Managing Member Financial Officer

Stephen L. Martin

San Antonio, Texas 210-***-**** ********@*****.*** LinkedIn.com/in/slmartin

Chief Financial Officer

Executive Leadership – Client and Market Centric – Strategic Contributor

Board of Director

Public Stock Offerings

Private Placements

Financial Reporting

Models & Budgets

Growth & Risk Mitigation

Forecasting

Mergers & Acquisitions

Capital Management

Strategic Planning

Dynamic, solution-focused corporate leader offering ample experience in finance, operations, and strategic planning in technology, healthcare, and services.

Analytical and highly organized, skilled in quickly assessing complex business problems and in creating strategic and tactical solutions to increase enterprise value, in mid-market and Fortune 500 companies.

Systematic with a keen business acumen, accustomed to managing multiple critical priorities simultaneously in a fast-paced environment.

Engaging and influential leader and communicator in both traditional and virtual work environments.

CAREER ACCOMPLISHMENTS

Founded Managerial Resources, Inc., and served as CFO for 8 firms, COO or President for 3 firms, and Chairman or member of the Board of Directors for 9 firms. Furthermore, led investor relations for 14 public or private firms, and led 5 Initial or Secondary Public Stock Offerings, 4 merger and acquisition transactions, and 1 management buyout.

Throughout career participated in over 20 merger and acquisition, turnaround or financing transactions for rapidly growing entities with from $12M to $340M in annual revenue.

Secured $300M+ in growth capital through Initial Public Offerings (IPO) and private financings.

PROFESSIONAL EXPERIENCE

Managerial Resources, Inc. San Antonio, Texas 1987 - 2022

MANAGING MEMBER & CONSULTANT

Founding Member, consulted with numerous private and public companies providing leadership and guidance in the fields of capitalization, financial planning and analysis, accounting, operations management and control, legal and public reporting, marketing, sales and product distribution. Served as lead negotiator in multiple capital acquisition and fundraising initiatives. Managed investor relations, treasury, audits and legal matters on behalf of client firms. Guided businesses through process of turnaround, sale, bankruptcy and dissolution. Served as advisor to and elected board member of client organizations representing the interest of shareholders, principals and creditors.

Selected Leadership Engagements:

Integrated Security Systems, Inc.: Served as a Financial Consultant to lead an Initial Public Stock Offering as well as all acquisition negotiations.

MRV Technologies, Inc. (MRVC): Served as Chief Financial Officer in order to lead an Initial Public Stock Offering.

Protech, Inc. (PRTC): Served as Chief Financial Officer to lead an Initial Public Stock Offering. In addition, served as a Board Member for the company.

Fibronics Intl, Inc. (FBRX): Served as transaction specific consultant to lead the carve-out and sale of a portion of the company. In addition, served as interim President of the sold division prior to the sale.

Surgicenter of San Antonio, Inc.: Served as President and Chief Executive Officer for the turnaround, growth and eventual sale of the company. In addition, served as Chairman of the Board.

Venture Development Lutheran Health-Care System: Served as Senior Vice President during the turnaround and sale of several for profit operating companies.

Datapoint Corporation San Antonio, Texas

AMERICAS GROUP CONTROLLER DIRECTOR OF FINANCIAL PLANNING

Directed financial operations and oversaw divisional quarterly operating reviews. Drafted and implemented company’s first planning and budgeting processes. Managed domestic accounting, product pricing, and sales compensation programs. Represented the company on financing road shows and funding initiatives as well as in joint-venture partnerships with companies such as Perot Systems, IBM, and Microsoft.

Key Contributions:

Helped boost revenues from $60M to $340M during a 7 year high growth period, showcasing exceptional financial leadership by architecting financial teams, systems, and processes that were efficient and scalable.

Successfully led 12 merger and acquisition initiatives of companies in the field of software and technology, resulting in satisfactory outcomes for all parties involved.

National TeleDirectories Dallas, Texas

VICE PRESIDENT OF OPERATIONS

Administered company’s operations, being fully accountable for profit and loss. Supervised 33 employees while managing sales, marketing, business development, financial planning, budgeting, administration, human resources, and information technology.

Key Contributions:

Strategically increased revenue by 250% to $40M+ by expanding client base by 300%.

Served as a key negotiator in 13 merger and acquisition transactions for NYC parent company in addition to aptly leading the sale of the company to AT&T.

ADDITIONAL EXPERIENCE

Chief Financial Officer The Pitluk Advertising Group San Antonio, Texas

Senior Manager of Budgeting and Reporting United Services Automobile Association San Antonio, Texas

Co-Founder and Co-Trustee Technology Horizons Foundation Dallas, Texas

EDUCATION AND CERTIFICATIONS

Texas A&M University System

Master of Business Administration, Finance and Economics

Texas A&M University System

Bachelor of Business Administration, Marketing and Management

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