DAVID E. BOWE, CFA

ad3udl@r.postjobfree.com 214-***-**** LinkedIn Dallas/Fort Worth, Texas

As a CEO, I transform businesses and increase profitability by creating an authentic Culture

of Communication and Caring. I am a visionary, charismatic leader who is a connector, values relationships and genuinely enjoys helping others. His expertise spans healthcare, retail, consumer products, manufacturing, distribution, financial services, transportation and logistics, and technology industries.

Core Competencies

STRATEGY

As a Transformational Leader and CEO, I build business success by building a culture of innovation and optimizing team strengths. This new team culture leads to higher revenue, improved profitability and improved employee focus and retention. With a more engaged team, we meaningfully increase customer satisfaction. Happy employees create happy customers.

OPERATIONAL EXCELLENCE

Using the Cornerstone Culture framework, I create environments that encourage operational excellence and best practices leading to lower operational costs, increased Team satisfaction, and building a culture of trust and respect across the business and customer base.

PERFORMANCE ENHANCEMENT

I have successfully led and enhanced the profitability of financially heathy companies as well as restored multiple distressed and underperforming business to profitability.

CULTURE OF INNOVATION

Creating an authentic culture empowers employees to feel successful. The team builds trust and respect for each other as we define our business recipe for success together. The outcome of inclusive and transparent relationships including successful hiring and retaining of amazing talent. We solve business challenges, while increasing revenue and elevating our Customer’s Experience. I am both a visionary and a strategist who looks to the future and thinks of “what can be” for both the organization and my Team.

TECHNOLOGY LEADERSHIP

Seeking ways to leverage technology across organizations leads to improved efficiencies, lower operating costs. and improved customer service. Introducing new technology requires a well-executed communications program across the organization to maximize employee buy in and adoption.

REVENUE & EBITDA GROWTH

Building a culture of innovation by putting our people first and aligning revenue and profitability goals with the team’s success metrics so we all win together. With my strength and financial background, I offer solid leadership guidance and education to the entire team.

MERGERS & ACQUISITIONS

I have closed multiple transactions with over $1 Billion in transaction value. Transactions have included acquisitions, divestitures, and numerous financings.

PROFESSIONAL EXPERIENCE

CHALK MOUNTAIN SERVICES OF TEXAS LLC – Fort Worth, TX 10/2017 – 10/2022

President (01/2019 – 10/2022) & Consultant (10/2017 – 12/2018)

I led an Award-Winning Safety Program to earn the company’s first-ever safety awards, including the Safest Operator and Grand Champion awards from multiple external organizations.

I further led the team to improve Department of Transportation (DOT) safety scores, decreased accident occurrences, and reduced costs by more than 90%. An additional point of pride is the record-setting milestone of 30 million-plus miles driven without a single DOT-preventable accident by any driver.

To achieve this milestone, I leveraged technology and rolled out dual-facing AI dash cameras across the commercial truck fleet that leveraged video-based safety systems

Implemented a new corporate communications program to improve employee engagement, inspire a culture of accountability, transparency, and respect to improve employee retention

Led the company’s training program through strategic and tactical execution of instructor-led training (from computer-based training) for all drivers to improve company safety scores to the top 1% nationally

BOWECO LLC – Dallas, TX 1/2013 – 10/2017

President & CEO

My focus was to evaluate and advise on middle market investment and management opportunities.

Pursued acquisition and investment opportunities in the lower middle market, focusing on the healthcare and consumer sectors, including distressed and underperforming businesses

Pioneered Cornerstone Culture as a personal brand and powerful tool to improve employee retention and achieve high levels of team performance, customer service, and bottom-line results

Consulted with a Dallas-based PE group on a strategy in the insurance brokerage market to acquire companies to build a $100M enterprise

ASCENDANT SOLUTIONS INC – Dallas, TX 9/1999 – 9/2012

President & CEO

In 2004, I led three healthcare businesses acquisitions out of bankruptcy, restructured management and operations and brought the businesses back to being healthy and successful.

Led Dougherty’s Pharmacy/Dougherty’s Holdings Inc post-acquisition in 2004 to grow to the largest independent retail pharmacy in TX and one of the 10 largest in the US. We were later recognized for a superior customer base, exceptional customer service, and industry-leading product selection.

I also led two other specialty pharmacies, implemented operational improvements, restored to profitability,

and sold to strategic buyers in 2007 & 2008

Collaborated with other leaders on a successful IPO in September 1999

US HOUSEWARES CORPORATION – President 1/1998 – 9/1999

HEARTLAND CAPITAL PARTNERS LP – Executive Vice President 1/1993 – 10/1997

THE THOMPSON COMPANY – Executive Vice President 10/1987 – 12/1992

BROWN BROTHERS HARRIMAN & CO – Deputy Manager 6/1980 – 9/1987

EDUCATION

Georgetown University, Bachelor of Science, Business Administration (BSBA) Finance, Chartered Financial Analyst (CFA) – CFA Institute

PROFESSIONAL AFFILIATIONS

Private Directors Association, Member, Dallas Chapter; Dallas Lighthouse for the Blind – Vice Chair, Director, Chair, Lighthouse for the Blind Trust Fund. Past member of Vistage International, a worldwide CEO organization

SELECTED AWARDS & HONORS

Movers, Shakers, & Difference Makers Award, Cancer Support Community North Texas, 2010; Recognized for Professional and Charitable Endeavors by The Dallas Morning News, People’s Newspapers, WRR, KRLD, and NPR

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