Experience

CMD Global Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Co-Founder & Managing Director

  • Sep 2019 - Present

  Greater Chicago Area



Vistage Worldwide, Inc.

• United States
• Professional Training and Coaching
• 700 & Above Employee

• Vistage Chair

  • 2021 - Present

  Chicago, Illinois Enhancing the success of Chicago-based businesses and their impact on our great city is a mission of mine. Therefore, I founded a Vistage Peer Advisory Group. My vision is to help to make Chicago an even greater place to live and work than it already is today. Through my partnership with Vistage, I look forward to leveraging the resources, expertise, and track record of Vistage Worldwide to create higher performing leaders and decision-makers. Vistage has more than 23,000 members… Show more Enhancing the success of Chicago-based businesses and their impact on our great city is a mission of mine. Therefore, I founded a Vistage Peer Advisory Group. My vision is to help to make Chicago an even greater place to live and work than it already is today. Through my partnership with Vistage, I look forward to leveraging the resources, expertise, and track record of Vistage Worldwide to create higher performing leaders and decision-makers. Vistage has more than 23,000 members around the globe. It is the world's largest and most comprehensive executive coaching organization for small and midsize businesses. The objective of the group is to help business owners and CEOs improve their lives, both personally and professionally. When you join Vistage, you can tap into exceptional business leaders' experience and impartial advice, which can drive outstanding results for your company. Find out how Vistage can help you and your company by contacting me at scott.george@vistagechair.com. Show less



XMS Capital Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Apr 2017 - Sep 2019

  Chicago



Hillenbrand

• United States
• Automation Machinery Manufacturing
• 700 & Above Employee

• Senior Vice President, Corporate Development

  • Jan 2012 - Feb 2017

  Batesville, IN Recruited by Hillenbrand, a $1.8B revenue NYSE-listed global diversified industrial company, to continue diversification initiated by PMCF engagement. One of only 4 senior enterprise executives who reported directly to CEO. Led all global acquisition, divestiture, JV, and activist defense activities; had senior responsibility for target identification and evaluation, deal negotiations, and due diligence. Internal leader of board’s M&A Committee and company’s Activist Defense Committee… Show more Recruited by Hillenbrand, a $1.8B revenue NYSE-listed global diversified industrial company, to continue diversification initiated by PMCF engagement. One of only 4 senior enterprise executives who reported directly to CEO. Led all global acquisition, divestiture, JV, and activist defense activities; had senior responsibility for target identification and evaluation, deal negotiations, and due diligence. Internal leader of board’s M&A Committee and company’s Activist Defense Committee. ✔ STRATEGY: Aligned acquisitions with diversification strategy; worked closely with operating management and strategy head to determine and evaluate Hillenbrand’s key strengths and weaknesses. ✔ ACQUISITIONS: Identified, negotiated, led due diligence and executed $1.5B of acquisitions (U.S., Germany, and China). ✔ GLOBAL GROWTH: Led company effort to go global and expand beyond shrinking single-line-of-business core. Negotiated several significant transactions that transformed company into a global diversified industrial force. Show less



PMCF Investment Banking

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director, Head of Illinois Practice

  • Mar 2008 - Jan 2012

  Chicago Joined as partner in 20-person firm; built Chicago office from scratch and led overall firm’s buy-side advisory, fairness opinion, and financial sponsor coverage practices. Served as expert witness, board consultant, activist advisor and valuation expert. ✔ RAPID REVENUE GENERATION: Generated 66% of total firm revenue by second year (~$8M of $12M). ✔ FRANCHISE DEVELOPMENT: Rapidly ramped revenue by successfully supporting several mid-size corporate clients in execution of… Show more Joined as partner in 20-person firm; built Chicago office from scratch and led overall firm’s buy-side advisory, fairness opinion, and financial sponsor coverage practices. Served as expert witness, board consultant, activist advisor and valuation expert. ✔ RAPID REVENUE GENERATION: Generated 66% of total firm revenue by second year (~$8M of $12M). ✔ FRANCHISE DEVELOPMENT: Rapidly ramped revenue by successfully supporting several mid-size corporate clients in execution of their acquisition strategies. Grew flagship account, Hillenbrand, to become largest client in firm’s history (over $10M in total revenues). ✔ TEAM BUILDING: Hired, trained and led top-performing team of 5 Chicago-based investment bankers. Show less



Morgan Joseph & Co., Inc.

• Managing Director

  • 2005 - 2008

  Chicago Built scale and reputation of office by leveraging personal relationships with corporate, private equity and other referral sources. ✔ RAPID REVENUE GENERATION: Generated annual fees of ~$4M despite only minimal local support. ✔ SUBJECT MATTER EXPERTISE: Earned reputation as leading national expert on fairness opinions, public-to-private transactions and SPACs.



