Joe has over 30 years of financial, general management, sales and transaction experience in high technology hardware and software, printing, manufacturing, distribution and service industries. He has been the full-time CFO of one mid-sized publicly-held company and four small- or mid-sized privately-held companies. Earlier in his career, Joe was the President of a "rust belt" manufacturing company, the Sales Manager and Marketing Manager of a high-tech equipment manufacturer, a financial consultant, and even a computer programmer and a naval officer. Joe is a Harvard MBA with particular expertise in:
• Business exits, mergers, acquisitions and divestitures
• Coaching and consultative selling
• Financial function planning, building and management in high growth companies
• Public and private equity and debt funding, including IPO, follow-on public offering, VC and angel fundings and bank debt.. SEE MORE
Joe's broad experience helped to build his generalist approach to companies and problems. He has managed and advised companies at virtually every stage: start-up, high growth, steady-state, shrinking, closing, turnaround, and bankruptcy.
Joe's strengths include analytical and creative problem solving, implementing and improving operational and financial processes, grasping new situations quickly, fostering collaboration and team building, and project management. He is an expert business planner who has reviewed or built countless successful plans, including start-ups of both B-to-B and B-to-C web-based companies. He complements the depth and breadth of his experience with wisdom, enthusiasm, energy, and a positive, can-do attitude.
Joe is an invaluable resource for planning and executing diverse financial transactions. He has successfully led an over-subscribed IPO, has raised many rounds of follow-on public equity and venture-backed private equity, and has negotiated or restructured various types of bank loans. Joe has closed over 25 mergers and acquisitions, handling the purchase/sale agreements, performing due diligence, closing the transactions and assisting in the financial and operational integration. He recently handled all the financial work in the sale of a software company to a private equity fund.
Joe's experience as a CFO extends to nearly every aspect of a business's financial needs. He has helped companies forecast cash flow, restructure debt, renegotiate bank covenants, reduce receivables, reschedule payables, raise margins, improve month-end close procedures and efficiency, implement stock option plans, and initiate retirement plans. Joe has also opened new domestic and overseas headquarters and facilities, negotiated leases, initiated and managed bank relationships, negotiated supply contracts, established purchasing controls, and overseen annual audits. He can also provide a wealth of knowledge on issues like human resources, legal matters, business development, and sales compensation plans.
Joe has developed expertise in building and maintaining diverse professional relationships. He is particularly skilled in dealing with bankers; he even founded and served as a director of a successful community bank. He has served on Boards and has made countless presentations to them, leaving him extremely comfortable with investors and in the Boardroom. He is also accomplished in building solid and effective relationships with attorneys, CPAs, insurance and real estate agents, and vendors.
Joe earned his undergraduate degree from Harvard College on a Navy ROTC scholarship and his MBA from Harvard Business School. After serving in the Navy and Navy Reserve, he retired as a Captain with 23 years of total service, including a combat tour in Vietnam. When not working, Joe is an accomplished sailor and navigator. He has sailed halfway around the world including passages of the Indian Ocean, Red Sea, Suez Canal and Atlantic Ocean. His wife is an executive Doctor of Nursing Practice managing the medical care of residents in seventeen long-term care and subacute rehabilitation facilities. Joe is exceedingly proud of his two grown daughters, one a Registered Nurse in a local hospital and the other a Rhodes Scholar and an attorney from Yale Law School. Best of all, they are both great people.
Joe is a frequent speaker to business groups on the challenges and opportunities of planning and executing a successful business transition.
Joe's unique skill set and sterling character make him an ideal partner for entrepreneurs keen to focus their own energies on growing and realizing the value of their businesses.
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