Executives often say “It’s lonely at the top.” Without experienced, competent, safe, independent people to talk with and get advice, executives can lack the insight and thought leadership they need to create high performance throughout their organization. I solve this for executives. I do that by offering practical management and leadership advice, by helping to assess the financials and strategic objectives, and by advising on creating an efficient, profitable business. And most importantly, I provide a sounding board for CEOs to fully evaluate key decisions.
My experience as an owner of many companies through my private equity investment funds, as a turnaround adviser and consultant to CEOs, I bring the broad, deep, and practical experience any executive is looking for to support them in getting the job done.
During my career, I have completed over forty transactions involving 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 have had personal responsibility for twelve equity investments in troubled middle market businesses where I drove the strategic planning process, guided the development of turnaround business plans and ensured successful and timely implementation of those plans. This investment activity generated returns in excess of 230% and 1.9 times invested capital.
Prior to joining Heller Investments, I was a Senior Vice President and Origination Manager for Heller Financial, Inc’s Structured Finance Group where I developed and managed a staff of highly motivated senior professionals 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. Prior to 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 charged with armed security of a NATO nuclear missile site outside Istanbul, Turkey.
I hold a B.A. in Economics from The Johns Hopkins University and a M.B.A. from the Anderson School of Management at the University of California, Los Angeles.