Functional Skills
Business Analysis
Business Operations
Business Development
Business Planning
Change Management / Org Design
Financial Management
Financial Planning & Analysis (FP&A)
M&A Deal Sourcing
M&A Support
Operational Due Diligence
Operational Efficiency
Post-Merger Integration
Process Design / Re-engineering
Project Management
Strategy Development
Software Skills
Netsuite
Oracle CRM
Salesforce
Acumatica ERP
Tableau
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Consumer Goods
Industrials
Manufacturing
Technology
Case Study
Case Studies
Cost Take Out: SSC Offshore & Nearshore
Manufacturing
Business Process Outsourcing
Manufacturing Improvements
Finance Transformation
8B 32-Plant Manufacturing Merger Integration
Manufacturing
Integration Management (IMO)
Finance Transformation
Manufacturing Improvements
2B Services Platform – Rental Services Roll-Up – Procurement, AP, and Operations
Business Services
Procurement
Supply Chain Optimization
M&A Support
$2B Services Platform – Office of the CFO & PMO Integration
Business Services
PMO Transformation
Private Equity Investing
M&A Transaction Readiness
Executing Chapter 11-Ready Restructuring and Sale Under Deadline
Manufacturing
Investment Banking
Private Equity Investing
M&A Transaction Readiness
$18M in Fixed Cost Reduction Through Utilization Analysis
Manufacturing
Cost Reduction
Financial Modeling
Restructuring / Turnarounds
Preparing Multiple PE-Backed Businesses Via IPO Readiness Assessment and Remediation
Technology
Business Operations
Inventory Control
Finance Transformation
Notable Clients
Audax Group
Husky Energy
New Mountain Capital
Platinum Equity
United Site Services
Experience
The Hale Group
Management Consulting
Managing Partner
1/2023 - Present
Founded and lead a boutique transformation firm serving PE-backed and growth-stage companies. Drive strategic initiatives across finance, operations, and IT to unlock value and accelerate EBITDA. Identified and executed $70M in cost opportunities across sourcing and process improvements, delivering $7M in run-rate EBITDA uplift Centralized $500M of supply chain spend across a $1
● industrial platform, implementing cost governance, visibility tools, and standardized procurement processes Led IT function redesign post-acquisition to support platform scale and M&A pipeline— established org design, rationalized systems, and reduced cost by $8M annually Served as PMO across 160+ initiatives for a $2B services platform, instituting cadence, accountability, and executive reporting to ensure value capture Executed distressed footprint rationalization: analyzed 12-plant network, closed 4 underutilized sites, cut $18M in fixed cost, and increased asset utilization 30% Guided multiple portfolio companies through IPO readiness including audit prep, KPI alignment, and policy remediation
● industrial platform, implementing cost governance, visibility tools, and standardized procurement processes Led IT function redesign post-acquisition to support platform scale and M&A pipeline— established org design, rationalized systems, and reduced cost by $8M annually Served as PMO across 160+ initiatives for a $2B services platform, instituting cadence, accountability, and executive reporting to ensure value capture Executed distressed footprint rationalization: analyzed 12-plant network, closed 4 underutilized sites, cut $18M in fixed cost, and increased asset utilization 30% Guided multiple portfolio companies through IPO readiness including audit prep, KPI alignment, and policy remediation
Alvarez and Marsal Private Equity Performance Improvement (PEPI)
Management Consulting
Senior Director
7/2017 - 1/2023
Led transformation engagements for private equity sponsors across manufacturing and services. Known for bridging operations to financial results and gaining buy-in at all levels of the organization.
Reduced global monthly close from 21 to 5 days across multiple ERP environments and countries by deploying standard close calendar, policy updates, and team training Delivered $5M in EBITDA by offshoring and automating global back-office functions (AP, AR, Payroll, GL) for multi-national platform Developed and implemented a global FP&A playbook for an $8B industrial company— standardized forecasting templates, KPIs, and management cadence across regions Designed and implemented 13-week cash flow and integrated 3-statement forecast models in liquidity-constrained environments
Supported $350M PE-backed manufacturer through pre-Chapter 11 restructuring, working capital triage, and sale preparation Served as interim transformation lead across finance, operations, and IT for multiple carve outs and add-ons during hold period PRIOR ROLES
Reduced global monthly close from 21 to 5 days across multiple ERP environments and countries by deploying standard close calendar, policy updates, and team training Delivered $5M in EBITDA by offshoring and automating global back-office functions (AP, AR, Payroll, GL) for multi-national platform Developed and implemented a global FP&A playbook for an $8B industrial company— standardized forecasting templates, KPIs, and management cadence across regions Designed and implemented 13-week cash flow and integrated 3-statement forecast models in liquidity-constrained environments
Supported $350M PE-backed manufacturer through pre-Chapter 11 restructuring, working capital triage, and sale preparation Served as interim transformation lead across finance, operations, and IT for multiple carve outs and add-ons during hold period PRIOR ROLES
GMI, Inc.
Finance
Controller
1/2013 - 1/2017
Worked closely with PE sponsor on the successful sale of the company Led financial close, audit, tax, and back-office rebuild after relocation
Wastequip
Finance
Director of Financial Reporting
1/2009 - 1/2011
Partnered with CEO/CFO during troubled debt restructuring and recap Implemented close process and audit readiness while relocating HQ
PwC / Grant Thornton / Andersen
Management Consulting
Senior Manager
1/2001 - 1/2008
Led SEC reporting for multiple public clients, including Hanesbrands IPO
Managed carve-outs, audits, and IPO filings for global manufacturing firms
Managed carve-outs, audits, and IPO filings for global manufacturing firms