Subject: Private Equity Executive
From: "Hernan Rizo" <[email-masked]>
To: <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <jsosnickyadvi
Date: Wed, 5 Oct 2016 13:52:06 +0000

I'm moving to the DC area and would like a few minutes of your time to discuss my extensive Private Equity experience.

Today’s Private Equity environment requires a professional financial executive inside every acquisition representing the interests of the fund and helping improve operations, streamline PP&C’s, cut expenses, build efficient teams, provide strategic guidance and execution skills, all with the ultimate goal of quickly adding significant value to the organization.

This is the role I’ve played throughout my career, representing funds, investment banks, commercial banks, buyers and sellers of organizations with the sole purpose of increasing the value of their interests in these entities.

During my career I’ve worked in many industries including energy, healthcare, engineering, construction, technology, manufacturing, B2B Services and agriculture; from start-up companies to multi-billion dollar organizations and from local to multinational private and public entities.

Examples of my corporate value-added work:

  *   Director of Corporate Development of SureServe MD. The Challenge: healthcare technology private venture startup company: Results: Developed the company’s strategic growth plan and marketing channels, including positioning the firm as the most powerful, fully-integrated healthcare Revenue Cycle Management (RCM) and Clinical Research Study (CRS) software and Management Service Organization (MSO) system in market place.
  *   Chief Financial Officer of Northwest Internal Medicine and Northwest Urgent Care. The Challenge: Disorganized and inefficient growth by an inexperienced management team. Results: Created a strategic growth plan, trained all financial personnel, converted cash accounting to accrual accounting, refinanced all loans and facilitate access to new capital and improved financial performance through active revenue cycle management.

  *   Chief Financial Officer of 4C Construction. The Challenge: A rapidly growing services company facing all the headaches of a wild passed, disorganized, undercapitalized fast growing organization. Results: Complete turnaround by eliminate unnecessary expenditures in the organization, securing additional working capital, refinance the company’s debt facilities and establish all accounting and operational policies, procedures and controls, among many others. The Company is now being sold to a strategic buyer.

  *   Chief Financial Officer of Fleetserve. The Challenge: company unprepared for a rapid growth environment. Results: avoided taking the company into bankruptcy by restructuring the firm through tough negotiations with creditors, cost cutting, operational efficiencies, risk management and financial improvements, that quickly added significant value to the organization allowing it to sale to a private equity group in early 2014.

  *   Chief Financial Officer for Tatum CFO Partners. The Challenge: Integration problems after poorly executed overseas acquisitions at several very large multinational corporations, causing auditor KPMG to threaten to write off the entire investments if the problem was not fixed. Results: Re-took control of the entire integration process and aligned a $1B South American operation to its’ original acquisition targets and results. Also, restructured a $150MM industrial plant investment in Mexico that had gone sour by evaluating all personnel and replacing where necessary, revamping the entire accounting system and all processes, procedures and controls, cut expenses and commence payments of the loan back to the original investor. Lastly, participated in the restructuring of an energy company under bankruptcy protection that concluded on its sale to a Private Equity Group.

Additional examples are available.

I've built a successful CFO career out of being the boots on the ground for quick turnarounds and fast value added in recently acquired corporations. I also wrote the book at Tatum on how to properly and successfully manage post-merger/acquisitions integrations from the seat of the CFO. I have also extensive experience in international markets (I speak English, Spanish and Portuguese).

If my qualifications are of interest, I would be delighted to communicate further with you to explore how we might work together. I look forward to hearing from you.

Cordially,

Hernan Rizo

C: 214-724-4174