Executives often say, “It’s lonely at the top.” Without an impartial Advisor to talk with and get advice from, executives can lack the candid perspectives and experience-based suggestions they need to create high performance throughout their organization. I solve this challenge for executives. I do that by offering competent and practical advice. I structure my advice based on the company’s current strategic objectives, business operations, and financial position. The result is an efficiently run and profitable company. To ensure success, I provide on-going coaching and a sounding board for a CEO to fully evaluate key decisions.
My experience as an owner of many companies, through my private equity investment funds and as a turnaround adviser and consultant to CEOs, allows me to bring broad, deep, and practical experience to any executive to support them in getting the job done. My experience also allows me to step in as an Interim CEO when needed.
During my career, I have completed over forty transactions totaling more than $2.5 billion of managed capital across a wide spectrum of debt and equity securities. I have been a Managing Partner of several private equity funds: KZC Catalyst, LLC and Catalyst Equity Partners, LLC, and Heller Investments, Inc. I am currently a Senior Adviser to Cooper Investment Partners, LLC.
I was personally responsible for twelve equity investments in troubled middle-market businesses where I drove the strategic planning process, guided the development of turnaround business plans, ensuring the successful and timely implementation of those plans. This investment activity generated returns in excess of 230% and 1.9 times invested capital.
Prior to entering private equity at Heller Investments, I was a Senior Vice President and Origination Manager for Heller Financial, Inc’s Structured Finance Group. There I developed and managed a staff of highly motivated senior professionals who were responsible for originating, underwriting, and closing highly leveraged senior and subordinated debt transactions in the Western United States, with offices in Los Angeles, San Francisco, and Dallas.
I began my business career at Bankers Trust Company in its Structured Finance Group where I had major responsibility for a number of large leveraged buyouts. Before that, I served in the United States Army, where I attained the rank of Captain. In my last command assignment, I was an Infantry Platoon Leader and Liaison Officer responsible for armed security of a NATO nuclear missile site outside Istanbul, Turkey.
I earned a B.A. in Economics from The Johns Hopkins University and an M.B.A. from the Anderson School of Management at the University of California, Los Angeles.