Archives: Leaderships

Gerald is a financial manager, management consultant, and M&A Specialist providing advisory services to Clients on M&A, asset sales, financial and operational restructurings, and valuations. Gerald has advised management teams, equity holders, lenders, and numerous unsecured creditors. He provides comprehensive insights and guidance for Clients through deep analysis of historical and forecasted financial performance and cash flows using dynamic Excel modeling and databases. He also has substantial experience with business plans, management presentations, CIMs, LOIs, term sheets, complex negotiations, QOE, sale and purchase agreements, and other investment offering documents. He has significant experience in a variety of industries including commercial real estate, oil and gas, leisure, airline, consumer products, and not-for-profits. Gerald began his career at Ernst & Young advising and performing extensive due diligence for investment banks. (B.S., Finance, Louisiana State University)

Bob is a CEO-level executive with over 30 years of management, M&A, advisory and Board experience as a strategic visionary leader who delivers global growth, exceptional financial results, and value creation. With proven P&L responsibility up to $1 Billion, he has experience in family, private, PEG and public companies leading acquisitions, mergers, process improvements, turnarounds, sales and marketing initiatives, and cost containment to drive market share, revenue and EBITDA. He has managed and advised businesses with international operations in Europe, India, Africa, Middle East, and the Far East. Bob has worked as a consultant providing interim executive management, operational calibration, leadership coaching, and strategy development. Having launched his own company, Bob knows how to create enterprise value. His corporate experience includes Westinghouse, Wesco, Coleman Cable, Industrial Distribution Group, Sears Holding Corp., Argo International, and Magnum Venus Products. (B.A., Behavioral Science, Messiah University)

Jerry is a Consultant who during his career has employed Industrial Engineering techniques to reduce direct and indirect labor costs, improve throughput, reduce transportation costs, and lower the costs of purchased materials. Results were achieved by applying value stream mapping, productivity improvement teams, Kaizen events, implementation of incentive systems, cellular manufacturing, lean manufacturing, development of standard cost systems, and installation of manufacturing integrated computer systems. Jerry’s corporate career includes U.S. Plywood, Paxar, Haworth, Matrix, and Star Paper Tube. His service in the U.S. Army as a First Lieutenant resulted in the Bronze Star and Air Medal. He has authored or co-authored four publications and ten conference proceedings. Jerry holds the following certifications: Six Sigma Green Belt, Lean Six Sigma White Belt. (B.S., Industrial Management, Georgia Institute of Technology; M.S., Industrial Management, Georgia Institute of Technology; Ph.D., Industrial and Systems Engineering, North Carolina A&T University)

Based in Montreal, Richard is a CFO/Controller-level executive with over 28 years of financial and accounting experience. He has been involved in many aspects of enterprise transformation, mergers and acquisitions, accounting/finance department integrations, reporting, budgeting, controls, and consolidations. Richard has vast experience with ERP manufacturing and inventory accounting environments, having held leading roles in manufacturing plant relocations, operations, and distribution. He has advanced analytical and interpersonal skills allowing for engagement with all management levels of an organization. Richard is fluent in English and French, with knowledge of Italian and Arabic. He has been involved as a partner and President of a successful real estate management firm with a portfolio of 51 properties and $1 Billion in asset management. His corporate career includes Northern Telecom, Sennheiser, Boehringer Manheim Pharma, Smith & Nephew Medical, and U.S Cotton Canada Cosmetic/Medical. (Bachelor of Commerce, Finance and Accounting, Concordia University/John Molson School of Business in Montreal, Canada. CMA/CPA candidate)

Steve is a CEO and C-level sales executive specializing in business-building strategies. His experience includes formulating growth strategies, mission-critical sales and marketing plans, new product launches, transformations, transitions, start-ups, and turnarounds. He has performed turnarounds and re-launched companies multiple times over a 35-year career in business. His expertise is in improving sales performance, working with national and “big box” accounts, and accelerating revenue growth. Steve served as President of a Division of Hunter Douglas. His corporate career includes Consolidated Foods, Hunter Douglas Window Fashions, Inc., Beatrice Foods, and CSI Donner Hardware. (B.S., Business Management, John Carroll University)

