Experience

Frontenac

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President, Chief Financial Officer and Chief Compliance Officer

  • Sep 2004 - Present

  o Frontenac is a Chicago-based private equity firm. The firm focuses on investing in lower middle market buyout transactions in the consumer, industrial, and services industries. Frontenac works in partnership with established operating leaders, through an executive-centric approach called CEO1ST, which seeks to identify, acquire, and build market-leading companies through transformational acquisitions and operational excellence. Over the last 50+ years, Frontenac has built a leading franchise working with over 300 owners of mid-sized businesses as they address complex transition issues of liquidity, management enhancement, and growth planning. For more information, please visit http://www.frontenac.com/. Show less



Heller Financial (purchased by GE)

• Associate - Mergers & Acquisitions

  • Apr 2001 - Sep 2002

  Start-up Mergers & Acquisitions group comprised of former Chicago Corp M&A specialists. We completed one sell-side transaction for a reputable Connecticut-based Private Equity firm and did a number of marketing presentations for other sell-side, and some buy-side, engagements. When GE purchased Heller, it laid off the group as it did not want to be in the M&A business. Start-up Mergers & Acquisitions group comprised of former Chicago Corp M&A specialists. We completed one sell-side transaction for a reputable Connecticut-based Private Equity firm and did a number of marketing presentations for other sell-side, and some buy-side, engagements. When GE purchased Heller, it laid off the group as it did not want to be in the M&A business.



United Rentals / NES Rentals

• Construction
• 300 - 400 Employee

• Associate - Corporate Development

  • Sep 1999 - Apr 2001

  Analyzed acquisition opportunities. Worked on purchases from beginning-to-end, including financial models, due diligence, negotiating legal contracts. Analyzed acquisition opportunities. Worked on purchases from beginning-to-end, including financial models, due diligence, negotiating legal contracts.



Chicago Corporation (purchased by ABN AMRO)

• Associate - Investment Banking

  • Jul 1996 - Sep 1999

  Primarily worked on sell-side M&A transactions. Involvement included creating financial models, writing Confidential Memorandum, contacting potential purchasers, negotiating legal documents, and other typical M&A duties. Most engagements were US-based, but one sell-side engagement was for a UK-based company and one buy-side engagement was for a German company. Also worked on several private placements and public offerings. Primarily worked on sell-side M&A transactions. Involvement included creating financial models, writing Confidential Memorandum, contacting potential purchasers, negotiating legal documents, and other typical M&A duties. Most engagements were US-based, but one sell-side engagement was for a UK-based company and one buy-side engagement was for a German company. Also worked on several private placements and public offerings.



Frontenac

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Accountant

  • Sep 1993 - Sep 1995

  Frontenac is a leading private equity firm, based in Chicago. The firm focuses on investing in lower middle market buyout transactions in the food, industrial, and services industries. We work in partnership with proven operating leaders, through our executive-centric approach called CEO1ST, to identify, acquire, and build market-leading companies through transformational acquisitions and operational excellence. The firm has built a leading franchise working with over 275 owners of mid-sized businesses, almost always families or founders, as they address complex transition issues of liquidity, management enhancement, and growth planning. For more information, please visit www.frontenac.com. Show less



Arthur Andersen & Co

• Senior Auditor

  • Sep 1990 - Sep 1993