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continuedCandidate's Name  EMAIL AVAILABLELINKEDIN LINK AVAILABLEEssex Fells, NJ Street Address   PHONE NUMBER AVAILABLEInvestment and Financial ProfessionalGrowth-focused and visionary leader with substantial experience in devising and executing business strategies to drive sustainable revenue growth, optimize operational efficiency, and achieve financial stability. Proven record in formulating strategic financial plans, identifying investment opportunities, analyzing equity and debt financing options, conducting analyses of business units, and coordinating with multiple third parties to execute transactions. Demonstrated success in suggesting best practices for cost reduction and managing post-acquisition integrations. Well-versed in implementing change and establishing KPIs to analyze the performance of businesses and employees. Commendable expertise in providing data-driven financial insights to top management to maximize ROI. Areas of Expertise Financial Planning & Execution Credit Risk Management Operational Excellence Investment Analysis Corporate Governance Program Management Budgeting & Forecasting Stakeholder Management Capital Structure & Finances Financial Analysis & Modelling Liquidity Management Leadership & Team BuildingCareer ExperienceIndependent Consultant 2023  PresentWorking for a large financial services firm on post-merger integration and ERP implementation. Vice President - Investment Professional, The Tokarz Group Advisers, Purchase, NY 2012  2023 Identified, evaluated, and oversaw diverse equity and debt investments to drive strategic growth and maximize returns for the organization. Collaborated as an integral part of investment teams within multiple sectors, including Energy, Health Care, Financial Services / FinTech, Consumer Products, and Technology-enabled Business and Industrial Services. Acquisition & Sale of AccuMED: Served as a member of the investment team and represented the firm on the Board of Directors. Avoided an auction process by designing a unique management incentive program. Funded the Company's working capital requirements and rapid growth by refinancing transaction debt with a non-traditional lender. Contributed to selling a large share of the business to a client bringing production in-house; transaction involved: o Separated an integrated production line into a standalone business unit. o Generated additional capital enabling the Company to acquire new customers and fund CapEx. Compiled vast datasets and business synopsis for potential private sales. Coordinated with management and Investment Bank to gather data, develop a Confidential Information Package (CIP), launch a broad auction process, evaluate proposals, and negotiate transaction documents. Acquisition & Sale of Advance Construction Group f.k.a. Advanced Oilfield Services: One of the firms original representatives on the Board of Directors and an investment team member. Orchestrated the selection and hiring process of a Chief Financial Officer (CFO) to help professionalize an owner- operated oilfield services company, subsequently streamlining post-acquisition financial processes through the implementation of a new ERP system, financial data updates, and the development of the annual budget. Conducted comprehensive analysis to assess the viability of diversifying into alternative business lines that exhibited a lower correlation with oil prices. Contributed to the organization's financial stability during challenging times while assisting leadership in applying for Payroll Protection Program loans and securing Employee Retention Tax Credits. Candidate's Name
 Performed an in-depth analysis of the impact of divesting the organization's slower-growing Eastern Division, including creating a comprehensive budget for each division and allocating corporate expenses across divisions. Succeeded in finalizing the sale of the Company under suitable terms to management in 2023. Sale of FOLIO Investments, Inc.: Encouraged CEO and majority owner as a member of the Board of Directors to initiate a sales process, ultimately persuading fellow Directors to push for a sale rather than offering partial liquidity to address the CEO's financial circumstances after holding an illiquid investment for an extended period. Assessed the organizations ongoing operations and approved the sale of the Company to a significant strategic buyer during the second quarter of 2020.Analyst/Intern, CCMP Capital, New York, NY 2010  2011 Partnered with the industrial team involved in executing tasks ranging from general sector research to working on live deals, along with offering assistance in general research in the leisure, transportation, and logistics sectors. Employed publicly available data and confidential information to construct operating and transaction models for potential deals, including various options, such as corporate spin-offs, joint ventures, and take-privates. Sales Assistant, Credit Suisse, New York, NY 2006  2007 Engaged in regular and effective communication with clients to meet needs, which involved delivering sufficient liquidity, facilitating prompt access to funds, and addressing any inquiries and concerns in a timely manner. Managed day-to-day operations on the corporate cash management team, working with a diverse portfolio of companies, including Fortune 500 organizations with account sizes ranging from $5M to $400M+. Senior Account Officer, TD Waterhouse, Jersey City, NJ 2004  2006 Offered personalized and direct support to the firm's most active traders, catering to trading and account-related needs, including executing basic and intricate equity and derivative trades and responding to account and market inquiries. Conducted training sessions for newly hired account officers to provide comprehensive guidance on systems/ procedures and assist with initial customer interactions to ensure a smooth onboarding process. EducationMaster of Business Administration, Finance & Management, Seton Hall University  Stillman School of Business, South Orange, NJ (2010)Bachelor of Arts - Government, Franklin & Marshall College, Lancaster, PA (2003)