EY

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

• Senior Managing Director & Partner

  • 2000 - 2005

  Chicago Co-led 225-person practice and served as sole head of M&A/Capital Markets group of 125 professionals across 10 nationwide offices. Made substantial improvements in practice revenues despite restrictive regulations limiting firm’s ability to work with audit clients. ✔ M&A EXPERTISE: Augmented personal M&A expertise with diversified contributions as national channel leader for Private Equity, Fairness Opinions, and Public-to-Private transactions. ✔ FIRM LEADERSHIP: Served on Board… Show more Co-led 225-person practice and served as sole head of M&A/Capital Markets group of 125 professionals across 10 nationwide offices. Made substantial improvements in practice revenues despite restrictive regulations limiting firm’s ability to work with audit clients. ✔ M&A EXPERTISE: Augmented personal M&A expertise with diversified contributions as national channel leader for Private Equity, Fairness Opinions, and Public-to-Private transactions. ✔ FIRM LEADERSHIP: Served on Board of Managers that oversaw all activities of the firm’s 40 partners and 225 professionals. Show less



Titan Financial Group, LLC

• Co-Chairman, Owner and CEO

  • 1995 - 2000

  Chicago Founded boutique investment banking firm and later acquired struggling investor relations consulting firm with strong client roster; built value before selling both businesses at substantial profit; sold investment banking practice to Tucker Anthony and then opened and led Chicago office for that firm. ✔ CONSULTING EXPERTISE: Provided investment banking, investor relations consulting and other services to over 50 Fortune 500 companies. ✔ TURNAROUND SUCCESS: In 1995, acquired… Show more Founded boutique investment banking firm and later acquired struggling investor relations consulting firm with strong client roster; built value before selling both businesses at substantial profit; sold investment banking practice to Tucker Anthony and then opened and led Chicago office for that firm. ✔ CONSULTING EXPERTISE: Provided investment banking, investor relations consulting and other services to over 50 Fortune 500 companies. ✔ TURNAROUND SUCCESS: In 1995, acquired OLCA (nationally-recognized but dysfunctional investor relations firm) for less than $1M and in 1997, sold to Thomson Financial for over $4M. Show less



BT Securities Corp. (Bankers Trust Co.)

• Senior Managing Director - Head of Midwest Region

  • 1991 - 1995

  Chicago Led 75-member, cross-functional group overseeing commercial and investment banking, capital markets, merchant and private banking, ABL finance, and private wealth management. ✔ REVENUE/PROFIT GENERATION: Generated $75M+ in annual revenue, a 36% improvement in less than 3 years; achieved record profitability each year. ✔ RELATIONSHIP MANAGEMENT: Gained unprecedented access to leaders of industry, using personal C-level relationships to grow practice and enhance personal… Show more Led 75-member, cross-functional group overseeing commercial and investment banking, capital markets, merchant and private banking, ABL finance, and private wealth management. ✔ REVENUE/PROFIT GENERATION: Generated $75M+ in annual revenue, a 36% improvement in less than 3 years; achieved record profitability each year. ✔ RELATIONSHIP MANAGEMENT: Gained unprecedented access to leaders of industry, using personal C-level relationships to grow practice and enhance personal reputation within Midwest business community. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Principal

  • 1988 - 1991

  Chicago Successfully served as senior coverage officer at this bulge bracket investment bank. Generated $25M+ in revenues serving 30+ major public and private companies. ✔ RAPID REVENUE GENERATION: Personally billed $25M+ in fees; worked on many prominent deals, 4 of which were featured in a single day on the front page of The Wall Street Journal. ✔ FINANCIAL CREATIVITY: Initiated and executed several large and very profitable acquisition, divestiture, and financing transactions.



Salomon Brothers Inc

• Director

  • 1979 - 1988

  Chicago One of only 7 MBAs hired worldwide by Salomon Brothers in 1980; mentored by J. Ira Harris who taught importance of strong work ethic and value of developing close, long-term relationships. Executed scores of M&A and capital markets transactions for Fortune 500 companies. ✔ REVENUE GENERATION: While still a Vice President, co-founded Salomon’s highly successful Merchant Banking/ HY Group, managed 5-person group in Midwest that generated over $25M in fees in its second year. ✔… Show more One of only 7 MBAs hired worldwide by Salomon Brothers in 1980; mentored by J. Ira Harris who taught importance of strong work ethic and value of developing close, long-term relationships. Executed scores of M&A and capital markets transactions for Fortune 500 companies. ✔ REVENUE GENERATION: While still a Vice President, co-founded Salomon’s highly successful Merchant Banking/ HY Group, managed 5-person group in Midwest that generated over $25M in fees in its second year. ✔ FOCUS ON MIDDLE MARKET: Developed unique focus within Salomon Brothers on serving rapidly growing mid-size private and public companies. Show less