Mike is a C- level financial executive with over 35 years of accounting and business leadership experience in the lower middle market sector where he has served as President, COO, CFO, Board member, Advisor, and investor. Mike’s journey includes numerous C-level positions and engagements such as senior executive for a Top 100 construction contractor, a transportation and logistics company, a large tourist destination restaurant, food industry, building products as well as equipment rental and leasing. His expertise incorporates business plan development and execution coupled with accounting systems knowledge across development, implementation and setup as well as migration. Mike’s financial grasp also encompasses elaborate but practical and straightforward cash flow and forecast models, budgeting applications, business intelligence and providing executive leadership support in day-to-day operations. He has a deep knowledge of EXCEL combined with many years of experience on a range of accounting platforms and is able to quickly adapt to new applications, enhancing his value and delivery of services. Mike is also CEO of CFO Performance Group, LLC where he provides specialized financial advice primarily to founder-owners. Certifications include CPA. (B.B.A., Business Administration, Middle Tennessee State University)

Mike is a CFO and seasoned C-level financial executive whose international experience includes Canadian, Asian, European, Mexican, North African, Caribbean, and Central American operations. Mike specializes in: providing CFO services, directing financial functions for defrauded businesses, forensic accounting, uncovering insider transactions and recovering millions from ponzi operations, designing and implementing systems to quickly and accurately make distributions to fraud victims, interim financial management, profitability analysis, budgeting, financial planning, and financial modeling. He has experience providing CFO support and forensic reviews in numerous businesses for a court-appointed Chapter 11 Bankruptcy Trustee. In addition to assisting the Trustee recover millions from ponzi operations, Mike managed recovery distributions to defrauded investors, distributing in excess of $250 Million without a single exception. Mike’s 30-year corporate career includes Lockheed Martin, Sara Lee Corporation (Hanes Brands) and Ocean Apparel, Inc. (B.S., Accounting, University of Maryland; M.B.A., Appalachian State University)

Steve is a PEG-experienced President, CFO, Controller, Treasurer, and CPA across a variety of industries in both public and private companies. He has successfully led domestic and international management teams to deliver results for increased profits, cash flow, and added value. Steve’s skill set includes significant Board participation as well as Board reporting; mergers, acquisitions, divestitures, and due diligence expertise coupled with a serious grasp of integration issues; P&L ownership and management; debt financing and bank negotiations and relationship management; cash flow and profit analysis and improvement; internal and external financial reporting; global strategic business planning; and, turnaround and distressed situations. He has diverse international experience in Europe, Central and South America, Canada, and Asia Steve’s strengths include margin management, pricing strategy, project management, AR and cash management, organizational structure and development, as well as SEC filings. Additionally, he has worked as a PEG manager in early stage, growth, project management, and turnaround situations with revenues up to $600 Million. Steve’s corporate experience includes Propex, Morris Capital Management, Tandus Group, Chattem, Inc., Brach Confections, and Decosimo CPA. (B.S. Accounting, University of Tennessee Chattanooga)

Dave is a COO and Vice President Engineering level executive with over 40 years’ experience in all operational functions, including over 25 years as a Management Consultant. His experience includes global operations and supply chain optimization. As an owner and Chief Operating Officer, Dave grew a start-up to $15 Million in revenue and sold it to a strategic buyer. He has managed operations and manufacturing projects in over 30 U.S. states and 27 countries to include operational evaluation and improvement, sourcing, import/export, and continuing development of resources. Dave has a working knowledge of Spanish and lived and worked three years in the Dominican Republic. His industry experience includes Plastics, Apparel, Textiles and Electronics and his corporate career includes DuPont, Sara Lee, VF Corporation, and MicroPore Plastics. (B.S., Textiles, Georgia Institute of Technology; M.B.A., International Business, Georgia State University)

