I have spent over 25 years in various aspects of business management, including: strategic planning, buy-outs and acquisitions (M&A), and financial and cash flow management. I am passionate about helping entrepreneurs maximize the value of their companies, assess their long term growth and exit alternatives, and fund their cash flow peaks and valleys.
I started my career in banking where I gained valuable experience in raising various forms of funding. And I got an up-close view of how businesses succeed and stumble under a variety of economic and operational circumstances.
My career took an exciting turn when I became Treasurer of one of my rapidly growing clients; a family-owned, global holding company which owns about 15 middle market companies operating in a wide array of industries. As Treasurer, I raised over $800mm in financing, ran an international treasury operation and a $100mm pension plan. But my most meaningful and challenging experience was that I became a trusted advisor to the family, the Board and to our capital sources. During my time as Treasurer the executive team successfully tackled issues such as generational transfer, leadership turnover, and a significant cash crunch.
From there I took over Corporate Development for the company. In that role I worked with the CEO, the family and the Board to develop long-term strategic plans for each of our existing companies and I lead the effort to buy and sell companies across the globe; completing $2B in transactions.
Today I have the pleasure of working with myriad successful New Jersey business owners in a variety of different industries as a partner in TAB of Central New Jersey. I am focused on the needs of our clients, from diversifying revenue streams to funding growth to building great management teams. Every day is a new challenge. And, every day we have the satisfaction that comes from contributing to the personal success of our clients and the business success of their companies.
How well do you understand the concept and significance of working capital? A surprising number of small business leaders aren’t necessarily ...Read more
You may have the best product or service out there, but if you lack a high-performing sales team, chances are your business will suffer. As anyone ...Read more
Use LinkedIn to market your business Virtually all business professionals use LinkedIn to connect with other business leaders, promote their ...Read more
It takes a lot of smarts, experience, vision, intuition and skill to be an effective leader, CEO or business owner. But all leaders must be mindful ...Read more
The American workforce is changing the nature of “work” as we once knew it. The days when employees absolutely had to work at a desk, in an office, ...Read more
Learn to Say No! How many times in a day do people approach you or your gatekeeper with a request, suggestion or some other time-consuming ...Read more
For most companies, there’s no way around having meetings as a way to conduct day-to-day business. At the same time, it’s hard to find any CEO or ...Read more
Urgent? Or important? Take a moment to look back on what you did today in your role as business owner or CEO. How much time was spent reacting to an ...Read more
Most CEOs and business leaders understand on a gut level that there aren’t enough hours in the day to get everything done. They also know that time, ...Read more
Revelations of sexual misconduct in the worlds of culture and business, as well as the rise of the #MeToo movement, should serve as a clear warning ...Read more