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Financial Real Estate

Ponte Vedra Beach, Florida, United States
March 26, 2019

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Highly knowledgeable, experienced executive with an outstanding record of accomplishments in diverse corporate environments with graduate degrees in management, accounting and the law. Proven ability to set strategies, organize financial structure, and raise capital for start-ups, acquisitions, and growth. Consistent history of improving productivity, increasing profitability, and strengthening competitive position. Excellent communicator and negotiator who can resolve regulatory issues, secure favorable terms for financing, and finalize purchase of strategic assets. A leader with the vision and drive to make an immediate contribution.


Chief Financial Officer and General Counsel for a private equity firm specializing in financial, service, and manufacturing endeavors along with real estate portfolio management.

· Mature proven capabilities to raise monies in sync with the CEO and Board by conveying credibility for financial results and projections to public investors and lenders. This includes public bond offerings, real estate private placement memorandum, sale / leasebacks, asset based financings and unsecured loans.

· Successful results integrating cash flow models, internal controls and budget management into all entities so that CEO and shareholders have total confidence over finances, liquidity and operating results. Cash flow increased by $ 300,000 allowing funding of a new initiative.

· Instituted rigorous due diligence and valuation of financial proposals and businesses using financial models and structures. Capital allocation improved, resulting in 2 % ROI increase over two year period. Restructured credit line limiting personal guaranty and managed an asset protection program.

· As a licensed attorney anticipate corporate legal issues including mitigating key elements of firm’s risk profile. Provide guidance and solutions on real estate matters, contracts, financings, tax, and general liability matters in a timely cost efficient manner

· Develop financial statement and internal control systems with a focus on improving timing, disclosure and insightful analysis to CEO and shareholders enhancing decision making in time sensitive operations. Closing time decreased three days by revising consolidation process.

· Implement a multi year planning and proforma analysis to minimize future taxes by 15 % utilizing appropriate tax efficient structures.

· Championed the development and implementation of ERP business performance reporting to achieve “accountability for results” attitude throughout the organization



· Managed growth strategies to support rapid expansion of the business. Annual revenues were increasing at 40% per year, stretching internal management capabilities. Financial risks were growing. Led the effort to formalize structures with new policies and procedures, to establish risk and profitability guidelines for clients, and to limit exposure to regulatory actions. Strengthened reviews and control systems while improving internal operations. Productivity rose by 8%, turnover dropped by 18%, risk exposure declined by 20%.

· Secured initial public financing to stabilize corporate capital structure. $50 million in floating interest rate loans made planning and meeting long-term bottom line goals difficult. Worked with investment bankers and private equity shareholder to evaluate alternatives and decide and decide on the most effective action. Organized a public bond offering, including selecting an underwriter, developing the initial prospectus, gaining SEC approvals, and conducting presentations for potential investors. The initial offering grew from $60 to $100 million at a long-term, subordinated fixed rate, retiring the floating rate loans and providing additional capital for expansion. This financing spurred revenue increases of $90 million while profits improved $3 million.

· Led diversification effort through targeted acquisitions. Core business was in a long-term decline, requiring new markets to maintain profitability. Examined over 20 candidate organizations, conducting complete financial and strategic evaluations. Structured and negotiated terms, performed due diligence activities, secured $12 million in financing, and finalized the acquisition of two companies with $40 million in annual sales. This effort was completed in only one year, creating a steady growth in cash flows of 8-12% annually.

· Turned around performance for a struggling private equity company. More than 50% of production capacity was hobbled by union labor costs that were 22% above industry averages. Competitive pricing was impossible, depressing revenues and threatening ability to refinance a $15 million bridge acquisition loan. Took an aggressive labor negotiating posture and simultaneously began talks with potential lenders. Even though production was reduced by the ensuing strike, a contract was reached which significantly increased productivity and returned the company to profitable operations. This contract in turn gained the credibility necessary for refinancing. Revenues rose by $50 million while profits jumped improved jumped 55% to a record $ 4.5 million.

· Led the acquisition and management of a financially troubled real estate portfolio. Initially built on the resources on hand knowing that growth does not happen without change. Continued to develop strategy, operational and financial systems resulting in a profitable resolution.

· KPMG public accounting in Chicago auditing manufacturing and service related firms.


J.D. College of Law, University of Toledo

C.P.A. (Certified Public Accountant)

M.B.A. Kellogg School of Management, Northwestern University

B.A. Economics, Northwestern University

Licensed to practice Law - Florida, and Ohio


185 Laurel Lane

Ponte Vedra Beach FL 32082


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