Sales Management

Jeffrey Todd Caswell, MBA

**** *** ****** *****, ********, Ohio 43220 Home 614-***-****

************@*****.*** Cell 614-***-****

Corporate M&A Strategy / Business Development / Financial Management

Senior professional with strategic, operational and analytical expertise. Experienced in creating, managing

and improving corporate development departments, driving deal sourcing, capital raising, valuation

calculations and negotiation, due diligence execution and review, and integration

management. Strategic and analytical M&A background augmented by hands on

CORE

operational experience, including building, from ground up, a new sales and marketing

STRENGTHS

team, call center operation, marketing campaign, and supporting infrastructure.

Effective in fast-paced and intellectually challenging situations, and known by colleagues

Acquisition

as a creative, entrepreneurial relationship builder and trusted advisor.

Sourcing &

EDUCATION Valuation

Masters in Business Administration, The Ohio State University, Columbus, Ohio, 1999

Weidler Scholar, Pacesetter Award Recipient Corporate

Development

Bachelors of Science in Accounting, Miami University, Oxford, Ohio, 1993

PROFESSIONAL EXPERIENCE Strategic

Planning

Installed Building Products, LLC 2000 – Present

IBP, the second-largest contractor of its kind in the US, is a company that specializes in Complex

the sale and installation of a wide range of building products, including insulation, Financial

shelving units, shower door manufacturing and installation, custom mirrors foundation Forecasting

waterproofing and more.

Vice President, Sales and Marketing 2009 - Present

Debt & Equity

Selected to lead the build out of the home re-insulation division, overseeing all aspects of the

Capital

infrastructure development, including hiring and training sales, marketing, call center, and

Raising

operations staff of 22.

Drove division sales from zero to $1.7MM in ten months

Due Diligence

Oversaw the development of a centralized call center, sophisticated lead-to-sale

Execution

infrastructure and CRM System

Expanded product offering into strategically attractive segments that increased

Operations

average selling prices, per sale, by over 10%

Start-Up

Implemented tight controls over marketing spend and lead generation forecasts,

leading to profitable volume growth

Marketing &

Redesigned website content, leading to an 85% increase in lead generation

Sales

Established and managed product pricing levels in response to strategic pressures

Management

and opportunities

Director of Mergers & Acquisitions 2000 – 2008

Integration

Corporate Development Group

Management

Drove the initiative for IBP’s vision to grow, via acquisitions, its regional $80MM insulation

subcontracting business, into a national concern. Built the infrastructure and approach for

sourcing, due diligence, cash flow forecasting, integration, and raising capital for multiple

deals up $50MM.

Led the completion, over eight years, of 72 acquisitions representing $340MM in total sales

Jeffrey Todd Caswell, MBA 2

Built IBP’s national acquisition pipeline, by creating a database used to foster regular communication

with potential targets, major industry vendors, business brokers, and trade groups sourcing 47 of 72

acquisitions

Developed valuation technique and negotiating style that reduced purchase multiples by over 20%

Established an 18 step process for operational and financial diligence and continuous improvement

depended on by favorable capital providers

Significantly shortened the deal cycle times, allowing IBP to close up to 26 deals in 24 months, by

infusing integration planning into the diligence process, comprehensively communicating with and

providing all information needed to cross functional management teams

Acquired and implemented software that provided complex business income statement, balance

sheet, and cash flow forecasts, used to present pro forma effects of the acquisitions, downside

scenarios, and different capital structures to various capital providers

Presented IBP acquisition strategy to New York and Chicago based private equity, mezzanine, and

senior capital providers, during 2004 capital campaign, resulting in $160MM in debt and equity

Huntington Bancshares Inc. 1996 – 2000

Huntington Bancshares Incorporated is a multi-billion dollar regional bank holding company, headquartered in

Columbus, Ohio, providing full-service commercial and consumer banking services at over 600 banking offices.

Assistant Vice President, Special Projects - Corporate Development 1999 - 2000

Served as the Business Banking Group’s Liaison for the McKinsey Business Improvement Initiative that captured,

coordinated, and implemented business process improvements. Raised $30MM from external stakeholders, for the

Bank’s “middleware” technology initiative.

Senior Financial Analyst, Mergers and Acquisitions - Corporate Development 1997 - 1999

Forecasted earnings per share growth for potential bank acquisitions, using targets for operating synergies and

monitoring forecasted results. Improved back office cost savings estimates by partnering with operational

personnel, and created discounted cash flow technique for valuing non-bank acquisitions.

Internal Auditor 1996 - 1997

Crowe Chizek and Company, Columbus, Ohio 1994 - 1996

Senior Auditor – Financial Institutions

Deloitte and Touché Tohmatsu, Dayton, Ohio 1993 – 1994

Auditor – Various Industries

PROFESSIONAL DEVELOPMENT& TRAINING

Negotiation Strategies for Managers – Northwestern University Kellogg School of Management

Acquisitions in the Construction Industry – FMI Corporation

Negotiations and Tax Aspects of Buying and Selling a Business - Surgent & Associates

Mergers, Acquisitions and Business Valuation – National Center for Continuing Education (NCCE)

The Conference Board: East Coast Mergers & Acquisitions Conference

Member of the Association for Corporate Growth (ACG)

Member American Institute of Certified Public Accountants (AICPA)

Passed CPA Exam (First Attempt), November 1999 (Currently Inactive)

COMMUNITY SERVICE

Kiwanis Soccer Coach, Optimists Baseball Coach, Cub Scout Den Leader, Parent Teacher Organization

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