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Project Manager Management

Location:
Rancho Palos Verdes, CA, 90275
Posted:
July 21, 2010

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Resume:

ANTHONY W. SHEPHERD

****@***********.*** / Cell: 310-***-**** / Fax: 310-***-****

EXPERIENCE

EXTRUMED, LLC, Placentia, CA September 2008 - present

Chief Financial Officer

ExtruMed manufactures precision thermoplastic medical tubing for the

medical device industry, generates revenues of $20+ million and has over

90 employees. I successfully assisted the former private equity owners

in selling the company, while also serving on the senior management team,

improving the financial reporting systems, supervising the HR and IT

functions, leading the annual budgeting process, preparing board

reporting packages, recommending and implementing cost savings

initiatives and managing the early completion of the annual audit. Post-

sale, I led the project to centralize the finance function to their

existing headquarters, migrate to their treasury management, accounting

and reporting platform, train a local finance manager and also serve as

the internal project manager for a plant consolidation and move that will

double the footprint of the existing operations in California.

FRONTIER CAPITAL PARTNERS LLC, Los Angeles, CA August 2007 - September

2008

Chief Financial Officer and Partner

Successfully sourced the financing, assisted in the transaction closing

and served as the interim CFO for Frontier's first two acquisitions, El

Dorado Broadcasters LLC ($40MM purchase price for 16 radio stations in

California and Arizona) and Fox24 of Macon LLC ($20MM purchase price for

a Fox television affiliate in Macon, Georgia). Developed from ground up

the budgeting, accounting, reporting and treasury management functions;

negotiated and implemented all benefits plans; and, managed team of

business managers across both companies until transitioning the

responsibilities to a permanent CFO.

TRINITY CAPITAL LLC, Brentwood, CA March 2004 - August 2007

Senior Vice President, Chief Financial Officer and Chief Compliance Officer

M&A Advisory

Led the execution of numerous sell-side M&A advisory engagements for

middle-market clients in industries including restaurants and

foodservice, with values between $25MM and $200MM. Managed client

relationships, conducted due diligence, prepared detailed information

memoranda, solicited prospective acquirors, orchestrated management

presentations and participated in all negotiations from engagement

through closing.

Restructuring

In 2004 and 2005, successfully executed over ten out-of-court workouts of

Burger King operators as part of a multi-year franchisee financial

restructuring program on behalf of Texas Pacific Group, Goldman Sachs

Capital Partners and Bain Capital. In total, Trinity restructured over

$2 billion of debt and other obligations for almost 200 franchisee groups

representing approximately one third of the domestic franchised

locations.

Firm Management

Leader in the firm, serving as the Chief Compliance Officer and CFO of

the NASD broker-dealer affiliate, BWK Trinity Capital Securities, LLC.

Also served as the director of information resources, director of

recruiting and head of the analyst pool.

FTI CONSULTING, INC., Los Angeles, CA April 2002 - March 2004

Business Turnaround & Restructuring Services. FTI Consulting (NYSE:FCN)

acquired PricewaterhouseCoopers' Business Recovery Services Group in August

2002.

Managing Director

Distressed Company Consulting

Responsible for execution of financial and management consulting

engagements, specializing in turnaround, restructuring, workout, and

bankruptcy assignments. Engagements included advising a $100MM furniture

company in a debt restructuring and cost reduction initiatives; advising

the Chapter 11 Examiner in the Daewoo Motor America case; providing cash

projection and cost restructuring advice to the owners and management of

a $900MM revenue drug store chain; conducting a number of transaction due

diligence assignments on behalf of distressed debt and equity investors;

and advising the Trustee of Northpoint Communications Group, Inc.

Firm Management

Chair of the West Region Communications Committee, responsible for

designing and implementing communication tools to enhance knowledge

sharing and case management.

BARRINGTON ASSOCIATES, Brentwood, CA July 1998 - April 2002

Associate, Mergers & Acquisitions

Sell-side M&A Advisory

Executed numerous sell-side M&A advisory engagements for middle-market

clients with values between $20MM and $70MM in industries including

telecommunications infrastructure, asset management, office products,

direct mail marketing, industrial rubber manufacturing, furniture

manufacturing, sports management, restaurants and produce. Managed

client relationships, conducted due diligence, prepared detailed

information memoranda, solicited prospective acquirors, conducted

management presentations and participated in all negotiations from

engagement through closing.

Process Development

Under own initiative, created and supervised development of the firm's

first comprehensive analyst training program, which documents and

systematizes the sell-side M&A process from engagement through closing.

All analysts who received the training program were promoted to the

Associate level.

Firm Management

Served as director of information resources, negotiating with data

providers and coordinating the search for

new resources. One of a four-member team that researched, designed and

assisted in the implementation of the firm's customized CRM and case

management platform.

PACIFIC CAPITAL GROUP, INC., Merchant Bankers, Beverly Hills, CA Summer

1997

Summer Associate

Portfolio Company Management

During a summer internship, set up the initial accounting, financial

reporting and compliance systems for Global Crossing, a $735MM undersea

fiber optic cable operation under construction at the time. Primary

interface with commercial bankers and lawyers to draw down senior and

subordinated construction loan financing. Developed a comprehensive

operating company cash projection model and prepared extensive analyses of

finance and accounting issues.

PRICE WATERHOUSE LLP, Los Angeles, CA August 1991 - August 1996

Manager, Corporate Recovery Group (1993 to 1996)

Promoted one year ahead of peers to Managing Consultant in 1996.

Financial Analysis

Prepared complex damage analysis, interactive cash projection models,

valuation and other analyses for bankruptcy, troubled company and

litigation engagements.

Client relations, planning and supervision

Assisted with planning and supervision of junior team members on

engagements ranging from $10,000 to $3MM to build extensive client

relations, improving channels of communication and building trust.

Continuing Education

Lead instructor and co-developer of highest-rated continuing education

course in the practice group. Curriculum covered interactive cash flow

modeling to other Price Waterhouse consultants across the US and Central

Europe.

Staff Accountant (1991 to 1993)

Assurance

Audited and reviewed law firm, real estate, investment company,

entertainment and consumer electronics clients.

EDUCATION

STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS 1998

Master of Business Administration

. Emphasis on finance and strategy; Finance & Investment Club member

EDUCATION (continued)

UNIVERSITY OF CALIFORNIA, LOS ANGELES 1991

Bachelor of Arts, cum laude, Business Economics

. 1991 Outstanding Senior of the Year, awarded to four in

department for leadership on campus and academic performance.

. Financed majority of education working as legal assistant in

labor and business law firm in Century City

. Volunteered 10-20 hours per week at Westwood Student Federal Credit Union

(President and Chairman for 3 years; Treasurer and Director for 3 years)

and as director of the Volunteer Income Tax Assistance program at UCLA (2

years)

ADDITIONAL

NASD Series 7, 24, 28 and 63

Licensed CPA, State of California (inactive status)

Working knowledge of Spanish



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