Experience

Corporate Finance Associates

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Jul 2014 - Present

  Columbus, Ohio Area Corporate Finance Associates is one of the oldest and most prominent investment banking firms serving middle-market companies, recording thousands of successful transactions in 50 years of service. The Columbus office handles mergers, acquisitions, divestitures, recapitalizations, financings, and strategic/exit planning for privately held companies in the lower middle market with a focus on the manufacturing, distribution, and B2B/C service sectors. Securities related transactions are conducted… Show more Corporate Finance Associates is one of the oldest and most prominent investment banking firms serving middle-market companies, recording thousands of successful transactions in 50 years of service. The Columbus office handles mergers, acquisitions, divestitures, recapitalizations, financings, and strategic/exit planning for privately held companies in the lower middle market with a focus on the manufacturing, distribution, and B2B/C service sectors. Securities related transactions are conducted through Corporate Finance Securities, Inc., a Registered Broker-Dealer and member FINRA/SIPC. Hold Series 63 & 79 Securities Licenses Show less



Proxisafe, Ltd.

• Board Member

  • Jul 2010 - Mar 2016

  Vancouver based early stage company, relocating to CA, developing an active accident avoidance/alarm system. Early-stage funding, product engineering, and advanced on-site testing ( 300K sq. ft. factory) has been achieved with a U.S.-based strategic investor.



IdeaTeam1, Inc.

• Partner

  • Nov 2013 - Jun 2014

  Cincinnati, Ohio Area IdeaTeam1, as the business advisory affiliate of Flynn & Co., a Cincinnati-area accounting firm, provided valuation, acquisition consulting ,and strategic business advice to middle-market firms in the Tri-State area.



Coutant Capital Associates, LLC

• Partner

  • Oct 2005 - Oct 2013

  Originate & manage M&A assignments, centered on discrete sales of privately-held middle-market companies in automotive, industrial, and distribution “spaces”, and negotiated buy-side acquisitions. Transaction value range $5 - $150+ million. Lead business development efforts in Great Lakes region to augment the firm’s nationwide reputation in the automotive aftermarket industry.



The Cannelton Group

• Partner

  • Jan 2011 - Dec 2012

  The Cannelton Group collaborates with private capital sources on acquisition, operational assistance, and corporate development programs for targeted middle market manufacturing and distribution businesses.



Indian River Consulting Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President

  • 2000 - 2002

  Distribution industry consulting firm focused on channel strategy and operations.Initiated corporate development service for distributors and conducted channel management assessments for manufacturers. Conducted strategic & operational assessments of clients.



Eaton

• Ireland
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Vice President, Global Customer Services, Distribution Sales, & Industrial SalesAmericas

  • 1997 - 1999

  Greater Detroit Area Led Vickers Industrial sales & support in the Americas & directed post-merger Eaton/Vickers Hydraulics Operations commercial functions. Owned $25 million budget, supporting $400 million in revenues. Senior Vickers member of $1.1 billion Industrial+Mobile integration team. Recruited for 3 senior executive roles post-merger. Spearheaded improvements to order-management, warranty, field service, technical support, & credit functions for $650 million worldwide business. Guided… Show more Led Vickers Industrial sales & support in the Americas & directed post-merger Eaton/Vickers Hydraulics Operations commercial functions. Owned $25 million budget, supporting $400 million in revenues. Senior Vickers member of $1.1 billion Industrial+Mobile integration team. Recruited for 3 senior executive roles post-merger. Spearheaded improvements to order-management, warranty, field service, technical support, & credit functions for $650 million worldwide business. Guided turnaround of $65 million Singapore assembly/test operation, coordinated launch of functional pricing system for distributors with web-based reporting, re-engineered reverse logistics for returned goods and repairs, eliminating $4 million claims. Show less



Federal-Mogul Powertrain

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Director, Corp Dev & General Manager, International Distribution Operations

  • 1990 - 1995

  Directed 75% expansion of $70 million distribution division to $130 million. Supervised 6 Latin American sales offices; provided managerial support for 7 Latin American warehouses in MIS, inventory control, & marketing. Integrated 3 acquired businesses, incorporated 4 major product line additions, fulfillment processing cycle time reduced 50% using lean/TOC techniques. Guided 20-man integration team combining TRW’s $320M global aftermarket parts operation into Federal-Mogul, creating… Show more Directed 75% expansion of $70 million distribution division to $130 million. Supervised 6 Latin American sales offices; provided managerial support for 7 Latin American warehouses in MIS, inventory control, & marketing. Integrated 3 acquired businesses, incorporated 4 major product line additions, fulfillment processing cycle time reduced 50% using lean/TOC techniques. Guided 20-man integration team combining TRW’s $320M global aftermarket parts operation into Federal-Mogul, creating an $800 million distribution business. Executed consolidation plans & achieved, ahead of schedule, milestones for $21million /year savings. Led acquisition, divestiture, & corporate finance projects, reporting to CEO. Coordinated key technology-transfers, joint ventures, & strategic alliances. Initiated/guided 3 critical transactions, each over $165 million in value. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Principal, Sr. Manager

  • 1987 - 1990

  Developed acquisition & venture-capital investment strategies for broad mix of U.S. & foreign companies, such as Wisconsin Energy, Chugai Pharma, Nichicon Electric, White Consolidated, Menasha, Scandiafelt, Blue Cross/Blue Shield. Authored expert testimony on $1+billion corporate financing, credit downgrade issues for Litigation Support clients.



ZF Group

• Germany
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Director, Strategic Investments

  • 1981 - 1986

  Cleveland/Akron, Ohio Area Managed Automotive Sector acquisition & joint venture/licensing projects. 70% assignments were off-shore, primarily Far-East and Europe. Key contributor in assembling multiple technologies and operations to form Passenger Restraint Group.



John Deere

• United States
• Machinery Manufacturing
• 700 & Above Employee

• International Treasury Manager

  • 1976 - 1980

  Moline, IL Assisted foreign & export operations with credit facilities, export/import insurance. Earlier roles included U.S. bank & commercial paper issuance, and factoryinternal auditing.