More than 20 years of public accounting experience with Arthur Anderson and Ernst & Young (E&Y); Served as the leader of E&Y's TAS practice for the Ohio, western Pennsylvania, and upstate New York regions
Focus on advising private equity and corporate clients with acquisition and divestiture activities
Expertise in assisting clients in determination of sustainable cash flow (EBITDA) of target businesses under consideration for purchase often resulting in negotiating points for purchase price reductions
Expertise in the following areas: corporate development strategies; corporate finance and accounting; audit and business advisory services; financial analysis and forecasting; P&L management turnaround; and operational restructuring revenue enhancement
Successfully managed numerous (100+) high-value acquisition and divestiture transactions primarily for domestic clients. Also experienced with cross-border transactions within Canada, Europe, South America, Asia, and Australia
Significant practice management experience. Successfully led all phases of retooling and growing Northeast Ohio Big Four transaction advisory services practice, including building strong, self-sustaining teams, expanding territories, and doubling revenues from $12 to $25 million
Education
Bachelor of Science in accountancy, Northern Illinois University
Professional
American Institute of CPAs, member
Cleveland Chapter of the Association of Corporate Growth (ACG), member
The Ohio Society of CPAs, member
Civic
Rotary Club of Solon, treasurer
Signature of Solon Country Club, advisory board member