Project Manager Real Estate
Resume:
JIM ROSENWALD
*** *. ********* ***** ****: 847-***-****
Arlington Heights, Illinois 60004 *.*********@*********.*** Cell:
CAREER PROFILE
Over 15 years corporate finance experience with a strong specialization in
mergers and acquisitions, business valuations, investment analysis, and
deal execution. Extensive experience presenting incisive analyses and
recommendations to senior management, as well as effective team member in
due diligence and closing.
PROFESSIONAL EXPERIENCE
BRAUN, INC., Arlington Heights, Illinois 2009 to Present
Regional Director
Responsible for developing new business for Business Valuation projects;
M&E Valuation projects; Real Estate Valuation projects; Commercial and
Residential Real Estate Auctions. Manage business valuation projects from
initial proposal through final report. Prepare and present valuation
opinions on private companies and related assets including business
enterprise values, common stock valuations, and discounts for lack of
control/marketability.
MICHAEL SILVER & CO., Skokie, Illinois 2008 to 2009
Valuation Consultant Contractor
Manage business valuation projects from initial proposal through final
report. Prepare and present valuation opinions on private companies and
related assets including business enterprise values, common stock
valuations, and discounts for lack of control/marketability
. Conducted analysis and prepared reports on 2 engagements for law firms
to support their work with clients.
TRANSUNION, LLC, Chicago, Illinois 2007 to 2008
Senior Financial Analyst, Mergers & Acquisitions (reported to Vice
President of M&A)
Analyzed and made recommendations on acquisition candidates and
divestitures. Presented recommendations to executive management. Led deal
teams of ten or more people.
. Conducted analysis on 18 acquisition candidates; completed 1
divestiture.
. Deal sizes range from $10 million to $100 million.
. Worked with Operations, Audit, and Legal to complete due diligence.
. Led corporate finance projects and strategic analysis projects and
made recommendations.
WALGREENS HEALTH SERVICES, Deerfield, Illinois 2005 to 2007
Project Manager, Mergers & Acquisitions
Analyzed and made recommendations on acquisition candidates for Specialty
Pharmacy; Disease Management; Clinical Pharmacy; Home Infusion Therapy;
Home Respiratory Care; and Prescription Benefit Management business units.
Presented acquisition recommendations to executive management. Led deal
teams of ten or more people.
. Conducted analysis on 32 acquisition candidates; completed 7
acquisitions.
. Deal sizes range from $500K to $1 Billion.
. Negotiated acquisition prices and deal terms resulting in 20%
reduction in price terms.
. Created financial models and databases to analyze acquisition targets.
. Worked with Audit, Legal, and Operations to complete due diligence and
close deals.
. Led strategic analysis projects and made recommendations.
INDEPENDENT BUSINESS VALUATION ADVISOR 2002 to 2005
Performed business valuations of companies from initial proposal through
final report. Valuations performed for recapitalizations, sales, mergers
and acquisitions, divorces, shareholder disputes, lost profits, tracings
and commercial damages.
. Conducted analysis and prepared reports on 42 engagements for banks,
law firms, consulting firms, and accounting firms to support their
work with clients.
. Created financial models and databases to analyze companies.
. Interviewed management regarding products, services, nature of
business, markets, and competition.
. Valued companies using discounted cash flow analysis and bottom-up,
fundamental research approach.
CORPORATE VALUATION ADVISORS, INC., Brookfield, Wisconsin 2000 to 2002
Project Manager
Managed business valuation projects from initial proposal through final
report. Prepared and presented valuation opinions on private companies and
related assets including business enterprise values, common stock
valuations, discounts for lack of control/marketability and intangible
assets such as goodwill, patents, trademarks, customer lists and non-
compete agreements.
. Conducted analysis and prepared reports on 20 engagements.
. Created financial models and databases to analyze companies.
. Implemented FASB 141 analysis in reports.
ROMANO BROTHERS & CO., Evanston, IL 1999 to 2000
Equity Analyst
Researched new equity ideas for value and growth portfolios. Valued
companies using bottom-up, fundamental research approach. Sectors covered:
Financial, Technology, Telecom Equipment, Food, Retail and Software. Lead
weekly research meetings and gave prospective on financial markets and
economy. Performed maintenance research on all equity holdings. Prepared
narrative reports on new equity ideas.
MID-CITY NATIONAL BANK OF CHICAGO, Chicago, IL 1998 to 1999
Portfolio Manager / Analyst - Large Cap Growth
Sectors covered: Aerospace, Chemicals, Autos, Financial, Food and
Beverages, Telecom, Technology, Networking, Software, Capital Goods and
Utilities. Developed equity buy list for actively traded accounts.
Researched and maintained information on equity holdings. Developed and
implemented investment strategies for all fiduciary accounts.
. Outperformed S&P 500 Index by 3% from April '98 to March '99.
BDO SEIDMAN, LLP, Chicago, IL 1997
Valuation Consultant
Managed business valuation projects from initial proposal through final
report. Prepared and presented valuation opinions on private companies and
related assets including business enterprise values, common stock
valuations, and discounts for lack of control / marketability. Valued
companies using discounted cash flow analysis and bottom-up, fundamental
research approach.
ZACKS INVESTMENT RESEARCH, INC., Chicago, IL 1991 to 1994
Analyst / Customer Support
Provided analytical support to institutional investment managers and
researched public companies earnings estimate revisions.
THE FELDMAN INVESTMENT GROUP, INC., Chicago, IL 1990
Portfolio Analyst
Analyzed equity and fixed income securities for investment advisory client
portfolios.
EDUCATION
Passed Level 1 Chartered Financial Analyst (CFA) Exam
MASTER OF BUSINESS ADMINISTRATION
University of Illinois at Urbana - Champaign, 1996, Concentration: Finance
BACHELOR OF SCIENCE
University of Wisconsin - Madison, 1989, Major: Economics
Contact this candidate