The record
Twenty-nine closed M&A transactions across four platform companies, public and private-equity-owned, plus the financings that funded them. A selection, with amounts as announced.
| Year | Transaction | Role | Amount |
|---|---|---|---|
| 2016 | Gerber ScientificSale to American Industrial Partners at 9.2x EBITDA | President & CEO | $360.0M |
| 2011 | Gerber ScientificTake-private with Vector Capital, 24% premium | EVP & CFO | $303.0M |
| 2008 | Virtek Vision InternationalAcquisition of TSX-listed laser templating business | EVP & CFO | $29.0M |
| 2007 | FastenTechMerger with Doncasters Group | SVP & CFO | $492.0M |
| 2005 | Ogre HoldingsCombustion components for gas turbine engines | SVP & CFO | $40.0M |
| 2005 | BNC & AssociatesStud-welded fasteners and systems | SVP & CFO | $17.2M |
| 2004 | GCE IndustriesPrecision fabrications for turbine and aerospace | SVP & CFO | $30.0M |
| 2000 | Insilco AutomotiveSpin-out to ThermaSys Corporation | SVP & CFO | $144.5M |
| 2000 | T.A.T. TechnologiesCustom wire, cable, and electro-mechanical assemblies | SVP & CFO | $100.6M |
| 2000 | Taylor PublishingDivestiture of the yearbook business | SVP & CFO | $93.5M |
| 1997 | Jordan Telecommunication ProductsFormation via a series of transactions | CFO | $294.0M |
| 1997 | Telephone Services, Inc.Custom cable assemblies for OEMs and RBOCs | CFO | $53.3M |
Selected Recent Engagements
Strategic and financial advisory through a period of rapid industry growth and operating change, including manufacturing performance, capacity and financial planning, leadership assessment, and lender readiness.
Employee-owned provider of audio and communications products. Strategic planning, M&A advisory, and fractional CFO support.
Board and advisory service
Led development of the Entrepreneurship Through Acquisition initiative and helped establish the first Southeast ETA conference.
Board service through the software company's growth, capital raising, and development of its financial and operating infrastructure.
Continued advisory support following the sale of the business to American Industrial Partners.
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Understanding the Mind of the Investor
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President & Managing Director
MBA, Duke (Fuqua) · CPA, inactive