Over the past 15 years, I have been in the CFO role for several private equity groups, including The Riverside Company’s acquisition of a lower middle market portfolio company, participating in the full spectrum of installing a new ERP, implementing enhanced reporting, budgeting and KPIs, build out of the management team, driving significant organic growth through improved sales and marketing, implementing strategic planning to trim and divest portions of the business, and making several acquisitions, leading to a very successful realization process and transaction.
Post sale, I stayed on with the portfolio company, through the subsequent private equity group’s hold, further driving the growth of the business, culminating in another very successful exit transaction. Then stayed on with the new private equity group, re-initializing the business through strategic planning and implementation of initiatives.
Previously I was a senior financial officer for a NYSE-traded company, and prior to that, held foundational accounting roles with several companies. In depth industry/area experience includes B2B services, subscription-based products, publishing, digital transformation, virtual and in-person events, and distribution; also supply-chain, manufacturing, custom packaging, e-commerce, and banking.
I operate in a value adding manner, focusing on business improvements and implementation of strategic initiatives, while working with management, and training staff, to drive results, yet keeping sensitive information as confidential as possible, through being hands-on where it matters.
As one of the first astronauts, Colonel John Herschel Glenn Jr. was the first American to orbit the Earth (piloting Friendship 7) and made history again as the oldest man to fly into space (aboard the space shuttle Discovery). As a Marine Corps aviator, served extensively in World War II and the Korean Conflict, with many decorations. Not only an outlier in actions and deeds, but according to the film The Right Stuff, had extraordinary abilities to control respiratory functions, and sustain g-forces. He was also an avid engineer, astute businessman and inspirational (or excellent) politician. An Ohio native, he continually represented Midwest values, in his demeanor, work ethic, and service. As a lasting tribute and honor, the airport in Columbus, Ohio has been named The John Glenn Columbus International Airport. Like John Glenn, Outliers seeks to utilize their experiences and abilities to provide diligent service to all those we interact with, while maintaining utmost integrity.
Bachelors of Science – Accounting (Cum Laude); Franklin University
Certified Public Accountant – Ohio
Home base: Dublin, Ohio
B2B services, distribution, manufacturing, e-commerce