Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Investor Relations
Finance Transformation
Forecasting / Projections
Accounting
Budgeting
Primary Research
Project Management
Secondary Research
Strategic Planning

Software Skills

Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Google Sheets
Quickbooks

Sector Experience

Healthcare
Life Sciences & Pharma
Manufacturing
Real Estate
Technology

Languages

English

Notable Clients

Edison Partners
KODA Enterprises Group
Magma Equities
Rapid7
Slice

Experience

Transaction Advisor: M&A | Venture Funding | Real Estate Finance
Deal & Strategy Advisor
2/2014 - Present
Brad provides deal execution and CFO services across industries. Clients hire him to raise capital, value M&A targets and real estate assets, and establish rigor around their FP&A.

His specialty is delivering objective, fact-based advice in support of mission critical transactions and preparing institutional investor-grade deal materials: models, teasers, investor decks, and due diligence support.
KEB Investment Banking / Ravinia Capital LLC Finance
Managing Director
10/2011 - 2/2014
Sourced and executed M&A and corporate finance transactions for middle market companies in specific Manufacturing and Business Services sectors, including Packaging.
Alcan Packaging Corporate Strategy & Development
Director, Strategy & Business Development
6/2007 - 3/2010
Developed and executed M&A and corporate strategy initiatives for a $1.6 billion global Packaging business. Also led cross-functional teams and managed a robust Strategic Planning process for six businesses, ranging in size from $15 million to $630 million in sales.