cfo chief financial officer
Turning point brands Canada
Total years of experience :14 years, 11 Months
Finance Executive with Comprehensive Experience in Strategic Growth and Operational Excellence
• Spearheaded the financial strategy and scaling of Turning Point Brands Canada, driving growth from $1M to $50M through strategic acquisitions, funding, and channel diversification (Distributor, Dispensary, ECOMM, F&F, H&F, DVW).
• Expert in financial planning and analysis, working closely with the CEO/COO to develop dynamic business scenarios, leading to informed decision-making and agile response to market opportunities.
• Demonstrated success in securing financing, optimizing capital structures, and managing debt, coupled with effective cash flow management to support business operations and strategic investments.
• Built and led a high-performance finance team, fostering a culture of continuous improvement and professional development. Ensured compliance with financial regulations and standards, enhancing operational integrity.
• Directed comprehensive budgeting and financial forecasting processes, enabling precise financial performance analysis and the implementation of corrective actions for sustained growth.
• Played a pivotal role in M&A activities, from due diligence to valuation, ensuring seamless integration and value creation. Managed key banking relationships, expanding financial resources and services.
• Leveraged technology and process improvements, including the adoption of Oracle financial systems, to enhance reporting accuracy and operational efficiency. Engaged in advanced data analysis and business intelligence for strategic insights.
• Developed and supported clients in preparing +100 business plans and +100 financial models for fundraising purposes
• Built over 20 KPI dashboards for clients using Microsoft power BI
• Prepared 409A valuation reports for new ventures to assess the fair value of option pricing (ESOP)
• Advised company CEO & Board of directors by presenting fairness opinions and valuation reports on new funding rounds
• Assisted a food delivery technology start up raise $15M through private placement memorandums
• Developed the business plan, vision and mission statement for the business to launch an award-winning coworking space.
• Raised the initial seed capital of $5M from institutional investors and reached profitability in 24 months.
• Interviewed, appointed, trained, and assigned responsibilities to director level roles.
• Coordinated and approved all budgets for space development, marketing, overhead, and growth.
• Advised Altria (Philip Morris) on its PPA acquisition of Green Smoke (Electronic cigarette company) $130M (M&A).
• Prepared a Fairness opinion - The acquisition of all recipes by Meredith for $175M. The valuation analysis
included DCF modeling, EV/Sales, EV/Unique Visitors and the assessment of precedent market transactions.
• Assisted Blackstone with a fund valuation audit exercise to estimate the fair value of the fund portfolio holdings
• Identified and evaluated strategic acquisition targets for Fortune 100 financial services company through market research
and due diligence, which resulted in a $400K engagement.
• Advised a public company CFO and corporate development team seeking to acquire a $375M media company; performed
due diligence and business valuation of target.
• Provided a fair valuation opinion on the divestitures of 100 legal entities in the Consumer health business segments of a
global pharmaceutical company ($60B in revenue)
• Assisted a global credit card company ($ 85B in Market Cap) in a buyer targeting exercise and identified potential targets
for acquisitions in the mobile payments, and social media analytics industry
• Advised the largest ethanol producer in the US in acquiring 18 Biorefineries. The fairness opinion covered financial
modeling including income and market approach valuation
• Assisted Orlando health hospital in a financial modeling project and built an ACO (“Accountable Care Organization”)
cost model to estimate the cost for the hospital and its network of M.Ds
• Sell side mandate for a private equity firm to divest its UK based shipping company which owns and operates a fleet of
12 modern vessels designed to transport the entire range of petrochemical gases. Used market approach valuation
techniques and industry specific multiples such as EV/EBITDA, P/NAV and EV/Ton
• M&A advisory - Sell side mandate for a high end restaurant and lounge (“Club Cavalli”) in Dubai. Prepared a DCF with
a market comparable companies and transactions spread sheet and presented marketing material for potential investors
• M&A advisory - Fairness opinion for two commercial banks based in Oman in a valuation assignment for a potential
merger. The valuation analysis included income and market approach valuations. Developed an accretion/dilution model
to analyze the swap ratio sensitivity for the deal
• M&A advisory - Assisted in the valuation of Pan Emirates Cement for the purpose of selling equity to finance business
expansion
• M&A advisory - Assisted Axiom (largest UAE telecom retailer) in determining the fair value of their business using the
income and market approach valuation. Calculated parameter sensitivities on the valuation drivers to answer client
questions
• M&A advisory - Sell side mandate for a Qatari based bank. Assisted in the valuation of the banking operations carve out
of the bank using a rundown of the loan book technique, DDM approach and cross checked with market multiples
including P/TBV and P/E
• FRP - Valuation of Fasttelco (Biggest Internet Service Provider in Kuwait) and Aiwa gulf (Telecom VAS) for investment
review reasons using both the income and market approach valuation techniques
• FRP - Assisting LAFICO (Libyan sovereign wealth fund) in determining the fair value of its portfolio (99 assets) covering
all sectors for financial reporting purposes using all valuation techniques
• FRP - Assisting Mumtalakat (Bahrain sovereign wealth fund) in the impairment testing of ALBA (largest aluminum
smelter) and GARMCO (rolling factory) using DCF and market comparable transactions and companies’ (“EV/Ton”)
industry specific multiples
• Assisted in the valuation of the Dubai Mercantile Exchange an international commodity (oil contracts) exchange for
shares buy back purposes
I was the general secretary of Lonsdale College. I managed the budgets and planning and spend for the student community.
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