Alton is a Consultant with more than 30 years of production management, electronics, and engineering experience in three Fortune 500 companies. His corporate career includes John Deere, McDonnell Douglas, and Wagner Electric (Automotive Brake Division). He provides transformational manufacturing, systems, and operating consulting services. These services include process efficiency, productivity improvement, lean manufacturing, incentive systems, quality control systems, cellular manufacturing, engineering, and Kaizen events. Alton played a key role in the Lean Six Sigma implementation at John Deere and was a founding partner of the Annual John Deere Lean Academy. He served in the U.S. Airforce, Avionics Division. (B.S., Electronics Technology, Savannah State University; M.B.A., University of Iowa; Ph.D., Industrial Education and Technology, Iowa State University)

Doug is a CIO, COO, and CAO-level executive who provides IT assessment, advisory, and implementation services. He specializes in IT strategy development, due diligence and integration, organizational assessment and design, Cybersecurity, and management of IT transformation initiatives. Doug’s background also includes oversight, design, and development of cloud-based custom software applications, including IoT-based solutions enabling the monetization of customer data. He has directed over 20 enterprise-wide system implementations and transformation efforts. Doug has over 25 years of experience spanning numerous industries including manufacturing, healthcare, life sciences, construction products, publishing/media, and aerospace. His corporate background includes Booz-Allen and Landauer. His operational leadership roles also include Senior Vice President, Executive Vice President, Senior Vice President of Sales and Marketing, Corporate Vice President of Operations, Director of Supply Chain Management, and Program Office Director, along with consulting positions at Arthur Andersen. (B.A., Economics and Mathematics, Northwestern University; M.B.A., Kellogg Graduate School of Management, Northwestern University; Masters Manufacturing Engineering Management, McCormick School of Engineering, Northwestern University)

John is a CEO and COO-level executive who has a Fortune 500 manufacturing and global supply chain management background. He has recently served as CEO for a specialty packaging company as well as Executive Vice President and Director of Operations for a U.S. start-up owned by a firm headquartered in China. John has managed up to eight U.S. and offshore manufacturing operations with more than 3,000 employees. His corporate experience includes Ithaca Industries, where he was a major shareholder in their first, highly successful divestiture, and International Playtex. He served in the U.S. Army, Special Forces as a Demolition Specialist and was awarded the Purple Heart and Bronze Star medals. (B.S., Industrial Management, University of Alabama)

Davey is an M&A Specialist and C-level manager, entrepreneur, and strategist who provides interim management, advisory services and technology solutions, focusing on enhancing organizational operations through advanced business intelligence. His M&A experience includes particular emphasis on connecting buyers and sellers including utilizing automation to enhance data extraction and parse scattered data sources into actionable insights streamlining buy and sell-side processes. In operating roles, he transitions companies from data indifferent to data driven by instituting systems, dashboards, KPIs, and processes that define decision-making procedures and create accountability. Davey obtains results by automating, integrating, and reengineering operational processes through embracing the latest technological advances. While still in college and working at a wireless retailer, Davey recognized a market opportunity and started his first company. He grew this cell phone business to 11 wireless retail stores while opening and supplying 20 sub-dealer locations. He acquired underperforming competitors, rebranded and restructured them, then executed value-driven turnaround plans to achieve growth. (B.S., Business Administration, University of Tennessee Martin, M.B.A, Middle Tennessee State University)

