JAMES P. WIBERG, CPA
Boca Raton, FL
CEO, President, Chief Financial Officer, Board Director of firms with up to $100MM annual revenues.
Strategic planning, M&A transaction structuring and execution, property acquisitions, portfolio asset management, debt and equity finance, and accounting/finance oversight.
Added up to $50MM in entity value.
Past member of Boards of Directors of publicly traded oil & gas multinational, of publicly traded U.S. communications company, and of multinational optical manufacturing and distribution firm.
President and CFO, Triode Systems, Inc. 2002 – present
Boca Raton, FL
Founded investment advisory and consulting firm, which is now winding down.
Procured $200K equity investment for start-up clean technology firm.
Testified as expert witness in complex commercial litigation matters.
President and CFO, Triode Realty Advisory Corp. 1998 – present
Boca Raton, FL
Founded commercial real estate investment advisory and due diligence firm (now winding down).
Generated $20.2B transaction volume in acquisitions of retail, office, multifamily, hotel, industrial and other property types (and/or underlying mortgages and mortgage securities) located nationwide.
Procured over 20 clients including public and private commercial property lenders and investors.
Chief Restructuring Officer, Mile Marker International, Inc. (OTC: MMRK) 2014 – 2015
Pompano Beach, FL
Optimized finances of international $6MM wholesaler of vehicle parts to the US military and national retailers (retained on 9 month contract by Board after company filed for Chapter 11 restructuring).
Testified in federal court; directed financial reporting; maximized cash flow; liaised with lenders, creditors, customers and shareholders; restructured finances and operations until company emerged from Chapter 11.
Spun off operating subsidiary as private company; procured new DIP debt; retired previous credit line and mortgage at $2MM discount; exceeded all cash flow projections; retained all employees and suppliers.
Founder and Managing Member, Fair Share Lease Advisors LLC 2012 – 2014
Boca Raton, FL
Procured multiple clients nationwide, encompassing 11MM square feet of space.
Directed lease audits/reviews for public and private commercial tenant clients in office, retail and industrial properties; generated recoveries from landlords of up to $1.1MM in a single leased location.
Member, Board of Directors, ProFit Optix, Inc./PFO Global (OTC: PFGB) 2009 - 2012
Led underwriting and closing of the 2009 acquisition of PFO for $100K by CPN (see below).
Procured $2MM debt and equity financing to expand international operations.
Sourced senior industry talent to position the company for over 2,000% revenue growth.
Executive Director, Carpathian Resources Ltd. (ASX: CPN) 2008 – 2011
Sydney, Australia and Boca Raton, FL
Led $5MM ASX-listed company with legacy oil & gas holdings in Europe.
Personally recruited as sole Executive Director (de facto CEO and CFO) to diversify CPN’s holdings.
Closed and grew $2MM investments in public and private U.S. firms.
Grew revenues 80% while positioning domestic and overseas subsidiaries for substantial sales growth.
Member, Board of Directors, MDU Communications International (OTC: MDTV) 2009 – 2010
Directed $28MM satellite/cable television provider to multi-dwelling properties throughout U.S. with 78,000 subscribers; largest re-seller of DirecTV satellite television service in the multi-dwelling market.
Designed acquisition analysis template and drove $4MM revenue growth through strongly advocating earnings-accretive acquisitions of smaller regional competitors.
President and shareholder, Alliance Partners, Inc., Fort Lauderdale, FL. Generated over $200MM client transaction volume nationwide - delivered acquisition underwriting and due diligence, performed market studies, and procured mortgage financing.
Chief Financial Officer, HHH Management, Inc., Boca Raton, FL. Directed acquisitions, finance, accounting, leasing and asset management for 1.3MM square foot/$250MM retail property portfolio. Grew portfolio net operating income by $3.00 per square foot, adding over $50MM in value.
Executive Vice President – Finance, Parmenter Realty & Investment Company, Miami, FL. Directed finance and accounting for Class A office developer/asset manager with 2MM square foot portfolio; delivered timely, accurate investment due diligence and procured $30MM in acquisition financing.
Controller, Trammell Crow Residential, Boca Raton, FL. Directed accounting for development and construction of 6,300 unit, $700MM Class A rental apartment portfolio in south Florida.
Director of Accounting, The Continental Companies, Miami, FL. Optimized accounting for portfolio of national firm with 24 owned & managed full-service hotels nationwide operating under several “flags”.
Controller, The Graham Companies, Miami Lakes, FL. Directed financial reporting for privately held developer of planned community including office, retail, hotel, industrial, multifamily, restaurant and farm operations then valued in excess of $500MM.
Audit Manager, Kenneth Leventhal & Company (since merged into “Big 4” firm Ernst & Young), Coral Gables, FL. Audited public and private clients in real estate development in the southeast U.S.; generated annual audit fees of up to $300,000/client.
Audit Senior, Coopers & Lybrand (since merged into “Big 4” firm PricewaterhouseCoopers), Miami, FL. International public accounting firm; performed audits of public & private clients in various industries.
Education; Professional Affiliations:
Bachelor of Science, Accounting - Florida State University
Active licensed Certified Public Accountant in Florida
Member, American and Florida Institutes of CPAs