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 Expert  722951

Expert in Corporate Finance, M&A, Planning, Lender Negotiations, Restructuring, and Interim CFO Resources

Available for your Consulting and Expert Witness Needs

Ohio (OH)
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise: Listed with other top experts in: 
Expert has nearly 20 years of experience in strategic finance positions encompassing executive roles at private and public companies and as an advisor to a wide variety of organizations. His experiences encompasses completing over $2.5 billion in acquisition and divestiture activity and over $5 billion in financing activity. Over the years, he has developed strategic and operational plans, conducted extensive competitive and market analyses, provided in-depth financial modeling, managed finance organizations, and worked in numerous challenging restructuring situations. His extensive experience in working with lenders and investors provides valuable insight for any company looking to grow or facing challenges in today's global competitive environment.



business development


business strategy




competitive analysis


corporate strategic planning




financial modeling


strategic planning


business process management


initial public offering




corporate restructuring


debt restructuring


mergers and acquisitions


mergers and acquisitions financial analysis


corporate tax planning


financial analysis


corporate finance


financial advisory




loan workout

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Detroit, Michigan;  Warren, Michigan;  Sterling Heights, Michigan;  Livonia, Michigan;  Dearborn, Michigan;  Westland, Michigan;  Cleveland, Ohio;  Toledo, Ohio;  Akron, Ohio;  and Erie, Pennsylvania.

Often requested
with this expert:

Customer-Focused Marketing and Organization Strategy,...
Financial Analysis, Financial Management, Investments and...
Competitive Intelligence, Doing Business in Japan, B2B...
Hedge Funds, Investments, Options, Securities Valuation,...

Year   Degree   Subject   Institution  
1986   B.S.B.A.   Finance and International Business   The Ohio State University  
1991   M.B.A.   Finance   Cleveland State University  

Work History:
Years   Employer   Department   Title   Responsibilities

2008 to






Corporate Finance and Turnaround Advisor


Providing restructuring and corporate finance advisory to middle market companies with revenues ranging from $10-$200 million.

2003 to





Chief Executive Officer


Expert is responsible for all aspects of client development, operations, and delivery of quality financial advisory services.

1998 to 2003


OM Group, Inc.




Vice President and Treasurer


He led numerous international acquisition teams, raised capital to support growth (including equity offerings, bond offerings, and debt syndications), developed capital investment and new product development tools and procedures, managed bank and rating agency relationships, and headed up the global treasury function for this publicly held international manufacturer.

1996 to 1998


Koenig Sporting Goods, Inc.




Chief Financial Officer and Executive Vice President


Expert joined this company to assist with restructuring and turnaround opportunities and was responsible for all accounting, financial reporting, information systems, human resources, bank relationships, and the evaluation of strategic alternatives to address a challenging business environment. He ultimately negotiated a sale for the majority of assets and led the management team through a wind-down of remaining operations.

1992 to 1996


Ernst & Young LLP


Corporate Finance




He was responsible for providing investment banking, restructuring, and strategic advisory services to a wide variety of middle market companies.

1990 to 1992


Forest City Enterprises, Inc.


Apartment Division


Senior Financial Analyst


Expert performed all aspects of accounting, budgeting, financial analysis, and long-term planning for a variety of real estate holdings.

1988 to 1990


Cardinal Federal Savings Bank


Commercial Loan Department


Manager, Special Assets


He was responsible for restructuring and workout of non-performing and substandard commercial loans.

1987 to 1988


TransOhio Savings Bank


Commercial Lending


Credit Analyst


Expert conducted financial analysis and credit review associated with commercial lending opportunities to identify potential risk factors.

Career Accomplishments:

Expert has participated in a number of professional organizations over the years including the Association for Corporate Growth, Turnaround Management Association, and the Association of Financial Professionals.

Consulting Services:
Selected Consulting Examples:
  • Expert acted as an interim financial executive for a $500 million consumer products manufacturer that had been acquired by a private equity group. During this engagement, he managed the company through a difficult liquidity crisis, completed an ERP system conversion, developed long-term financials plans, implemented weekly cash flow forecasts, and gained lender support to renegotiate the company's credit facility with a group of banks.
  • He acted as the financial advisor to the Unsecured Creditors' Committee of a automotive supplier operating in a Chapter 11 bankruptcy proceeding.
  • In his role as Treasurer at a publicly traded international manufacturer, Expert completed numerous acquisitions and divestitures ranging from $1 million to $1 billion. Major acquisitions included a $180 million acquisition of a Finnish nickel refinery, a $1.1 billion acquisition of the precious metal chemical division of Degussa in Germany, and the acquisition of a $35 million chemical manufacturing division of Rhodia based in the UK.
  • In his role as Treasurer at a publicly traded international manufacturer, he completed over $5 billion in financing transactions including a $1.8 billion debt syndication, a $400 million high yield bond offering, and a $235 million secondary equity offering.
  • As a member of Ernst & Young's Corporate Finance Practice, Expert advised numerous clients in restructurings and strategic transactions. Significant clients included; Koenig Sporting Goods, the senior lenders of Sharon Specialty Steel, Carlisle Retailers, Figgie International, the tort committee of Dow Corning, OM Group, Blair Corporation, and the unsecured creditors committee of Boston Distributors.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Trademark survey expert for consulting on finance and ability of company to continue operating.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2001 to 2003   Germany   Expert led the acquisition team for a $1.1 billion acquisition of a German chemical manufacturer and assisted with post merger integration with German management team.
1998 to 2003   Finland   He has traveled to Finland on numerous occasions as part of the management team with significant operations in Finland. He also led the acquisition of additional Finnish operations and assisted with post-merger integration.
2001 to 2002   United Kingdom   Expert led the acquistion team for a UK-based division of Rhodia and assisted with post-merger integration.
1998 to   Asia-Pacific   In various capacities, Expert has worked with numerous Asia-Pacific countries as part of the operations of global manufacturing companies, acquisition targets, and global treasury operations.


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