Sales Software

TADD D. TOBKIN

***** ********** ****** • Dallas, TX 75240

612-***-**** • ****@******.***

www.linkedin.com/in/taddtobkin

PROFESSIONAL SUMMARY

Business Leader with National and International experience in financing and acquiring businesses

within the Healthcare, Software, Real Estate and Agribusiness industries. Successfully concluded 20

local and 4 global deals.

PROFESSIONAL SKILLS

Strategy Deal Making / Structuring Financial Forecasting / Analysis

Capitalization Communication (Written / Verbal) Market / Competitor Analysis

Negotiation / Contracts Due Diligence Business Case

Analytical Problem Solving Executive Presence Leadership

Financial Statements Critical Thinking Creativity

M&A Strategy Private Equity Post-acquisition Management

PROFESSIONAL EXPERIENCE

AJ GROUP 6/13 – Present

Consultant – Strategy and Finance Dallas, TX

Overview: Responsible for the growth strategy of this real estate investment group.

• Defined the go-to-market strategy:

o Analyzed market conditions and competition to achieve maximum income growth

o Constructed financial models illustrating P&L forecasting, cash flows, and capital

requirements for a $25M growth plan

• Capitalized the company:

o Coordinated a $5M capital raise and structured the debt and equity securities

o Managed the P&L and other accounting functions

o Assembled the annual financial statements accompanied by key performance metrics

• Managed the operations:

o Established corporate entities in North Dakota and defined the corporate governance

o Led the negotiation and acquisition of 12 properties

o Sourced, evaluated, and signed all contractual vendor relationships – legal, marketing,

insurance, and accounting

o Maintained 100% occupancy, while achieving higher than market rental rates

ATLANTIC AGRO HOLDINGS, APS Kyiv, Ukraine

Management Consultant – Strategy and Finance 9/12 – 5/13

Overview: Spearheaded a leveraged buy-out (LBO) leading to the eventual recapitalization and IPO

for this integrated agribusiness.

• Structured a Leveraged Buy-Out (LBO):

o Created the $67M investment prospectus, including: executive summary, company

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profile, pro forma financial models, transaction overview, industry analysis, competitor

analysis, growth strategy, competitive strategy, and market analysis

o Created and conducted numerous investor presentations in Europe and the U.S.

o Signed a $17M investment from Franklin Templeton Funds

o Negotiated and restructured $15M of revolving commercial bank debt with UniCredit

o Executed an agreement with BNP Paribas for a $2.5M commercial line of credit

• Restructured Corporation:

o Established entities in England, Luxembourg, Cyprus, Denmark, USA, and Ukraine

o Hired, managed, and led a cross-border, professional team of lawyers, and accountants

o Resolved complex corporate governance issues between shareholders

o Ensured compliance with international and U.S. securities laws and regulations

o Facilitated a buy-sell agreement between the Danish and American owners

• Assembled Recapitalization Plan:

o Developed the plan to recapitalize the company post-LBO and in preparation for an

IPO

o Recommended a $30M private placement equity offering

o Received board approval on the plan and strategy

Management Consultant – Strategic and Financial Planning 5/07 – 10/07

Overview: Responsible for articulating a strategic framework that assessed growth options expanding

this integrated agribusiness. Strategic plan become the central thesis for the LBO and recapitalization

plan. Project work during Law School.

• Analyzed the holistic business model to advise on business composition, gap analysis, and

future organizational requirements

• Developed 5 year strategic blueprint focused on sustained growth by optimizing assets,

reducing commodity production risk, increasing production, and exiting less desirable businesses

• Supported the strategic plan with sophisticated pro forma financial modeling

• Presented key findings and recommendations to the CEO and eventually the Board of Directors

ARTHUR VENTURES 1/10 – 9/12

Director – Operations, Finance, and Strategy Fargo, ND

Overview: Led the execution of an aggressive strategy to grow by acquiring technology companies

for this private equity firm.

