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Chief Financial Officer, MBA, CFA

Location:
Nashville, TN
Posted:
February 06, 2014

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Resume:

Timothy D. Stokes, CFA

**** ********* *****

Brentwood, TN 37027

615-***-****

accjss@r.postjobfree.com

FINANCIAL EXECUTIVE

M&A/Turnaround Management/Due Diligence/Financial Modeling

Over 20 years portfolio management experience, including private equity, corporate finance, and mergers and

acquisitions. Technical expertise in distressed assets, financial reporting, operational due diligence, valuation,

and capital placement. In-depth knowledge of capital markets, turnaround management, cash flow analysis,

lender negotiations, and financial modeling. Experience in developing and leading Board presentations.

Results oriented, with strong negotiation, analytical and written/verbal communication skills. High level

proficiency using MS Office Suite with advanced Excel skills.

Leadership & Organizational Expertise Investment Expertise

• Business & Market Development Deal Sourcing & Negotiation

• National Sales Management Proven Closer

• Team Building & Performance Improvement Due Diligence

• Strategic Planning & Development Financial Modeling and Valuation

PROFESSIONAL EXPERIENCE

Managing Partner/CFO

Atlanticus Partners 2001-current

• Manage the portfolio company’s of a private equity group

• Manage the relationships and reporting to all outside investors and lenders

• Sourced and executed three major buy side transactions for the group

• Served as the lead on all due diligence teams, responsible for compiling and analyzing all financial

data on the target company’s

• Served as Operating Partner for four companies where equity stakes were taken; BiltBest Products,

Inc., Advantage Millwork, Sunco Products, Inc., and American Components, Inc.

• Execute M&A/Venture Capital consulting engagements, current clients include a medical device

manufacturer, a life sciences company, and a national brand of franchised restaurants

• Specialize in life sciences and medical device M&A advisory and capital placement

Key Accomplishments:

• Raised over $25M in outside private capital

• Negotiated and placed over $30M in credit facilities through various banks

• Successfully exited three businesses with over $15M in profits to investors

BiltBest Products, Inc, Ste. Genevieve, MO 2008-2010

• Responsible for the performance of a $50M window and door manufacturer

• Managed a National Sales and Distribution Network

• Performed all internal audit functions for financial activities of the Company

• Managed the integration team for the BiltBest acquisition of Advantage Millworks

Timothy D. Stokes, CFA, page 2

615-***-****

Key Accomplishments:

• Achievement of $350,000 annualized improvement in EBITDA during the first year

• Successful acquisition of Advantage Millwork, a $20M manufacturer of entry door systems

Sunco Products, Inc. Monterrey, Mexico 2003-2008

• Responsible for the operations of a contract manufacturer of hospital mattresses with a production

staff of 80 associates and sales of over $5M

• Extensive experience in all facets of manufacturing and distributing products from Mexico

• Managed all NAFTA compliance

Key Accomplishments:

• Achievement of 6% EBITDA in 2004 and steadily improved to over 12% by 2008

• Sale of majority interest in the business to a private investor and achieved a 300% ROI

American Components, Inc, Dandridge, TN 2001-2003

• Responsible for a $35M manufacturer of automotive products with manufacturing facilities in

Monterrey, Mexico and a staff of over 250 associates

• Achieved major fixed cost reduction for this once struggling company

• Led negotiations with a major Regional Bank that led to a buyout of the company’s debt at a

significant discount to principal

• Worked in conjunction with Mexican Counsel maintained good standing in Mexico and all NAFTA

program requirements

Key Accomplishments:

• Negotiated and executed the successful sale of the safety products division to Methode Electronics

(NYSE: MEI)

• Negotiated the successful sale of the pneumatic lumbar division to Alfmeir Corporation

• Total ROI for my investment group was over 400% for the entire transaction

Senior Vice President

First American National Bank/Deposit Guaranty Bank, Nashville, TN/Jackson, MS 1995-2000

• Managed the bank’s $7 billion fixed-income portfolio

• Executed all fixed income securities trades and maintained a $50M discretionary trading account

• Reported to the Investment Committee of the Board of Directors

• Led a team of four investment professionals responsible for the total return of the portfolio

Vice President (1993-1995)

• Managed all interest rate hedging activity and derivative trading activity

• Led the due diligence team responsible for the analysis of potential acquisitions

Early Professional Career

Trust Portfolio Manager, Star Banc Corporation 1988-1990

EDUCATION

MBA, Vanderbilt University, Owen School of Business, Nashville, TN 1992

BS, Accounting, University of Kentucky, Lexington, KY 1988



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