiation and due diligence investigation for the acquisition of three companies. Developed liquidation/divestiture plan for six operating divisions. Returned five operating divisions to profitability.

Master Of Business Administration, Finance

Bachelor Of Science In Business Administration, Finance

Education record