Experience

Southern Champion Tray

• United States
• Packaging and Containers Manufacturing
• 200 - 300 Employee

• Chief Financial Officer

  • Jul 2017 - Present



MetalTek International

• United States
• Mining
• 300 - 400 Employee

• • Jun 2014 - Jul 2017

• • Sep 2012 - Jun 2014

  Recruited by the CEO to lead all marketing, sales, and business development efforts for this roughly $225M privately-held international metalworking company. Created and executed first ever corporate branding campaign. Led organizational redesign to enhance sales and marketing capabilities.



Krystal Restaurants LLC

• United States
• Restaurants
• 500 - 600 Employee

• • Feb 2011 - Jul 2012

  Led all finance, accounting, treasury, risk management, information technology, real estate, construction, and asset management functions for this 80 year old $400MM privately-held quick service restaurant brand. Directed financial reporting, financial analysis, and budgeting. Controlled $20MM+ capital expenditure budget. Oversaw 3 departments with 46 total employees.• Led all aspects of the process to sell 100% of the company’s stock including creating a target valuation and sale strategy for the Board of Directors, selecting and managing an investment bank, satisfying buyer due diligence and negotiating the deal structure and purchase agreement. Responsible for successfully transitioning organization to the new management team and ownership group.• Developed and executed a new unit prototype that reduced new unit capital investment by 30%. Show less

• • Mar 2008 - Jul 2011

  Recruited by the CEO to lead company-owned restaurant development initiative. Directed team in all phases of site selection including demographic, customer and traffic analyses, unit sales forecasting, financial modeling, and deal negotiating. Oversaw construction from permitting to opening. Responsible for marketing, negotiating and closing sale/leaseback transactions. Led refranchising effort including financial modeling, marketing, transaction structuring, and deal negotiating.• First year development program yielded an increase of +132% in new restaurant sales contribution including two sites that delivered the strongest new store openings in the history of the company.• Project management controls significantly reduced change-orders, delivered project costs at 97% of budget, and shortened construction timelines by 16%.• Asset analysis and resulting rationalization strategy generated an estimated EBITDA increase of +$1MM. Show less



Livingston Company

• President

  • Dec 2002 - Mar 2008

  Joined this merchant bank as a Vice President and promoted to President in 2006. Managed approximately $35MM in capital. Led all aspects of private equity and mezzanine debt investing including deal sourcing, due diligence, structuring, portfolio company management, and exit. • Results included a consumer brand investment that yielded a 39% IRR and serving as interim manager of a home healthcare venture, more than doubling its enterprise value, and delivering an 86% IRR. Joined this merchant bank as a Vice President and promoted to President in 2006. Managed approximately $35MM in capital. Led all aspects of private equity and mezzanine debt investing including deal sourcing, due diligence, structuring, portfolio company management, and exit. • Results included a consumer brand investment that yielded a 39% IRR and serving as interim manager of a home healthcare venture, more than doubling its enterprise value, and delivering an 86% IRR.



Chattem, Inc.

• United States
• Manufacturing
• 100 - 200 Employee

• Vice President of Marketing

  • Nov 1994 - Nov 2002

  Appointed by the CEO to assume P&L and marketing responsibility for Chattem’s portfolio of 18 brands with retail sales of $300MM. Led organization of 20 employees and managed deployment of $67MM marketing budget. Member of officer team responsible for corporate strategy including all acquisition and divestiture decisions. • Faced with a voluntary FDA recall and new initiatives from J&J and GlaxoSmithKline, created and executed a response plan that exceeded sales expectations by 8.5% and earnings by 43%. • Drove the development and introduction of five new products including the Icy Hot Patch, which achieved over $16 million in annualized retail sales in its first year. EXPERIENCE (Chattem, Inc. continued) Vice President of Marketing - Over-The-Counter Drugs and Dietary Supplements (1996 - 2000). After just 18 months with the company, selected by CEO to turnaround division consisting of 13 brands with retail sales of over $200MM. Responsible for P&L, a $56MM budget, and 6 managers. • Delivered a 31% annual sales growth rate plus a 172% increase in profits over four years through acquisitions, new product introductions and existing brand development including increasing Gold Bond sales 83% by executing a reach oriented media plan and launching 4 new products. Brand Manager - pHisoderm (1994 - 1996). Recruited from Procter & Gamble to turn around this $15MM brand. Responsible for P&L as well as marketing strategy development and execution. Show less



Procter & Gamble

• United States
• Manufacturing
• 700 & Above Employee

• Assistant Brand Manager

  • Jun 1992 - Nov 1994

  Led multi-functional team responsible for setting and executing long-term new product strategy for this $127MM brand. Led brand team in development and implementation of marketing strategy. Worked with agency to formulate advertising and media plans. • Achieved all-time shipment high and exceeded profit objective by 32%. • Developed body wash concept that scored +65% in purchase intent versus prior efforts. Brand Assistant - Coast (1992 - 1993). Recruited to rejoin P&G, first as a summer intern and then as a Brand Assistant after completing MBA. Developed and executed media, promotion, sampling, and trade plans for this $45MM brand. Created Hispanic advertising campaign and upgraded package design. • Increased brand volume 7% and exceeded profit objective by 56%. • Second in class of over thirty to be promoted to sales training assignment. Show less