Team

Jeff has over 30 years of experience in financial and general management, including over nine years providing professional services. Working with public, private and private equity sponsored Companies, his experience includes manufacturing, distribution, retail, construction, building products, non-profit, real estate and professional services.

An experienced operator, with over 11 years in private equity environments, Jeff provides operating, financial and transaction support to family office and private equity sponsored clients.

Jeff recently has planned and implemented financial and operational turnarounds that resulted in successful balance sheet restructurings and non-core divestitures. His financial restructuring experience includes multiple refinancing transactions in conjunction with operational turnarounds. The operational turnarounds have involved combining and consolidating administrative operations, closing and disposing of high cost manufacturing facilities while expanding low cost facilities, changing product pricing models and repositioning underperforming market channels.

Comfortable in both stable and distressed environments, his specific experience includes:
-Business and Management Assessment
-Cash Management and Forecasting
-Development and Implementation of Strategic and Operational Plans and Initiatives
-Board Member and Board Advisor (public, private and non-profit)
-Management Team Coaching
-Crisis Management and Turnarounds
-Interim Management Services
-Balance Sheet Restructuring

Jeff has served in the roles of Chief Restructuring Officer, Chief Executive Officer, Chief Operating Officer and Chief Financial Officer.

EDUCATION
BSBA, Appalachian State University

CERTIFICATIONS
Certified Turnaround Professional
Certified Public Accountant
Certified Fraud Examiner

PROFESSIONAL ASSOCIATIONS
Member, American Institute of CPA’s
Member, North Carolina Association of CPA’s
Member, Carolinas’ Chapter of Turnaround Management Association
Member, Association of Certified Fraud Examiners
Member, Association for Corporate Growth