I am a Senior M&A Advisor helping middle market clients with financial due diligence, business plan diagnostics, and forecasting.

Led multi-disciplined due diligence engagements focused on quality of earnings analysis, concentration of risk, analysis of revenue, expenses, customers, suppliers, projections and technical accounting research, US GAAP position papers and operating issues for publicly traded and private equity clients. Extensive experience with manufacturing, multi-location retail and restaurant, technology and service organizations, electric and gas utilities, monitored home security among others as well as synergy and cost savings analyses and 13-week cash flows. Significant experience during this time working for a major bank client for companies that were non-compliant with their covenants requiring analysis of historical information, synergy assumptions and projections in order to gain an understanding of each companies ability to meet its debt obligations. Instituted FTI’s Transaction Advisory Group training program. National training coordinator responsible for coordinating, developing and delivering training sessions on topics including Quality of Earnings, Working Capital, Report Writing, and Purchase and Sale Agreements.

Led multi-disciplined due diligence engagements focused on quality of earnings analysis, concentration of risk, analysis of revenue, customers, suppliers and technical accounting issues for publicly traded and private equity clients. National and international trainer for all levels of TAS professionals responsible for delivering 2-5 day courses on introduction to due diligence and financial analysis. Instructor of the year, 2006. Facilitated the sale of certain non-core practices within the firm including Corporate Recovery, Property Tax, Compensation and Benefits and Acumen Technology Group. Wrote the offering memorandums, solicited offers, prepared data rooms and coordinated closing documents and post closing transition.

Led multi-disciplined due diligence engagements focusing on quality of earnings analysis, concentration of risk, analysis of revenue, customers, suppliers and technical accounting issues for publicly traded and private equity clients.

Led multi-disciplined due diligence engagements focusing on quality of earnings analysis, concentration of risk, analysis of revenue, customers, suppliers and technical accounting issues for publicly traded and private equity clients.

Sourced potential acquisitions through relationships in trade organizations, discussions with investment bankers, market research, cold calling and by having a thorough understanding of the company’s strategic direction, products and services. Performed financial due diligence, negotiation of purchase and sale agreements, financial modeling and purchase price true ups on over $1 billion in acquisition value. Post acquisition analysis provided approximately $8 million in purchase price reductions.

Performed financial and operational due diligence on acquisitions of other public utility companies and generating assets Identified potential acquisition targets, performed preliminary combination analysis and financial modeling Budget manager for power plan group, including Wolf Creek Nuclear Operating Company Accounting research