US Trade Magazine Publishing unit of European Based Publisher

• Business unit was a roll-up of US based trade publications.
• Overhauled revenue cycle including organization, process and procedures and IT support.
• Shifted focus from collector productivity to refusing orders from past due accounts.

Distributor of Garage Doors to the construction market

• Reviewed status of new computer systems and stress-tested financials.
• Family run business was recently acquired by a supplier.

Private Equity Firm with 21 portfolio companies and $23b in acquired annual revenue

• Closed public to private transaction of $175MM revenue business services company on 10 days notice with no equity investment.
• Target was short cash and assets and an investment greater than the limited partners had approved was feared.
• Company senior management were mentally and physically “checked out.”
• Coached newly promoted VP Finance on operating in a leveraged environment. Installed cash flow forecasting tools.
• Nine months later the debt was paid off and company became EBITDA positive – still no equity investment.

Designer and manufacturer of architectural goods to the commercial construction industry

• Periodically reviewed business controls and financial and management systems for this high growth specialty manufacturer.
• Recommended improvements to keep up with the growth before problems could occur.

Early stage manufacturer of robots for the health care industry

• New investors required an annual audited GAAP financials.
• Company had operated with shoe box accounting and an MRP system jerry rigged by 3 MIT engineers.
• Faciliated first ever physical inventory to support auditable financial statements.

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