Success Stories
PETROLEUM & CONVENIENCE RETAIL
Provided executive financial leadership for a 49-store petroleum and convenience retail chain, guiding the company through acquisition, growth, value creation, and a successful exit.
KEY RESULTS
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Secured $50 million in acquisition financing
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Delivered nine consecutive years of increasing multi-million-dollar shareholder distributions
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Reduced debt while strengthening cash flow and enterprise value
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Developed long-term financial and strategic growth plans
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Successfully positioned and completed the sale of the company
RESTAURANT INDUSTRY
Provided executive financial leadership throughout the acquisition lifecycle for 46 Wendy's® and 12 Taco Bell® restaurants, guiding two separate transactions from financing through successful integration and value creation.
KEY RESULTS
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Secured $45 million in acquisition financing
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Structured acquisition financing and optimized capital structure
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Negotiated purchase agreements and transaction terms
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Increased enterprise value by 65% through strategic financial planning and operational execution
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Successfully completed both acquisitions in accordance with the Letters of Intent
OUR ROLE
Managed the complete transaction lifecycle—from financing and acquisition through capital structuring, operational integration, enterprise value creation, and successful closing—ensuring each transaction achieved its strategic and financial objectives.
DIVERSIFIED HOLDING COMPANY
Provided executive financial leadership to a diversified holding company with interests in banking, franchised restaurants, and a 2,000-unit multifamily residential portfolio operating across four states.
KEY RESULTS
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Developed strategic plans and budgets that delivered five consecutive years of increasing profitability across all business units
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Partnered with executive leadership to align financial strategy with operational objectives
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Coached division presidents to improve financial performance and accountability
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Translated the CEO's vision into actionable financial models, budgets, and long-term strategic plans
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Created a culture of financial discipline and continuous performance improvement
