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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Lee Street, #2Evanston, IL Street Address
PHONE NUMBER AVAILABLESUMMARYCorporate Finance/Accounting/Tax/Commercial Lending professional with 35 years of total experience. Significant experience in business development, deal execution, deal structuring and negotiation, financial due diligence, accounting and tax and not-for-profit volunteering. Credentials include an M.B.A. degree from Northwestern University, J.L. Kellogg Graduate School of Management, a Masters in Accounting, a CPA certificate and Series 7 and 63 securities licenses.PROFESSIONAL EXPERIENCEMETOLIUS PARTNERS INC., Evanston, Illinois. A middle market investment bank.December 2015 PresentPresident and OwnerLaunched my own investment banking/financial consulting firm to focus on privately owned companies in the lower middle marketOriginated and executed 12 M&A transactions through relationships with private equity firms, accounting firms and attorneysProvided accounting and tax consulting to 15-20 companies in a variety of industriesPrepared individual and corporate tax returnsMATRIX CAPITAL MARKETS GROUP, Chicago, Illinois. A middle market investment bank.July 2013 December 2015Managing Director and Head of Chicago OfficeOriginated and executed the sale of a Midwest concrete and masonry industrial distribution company through a relationship with a regional accounting firm, resulting in total closed fees of approximately $1.1 millionOriginated and executed the sale of a Midwest building products distribution company through a relationship with a regional accounting firm, resulting in total closed fees of approximately $600,000Originated and executed the recap of a Midwest industrial storage container manufacturer through a relationship with a private wealth advisor, resulting in total closed fees of approximately $175,000Launched the firms new Chicago office and lead the firms business development efforts in the eight state Midwest regionAMHERST PARTNERS, Chicago, Illinois. A middle market investment bank.June 2010 April 2013Managing Director and Head of Chicago OfficeOriginated and executed two sell-side M&A transactions through relationships with private equity firms and attorneys, resulting in total closed fees of approximately $1.0 millionOriginated and executed a buy-side M&A advisory assignment for a global food business headquartered in Europe; this assignment included sourcing US targets and resulted in the successful acquisition of a Midwest US cheese company; total transaction fees of approximately $0.5 millionOriginated and executed the sale of Rotonics Manufacturing, the deal that was named by The M&A Advisor as 2012 Restructuring Deal of the Year for the $10 million to $100 million enterprise value categoryLaunched and led the firms Private Equity Sponsor coverage group, resulting in total fees of approximately $1.0MMDUFF & PHELPS SECURITIES, LLC, Chicago, Illinois. A global middle market investment bank.August 2004 June 2010Managing DirectorOriginated and executed ten sell-side M&A transactions through relationships with private equity firms and attorneys, resulting in closed fees of approximately $7.0 millionLed the development of all investment banking relationships in Michigan, Minnesota, Ohio and Missouri. Originated and executed six transactions resulting in total closed fees of approximately $4.0 millionCo-headed the firms national distressed M&A practice that focuses on providing financial restructuring advisory services for companies both inside and outside bankruptcy court; originated and closed four transactions resulting in total fees of $3.1 millionLaunched and led the firms Global Building Products Group and originated and closed three sell-side M&A transactions for companies in this industry, resulting in total closed fees of $1.7 millionBROWN GIBBONS LANG & COMPANY, Chicago, Illinois. A middle market investment bank.April 2001 August 2004Vice PresidentOriginated three sell-side M&A transactions through relationships with Illinois turnaround firms and debt providers, resulting in closed fees of $2.1 millionLed the development of all firm relationships in Minnesota. Originated two transactions resulting in total closed fees of $1.7 millionManaged the firms national debt capital markets practice that focuses on raising all classes of debt and equity capital for the middle market. Originated and closed four transactions resulting in total fees of $5.0 millionSuccessfully closed two financial restructuring transactions with companies with annual revenues over $100 million in the industrial distribution and specialty vehicle industries, resulting in total closed fees of $1.1 millionDRESDNER KLEINWORT WASSERSTEIN, Chicago, Illinois. An international investment bank.November 1998 April 2001Vice President, Midwest Private Equity Sponsor GroupLed the development of Dresdners newly created Midwest Private Equity Sponsor group, leading to the closing of 15 transactions with 12 different equity sponsors and winning three senior debt arranger mandatesUnderwrote and managed $65 million of investments in four Midwest private equity fundsSuccessfully negotiated, underwrote and closed over $475 million of new senior and subordinated loan commitments to 12 different companies in the manufacturing and business service industries. Total closing fees of $4.3 millionAssisted Dresdners London corporate finance office in its role as lead buy-side M&A advisor to a U.S. company in its $300 million tender offer for a publicly traded Irish industrial companyHELLER FINANCIAL, INC., Chicago, Illinois. An international commercial finance company.April 1996 November 1998Assistant Vice President, Corporate Finance GroupSuccessfully negotiated, underwrote and closed over $250 million of new senior and subordinated loan commitments, agented by Heller, and over $2 million of equity co-investments to 10 different companies in the manufacturing, service and healthcare industries. Total closing fees of $3.7 millionLed or co-led marketing relationships with over 25 private equity groups across the United States. These activities directly led to the closing of eight transactions and equity group requests for financing on over 50 other transactionsCo-led a healthcare finance strategic initiative team that researched and evaluated the viability of cash-flow lending into the healthcare industry. These findings led to the formation of Hellers cash-flow Healthcare Lending groupHOUSEHOLD INTERNATIONAL/FIRST SOURCE FINANCIAL, Prospect Heights, Illinois.November 1991 April 1996Manager, Corporate Finance Group, February 1993 April 1996Closed over $200 million of new loans to 13 different companies in various industries. Total closing fees of $2.1 million Awarded the 1994 Household Commercial Distinguished Performance award for demonstrating outstanding performanceSenior Accountant, Financial Reporting, November 1991 February 1993 Managed the monthly and annual closing processes using Micro Control accounting and consolidation softwareDELOITTE & TOUCHE, Chicago, IllinoisJune 1988 November 1991Senior Accountant, Audit Department Supervised audits of real estate, retail and manufacturing clients with annual sales ranging from $10 million to $30 billionEDUCATION/CERTIFICATIONNorthwestern University, J.L. Kellogg Graduate School of Management, Evanston, IllinoisMaster of Management degree in Finance, Marketing and International Business awarded in June 1995.DePaul University, Chicago, IllinoisMaster of Science in Accounting degree awarded in September 1989.Carleton College, Northfield, MinnesotaBachelor of Arts degree in Economics and Music awarded in June 1988.Foreign exchange program in international economics at Cambridge University in Cambridge, England, June-September, 1986.Passed standardized proficiency exam in Spanish, 1987.Certified Public Accountant certificate awarded in 1990.Series 7 and 63 Securities License certificates awarded in 2000.VOLUNTEER WORKSecretary of the Board of Directors of the Chicago Jazz Philharmonic, a not-for-profit musical performance and educational organization, which generates rich, multi-cultural music experiences that bridge gaps in jazz and classical genres and provides community-based education programs for inner city Chicago studentsVolunteer for Ignation Mission Center, Chicago, IL prepare required accounting and tax documents for organizationPast Treasurer of Chicago Chamber OrchestraMember of Carleton College Alumni Representatives Association |
