Selected experiences
Acquisitions and Divestitures – Valuations, due diligence, financial structuring, negotiations, review of legal documents, transaction closing and integration management.   Acquired and divested companies and real estate.  Worked closely with legal counsel on acquisition and divestiture activities.
 
Corporate Governance –Member of the Board of Trustees, Audit Committees and designated financial expert of four mutual funds.  Financial officer for a number of companies, with responsibility for various corporate governance functions including financial reporting, coordination of annual audits, reporting to boards of directors, establishing and monitoring internal accounting controls and review of filings with the SEC.   Worked closely with legal counsel on corporate governance matters. 

Financing – Advised on, structured, sought and obtained publicly traded, other debt, and equity capital.  Made presentations to debt rating agencies.   Developed and executed a comprehensive investor relations program.  Coordinated buybacks of shares of common stock to obtain controlling interest for principal shareholder of a private company and to increase shareholder value for a public company. 

Information Technology – Coordinated planning and implementation of enterprise resource planning and financial systems.  Performed risk evaluation on major systems.

Litigation –Testified and deposed numerous times in cases.  Computed damages and wrote report for lost profits claim.  Assisted with preparation of others for legal testimony.  Worked closely with legal counsel on litigation.

 

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