Resume

• 2008

  Waukesha County Federated Library System

  Experis

  formerly Jefferson Wells

  Wisconsin Energy

  Milwaukee Area Technical College

  City of New Berlin

  Milwaukee

  WI

  Managed all aspects of acquisition and divestiture process for clients including researching target companies

  drafting offering materials

  creating business valuation models

  conducting due diligence and negotiations. Maintained and developed network of attorneys

  bankers

  and executives to help increase flow of business into firm.

  Vice President

  Mertz Associates

  Milwaukee

  WI

  Managed projects relating to all aspects of domestic and international acquisitions and divestitures in the manufacturing and energy industries. Duties included researching acquisition targets

  performing industry analysis

  valuing transactions

  leading due diligence

  negotiating deals and providing integration support. Worked with business units to create strategic plans

  operating budgets and presented them to the Board of Directors. \n\nKey accomplishments included:\n• Recognized as a top performer and placed on key employee bonus plan\n• Negotiated sale of business that resulted in price of twenty-one times earnings before interest and taxes\n• Successfully completed transactions with various legal structures in several countries including the United States

  Asia

  Europe and South America \n• Led due diligence efforts for $850 million divestiture

  Senior Business Analyst

  Wisconsin Energy

  Hired to teach business courses such as Finance and Investments

  Business Statistics

  Project Management

  General Management and other business related courses. \n•\tHired immediately after interview which included teaching a sample finance class. \n•\tComplemented on ability to establish rapport with students while teaching technical topics. \n•\tProficient with Blackboard.

  Adjunct Instructor

  Greater Milwaukee Area

  Ottawa University

  Teach both online and in-person business management classes to college students including subjects such as small business management

  business organization & management

  communications

  and management principles.

  Business Management Instructor

  Greater Milwaukee Area

  Milwaukee Area Technical College

  Waukesha County Federated Library System

  Experis

  formerly Jefferson Wells

  Milwaukee

  WI

  Managed various engagements related to mergers and acquisitions including performing detailed business valuations and consulting with clients to reduce risk related to acquisitions. Managed large scale multi-faceted projects for a $4 billion financial services company and a $16 billion global workforce solutions company. \n\nKey accomplishments included:\n• Managed team of 40 individuals within cross-functional teams to complete a change management initiative for a $16 billion workforce solutions company\n• Developed M&A best practices roadmap for strategy

  due diligence

  negotiations

  integration planning and integration execution\n• Received highest score on client satisfaction surveys\n• Awarded as a key top-line contributor in 2010

  Engagement Manager

  Mergers and Acquisitions

  Brookfield

  WI

  Managed all aspects of business including accounting

  taxes

  marketing

  personnel

  and program development. Implemented numerous business changes that significantly improved business performance. \n\nKey accomplishments included:\n• Grew revenue 170% and profits over 200% in four years through carefully considered strategic planning initiatives\n• Negotiated shopping mall lease with terms at less than half of current market rates\n• Reduced marketing expenditures per customer by 32% while increasing customer base

  President

  Owner

  Gymboree

  New Berlin

  WI

  -Review financial policies and issues relating to the City of New Berlin\n-Provide thoughts and recommendations on financial matters concerning the City of New Berlin.

  Member of Finance Committee

  City of New Berlin

  BA

  Political Science

  Vice President-Recruiting of Delta Gamma

  University of Wisconsin-Madison

  Marquette University

  MBA

  Graduated in top 10% of class

  Business

  Finance

  National Association of Certified Valuators and Analysts

  Certified Valuation Analyst

  Project Management Professional

  Project Management Institute

• Project Management

  Due diligence management

  Asset Valuation

  Mergers

  Integration execution

  Acquisition & divestiture negotiations

  Teaching

  Direct Sales

  Competitive Analysis

  Industry and company research

  Leadership

  Acquisition pipeline development

  Change Management

  Cross-functional Team Leadership

  Management

  Strategic planning

  Complex financial modeling

  Due Diligence

  Integration planning

  Business Valuation

  Kapfhammer

  MBA

  CVA

  PMP

  Jo

  Kapfhammer

  MBA

  CVA

  PMP

  Ottawa University

  Mertz Associates

  Gymboree