Experience

True North M&A

• United States
• Financial Services
• 1 - 100 Employee

• M&A Advisor

  • Feb 2022 - Present

  Greater Minneapolis-St. Paul Area



Sunbelt Business Advisors of Minnesota

• United States
• Financial Services
• 1 - 100 Employee

• M&A Advisor

  • Dec 2005 - Present

  Greater Minneapolis-St. Paul Area Assist middle market clients with business improvement initiatives, merger and acquisitions, divestitures, private equity, exit strategies, and corporate valuations. Work with corporate clients and consolidators interested in making strategic or financially based acquisitions; private equity groups interested in portfolio acquisitions; and management groups acquiring the business they operate. Have been involved in hundreds of market transactions.



TMPSS Inc.

• Vice President and Chief Financial Officer

  • Dec 2012 - Oct 2020

  Greater Minneapolis-St. Paul Area As CFO, served in a strategic role as business partner to the CEO of this growing late stage development company. Focused on deploying strong and strategic financial management discipline in the company. Accountable for making actionable recommendations on both strategy and operations. Providing strong leadership in deploying the building blocks to help the company achieve aggressive long term objectives and market valuation. Coordinated the development of the business plan targeted at… Show more As CFO, served in a strategic role as business partner to the CEO of this growing late stage development company. Focused on deploying strong and strategic financial management discipline in the company. Accountable for making actionable recommendations on both strategy and operations. Providing strong leadership in deploying the building blocks to help the company achieve aggressive long term objectives and market valuation. Coordinated the development of the business plan targeted at achieving a strong market valuation. Helped to focus company's leading edge technology to be more key market focus that has resulted in a very impressive business pipeline. Show less



TMPSS

• Advisory Board

  • Dec 2012 - Oct 2020

  Greater Minneapolis-St. Paul Area Provide guidance and counsel to the CEO and team of this leading edge technology company that deploys millimeter wave products, systems, and solutions addressing the demands for better health and safety, security, transportation and wireless convenience.



Electronic Data Systems (EDS)

• Unit Financial Officer/ Controller

  • Jun 1998 - 2004

  Plano Texas Helped this IT Outsourcing and Business Process Management Corporation deploy improved financial management to help stop declining stock prices. Served in a number of Unit Financial Officer and Controller roles with comprehensive financial responsibility for business units and regions with revenue up to $1.5 billion. • Exceeded financial targets each year by deploying processes to provide correct information to set goals, make decisions, monitor performance, and… Show more Helped this IT Outsourcing and Business Process Management Corporation deploy improved financial management to help stop declining stock prices. Served in a number of Unit Financial Officer and Controller roles with comprehensive financial responsibility for business units and regions with revenue up to $1.5 billion. • Exceeded financial targets each year by deploying processes to provide correct information to set goals, make decisions, monitor performance, and mitigate risk. • Developed strategy to improve productivity by $200 million and firm up Medicaid/Medicare market • Eliminated working capital requirements for significant contract by integrating principles for shortening cash-to-cash cycle in deal structuring. • Structured deals ranging from $1M to $1.5B in value. Show less



United Technologies Carrier Corporation

• Director Cost Improvement (Global Operations)

  • Jun 1995 - 1998

  Syracuse, New York Area As a member of finance council developed, directed, and implemented financial management and measurement programs that improved cost of operations and reduced complexity throughout the company leading to the achievement of a more cost competitive worldwide manufacturing strategy. Approach recognized by CAM-I, and the American Quality Center as a worldwide best practice in decision support to drive business strategy.



United Technologies Carrier Corporation

• Director Cost Management

  • 1990 - 1995

  Syracuse, New York Area During a turn around helped this under performing $2.5B, 13 plant, and 3 business unit operation to deploy effective financial management to help return the business to acceptable profit levels. Provided leadership and guidance to 13 plant controllers. • Implemented recommendations, procedures, and strategic cost management techniques to help return several businesses to profitability. • Worked closely with executive team to develop specific cost/pricing models that drove pruning of… Show more During a turn around helped this under performing $2.5B, 13 plant, and 3 business unit operation to deploy effective financial management to help return the business to acceptable profit levels. Provided leadership and guidance to 13 plant controllers. • Implemented recommendations, procedures, and strategic cost management techniques to help return several businesses to profitability. • Worked closely with executive team to develop specific cost/pricing models that drove pruning of offering, improved manufacturing process/ product designs, and better strategic sourcing. Show less



Honeywell Residential Division

• Accounting Manager (Plant Controllership)

  • 1984 - 1990

  Greater Minneapolis-St. Paul Area As a member of the successful turn around team of this large division, served as finance leader with comprehensive financial management responsibility for an autonomous manufacturing operation with annual revenue of $100 million and gross profit margins of 40%+. Provided financial leadership to the division's controls cross functional business team. • Nominated for the “Lund Award” for excellent leadership in financial and people management. • Led effort to better align each business… Show more As a member of the successful turn around team of this large division, served as finance leader with comprehensive financial management responsibility for an autonomous manufacturing operation with annual revenue of $100 million and gross profit margins of 40%+. Provided financial leadership to the division's controls cross functional business team. • Nominated for the “Lund Award” for excellent leadership in financial and people management. • Led effort to better align each business discipline business objectives and performance measures to better achieve the division's business objectives. • Help to negotiate OEM price increases to highest level in company history. Awarded “Power of Quality Award.” Show less