Austin, Texas Metropolitan Area
As an Investment Banker or a Sell-side Advisor, you want to ensure a smooth business-selling process. As a Business Owner, you don't want to hear about any new reasons for repricing at the last minute when you are in the process of exiting your business. - You don't want "a Consultant". - You don't want "a Training". - You want Results. - Immediate and Lasting. If you are an Investment Banker, Sell-side Advisor, or a Business Owner and want an experienced executive, not an academic consultant, to help you eliminate any transaction-related business risks, such as: - Quality of Earnings and Operational Improvements - Owner Dependency - Vague Structures and Lack of Accountability - Revenue Rollercoaster - Lack of Recurring Business - Lack of or Ineffective Business Processes - Profit Leakage - Margin Erosion - Lack of Documentation and Systems - and more Then partner with me, a fast-paced, high-level ex-Fortune500 executive at your fingertips. - I act fast. - I use our know-how and experience. - I identify and fix the 1 or 2 most important and urgent business problems (not a list of 70+ areas to address). - I work on your timelines, not ours! More successful transactions. Faster. Higher Enterprise Valuations. A WIN for the Business Owners and A WIN for Investment Bankers! ✅ Excellent and Predictable Cash Flow ✅ Top-Tier Enterprise Value (Must Have for Business Exits) ✅ Exit with Confidence One of the most recent rapid business improvement examples: Field Services Company (HVAC, Plumbing, Electrical) increased its Gross Margin from 32% to 54% in 2 months, while reducing its Fixed Costs (SGA) from 32% to 26% of Net Sales in 75 days.
• Partnering with Investment Bankers, M&A Advisors, and Their Clients to help them have more successful M&A transactions. Faster. • Identified and resolved systemic business challenges, enhancing cash flow and operational efficiency. • Collaborated with B2B leaders in Technology, Manufacturing, and Services to implement sustainable business improvement strategies. - Created several M&A Deals and connected the right Investment Bankers with the right Business Owners
I partner with Innova Capital and other majority shareholders at EMI Group, as their industry expert, helping them to consolidate the market in the entrance system industry. Innova Capital has completed 8 acquisitions so far and has successfully develops their business performance. My focus areas are: - Recurring revenue - Integrations - Continuous Business Performance - Deal sourcing
- Drove Price Automation operational improvements which resulted in savings and improved profit margins. • Increased Sales Efficiency of our global sales organizations by 11% in year 1. • Drove Vertical-focused Key Account Management initiative resulting in growing sales pipeline in NAM alone by +$27M. • Led Emerging Markets strategic focus initiative to deliver $500M in 2022. • Drove SaaS growth initiatives to deliver $150M in 2022.
• Drove Emerging Markets strategy resulting in CARG of 17% ($80M in 2018). • Increased market coverage by signing 14 new Business Partners in 6 new Emerging Markets. • Improved EBIT by 21% from 2014 and CF of 103% of EBIT (2018). • Initiated 3 Due Diligence acquisition projects.
• Streamlined processes and sales tasks by implementing CRM platform (AX) across Europe. • Managed revenue models, process flows, operations support and customer engagement strategies.
• Boosted profitable growth 35% by developing cross-country key account management team with vertical needs in focus. • Led solution selling strategy initiatives to maximize sales of Equipment and Service.
$130M PE-backed company. Successful exit through IPO. Saved $15M by implementing cost-saving initiatives that addressed manufacturing footprint. • Created center of excellence for R&D and Procurement which led to significant cost reduction. • Led ERP (AX) implementation across all Group companies. • Drove focus on after sales, resulting in revenue growth from $0.4M in 2008 to $6M in 2010. • Post-merger integration of acquired companies • Manufacturing footprint optimization resulting in cost reductions and process improvements • Created service as dynamically growing profit center • Achieved organizational synergies through centralized common roles in: procurement, logistics, R&D, export sales) • Led internal processes by successful roll out of new ERP/ CRM systems