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Manager Real Estate

Location:
Dallas, TX, 75231
Posted:
June 20, 2013

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Resume:

JEFFERY L. LIGHTFOOT, CPA

**** ******** *****, ******, ***** 75243

c: 214-***-**** e-mail: ****.**********@*****.***

SUMMARY

Senior executive with extensive financial, Big 4 and general management experience. Compiled

a record of significant accomplishment in start-up, development and acquisition environments.

Strengths include operational and strategic analysis, technology utilization, as well as excellent

accounting and planning abilities. A dedicated, hands-on leader with strong interpersonal and

negotiating skills.

EXPERIENCE

AMERISHADE, INC., Founding Shareholder/Chief Financial Officer, Dallas, Texas (2004-

present). AmeriShade is a construction company specializing in cable-tensioned fabric structures.

Its products include custom-designed sun and hail protection canopies for automobile dealerships,

commercial parking lots, etc. Other products include dock covers for distribution centers,

aeronautical canopies and specialty architectural canopies. Clients include Sonic Drive-Ins,

Walgreens and the U.S. Air Force. Negotiated and secured SBA debt facilities. Responsible for all

financial, accounting and administrative aspects of the company.

SOUTHWEST TEXAS CAPITAL, L.L.C., Principal, Dallas, Texas (2003-2009). Co-founded

this FINRA general securities broker/dealer specializing in institutional bond trading, financial

planning for individuals and sales of stocks, bonds, life insurance and annuities. Held Series 24, 7, 6

and 63 securities licenses. I was inactive in the day-to-day operations of this business venture after

2003.

ERNST & YOUNG, Senior Manager-Mergers & Acquisitions Services, Dallas, Texas (1999-

2001). The primary service in this practice was buy-side due diligence, analyzing and challenging

historical financial information and operational data in order to understand profit drivers and trends.

In addition, I advised clients on appropriate transaction structure, challenged assumptions of future

performance, and assisted them with purchase/sale agreements and post-closing transaction matters.

I also provided sell-side services, helping clients in their preparation to dispose of a company or a

segment thereof. Industries of clients/targets served included the following.

• • •

Private equity Specialty software Health-care purchasing

• • cooperative

High technology Specialty retail

• • Network television

Manufacturing Professional service

broadcasting

firms

During my tenure at E&Y, I was the senior manager on approximately 25 unique engagements.

Larger clients included The Associates, Health Corporation of America, Hicks Muse, AZZ

incorporated, Pier 1 Imports, Citicorp Venture Capital and Compaq Computer.

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JEFFERY L. LIGHTFOOT, CPA

9754 Burleson Drive, Dallas, Texas 75243

c: 214-***-**** e-mail: ****.**********@*****.***

JEFFERY L. LIGHTFOOT, CPA, Sole Practitioner, Dallas, Texas (1997-1998, 2002). My

services included business consulting, business plan preparation and financial forecasts/projections.

Examples of engagements in my practice included:

• Financial due diligence, projections and capital procurement for start-ups.

• Financial due diligence and projections for private equity acquisitions.

LSI CAPITAL, L.L.C., Chief Financial Officer and Member, Dallas, Texas (1992-1996). LSI

Capital was an acquisition and advisory group. We raised equity and debt for numerous financial

transactions. Engagements included management of a tender offer to take a public company private

and the purchase of a large publicly-held corporation out of bankruptcy. During my time at LSI, we

evaluated approximately 50 potential transactions and closed on only a few, including Hollywood

Theaters, Inc., which became LSI’s primary investment and management focus in 1995. Hollywood

came to own and operate over 80 movie theaters. I was also the CFO of Hollywood Theaters. My

duties and accomplishments at LSI/Hollywood include:

• Designed and implemented LSI’s and Hollywood Theaters’ accounting and financial

reporting systems.

• Created and maintained banking and outside advisor relationships, including fee

arrangements.

• Coordinated and led due diligence processes and teams comprised of operations, financial

advisor, legal, human resources, tax and accounting personnel, in acquisition and financing

transactions.

• Prepared all projected statements of operations, balance sheets and statements of cash flows,

including IRR analyses.

• Negotiated and reviewed loan documents and other contracts for operations and

transactions.

On large transactions, we worked in conjunction with reputable law firms such as Baker & Botts

and Sterling & Sterling and with financial firms such as Merrill Lynch and Goldman Sachs.

MUIRFIELD HOLDINGS, L.P., Chief Financial Officer, Dallas, Texas (1989-1991). Muirfield

Holdings owned two companies, one a manufacturer of automotive glass products, the other a

manufacturer of glass tempering furnaces--combined annual sales of approximately $40 million.

These companies were sold in 1991 at which time LSI Capital (see above) was established by

principals of Muirfield Holdings.

• Designed, implemented, and controlled the company’s corporate accounting and financial

reporting systems.

• Initiated and completed multi-million dollar, low-interest industrial development revenue

bond program.

• Negotiated lines of credit and long-term debt arrangements with financial institutions.

• Negotiated pricing and payment terms of supply contracts with automobile OEMs.

Muirfield Holdings, L.P. was my client when I was at KPMG. At KPMG I was involved in

assisting Muirfield in the preparation of its forecasts and pro forma financial statements utilized in

the solicitation of capital for purchases of its operating entities described above.

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JEFFERY L. LIGHTFOOT, CPA

9754 Burleson Drive, Dallas, Texas 75243

c: 214-***-**** e-mail: ****.**********@*****.***

KPMG, Audit Senior Manager, Dallas, Texas (1985-1988). Specific responsibilities included:

planning, coordination and supervision of all phases of financial statement examinations; forecasts

and projections, primarily of large multi-family real estate transactions for private investors; general

accounting assistance, tax planning and compliance; consultation with management on financial

planning, accounting systems and management policies; supervision of the preparation of financial

statements and SEC registrations; litigation support services and; training and evaluation of the

performance of professional staff. Industries of specialization included manufacturing, high

technology, real estate, construction and franchising.

PEAK INVESTMENTS CORPORATION, Treasurer and Controller, Dallas, Texas (1984). I

was responsible for all financial and accounting aspects of this real estate developer of multi-family

housing units in the Dallas/Ft. Worth area.

ERNST & YOUNG, Audit Manager, Dallas, Texas (1975-1983). Responsibilities were similar to

those at KPMG described above. Clients included both public and private companies. Larger clients

included E-Systems (now Raytheon), Overhead Door Corporation and Texas Industries, Inc.

(including its real estate affiliate, Brookhollow Corporation).

PROFESSIONAL MEMBERSHIPS/CERTIFICATIONS/COMMUNITY

INVOLVEMENT

• Certified Public Accountant, Texas 1977

• Texas Society of CPAs

• Member, Financial Executives Networking Group (FENG)

• Member, DFW CFO Peer Group

• Member, Lakewood Country Club

EDUCATION

University of Texas at Austin -- Bachelor of Business Administration – Accounting, 1975

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