Senior Executive | Leading Strategic and Operational Initiatives
Served as the trusted transaction advisor, facilitating the sale of three government contracting organizations from inception, to final merger, and into post-transaction transition. Ultimately responsible for every aspect of the transactions from pre-market to post-operations deliverables. Identified areas of concern when reviewing due diligence requests and worked with appropriate departments to ensure the accuracy of data provided. Prepared financial statements, budgets, cash flow analysis and numerous ad hoc reports, including sensitivity analysis, for the acquisition team.
Fostered productive relationships with diverse external team of attorneys, CPAs, ERISA and DOL experts, investment and financial bankers, and teaming partners to ensure all questions and concerns were addressed during due diligence.
During the two-year process, participated in a variety of other projects including contract administration, establishment of new holding company 401k and employee benefit plans, and set growth strategies for ten subsidiaries.