• Managed fund operations:

o Accountable for the daily operations of $20M of private equity funds

o Responsible for annual reports and investor communications

o Established 3 Delaware limited partnerships to close $10M of investment

o Ensured compliance with state and federal securities laws and regulations

• Sourced investment opportunities:

o Generated 40% (or 600 investment opportunities) of the deal flow

o Built and presented 20 thesis driven investment recommendations to the board of

directors based on sophisticated analysis that included: business case, pro forma financials,

competition, technology due diligence, legal due diligence, investment return, organization,

market, valuation, and milestone

o Launched an annual conference for investors, portfolio companies, and advisers

• Evaluated companies and performed due diligence:

o Assessed market needs, market sizes, sales potential, and market penetration rates

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o Examined products, the technologies on which they were built, and development costs

o Modeled rates of return to understand capital requirements and company valuations

• Negotiated the terms of investments:

o Led all portfolio company pre-financing valuations and negotiations

o Structured and closed $40M of portfolio follow-on investments

o Reviewed and approved all legal documentation

• Built successful companies:

o Served as a board member, trusted advisor, and coach for 6 portfolio companies

o Recruited board members and executive advisors comprised of Fortune 50 executives

o Established significant strategic, equity alliances with Mayo Clinic, Merck, and ST

Micro

o Served as Interim President leading R&D, sales and marketing, and professional

services

o Provided strategic focus resulting in being awarded a $100M enterprise software

solution

o Constructed and executed a recapitalization strategy to rebrand and rebuild a company

RESTORATION PARTNERS 10/08 – 1/10

Management Consultant – Finance and Strategy London, England

Overview: Led client engagements identifying strategies that increase revenue and market share by

improving competitive advantage for software companies.

• Defined scope of engagements, project schedules and timelines, requirements for deliverables,

and budgets

• Compared operational effectiveness of software companies to identify best practices for clients

• Worked directly with software executives to advise and present analysis and recommendations

on strategy formulation and transformation initiatives:

o Operational efficiency, product offerings, customer base protection, organizational

design, market share, adjacent markets, and M&A expansion

• Provided thought leadership to help identify, clarify, and resolve complex business issues

• Interpreted results from multiple engagement components and translated these findings into clear

and compelling recommendations

• Managed client interactions to establish engagement requirements and ensure progress

MARSH & MCLENNAN COMPANIES 6/04 – 8/04

Management Consultant – IT Strategy and Planning London, England

Overview: Engaged to develop a strategic plan for delivering European client profitability for across

professional services, risk management, and insurance brokerage. Project work during MBA School.

• Led 3 people to deliver a $10M strategic IT plan integrating 6 different accounting systems

collectively recording $1.5B in revenues and related expenses

• Interfaced directly with senior executives from 24 nations to isolate and resolve key risks,

issues, and dependencies

• Constructed a project plan laying-out budgets, timelines, schedules, phases, and requirements

• Provided software integration recommendations by analyzing the client’s technology stack,

costs, vendors, and strategic fit

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ACCENTURE 1/02 – 9/03

Business Consultant Minneapolis, MN

Overview: Advised healthcare clients on how to transform their businesses using technology.

• Helped lead the business process design, functional design, business requirements gathering,

and issue resolution activities for a $70M remote cardiac monitoring system

• Responsible for business requirements gathering, business process design, and functional

design for an employer portal for a health insurance company

• Supported software development teams to deliver business and system requirements

• Developed software testing scripts and protocols to support software development teams

• Worked with clients to articulate the need for process improvement and determine ownership

• Saved a client $1m by spotting and resolving a critical business process design issue

EDUCATION

SCHOOL OF LAW, TEXAS TECH UNIVERSITY May 2008

Doctor of Jurisprudence Lubbock, TX

MARTIN J. WHITMAN SCHOOL OF MANAGEMENT, SYRACUSE May 2005

UNIVERSITY

Master of Business Administration, Finance and Accounting Syracuse, NY

COLLEGE OF ENGINEERING AND ARCHITECTURE, NORTH DAKOTA August 2001

STATE UNIVERSITY

Bachelor of Science, Mechanical Engineering Fargo, ND

AWARDS

• United States President’s Call to Service Award (George W. Bush)

• Pioneer Award (Preventice, Board Director)

• Distinguish Kauffman Entrepreneurial Intern

• Xerox Leadership Award

• Student Leader of the Year – North Dakota State University (Student Body President),

Syracuse University, Texas Tech University

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