Jim has been serving as a court-appointed financial neutral since 1995. He has been appointed as a Receiver, Special Master, or Auditor in State and Superior Courts in Georgia, U.S. Bankruptcy Court, U.S. District Court in Georgia, and other courts in North and South Carolina. In these capacities, he has managed companies, settled litigation, sold assets, settled debts, collected judgments, performed financial investigations, and tracked assets. Jim is a forensic accountant with an extensive background in forensic accounting and business valuation, with vast experience in matters involving: bankruptcy/insolvency, commercial damages and lost profits, fraud, financial investigations, due diligence, and collateral and asset tracing. Additionally, he has led engagements dealing with fraud, kick-back schemes, ponzi schemes, white collar crime, and bankruptcy that involved the FBI, U.S. Postal Inspectors Office, and U.S. Attorney’s Office. Jim has also worked as a consulting or expert witness on engagements involving arson, asset impairment, business valuation, bankruptcy/insolvency, breaches of contract and fiduciary duty, business interruption, business damages, commercial damages, fraud, kick-backs, lost profits, lost wages and income, professional malpractice, qui tam, and various securities issues. His government agency involvement includes the FBI, U.S. Department of Justice, U.S. Attorney’s Office, U.S. Postal Inspectors Office, U.S. Bankruptcy Court, U.S. District Court, and Georgia Bureau of Investigations. Jim has testified as an expert witness in State, State Superior, Circuit, U.S. District, and U.S. Bankruptcy courts, as well as private mediations. He has significant experience in crisis management and is the former Chair of the Georgia Society of CPAs Forensic and Valuation Services Section. Jim’s corporate background included Peat Marwick (KPMG) and CFO and Controller positions in mortgage banking and insurance. (B.B.A., Accounting, The College of William & Mary; M.B.A., Kennesaw State University)

Paul is a C-level leader and senior marketing executive with over 30 years of experience in public and private companies where he specialized in acquisitions and merger management, start-ups, new product launches, turnaround opportunities, and providing creative energy to advance companies to the next level. He is focused on consistently delivering sales and profit goals by developing integrated strategies across all disciplines. Paul’s experience is comprised of a wide spectrum of consumer-packaged goods, e-commerce, and retail. His accomplishments include over 1000 successful new store openings, 15 acquisitions, and leading a record 70 consecutive quarters of compounded sales growth while navigating the successful transition from a public company to two different PEG owners, followed by an IPO. Paul is an innovative problem solver who brings clarity to undefined environments and has a demonstrated ability to lead cross-functional teams to successfully execute strategic initiatives. His corporate career includes Procter and Gamble, Fruit of the Loom, Heinz, LensCrafters, and National Vision. (B.A., Georgia State University)

Steve is a C-level Sales, Marketing and general management executive with expertise in tactical and strategic marketing, business development, turnaround of top-line performance, P&L management, A.I. technology, sales organization analysis and restructuring. His experience includes existing and new business development, territory analysis and alignment, mass market initiatives, internet presence and growth, tier 1, 2 and 3 account management, brand expansion and global products sourcing. Steve is an authority on strategic alliances and acquisitions from a business development and revenue synergy perspective. He oftentimes serves as an interim sales executive such as Vice President of Sales and Marketing for a national cellular technology company. Steve is an insightful business builder and consummate people person. His corporate career includes Levolor, Kwickset, Delta Creative, Media Arts Group, Proctor and Gamble and Applause Dakin. (B.S., Marketing with Minor in Management, University of Maine)

Patrick has over 12 years of experience functioning as an expert in business improvement. He is an accomplished trainer and implementation specialist in: Profit Improvement, Management by Data, Lean Manufacturing, Kaizen, Quality Systems, Waste Analysis and Countermeasures, Program Management, Operations Management, Cost Reduction, Product Development, and Visual Factory/5S. Patrick has completed over 100 formal projects in 20 U.S. states and six countries. His projects have yielded over $50 Million in certified economic impact. He authored a reference book about business improvement tools, The Science of Business Improvement: Visual Management by Data for Profit Maximization and co-authored a complete ISO TS: 16949 Operating System (automotive supplier level) with visual compliance mapping. His industry experience includes industrial, consumer goods, durable goods, automotive, health care, distribution, electronics, computer hardware, and medical. Patrick’s background includes being a published scientist in metallurgy, a product engineer and inventor, and manufacturing operations manager. His corporate career includes Senior Engineer and Cost Reduction Program Specialist for Newell-Rubbermaid. (B.S., Materials Science and Engineering, North Carolina State University)

