Tom Velin Email & Phone Number

Greater Minneapolis-St. Paul Area

Specializing in strategic planning, exit strategy consulting, acquisition guidance, and financial services for high-growth private & public companies. Partner with PE and VC firms to provide assessments, transaction services, interim financial support, analysis of potential acquisitions, due diligence, & integration services. EXECUTIVE ADVISING | GROWTH STRATEGIES | EXECUTIVE COACHING | SUCCESSION PLANNING• PE Portfolio $50M National SaaS Company: Completed acquisition & integration of a competitor. Aided in transition of the CFO & CEO. Renegotiation of revolving credit facility & enhanced financial metrics. (6 mos.)• PE Portfolio $40M National SaaS Company: Aided in transition of CFO & CRO. Achieved improved financial metrics & implemented the company’s inaugural board package. (7 mos.)• PE Portfolio $85M National Legal Services Placement Company: Advised on positioning the company for formal go-to-market sale process. Worked with BOD and investment bankers to ready the company for sale. Spearheaded the l Quality of Earnings process with an outside transaction services company. Co-led the sale process with CEO. (2 yrs.)• Family-Owned $300M Retail Business: Renegotiated two revolving credit facilities, improved financial metrics, optimized operations & profitability with management, & facilitated the transition to a new CFO. (1.5 yrs.)BUSINESS REVIEW | PORTFOLIO ANALYSIS | RECOMMENDATIONS• Reviewed a $500M Portfolio of Companies under common ownership for a banking institution. Determined viability of each company & recommended retention or divestment. For retained companies, worked with management to enhance operations & profitability, while orchestrating successful sales for those no longer retained. Achieved 100% of debt retirement. (9 mos.)• Conducted a $100M Company Business Review for a bank institution, assessing viability and working with management to enhance operations and profitability, resulting in a successful conclusion. (1.5 Yrs.)

Dubuque, Iowa Area

Theisen's is a regional retail chain with 24 stores in Iowa and Wisconsin, employing over 1,300 associates. Focused in the growth areas of recreational farmers and hobby ranchers. Also serving outdoorsmen, equine owners, animal/pet owners, rural and urban homeowners, independent business owners, and the traditional farm and ranch customer segments.

Greater Minneapolis-St. Paul Area

Advisory Board Member for the University of Minnesota.

Greater Minneapolis-St. Paul Area

An executive consultant company serving the U.S. and Canada by partnering with CEOs, executive teams, and non-profit leaders across industries on organizational transformation, including executive coaching, strategy development, and cultural alignment.Provided client CEOs with clarity and certainty essential to leading organizational transformation. Guided executive leadership teams to ensure alignment with the CEO on vision, strategy, and culture. Coached, advised, and trained leaders to activate transformational growth. Reported to the CEO.

St. Cloud, Minnesota Area

St. Cloud, Minnesota Area

A $1.5B employee-owned, vertically integrated retailer with 135 locations throughout six states in the Midwest.Executive officer responsible for finance, accounting, risk management, treasury, legal, loss prevention, compliance, and administration. Member of the Board of Directors. Led a 45-member team. Reported to the CEO.• Negotiated a new $60M revolving credit facility. Reduced interest rates by 25 basis points and improved terms.• Refinanced the existing term debt with annual savings of $1.5M.• Introduced automated and integrated tools and processes, contributing to a $13M debt reduction in nine months.• Completed strategic acquisition and integration of $85M grocery chain in a new geographic area. Directed the acquired company’s business plan, resulting in overperformance at the bottom line by 15%.• Designed a new bonus to align behavior and achievement to performance, directly accelerating enterprise value.• Led renegotiations of top 30 vendors’ terms. Gained $4.5M in working capital while maintaining existing pricing.• Successfully introduced new monthly cross-functional meetings with tangible action items driving business synergy and holistic collaboration, contributing to 30 basis point improvement in EBITDA % to sales.• In 2014, assumed the role of company expert on ESOP; analyzed and recommended a successful strategy that enhanced equality within the plan, bridging the gap between the "Haves" and "Have Nots."

Greater Minneapolis-St. Paul Area

(Formerly SearchAmerica before Dec 2008 acquisition by Experian (EXPN), publicly held FTSE 100 Company $6.6B in revenues). A $350M, (“SaaS”), revenue cycle management solutions company serving 2,500+ healthcare organizations with a direct and partner channel sales approach.Led finance, accounting, risk management, treasury, and administration. Led a 9-member team. Reported to CEO.• Completed the strategic acquisition and integration of a $120M SaaS, hospital-focused, revenue cycle management business (Passport), and the acquisition and integration of a $30M SaaS, physician office-focused, revenue cycle management business (MPV). Identified targets with the President.• Selected as Integration Leader for the MPV acquisition. Managed 20 + work-streams; meeting or overachieving on all milestones, while managing an Integration budget to a $400k (30%) favorable variance.• Developed a new revenue share model, enhancing pricing competitiveness and driving double-digit top-line growth.• Implemented new sales compensation plans that enhanced revenue, grew EBIT, and achieved strong sales growth.

Greater Minneapolis-St. Paul Area

Led finance, accounting, risk management, treasury, human resources, legal, customer services, account management, implementation, training, and administration. Led a 26-member team. Reported to CEO. Developed a new pricing and product bundling strategy that increased revenue growth by over 50%, and a new sales contract template, scaling and compressing the sales cycle and accelerating billing and revenue recognition. Drove triple-digit YOY EBIT growth while steering top-line growth at solid double-digit rates. Led the sale of SearchAmerica to Experian at 6.25x of TTM revenue. Retained all key personnel after the acquisition.

Greater Minneapolis-St. Paul Area

An $85M, publicly held NASDAQ (SPSC) SaaS supply chain integrator. 50K+ customers, integrated to 1,500+ retailers and distributors. Led finance, accounting, legal, risk management, and treasury. Managed top and bottom lines during strong double-digit growth periods. Led a 9-member team. Completed a $7.5M Series C stock offering, 65% up round, highly oversubscribed. Effectively completed strategic acquisition and integration of $2M SaaS EDI business. Led the company's strategic planning process. Completed a $2.5M Series B follow-on stock offering. Developed best practices corporate governance process for Compensation and Audit Committees. Reported to CEO.

Greater Minneapolis-St. Paul Area

Oversaw finance, accounting, risk management, treasury, information technology, legal, human resources, purchasing, and administration. Completed acquisition and integration of a $5M Canadian DVD replication business. Negotiated favorable amendments to existing term debt revolving credit line and decreased interest rates. Reported to CEO.

Greater Minneapolis-St. Paul Area

Led a $40M IPO (June 2000), one of only a few public offerings at this time priced at or above its original range, ~6x oversubscribed. Co-led, with the CEO, the company’s annual strategic planning process. Led a 13-member team. Reported to CEO.

Greater Minneapolis-St. Paul Area

Key member of management team that led highly successful exit for Company's venture capital shareholders. Reported to CEO.Executive officer responsible for finance, accounting, risk management, treasury, information technology, legal, and administration.

Greater Minneapolis-St. Paul Area

Private equity backed company. Highly successful exit to large private equity firm.

Greater Minneapolis-St. Paul Area

LBO from Carson Pirie Scott.

Bsb Business, Accounting, Business

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