Finding the right answers requires asking the right questions.
Businesses strive, struggle and fail to achieve superior performance. Superior operating and financial performance are a consequence of maturity. Mature businesses, like mature, well adjusted, functioning adults, have the skills, the tools and the intelligence to perform routine activities, make decisions and cope with uncertainty.
For over 25-years I have worked with businesses ranging from start-ups to Fortune 100 enterprises. Now I specialize helping middle-market companies mature, overcome crisis and succeed. This has included advising on growth, corporate finance, business infrastructure, turnarounds, restructuring and crisis. Most often I translate a sophisticated understanding of business into simple, relevant and actionable initiatives for my senior executive clients. This sophisticated understanding of business is used to produced superior financial performance by focusing on outcomes – principally sustainable income and competitive advantage.
My expertise is industry agnostic and has produced meaningful results in industries and businesses of all types. A sample of this diverse collection of client industries includes: interior design, manufacturing, aerospace, defense, financial services, professional services, technology, scrap metal, distribution, medical devices, franchise operator and many more. Client circumstances vary but likely feature companies struggling with growth, under-performance or distress where expertise in corporate finance, crisis management, strategy, competitive positioning and operating performance are outside the experience of the incumbent management team. My approach, skills and experience have been tempered from my past positions as CEO, COO and CFO as well as CRO.
Work with companies in crisis, burdensome debt, unhappy shareholders or bankruptcy has resulted in successful turnarounds, confirmed plans of reorganization, restitution for secured lenders, preservation of jobs and rescue from the threat of liquidation.
Specialties: middle-market companies, business infrastructure, crisis management, turnarounds finance (restructuring, recapitalization, workouts, debt, capital formation, growth capital) bankruptcy, strategic planning, executive management, strategic alliances, venture financing, private equity, distressed debt, operational effectiveness, M&A and technology commercialization.
My clients have clients include: Private equity, banks, law firms, investment banks, Fortune 100 companies, start-ups, middle-market, private, family owned, publicly traded and not-for-profits.
I am also actively trying to contribute to the advancement of business management through independent research, periodic articles and my current effort to write a book.