George is an M&A Specialist, COO, and CFO-level manager. His M&A highlights span the process and entails an acquisition audit of the New England Patriots Football Club, managing the acquisition of Effanbee Doll Company on behalf of Alexander Doll Company, acquisition audit for the purchase of Alexander Doll Company, stringent financial reporting in conjunction with M&A transactions, and extensive due diligence work. He excels in forensic accounting and has served as a professional staff member on the “Treadway Commission” (officially named the National Commission on Fraudulent Financial Reporting.) George was interim CFO in situations such as a $1 Billion distribution business, toy company, affinity products company, and plastic injection molding business. Corporate experience includes real estate, raising capital, financial modeling, tax administration, company valuations and situations requiring SEC reporting. He led the successful turnaround of a company that had experienced three successive years of operating losses and was able to maintain the existing banking relationship. Corporate career encompasses Polymer Solutions International, Inc., Laventhol & Horwath, CPG Realty Management, Inc., A.S.K. Plastics, Tonner Doll Company and Alexander Doll Company. (B.S., Accounting, Villanova University; M.B.A., Drexel University)

Alfredo is a COO and General Manager-level International Manufacturing, Operations, and Distribution executive whose expertise includes cutting-edge use of manufacturing techniques to achieve world class and sustainable operating performance as well as management of joint ventures. He has managed operations in the Dominican Republic, Honduras, El Salvador, Puerto Rico, and Mexico with workforces in excess of 3,000 employees and is fluent in Spanish. Alfredo held functional responsibility for International Engineering in Spain, France, Scotland, Italy, Mexico, Canada, Australia, and South Africa. His skill sets include advising companies that perform work for U.S. government agencies, lean manufacturing, and process engineering. Corporate background includes Bristol-Meyers, International Playtex, and Sara Lee. (B.S. and M.S. Mechanical Engineering, City College of New York)

Tom is an operations executive with 40 years of experience in private industry and government agencies. During his 25 year career with the U. S. Department of Justice and Federal Bureau of Prisons (BOP), where he had agency wide responsibility, he developed and managed partnerships between the BOP and components of the Department of Homeland Security, the United States Army and Marine Corps, as well as other federal and state agencies. Tom has manufacturing expertise grounded in experience as general manager of a $200 Million business unit, division manager, engineering, and plant manager. Directed the startup of five new factories. He holds a Six Sigma Black Belt, is a Lean Instructor, including curriculum development, and has managed over 20 Lean Six Sigma Black Belts and 150 Green Belts, while deploying Lean in over 90 facilities producing more than 80 different products. He has presented papers at several national conferences detailing the challenges and benefits of implementing Lean Six Sigma. Corporate experience includes Combustion Engineering and International Playtex. Veteran, United States Navy. (B.S., Industrial Management, University of Alabama; M.B.A., Management, University of West Georgia)

Phyllis is a C-level Global Marketing Manager and Retail Specialist who has a general management, M&A, and turnaround management background. She was responsible for the internationalization of a privately-held $2.7 billion company. She has expanded new businesses into China, Turkey, India, Australia, Eastern Europe, UK, Holland, Portugal, and Argentina via acquisitions, joint ventures, and start-ups. Phyllis resided in Paris for a number of years and is fluent in French. Her corporate career includes Bristol Myers, Estee Lauder, Playtex, Benckiser, and Giorgio Beverly Hills. She has also represented companies to the U.S. Department of Justice as well as French labor officials and unions. (B.A., Psychology, University of Tennessee-Knoxville; M.B.A., Harvard Graduate School of Business Administration)