Ambitious [Job Title] who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.Chief Operation Officer with company oversight, committed to cost-effective management of resources and quality performance.[Job Title] offering outstanding presentation, communication and cross-cultural team management skills. High-energy, results-oriented leader with an entrepreneurial attitude.Innovative executive and marketing professional experienced in high-volume, multi-unit, retail and business operations. Desires a high-level position in a professional corporate environment.[Job Title] skilled in talent recruiting, asset protection, financial management and customer relations.Visionary Operations Executive with solid experience managing all levels of multiple projects including budgeting and administration.
Skill Highlights
Capital Management
M&A & Inst Investor
Business Development
New Markets
CPA
Consulting Process Improvement
Sales & market expansion
Start-ups & new entity formation
Leading small teams through change
Complete operations, finance, HR and admin experience
Investor/owner relations & board level experience
Leadership/communication skills
Project management
Business operations organization
Client account management
New product delivery
Human resources
Forecasting & budgeting administration
Negotiations expert
Market research and analysis
Self-motivated
Change Implementation
Multimillion-dollar P&L Management
Strategic planning
Cross functional & multi-disciplinary skill set
Core Accomplishments
Project Management:
Initiated [project] which resulted in [positive outcome].
Human Resources:
Spearheaded new [program] program which increased retention.
Operations Management:
Managed [operation].
Handled all functions related to [program].
Staff Development:
Launched well-received program of professional development courses for all staff.
Mentored and coached employees resulting in a 12% increase in productivity.
materials and management presentations for seller advisory transactions ranging from $100 to.
500M as well as organizing and administering the deals.
UBS acquired Paine Webber & received full-time offer.
to
Vice President of SalesHcl Technologies Ltd. – Arlington, TX,
Marketing / Vice President of Finance & Operations 2011 2013 Co-Founder & member of executive management team for spin-out of small 30 FTE Taft-Hartley TPA unit.
Lead formation & creation of all operating processes including finance and accounting related functions.
Lead sales & marketing activities as well as managing brand & message in marketplace including the design & development of firm's website & marketing collateral.
Sourced and signed a large prepaid legal services client leading to >10% sales growth in 2012.
On-boarding of large new client involving transition plan, software plan design, hiring & training new team.
01/2013 to Current
Vice PresidentCarlyle – Saint Joseph, MO,
Middle Market Key member of banking team providing senior credit and banking service products to middle-market businesses.
Selected to join sponsor coverage group to underwrite, finance and manage portfolio of leverage transactions.
Manage 11 company, $268MM loan portfolio - winery, beer distributor, 2 A&D parts distributors, commercial printer, fitness products co., RE inv co, paving co., tool mftr, pro sports team & structural concrete contractor.
In 1st month, underwrote, presented to Sr/Western Market Committee & approved $14.5M to 2 high-risk rated (AZ5 pre-workout) contracting companies to support growth & inventory initiatives.
Restructured fitness products company loan via mezz raise and terming-out over formula borrowings.
Agented $47.3M credit facility to support PE backed portfolio company's acquisition of an A&D parts distribution co; Lead underwriting, documentation, & CMA Exec presentation; Sourced bank group.
Agented $58.6M credit facility to support PE backed recapitalization of commercial printer; Lead underwriting, documentation, managed participant bank underwriting & CMA Exec presentation 16.0M in-process with 2 transactions - $11.0M PE minority recapitalization of micro-captive insurance co.
target Feb 2014) and $5.0M big-box janitorial service co (target Feb 2015).
01/2008 to 01/2011
PrincipalCbiz, Inc. – Los Angeles, CA,
Member of small team with >$1B in assets under management launching $500M 4th mezzanine fund.
Focused investments in middle-market companies for growth, M&A, owner transitions & recapitalizations.
1 originator of inbound deal referral volume.
Most sole sourced deals under LOI on the team since start date.
