Experience

iPayment, Inc.

• CFO



iPayment, Inc.

• Financial Services
• 1 - 100 Employee

• Executive Vice President and Chief Financial Officer

  • Oct 2010 - Present

  Chief Financial Officer of payment processing business with over $725 million of revenue, 450 employees and 150,000 customers. Responsible for all aspects of the Company’s financial management including accounting, tax, budgeting, financial planning and analysis, mergers and acquisitions, SEC reporting, SOX compliance and investor relations, including leading quarterly earnings calls. Additionally, responsible for the Company’s legal, risk management, human resources and administrative… Show more Chief Financial Officer of payment processing business with over $725 million of revenue, 450 employees and 150,000 customers. Responsible for all aspects of the Company’s financial management including accounting, tax, budgeting, financial planning and analysis, mergers and acquisitions, SEC reporting, SOX compliance and investor relations, including leading quarterly earnings calls. Additionally, responsible for the Company’s legal, risk management, human resources and administrative services departments. Significant achievements include: •Driving strategic direction of business to reposition product and distribution channel mix to meet evolving merchant acquiring environment •Successful execution of numerous capital market transactions, including: two registered high yield bond offerings, one senior secured credit facility and highly structured debt for debt and equity exchange offer. Significant experience managing and operating in high leverage environment •Proven ability to construct and maintain strong control environment, Sarbanes-Oxley Section 404 compliance and preparation and filing of SEC reporting including 10-K’s and 10-Q’s •Enhancing financial planning and analysis function by identifying key performance indicators and implementing financial and operational reporting tools to facilitate analytics. Delivering timely and effective reporting for business leaders, executive management and Board of Directors for informed and reasoned decision making •Significant M&A experience leading acquisitions, investments and strategic initiatives •Strong and accurate communication skills to meet needs of both the Board of Directors and equity and debt investors Show less Chief Financial Officer of payment processing business with over $725 million of revenue, 450 employees and 150,000 customers. Responsible for all aspects of the Company’s financial management including accounting, tax, budgeting, financial planning and analysis, mergers and acquisitions, SEC reporting, SOX compliance and investor relations, including leading quarterly earnings calls. Additionally, responsible for the Company’s legal, risk management, human resources and administrative… Show more Chief Financial Officer of payment processing business with over $725 million of revenue, 450 employees and 150,000 customers. Responsible for all aspects of the Company’s financial management including accounting, tax, budgeting, financial planning and analysis, mergers and acquisitions, SEC reporting, SOX compliance and investor relations, including leading quarterly earnings calls. Additionally, responsible for the Company’s legal, risk management, human resources and administrative services departments. Significant achievements include: •Driving strategic direction of business to reposition product and distribution channel mix to meet evolving merchant acquiring environment •Successful execution of numerous capital market transactions, including: two registered high yield bond offerings, one senior secured credit facility and highly structured debt for debt and equity exchange offer. Significant experience managing and operating in high leverage environment •Proven ability to construct and maintain strong control environment, Sarbanes-Oxley Section 404 compliance and preparation and filing of SEC reporting including 10-K’s and 10-Q’s •Enhancing financial planning and analysis function by identifying key performance indicators and implementing financial and operational reporting tools to facilitate analytics. Delivering timely and effective reporting for business leaders, executive management and Board of Directors for informed and reasoned decision making •Significant M&A experience leading acquisitions, investments and strategic initiatives •Strong and accurate communication skills to meet needs of both the Board of Directors and equity and debt investors Show less



Perella Weinberg

• United States
• Investment Banking
• 700 & Above Employee

• Consultant

  • Feb 2009 - Oct 2010

  Member of senior management and officer of publicly traded special acquisition company jointly sponsored by Brooklyn NY Holdings and Perella Weinberg. •Completed IPO of company including prospectus drafting, roadshow presentations and target indication and due diligence •Successfully achieved shareholder approval of merger with women’s retailer Talbots. Significant role in structure and leading investor relations Acted as consult to investment banking boutique referring and executing… Show more Member of senior management and officer of publicly traded special acquisition company jointly sponsored by Brooklyn NY Holdings and Perella Weinberg. •Completed IPO of company including prospectus drafting, roadshow presentations and target indication and due diligence •Successfully achieved shareholder approval of merger with women’s retailer Talbots. Significant role in structure and leading investor relations Acted as consult to investment banking boutique referring and executing investment banking assignments including the the recapitalization of iPayment, Inc. Show less Member of senior management and officer of publicly traded special acquisition company jointly sponsored by Brooklyn NY Holdings and Perella Weinberg. •Completed IPO of company including prospectus drafting, roadshow presentations and target indication and due diligence •Successfully achieved shareholder approval of merger with women’s retailer Talbots. Significant role in structure and leading investor relations Acted as consult to investment banking boutique referring and executing… Show more Member of senior management and officer of publicly traded special acquisition company jointly sponsored by Brooklyn NY Holdings and Perella Weinberg. •Completed IPO of company including prospectus drafting, roadshow presentations and target indication and due diligence •Successfully achieved shareholder approval of merger with women’s retailer Talbots. Significant role in structure and leading investor relations Acted as consult to investment banking boutique referring and executing investment banking assignments including the the recapitalization of iPayment, Inc. Show less



