An experienced senior executive with 25+ years of value creation through the development and implementation of investment strategies at the financial sponsor and portfolio company level. Operating experience includes posts as Chairman, Director, Advisor, CEO, COO, CFO, CRO, CAO and GC for a diverse portfolio of both early and late stage companies across a broad range of industries.
David Collett – CPA
An experienced senior executive with 30+ years helping companies get to the next level. Operating experience includes positions as COO, CFO, and CCO for various organizations, including LPL Financial, Jackson National Life Distribution, and Signature Capital Advisers. Experience includes leading turnaround efforts, mergers and acquisitions, and managing significant business growth and major business process transformations.
An experienced and accomplished organizational leader with senior-level, full financial reporting responsibilities and a history of facilitating successful expansion within a wide range of industries. Senior-level business management with successes in both public and private environments, start-ups, IPO ready, and largescale companies. Seasoned professional with excellent communication skills; expertise in developing key strategic alliances with banks and investors in addition to securing millions in growth financing. Motivational leader with proven ability to inspire teams to peak performance levels. Strong financial and operations background, including reducing costs and elevating productivity / efficiency via process re-engineering, HR development, and policies / procedures implementation. Excellent collaborator dedicated to attaining both short-term and long-term organizational goals.
Susan Merrill, Esq. – CPA
A recognized executive financial professional with 25+ years of industry experience. Proven to be a strong leader holding positions as Vice President, CFO, and Director of major public and private companies. Has successfully overseen all aspects of accounting, HR, IT, investor relations, banking and treasury functions, budgeting and forecasting, cash management, tax planning, capital management, and providing financial analyses of key business initiatives. Has demonstrated an extensive track record executing successful strategic and tactical business plans, partnering and interacting with top level executive management, and recruiting and developing key talent.
An experienced professional with 20+ years of industry experience in mergers, acquisitions, divestitures, restructuring and fraud. Focusing on finance, accounting, and IT both pre- and post-acquisition. Outstanding track record of implementation of accounting, HRIS and ERP systems, policies and procedures, process improvement, budgets and presentations. Skilled in the preparation of opening balance sheets, re-stating balance sheets, and preparing for and supporting audits. Experienced in identifying gaps, understanding risks, closing gaps, mitigating risks, improving workflow, and creating operational efficiencies.
An executive professional experienced in assessing corporate needs, planning and execution, and successful financial exits. Outstanding track record of business development, overhauling ineffective business models and processes, and turning around unprofitable businesses. Skilled in the positioning, presentation, and sale of companies. Experienced in driving operational initiatives, spearheading comprehensive organizational restructures, and building partnerships with key business decision makers. A skilled leader, trainer and motivator with effective interpersonal skills in cross-cultural environments. Articulate and knowledgeable in all operations of management and business development.