Co-founded and was an active COO/CFO of an energy distribution company which we grew from scratch to over 750,000 residential customer equivalents in 15 states and 2 provinces of Canada with revenues of over $1billion prior to its sale. Can assist with business planning, financial reporting, risk management, business process creation, marketing overview and preparation of pitch books for potential equity partners and other funding sources. Also good at keeping management focused on key components of the company. While growing the company, engaged in numerous mergers and acquisitions and can assist companies with determining whether or not to acquire a company (generally and specifically), reviewing their due diligence approach, their financing approach and ultimately their integration plan.
Having helped many companies, as well as my own, make the decision to sell, buy or grow at different stages of the company's life, can help with those decision making approaches.
With over 20 years of financing non-investment grade, entrepreneurial businesses active in agricultural and traditional commodities plus energy and utility companies, both domestically and internationally, I can assist companies in their approach to financing and funding sources.
While in banking, was an intrapreneur creating new business lines, new products and expanding traditional activities and can assist companies in doing the same.
Also worked with many companies going through bankruptcy or difficult financial times and can assist companies in turning around their business.