Business Consultants & CFO Services
Industries
01
Aerospace Manufacturing supplying parts to all the Tier 1 Providers to the Aircraft manufacturers. Navigated a Margin Improvement and Growth Strategy that grew the company by 280% in Revenue and 600% in EBITDA. Successfully managed an exit for a 10X EBITDA Multiply.
02
Restructured Financial Operations to Provide Strategic Guidance for investment and Growth. Prepared Peer Analytics and analysis along with strategic acquisitions to gain a significant valuation at exit.
03
Managed Companies that produced Software for Banking and Portfolio Management. The Banking software managed risk for fraud, money laundering, and KYC. The Portfolio Management software provided enterprise systems for trading, valuations and Profit & Loss performance for Large Portfolio firms, Hedge Funds and Family Offices
04
Managed a company from a Start up organization to a $0.5 billon company that lead to an IPO. The company was a manufacturer of equipment for a direct sales and independent distribution network with exclusive territories. Part of the company growth was the operational assimilation of a three way merger that combined and sized 45 direct sales offices and an independent distribution network in order to achieve optimum market penetration and profit. The effort included a reduction in force, and the renegotiation of exclusive distribution agreements to turn a significant proforma loss into a profitable operation in the first year.
05
Managed a software company that develops and deploys knowledge driven methodologies that enhance the decision making and effectiveness of healthcare delivery by assisting providers and payers with the complexities of coding, compliance, and revenue cycle management. Orchestrated a sale of the company for a revenue multiple of 5.5 and an EBITDA multiple of 25 to a $25 billion public company.
06
Managed companies that had Manufacturing operations in several industries including Automotive, Metal Fabrication, and Guns & Ammunition.