Recruited by Asphalt Specialists, Southeast Michigan based construction company that generates over $150mm of revenue, to join as CFO to rebuild finance team, lead sale process to private equity ownership and provide thought leadership on various grow initiatives. Responsible for all functions of the business (i.e. Operations, Sales, Finance HR and Marketing) since 2022 as Integrator; direct reports include all members of Senior Leadership Team with exception of CEO.
• Executed cultural transformation via three key initiatives that reduced turnover by over 40%.
• Led process to sell majority ownership to Private Equity firm that closed in December 2020; responsible for diligence, key negotiations and acquisition financing.
• Designed and implemented performance-based incentive programs across the business that led to tangible improvement on both revenue growth and increased margins.
• Increased visibility into operational performance by establishing simplified KPIs and creating dig

Selected by the Rock Ventures executive team to turnaround a nationally recognized, iconic brand that sells life-sized wall graphics following two years of >50% decline in sales. Established a new
strategy that divested non-core businesses, redirected focus to B2C sales, partnered with a leading distribution company and relaunched key relationships with third-party e-commerce platforms.
• Stabilized revenue by Q1'19, double-digit growth in Q2'19 and expanded margins across the business prior to sale of business to private ownership
• Transformed manufacturing through digital printing, which resulted in lower minimum order quantities, a reduction of MSRP from $19.99 to $9.99 and a 10% margin increase (30% to 40%).
• Formed partnerships with e-commerce platforms – such as Amazon, Walmart, Fanatics, Wayfair and Home Depot – which boosted YoY sales by over 160%.
• Repaired strained vendor relationships by strategically selecting 2-3 partners per service line and delivering on volume c

Recruited by Rock Ventures (owned by Dan Gilbert) to lead financing, recapitalization and acquisition plans for a broad portfolio of businesses, which included Shinola, Xenith and Rocket Fiber. Managed deal phases end-to-end, which included screening target companies for strategic fit, conducting due diligence and negotiating pricing/terms.
• Structured recapitalization and an 8-figure investment in Shinola
• Structured convertible financing for Rocket Fiber to support continued growth.
• Structured recapitalization and Series
● financing round for Xenith.

Provided counsel to clients on strategic alternatives, such as mergers & acquisitions, divestitures, public company separations and debt/equity financings. Executed mergers/acquisitions that totaled ~$145B and $65B of debt/equity financings across 50+ transactions. Expertly managed client relationships, transactions and 10+ active deal teams. Served as Investment Banking's diversity captain at the University of Michigan.

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