Successfully developed & covered following markets: MA, CT, NY, NJ, PA, MD, DC, VA, FL & So.
CA.
CEO asked me to lead the firm's CRM and business development efforts.
01/2007 to 01/2008
DirectorHcl Technologies Ltd. – New York, NY,
Key member of fund's management team launching $200M California fund and 1st closing via LP and marketing.
activities.
Investments in CA middle-market companies to finance growth, M&A, ownership transitions & recaps.
Sole Cal Fund team member responsible origination & business development activities.
18.0M Sr/ Sub Debt & Common Equity deal 6.0x TEV for 60% interest in satellite wave guide manufacturer.
MBO supporting President (25% shareholder) in buyout, line-of-credit for future liquidity & inter-creditor.
Integral part of small team in its 1st $60mm fund.
Sourced, originated, and executed growth oriented investments for lower-end middle-market companies to finance later stage growth, strategic M&A, ownership transitions and recaps.
2.5M Participating Redeemable Preferred investment for 25% interest in ambulatory surgical center company.
Structure: 25% IRR floor, 8% dividend, Upside w/ 6.0x TTM EBITDA floor, Yr 5 Put Option.
4.5M structured debt investment for MBO of municipal services company spin-out from MBIA.
Structure: 18% rate (12% current, 6% PIK), 5% synthetic warrant, Yr 5 Put Option at 4.0x floor.
Managed fund's southern office with marketing and geographic coverage responsibility.
Experienced ManagerERNST & YOUNG LLP Capital Markets Real Estate – City, STATE,
Managed and executed capital markets projects for acquisitions and dispositions, valuation, and real estate strategy.
Completed strategic project for BNSF regarding relocation of the operations & facilities for one of its rail yards.
Executed a $250M structured finance transaction for Charles Schwab.
Largest fee in E&Y REAS history.
Designed financial model for $300M private equity fund to evaluate various acquisition and portfolio scenarios.
01/2002 to 01/2003
Experienced ManagerSALOMON SMITH BARNEY / CITIGROUP – City, STATE, UK
Completed buy- / sell-side financial due diligence projects enabling clients to support and challenge operating/.
financial assumptions.
Advised clients on technical accounting matters and related financial concepts.
25M minority investment in regional food company by TSG, $6.6B minority investment by News Corp.
in Hughes Electronics, $11B sell-side due diligence for Vivendi's Universal Studios.
01/2001 to 01/2002
AssociatePAINE WEBBER / UBS WARBURG – City, STATE,
Managed small teams to assist clients in accessing the capital markets.
Designed and performed successful presentations and valuation analyses leading to mandates for debt and equity capital raising activities.
Completed IPO model & mgmt pres for Maguire Properties.
IPO team member taking MPG public at ~$2.0B.
Managed project and drafting of public and internal offering documentation for a $250M offering for nurse staffing company Cross Country (ticker CCRN) involving pre-mature release of lock-up agreements.
Experienced Senior Audit AssociateARTHUR ANDERSEN LLP – City, State,
Planned, coordinated, managed and administered audit and consulting engagements for public and private clients.
Completed audits and various SEC documentation 10K, 10Q, S-1, S-3, S-8, S-11, 8-K, Reg 3-14, etc.
Education
Expected in May 2001
Master of Business Administration: Finance - , GPA: Finance
Expected in June 1995
Bachelor of Arts: Business Economics Accounting UNIVERSITY OF CALIFORNIA, SANTA BARBARA - Santa Barbara, CA GPA: Graduated with High Honors & Senior Scholastic Award Recipient (#1 Acct Student) Business Economics Accounting Graduated with High Honors & Senior Scholastic Award Recipient (#1 Acct Student)
Expected in
MBA: Corporate Finance UNIVERSITY OF SOUTHERN CALIFORNIA, Marshall School of Business - Los Angeles, CA GPA:
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School Attended
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
UNIVERSITY OF SOUTHERN CALIFORNIA, Marshall School of Business