BPW Acquisition Corp

• Senior Vice President

  • Jan 2009 - Jan 2010



Brooklyn NY Holdings, LLC

• Head of Principal

  • Jan 2007 - Jan 2009

  Responsible for originating and directing the private market investment activities of the Alfred Lerner Family and its affiliates. Assets under management are over $4 billion, deployed in public equity and fixed income portfolios, alternative investments, real estate and special situations. •Oversight of and participation in all aspects of the investment process, including origination, due diligence evaluation, structuring and post investment value creation. Member of the Investment… Show more Responsible for originating and directing the private market investment activities of the Alfred Lerner Family and its affiliates. Assets under management are over $4 billion, deployed in public equity and fixed income portfolios, alternative investments, real estate and special situations. •Oversight of and participation in all aspects of the investment process, including origination, due diligence evaluation, structuring and post investment value creation. Member of the Investment Committee •Led investments in Surefire Holdings, LLC, Arena Media Networks, LLC, MG Transport Holdings, LLC and acquisition of seats on the Chicago Board Options Exchange (CBOE) •Significant network of both sell-side and buy-side investment sources and partners •Executive Officer of BPW Acquisition Corp. (AMEX: BPW), a $350 million special purpose acquisition company Show less Responsible for originating and directing the private market investment activities of the Alfred Lerner Family and its affiliates. Assets under management are over $4 billion, deployed in public equity and fixed income portfolios, alternative investments, real estate and special situations. •Oversight of and participation in all aspects of the investment process, including origination, due diligence evaluation, structuring and post investment value creation. Member of the Investment… Show more Responsible for originating and directing the private market investment activities of the Alfred Lerner Family and its affiliates. Assets under management are over $4 billion, deployed in public equity and fixed income portfolios, alternative investments, real estate and special situations. •Oversight of and participation in all aspects of the investment process, including origination, due diligence evaluation, structuring and post investment value creation. Member of the Investment Committee •Led investments in Surefire Holdings, LLC, Arena Media Networks, LLC, MG Transport Holdings, LLC and acquisition of seats on the Chicago Board Options Exchange (CBOE) •Significant network of both sell-side and buy-side investment sources and partners •Executive Officer of BPW Acquisition Corp. (AMEX: BPW), a $350 million special purpose acquisition company Show less



Windward Capital Management, LLC

• Managing Director

  • Jan 1996 - Jan 2006

  Senior member of private equity firm focused on providing equity and mezzanine capital to middle market companies for growth financings, recapitalizations and management buyouts in the Financial and Business Services and value-added Manufacturing Sectors. •Member of both Investment and Management Committees •Originated and led or co-led six of the eight investments in WCP II, including direct responsibility for the fund’s most successful realized investments •Direct responsibility… Show more Senior member of private equity firm focused on providing equity and mezzanine capital to middle market companies for growth financings, recapitalizations and management buyouts in the Financial and Business Services and value-added Manufacturing Sectors. •Member of both Investment and Management Committees •Originated and led or co-led six of the eight investments in WCP II, including direct responsibility for the fund’s most successful realized investments •Direct responsibility for investment monitoring; including, serving on boards of directors, determining strategy, portfolio company management oversight and financings and capital markets transactions •Firm originally sponsored by Credit Suisse First Boston and Metropolitan Life Insurance Co. in 1995 with $450 million of equity and $325 million mezzanine commitments. Windward Capital Partners, II L.P. was raised in 1999 as independent fund with $365 million of equity commitments Show less Senior member of private equity firm focused on providing equity and mezzanine capital to middle market companies for growth financings, recapitalizations and management buyouts in the Financial and Business Services and value-added Manufacturing Sectors. •Member of both Investment and Management Committees •Originated and led or co-led six of the eight investments in WCP II, including direct responsibility for the fund’s most successful realized investments •Direct responsibility… Show more Senior member of private equity firm focused on providing equity and mezzanine capital to middle market companies for growth financings, recapitalizations and management buyouts in the Financial and Business Services and value-added Manufacturing Sectors. •Member of both Investment and Management Committees •Originated and led or co-led six of the eight investments in WCP II, including direct responsibility for the fund’s most successful realized investments •Direct responsibility for investment monitoring; including, serving on boards of directors, determining strategy, portfolio company management oversight and financings and capital markets transactions •Firm originally sponsored by Credit Suisse First Boston and Metropolitan Life Insurance Co. in 1995 with $450 million of equity and $325 million mezzanine commitments. Windward Capital Partners, II L.P. was raised in 1999 as independent fund with $365 million of equity commitments Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Director of Finance and Corporate Development

  • Jan 1995 - Jan 1996

  Reported to the Chief Financial and Administrative Officer. Primary responsibilities were to enhance the level of financial reporting and analysis, manage the strategic planning process, and support functional heads in implementing significant initiatives. Involvement in all major financial and administrative functions, including: •Strategic planning, analysis and execution of mergers, acquisitions and divestitures. Led investment in formation of Liberty Hampshire/Guggenheim… Show more Reported to the Chief Financial and Administrative Officer. Primary responsibilities were to enhance the level of financial reporting and analysis, manage the strategic planning process, and support functional heads in implementing significant initiatives. Involvement in all major financial and administrative functions, including: •Strategic planning, analysis and execution of mergers, acquisitions and divestitures. Led investment in formation of Liberty Hampshire/Guggenheim Group •Financial reporting and performance analysis •Treasury and execution of capital markets transactions •Risk management (served as secretary of Capital Allocation and Risk Management Committee) •IT, facilities/country operations, human resources

• Vice President, Investment Banking Department

  • Jan 1994 - Jan 1995

• Associate

  • Jan 1991 - Jan 1994

  Member of the financial institutions industry group. Focused on capital raising and merger and acquisition advisory services for banks, insurance companies, finance companies and asset management/brokerage firms.



Credit Suisse First Boston

• Director

  • Jan 1991 - Jan 1996



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Associate

  • Jan 1987 - Jan 1989

  Management consulting firm focused on strategy development and implementation for corporate clients. Primary practice areas were insurance and health care industries. Management consulting firm focused on strategy development and implementation for corporate clients. Primary practice areas were insurance and health care industries.